President, CEO, Advisor, Speaker & Author

• Dec 1997 - Present

As the President, Chief Executive Officer and Founder of CCG Catalyst I head a team of subject matter experts spread across the globe. As a banker, management consultant and strategist for over 35 years, which includes over 10 years in consulting, and more than 25 years of executive management experience in the banking industry. As president of this firm, we have advised hundreds of clients and I have personally led major engagements domestically and globally including: strategy – product, market, and business planning; tactical performance and profitability improvement; and governance and management development. Our clients range from community, to mid-tier banks as well as the worlds largest banks. We are leading consultant to the Fintech industry on business and technology strategies related to banking solutions. I am frequently featured as a speaker at industry events, addressing diverse topics such as innovation, transformation, disruption, systems modernization, merger & acquisition, channel development and bank strategies. I have written numerous articles for publication and maintains an active agenda focused on bank strategies and the future of banking.