Experience

Calhoun Companies
• United States
• Real Estate
• 1 - 100 Employee
• Mergers and Acquisitions, Commercial Real Estate

  • 2018 - Present


WMS Companies

• United States
• Business Consulting and Services

• Founder & President

  • 2006 - Present

  Leader and champion of Business Advisory & Payments Consulting firm. Helping businesses understand and implement cost optimization, risk and business growth/exit strategies. Advising and serving throughout the business lifecycle, top to bottom, through growth, succession and exit.

• Calhoun Companies: Business Partner in SMB Mergers, Acquisitions, Commercial Real Estate

  • 2018 - Present

  Through a partnership with Calhoun Companies, advising and leading SMB's through business succession. Represent sellers, buyers in transitioning business ownership. We engage, consult, negotiate and process business valuations, commercial property, and guide on acquisitions and mergers through closing. Hold Commercial Real Estate License.

• Ascensus: 401k Plan & Retirement Educator

  • 2018 - Present

  Through an instructor partnership with Ascensus, I provide training and education to help 401k participants understand the enrollment process and the value of saving and contributing to a retirement plan offered through their place of employment.



Worldpay

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Vice President, Sales, Strategic Banks

  • 2017 - 2019

  Senior sales and transformational leader bringing our team expertise and consultative approach to businesses nationwide, offering secure commerce enabling technologies and integrated payments. Represent, lead and champion market growth with global strategic bank partner, collaborating within all lines of business and across many industry vertical segments, from Capital Markets to Retail Banking. Senior sales and transformational leader bringing our team expertise and consultative approach to businesses nationwide, offering secure commerce enabling technologies and integrated payments. Represent, lead and champion market growth with global strategic bank partner, collaborating within all lines of business and across many industry vertical segments, from Capital Markets to Retail Banking.



First Data Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Vice President Sales, FI Channel

  • 2014 - 2017

  Vice President for data processing and technology company passing reliable and secure card data for businesses, banks and partners worldwide through innovative business platforms and cloud based technologies. Responsible for over 2 billion in new annual processing volume. Lead team of Sales Directors responsible for the growth of our business portfolio in multiple geographies throughout U.S. Accountable for FI and Strategic Partnerships. Vice President for data processing and technology company passing reliable and secure card data for businesses, banks and partners worldwide through innovative business platforms and cloud based technologies. Responsible for over 2 billion in new annual processing volume. Lead team of Sales Directors responsible for the growth of our business portfolio in multiple geographies throughout U.S. Accountable for FI and Strategic Partnerships.



Wells Fargo Advisors, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Private Client Group Leader, FInancial Advisor, CRPC®

  • 2010 - 2014

  Rainmaker and practice leader helping businesses and busy professionals build, manage, preserve and transition wealth. Advising multi-generational legacy family business clients on business valuation and transition strategies, including equity management and lending. Quarterbacked my team of financial professionals offering a full suite of business solutions, including merchant services, retirement plans, investment strategies, insurance and payroll. CRPC designation with Series 7 and 66 certifications. Show less



Augeo Marketing

• United States
• Advertising Services
• 1 - 100 Employee

• Chief Operating Officer

  • 2000 - 2006

  Responsible for day to day operations, strategic execution, and multiple staffing layers of loyalty marketing firm. Inclusive of new business activity, client development & retention, partner marketing, call center mangement, national managers, and separate business units. Launched a payments sales office generating a strong referral base from existing national corporate clients in retai, food service and industry associations. Responsible for day to day operations, strategic execution, and multiple staffing layers of loyalty marketing firm. Inclusive of new business activity, client development & retention, partner marketing, call center mangement, national managers, and separate business units. Launched a payments sales office generating a strong referral base from existing national corporate clients in retai, food service and industry associations.



DiTRONICS Financial Services

• United States
• Gambling Facilities and Casinos
• 1 - 100 Employee

• Chief Operating Officer

  • 1997 - 2000

  COO and business development executive leading ATM network and electronic funds transfer enterprise. Collaborating with debit networks, manufacturers and financial insitutions in the deployment of product to the retail environment. Member owner responsible to shareholders for growth of equity investments reporting to Board of Directors. Relocated business to Las Vegas to focus on gaming industry. COO and business development executive leading ATM network and electronic funds transfer enterprise. Collaborating with debit networks, manufacturers and financial insitutions in the deployment of product to the retail environment. Member owner responsible to shareholders for growth of equity investments reporting to Board of Directors. Relocated business to Las Vegas to focus on gaming industry.



Intera Communications

• United States
• Telecommunications

• Vice President

  • 1992 - 1998

  Senior Leader responsible for day to day execution of outsource management company's business growth and client retention of over 200 blue chip, fortune 500 clients. Lead team of directors and managers in sales, operations, marketing and account management. Key contributor to acquisition event. Senior Leader responsible for day to day execution of outsource management company's business growth and client retention of over 200 blue chip, fortune 500 clients. Lead team of directors and managers in sales, operations, marketing and account management. Key contributor to acquisition event.