Experience

USAM Group Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Global Head of Sales

  • May 2016 - Present

  USAM Group combines the art and science of selling, to offer firms an exemplary sales team and complementary functions without the risk of hiring unproven talent. We handle all the complexities of generating a pipeline and closing deals, leaving firms to stay focused on developing their product(s) and building the company. Our expertise significantly reduces the cost of entering a market by sharing costs and avoiding pitfalls. In addition to enterprise sales expertise, USAM offers strategic go-to-market plans, messaging, lead generation and marketing content.



Brownstone Recovery Group

• United States
• Financial Services

• Senior Vice President

  • Mar 2013 - Present

  Working with business owners, credit card processors, agents, and ISOs to educate and facilitate participation in the recent $7B Visa/MasterCard class action interchange fee settlement. Brownstone is a unique class action settlement recovery firm with specialized expertise in interchange fees and an understanding of the payment processing ecosystem. Our philosophy is to help eligible class members understand the settlement and their options. Brownstone’s staff has worked on other card payment cases, including a previous case involving Visa and MasterCard. Our team works directly with merchants and partners with ISOs to provide unmatched customer service and value. We also offer tailored programs for ISOs.



The Berwyn Group

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Vice President, Business & Product Development

  • Sep 2014 - Jan 2017

  For more than 25 years, The Berwyn Group has been helping financial service firms understand, quantify and reduce financial and regulatory risk. Berwyn helps companies scrub their customer, client and shareholder data against the largest death database available, which is comprised of the Social Security Death Master File (DMF) and Berwyn’s proprietary catalog of deceased individuals. Our robust systematic solutions enable firms to efficiently and cost effectively manage financial record keeping. http://www.berwyngroup.com



KEANE - Unclaimed Property Specialists

• Executive Vice President

  • Oct 2010 - Aug 2012

  Hired to integrate the sales team efforts and processes in conjunction with a strategic acquisition. Established and managed a six person sales team with three lines of business focusing on six industry verticals. Created sales strategies and value propositions for each line of business and the respective industries. Developed, executed and measured sales and marketing campaigns. Integrated two customer relationship management (CRM) systems and processes. Restructured the sales team compensation plan.



Computershare

• Australia
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • 2003 - Oct 2010

  Led Business Improvement Group of six senior individuals to strategically plan and tactically drive revenue streams within existing business processes for the world’s leading provider of transfer agency and share registration. Managed projects, analyzed and implemented price increases; established pricing of new, complementary and existing business lines from various acquisitions and industry developments. Simultaneously served in dual roles split between strategic initiatives at Computershare, Ltd. and direct sales and sales management efforts at Georgeson, Inc.



Georgeson

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President

  • Jan 1995 - Oct 2010

  Directed all aspects of business operations, budgeting, forecasting, and finance management, including print and mail functions, mail processing, call center, stock and fund disbursement, and associated regulatory matters for the Oddlot Program division. Oversaw sales and account management functions for the Oddlot Program division. Worked with clients to understand needs and enhance product functionality and profit. Directed all aspects of business operations, budgeting, forecasting, and finance management, including print and mail functions, mail processing, call center, stock and fund disbursement, and associated regulatory matters for the Oddlot Program division. Oversaw sales and account management functions for the Oddlot Program division. Worked with clients to understand needs and enhance product functionality and profit.