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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • Aug 2023 - 5 months

      Atlanta, Georgia, United States Payall, the first-ever cross-border processor for banks, enables regulated financial institutions to move money safely at the speed of data. Our mission is to make cross-border payments fast, compliant and cost-effective with a suite of breakthrough automated compliance and risk management solutions that bring transparency to historically opaque world of correspondent banking. Cross-border payments enabled by our proprietary technology and processes run on a global single shared platform and… Show more Payall, the first-ever cross-border processor for banks, enables regulated financial institutions to move money safely at the speed of data. Our mission is to make cross-border payments fast, compliant and cost-effective with a suite of breakthrough automated compliance and risk management solutions that bring transparency to historically opaque world of correspondent banking. Cross-border payments enabled by our proprietary technology and processes run on a global single shared platform and use our novel "Know Your Customer's Customer" product. The platform includes core-like accounts for all users, with special-purpose payment processing that represents "new rails" for near-instant and efficient global payments. Moreover, cross-border payment recipients have unprecedented, valuable choices to access and manage their money, with payout options that appeal to financially savvy and unbanked individuals. Show less

    • Advisor to the CEO and Board
      • Jan 2023 - Apr 2023

      Atlanta, Georgia, United States

    • CFO
      • May 2020 - Jan 2023

      Atlanta, Georgia, United States First Performance was a leading data enrichment provider to the world's largest banks. It empowered the bank and cardholders to use, manage, and control their finances digitally. The company was backed by leading global companies and investors including Mastercard, First Data, Synchrony Financial, Regions Bank, and RRE Ventures. First Performance's reach extended over three continents and it partnered with the largest global processors, networks, banks, and retailers. Recruited by… Show more First Performance was a leading data enrichment provider to the world's largest banks. It empowered the bank and cardholders to use, manage, and control their finances digitally. The company was backed by leading global companies and investors including Mastercard, First Data, Synchrony Financial, Regions Bank, and RRE Ventures. First Performance's reach extended over three continents and it partnered with the largest global processors, networks, banks, and retailers. Recruited by the board to serve as the co-pilot to the new CEO to rapidly grow the business. In the first three years, migrated the company from being a card controls business to a data enrichment provider, increased revenue by 3x, improved operating margins, increased the cardholder base from 7 million to over 30 million, expanded from seven countries to 11, and signed seven key partnership/reseller agreements with leading payment processors and networks.

    • Vice President of Finance
      • Apr 2019 - May 2020

      Atlanta, Georgia, United States

    • Real Estate
    • 1 - 100 Employee
    • Independent Contractor
      • Dec 2018 - Mar 2019

      Performed financial analysis and created a detailed operating model for an IT services company

    • Ireland
    • Individual and Family Services
    • 1 - 100 Employee
    • Planned Career Break
      • Mar 2017 - Dec 2018

      Completed a planned career break to accomplish goal of running a marathon on all seven continents

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Vice President
      • Dec 2013 - Mar 2017

      Greater Atlanta Area Croft & Bender is a middle market investment banking and private equity firm based in Atlanta. Croft & Bender is primarily focused on the following advisory services for companies with enterprise values of $15 to $300 million or capital raising needs of $5 to $50 million: - Private Equity/Venture Capital – With institutional relationships across the country, Croft Bender helps companies raise equity capital, whether for growth or the recapitalization of existing shareholders. -… Show more Croft & Bender is a middle market investment banking and private equity firm based in Atlanta. Croft & Bender is primarily focused on the following advisory services for companies with enterprise values of $15 to $300 million or capital raising needs of $5 to $50 million: - Private Equity/Venture Capital – With institutional relationships across the country, Croft Bender helps companies raise equity capital, whether for growth or the recapitalization of existing shareholders. - Mergers, Acquisitions and Advisory Services – Croft & Bender provides advisory services for both buyside and sellside assignments. It also provides valuation services and fairness opinions for a broad range of business situations and audiences and helps top management, directors and business owners assess critical strategic issues that impact shareholder value.

    • Associate
      • Sep 2012 - Dec 2013

      Greater Atlanta Area

    • United States
    • Private Equity Associate
      • Jul 2010 - Jul 2012

      Greater New York City Area

    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Investment Banking Analyst
      • Jul 2007 - Jul 2010

      Consumer / Retail Group

Education

  • University of Georgia - Terry College of Business
    BBA, Finance
    2003 - 2007
  • The University of Georgia
    AB, Spanish
    2003 - 2007

Community

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