SVP, BaaS Strategy and Development

• May 2022 - Present

Customer Success - Fintech and Bank Partnerships

• Sep 2021 - May 2022

• Serve as an advisor to community banks ($400 Million to $10 Billion in assets), working alongside C-level executives and operational teams to establish Fintech Banking programs that enabled new multi-million dollar BaaS revenue streams. • Strategic partner to 10+ new and existing fintechs and enterprise companies building financial services verticals, providing guidance on strategy planning for successful go to market and development of new product market fit offerings. • Improved… Show more • Serve as an advisor to community banks ($400 Million to $10 Billion in assets), working alongside C-level executives and operational teams to establish Fintech Banking programs that enabled new multi-million dollar BaaS revenue streams. • Strategic partner to 10+ new and existing fintechs and enterprise companies building financial services verticals, providing guidance on strategy planning for successful go to market and development of new product market fit offerings. • Improved Time to Value (TTV) for both fintechs and banks by 15% through identifying and resolving complex implementation escalations, working with cross-functional teams (product, engineering, onboarding, compliance and risk, and legal) to effectively align roadmap and go live readiness for all parties. Show less • Serve as an advisor to community banks ($400 Million to $10 Billion in assets), working alongside C-level executives and operational teams to establish Fintech Banking programs that enabled new multi-million dollar BaaS revenue streams. • Strategic partner to 10+ new and existing fintechs and enterprise companies building financial services verticals, providing guidance on strategy planning for successful go to market and development of new product market fit offerings. • Improved… Show more • Serve as an advisor to community banks ($400 Million to $10 Billion in assets), working alongside C-level executives and operational teams to establish Fintech Banking programs that enabled new multi-million dollar BaaS revenue streams. • Strategic partner to 10+ new and existing fintechs and enterprise companies building financial services verticals, providing guidance on strategy planning for successful go to market and development of new product market fit offerings. • Improved Time to Value (TTV) for both fintechs and banks by 15% through identifying and resolving complex implementation escalations, working with cross-functional teams (product, engineering, onboarding, compliance and risk, and legal) to effectively align roadmap and go live readiness for all parties. Show less

Retail Bank, Senior Vice President, Strategy and Execution

• 2016 - Sep 2021

• Project managed various initiatives focused on sales, client enablement, and transformation efforts by collaborating with cross-functional teams to establish strategic business requirements, frameworks, and programs, resulting in the performance growth of 24K+ retail bank managers and associates across 4.5K national locations • Built a talent development and retention strategy to close the gap in the hiring, training, and growth processes of branch associates, minimizing hiring and… Show more • Project managed various initiatives focused on sales, client enablement, and transformation efforts by collaborating with cross-functional teams to establish strategic business requirements, frameworks, and programs, resulting in the performance growth of 24K+ retail bank managers and associates across 4.5K national locations • Built a talent development and retention strategy to close the gap in the hiring, training, and growth processes of branch associates, minimizing hiring and training expenses by $5M annually while boosting productivity • Initiated the conceptualization and design of an automated tool for talent development enhancements, streamlining the advancement process for career progression • Orchestrated strategic programs and process improvements, including the implementation of a centralized tool for team performance monitoring, business management, coaching accessibility, and corrective action planning, expanding manager capacity and proficiency • Actively engaged with the technology and digital partners to test a 3rd party vendor solution to facilitate virtual conversations via a 2-way video interaction, requiring 0 software downloads, enhanced capabilities, and seamless client engagements, forecasted to produce $6M in new net revenue in the first 2 years • Established an incentive program to boost the proactivity of sales associates by creating and deploying staff performance measurements and reporting to increase client outreach activities, expanding overall client outreach by 15% • Chosen by senior leadership to deliver multiple time-sensitive risk management projects in response to the Office of the Comptroller of the Currency (OCC) investigations, establishing risk mitigation plans to appease the investigation process

Retail Bank, VP, Project Manager

• 2013 - 2016

• Led complex project in partnership with Wealth Management business to build new client engagement process, collaborating with the Technology and Database teams to design a new internal referral system, working with the Readiness and Training partners to prepare employees on the new rollout, and teaming up with the Controls team to build processes ensuring fair and equitable referral distribution, generating a 20% increase in cross-business referrals • Spearheaded the development of a new… Show more • Led complex project in partnership with Wealth Management business to build new client engagement process, collaborating with the Technology and Database teams to design a new internal referral system, working with the Readiness and Training partners to prepare employees on the new rollout, and teaming up with the Controls team to build processes ensuring fair and equitable referral distribution, generating a 20% increase in cross-business referrals • Spearheaded the development of a new Salesforce to drive incremental revenue and boost customer engagement in response to the high-level enterprise vision to develop specialist teams, defining, recruiting, and training financial advising and small business specialist roles, resulting in 15+% increase in revenue

CSBB MBA Leadership Program

• 2011 - 2013

• Assessed a strategy for the Merrill Edge Online Platform by administering client feedback sessions to determine new opportunities and collaborating with the eCommerce UX teams to construct wireframes and perform user acceptance testing, leading to a boost in user experience across eCommerce platforms • Oversaw a team of 35+ Managers and Associates across 6 bank locations, leading the sales, operations, and customer experience performance by 150% across all locations • Conducted a review… Show more • Assessed a strategy for the Merrill Edge Online Platform by administering client feedback sessions to determine new opportunities and collaborating with the eCommerce UX teams to construct wireframes and perform user acceptance testing, leading to a boost in user experience across eCommerce platforms • Oversaw a team of 35+ Managers and Associates across 6 bank locations, leading the sales, operations, and customer experience performance by 150% across all locations • Conducted a review and strategic branch location analysis of 1.5K+ bank locations evaluating for closure considerations, providing strategic direction on business opportunities • Accelerated the branch location planning process from 6 to 4 months by implementing Six Sigma methodologies and leveraging SharePoint solutions to cater to internal stakeholder needs and expectations, leading to 100% team buy-in

General Manager

• 2005 - 2009

• Led a team of 33 staff members, directing the sales, marketing, human resources, and operations strategy through execution of innovative business models to provide additional business opportunities as well as consulting with the Engineering team to develop and market new products, exponentially growing the business by 15% into a $20M venture • Managed the vendor research and selection process, negotiating new contracts to save on expenses, resulting in a reduction of insurance costs by… Show more • Led a team of 33 staff members, directing the sales, marketing, human resources, and operations strategy through execution of innovative business models to provide additional business opportunities as well as consulting with the Engineering team to develop and market new products, exponentially growing the business by 15% into a $20M venture • Managed the vendor research and selection process, negotiating new contracts to save on expenses, resulting in a reduction of insurance costs by 50% • Secured 2 sales contracts with wholesale companies in Ecuador and Guatemala to expand the company footprint into international markets, accelerating global sales by 300% and generating $100K+ in annual revenue Show less • Led a team of 33 staff members, directing the sales, marketing, human resources, and operations strategy through execution of innovative business models to provide additional business opportunities as well as consulting with the Engineering team to develop and market new products, exponentially growing the business by 15% into a $20M venture • Managed the vendor research and selection process, negotiating new contracts to save on expenses, resulting in a reduction of insurance costs by… Show more • Led a team of 33 staff members, directing the sales, marketing, human resources, and operations strategy through execution of innovative business models to provide additional business opportunities as well as consulting with the Engineering team to develop and market new products, exponentially growing the business by 15% into a $20M venture • Managed the vendor research and selection process, negotiating new contracts to save on expenses, resulting in a reduction of insurance costs by 50% • Secured 2 sales contracts with wholesale companies in Ecuador and Guatemala to expand the company footprint into international markets, accelerating global sales by 300% and generating $100K+ in annual revenue Show less