SALES ( CHANNELS ( STRATEGY ( M&A ( PRODUCT MANAGEMENT ( TECHNICAL
Senior leader and impact player with demonstrated ability to deliver
results in a variety of roles including; sales, corporate strategy, mergers
& acquisitions, product management, program management, channel sales. Able
to work effectively with cross functional teams to perform planning and
execution of initiatives. Strong written and verbal presentation skills.
Comfortable in a competitive, high-performance, target-driven environment.
Data-driven, results-oriented, and precise. Creative thinker with sound
business judgment. Self-starter - independently initiates and drives
projects toward completion.
( Banking Software ( Check Fraud ( Deposit Fraud ( Check Kiting ( Float
Pricing ( Electronic Check Presentment ( Image Exchange ( Returns &
Exceptions ( Anti-Money Laundering ( Credit Cards ( Remittance ( ACH (
Compliance ( Accounts Receivable (Order to Cash Automation) ( Accounts
Payable (Purchase to Pay Automation ) ( EDI ( CPCS ( Sales ( Sales Support
( International Experience ( Mergers & Acquisitions
PROFESSIONAL EXPERIENCE
AXIS CORPORATE - Director - US Consulting 02/13 - 02/14
Directed operations consulting resources for in-sourcing of US bank
acquired by top global foreign bank. Projects include check processing,
mobile payments, electronic payments including ACH, Wire, Swift and FX.
Self-Employed - Consulting 07/07 - 01/13
Business strategy & planning, market evaluation, marketing materials, sales
strategies, pricing, event marketing, promotion and expansion..
WAUSAU FINANCIAL SYSTEMS, INC. - SVP - Corporate Development 12/05 - 07/07
Drove corporate growth strategy in conjunction with senior management,
board of directors and venture capital owners. Increased corporate gross
revenues over 10% via acquisition and increased our wholesale remittance
market share to over 30% from less than 10%. Helped our great sales team at
the C level negotiate and close over $4 million in software/services.
Reduced maintenance loss risk by negotiating a revenue sharing business
process outsource (BPO) agreement with a leading bank
UNISYS, Inc. - Director - Enterprise Payments - Global Banking 10/04 -
11/05
Consulted with Regions Banks on our business process reengineering effort
utilizing our 3D-VE (3D Visual Enterprise) toolset and approach.
Responsible for global enterprise payments program and supporting existing
product lines including Payment Information Engine (PIE/PDOR) and Image
Exchange products. Supported sales, marketing, partners, solutions
development, BPO division, clients and analysts to define and articulate
Unisys enterprise payments strategy and close deals. Researched, acquired
and implemented a BI (business intelligence) system to front end,
demonstrate and expand the capabilities of our PIE system. Worked with
banks on our Image Exchange solution.
INVESTOR 11/03 - 10/04
Invested as 1 of 4 shareholders in a steel fabrication company and grew
sales from $80K/month to over $250K/month in less than a year. Divested my
interest.
STERLING COMMERCE (now part of FIS) - Channel Manager & International Sales
01/99 - 10/03
Hunted, formulated, negotiated and closed multi-million dollar Channel and
International sales engagements through major alliances, partnerships, OEM
and re-seller agreements with multi-national companies including SVPCo,
NCR, Thomson Financial, Editel, Global Technologies Australasia, and
others. Direct sales for large outsource clients including EDS, Fiserv,
IBM, SVPCo, Unisys, Viewpointe and the Federal Reserve. 150% of annual
quota.
Business Development
Found a buyer, packaged, negotiated and sold off our non-core fraud
detection products (VECTOR:Detect & Monitor).. Introduced the first
patenting process within the division resulting in multiple patent awards
(one of which was instrumental in winning a multi-million dollar OEM
deal)..
Product Manager - Fraud, Returns & Exceptions
Responsible for the Returns/Exceptions department (VECTOR:Five) and the
check and deposit fraud products (VECOR:Detect, VECTOR:Monitor and
VECTOR:Kite - run by 53 of the top 100 US banks). Product line consisted of
11 products with over 250 licenses worldwide, constituting a fourth of the
total revenue for the Banking Systems Division. Conceived, built the
prototype, defined the requirements and pre-sold the next generation of the
outbound exceptions system (VECTOR:Exceptions - patented).
KEY BANK, Albany, NY 12/97 - 01/99
Contractor
Rolled out Carreker's Float Pricing System (FPS) and Electronic Check
Presentment (ECP) systems nationally. COBOL/CICS/VSAM
CARREKER-ANTINORI, Dallas, TX 08/96 - 11/97
Program Manager - Contractor
Ran the program for the on-us check fraud product, ASI/16, the deposit
product offering, ASI/19, and the fraud tracking and case management
product, Fraudtrack. In this capacity I handled pre-sales activities with
all major accounts.
Installed Carreker's FPS (Float Pricing System). at Frost Bank and Key Bank
as well as the ECP (electronic check presentment - Check-Link ILR) product
at Key Bank. COBOL/CICS/VSAM
ELECTRONIC DATA SYSTEMS (EDS), Plano, TX 02/95 - 08/96
Advanced Systems Engineer
Pre-sales activities for major clients and trade shows. Managed development
projects for Household Credit Services for the GM credit card(COBOL to
COBOL II conversion and evaluation of upgrade of GM card to Visa processing
prior to the Olympics). Wrote the backend mainframe CICS transactions to
support HCS's client server and VRU requests. Managed various project teams
of Systems Engineers. COBOL/CICS/VSAM/Visual Basic II
BLUE CROSS BLUE SHIELD OF TEXAS, Richardson, TX 09/92 - 02/95
Senior Programmer Analyst
Led development teams of programmer analysts to develop an online Medical
Records System - a major productivity improvement. Developed and
implemented an online electronic claims viewing system dramatically
reducing costs. COBOL/CICS/VSAM
POLICY MANAGEMENT SYSTEMS CORP. (PMSC), Dallas, TX 07/90- 08/92
Programmer Analyst II
Coding, installation and testing for the development of a multimillion-
dollar billing and administration system for New York Life (Group-Comm);
worked extensively with the customer in every phase of this project. I
created the interfaces from our system their statistical and accounting
systems. COBOL/CICS/VSAM
Patents (Inventor)
System and method for processing exception items
Canada - CA 2407277 - Assigned to Sterling Commerce
Europe - EP 1277154 - Assigned to Sterling Commerce
Eurasia - WO/2001/084436 - Assigned to Sterling Commerce
Education:
Amarillo College - (15 hours of continuing education credits with focus on
real estate licensing)
Texas Institute (Mainframe Programming Certificate - COBOL/CICS/MVS/VSAM)
Other:
Hope For the Silent Voices - Advisory Board Member 05/09 - 12/31/11
Texas Real Estate License - Not Current
Texas Group 1 Insurance License - Not Current