Forward-thinking senior leader with extensive experience in business banking / financial services. Known for driving a strong culture, empowering employees, a high sense of urgency, attention to detail, innovation and strategic thinking.
Overview
17
17
years of professional experience
Work History
Head of Small Business Data, Analytics & Strategy
PNC Financial Services
Chicago, IL
01.2022 - Current
Leads data, analytics and strategy team across PNC Small Business (~1mm clients clients, $1.5bn+ revenue); serves as right-hand to Head of PNC Small Business
Oversees long-term strategic planning in partnership with other senior executives and business leaders
Builds business-facing reporting across all small business LOBs (business banking, lending, digital, merchant, treasury, card); focused on improving sales execution and identifying areas of investment and opportunity
Oversees development key performance metric dashboards and insights via Tableau and other business intelligence tools
Derives forward-looking insights from ongoing analytics projects to offer predictive intelligence for ongoing business decision-making and sales teams
Collaborates with corporate and commercial analytics teams to maximize our ability to deliver new tools and insights to small business
Partners with CFO to analyze operational efficiency, identify revenue and expense opportunities
Head of Business Facilitation, Merchant Services
PNC Financial Services
Chicago, IL
01.2020 - 01.2022
Led merchant services business strategy; operated as right-hand to the Head of PNC Merchant Services, one of the nation's largest payment providers (>$70bn annual processing)
Oversaw data and analytics teams (reporting, ad-hoc analytics, data infrastructure), sales enablement (seismic, sales campaigns) and technology (salesforce, marketplace/Fiserv technology)
Developed and overhauled staffing and delivery model, incentive plan, and pricing and product strategies in partnership with senior leaderships/CFO
Improved business profitability via pricing strategy, product offers, and operational efficiency adjustments
Developed and implemented value-added strategies to increase profitability, expand market share and cement customer relationships via reduced attrition
Territory Sales Manager, Merchant Services
PNC Financial Services
Chicago, IL
03.2018 - 01.2020
Led team of 6 market managers, ~60 sales account executives and ~6 support advisors across 8 states
Developed strong partnerships with executive leaders across a vast geography (1,200+ branches, 200+ business development officers, various other LOB partners) while delivering exceptional sales results
Market Manager
PNC Financial Services
Chicago, IL
01.2016 - 03.2018
Led a high-performing team of account executives focused on delivering payments solutions across Chicago and Wisconsin
Retail Banking (Various Positions)
PNC Financial Services
Chicago, IL
06.2005 - 01.2016
Various positions across Merchant Services, Retail and Branch Banking
Education
MBA -
University of Illinois At Urbana-Champaign
Champaign, IL
05.2022
Bachelor of Science - Business Administration And Management
University of Illinois At Urbana-Champaign
Champaign, IL
05.2005
Skills
Strategic Planning
Business Leadership
Operational Efficiency
Product and Service Knowledge
Timeline
Head of Small Business Data, Analytics & Strategy
PNC Financial Services
01.2022 - Current
Head of Business Facilitation, Merchant Services
PNC Financial Services
01.2020 - 01.2022
Territory Sales Manager, Merchant Services
PNC Financial Services
03.2018 - 01.2020
Market Manager
PNC Financial Services
01.2016 - 03.2018
Retail Banking (Various Positions)
PNC Financial Services
06.2005 - 01.2016
MBA -
University of Illinois At Urbana-Champaign
Bachelor of Science - Business Administration And Management