Senior executive leader with track record of driving strategic initiatives and delivering impactful results. Adept at fostering team collaboration and navigating complex organizational challenges. Skilled in strategic planning, financial management, and implementing effective strategies that create efficiencies and profitability. Valued for reliability, adaptability, problem-solving and results-oriented approach.
Overview
37
37
years of professional experience
Work History
SVP Strategic Alliances
Velera
08.2024 - Current
Own and lead strategic partnerships, developing long-term relationship strategies that align with enterprise goals and drive measurable business outcomes.
Successfully moved all GSP providers seamlessly under this umbrella
Drive growth strategies and operational excellence across partnerships, adopting best practices to enhance performance and scalability.
Manage full financial ownership of the line of business, including revenue generation, profitability, and expense control. Seeing YOY financial growth with the partners.
Assumed leadership of a business unit and successfully restructured to align with business needs, improve efficiency and effectiveness.
Managing Vice President
Velera (PSCU/Co-op Solutions)
07.2019 - 08.2024
Led a team of RVP's across various market segments for a book of $500M+ in revenue
Transformed the Account Management team from focusing primarily on relationships to strategic and consultative executives while ensuring connections with clients at the C-level.
Partner across the Enterprise to drive strategy, execute change and solve issues
Engagement with Executive Leadership to provide strategic recommendations, updates as well as BOD reporting
Lowest level of attrition in company history for the past 4 years while in this role – less than 2% of overall revenue
Took ownership for Primax following the acquisition which launched the company into space beyond credit unions
Instrumental in forging through obstacles for a new segment of business for the company
Manage P & L for Primax
Actively involved in the Primax sales pipeline. Assist and/or lead sales opportunities as needed
Regional Vice President
Velera (PSCU)
11.2017 - 07.2019
Manage while motivating an Account Management team to proactively consult and provide strategic direction to PSCU Member Owner Executives
Develop, maintain, and execute strategies to assist the team in their approach to growing credit unions portfolios while ensuring a positive PSCU experience
Review client and industry landscape, participate in planning, and take broad perspective delivering relevant Payment, Card, Call Center, Digital and eCommerce industry expertise
Ensure growth and retention goals were met for the region. The team renewed $29 million in annual revenue in 18 months
Built and maintained solid relationships with clients, internal business units and external partners
Account Executive
Velera (PSCU)
02.2015 - 11.2017
Foster in-depth and productive client relationships with the top PSCU clients
Identify and develop strategic opportunities
Achieve loyalty, endorsement, revenue growth and market share within assigned segment
Deliver relevant payment, card, and e-commerce industry expertise
Assist clients in setting annual goals and develop a plan for achievement
Promote and communicate the value of PSCU products and services
Negotiate contracts
Assisted in the development of a training curriculum for Account Executives
Successfully saved at risk clients and turned them into strong supporters of the organization
Covera
Chief Operating Officer (2008-2014)
08.1988 - 08.2014
Led cross-functional team overseeing sales, client services, project management, fraud, disputes, marketing, training, and portfolio development.
Drove 30% profit increase in one year through strategic business line restructuring.
Managed full P&L responsibility, consistently delivering positive budget outcomes.
Negotiated all client and vendor contracts, ensuring favorable terms and long-term value.
Grew client programs by 5% annually, serving over 600 credit union programs nationwide.
Achieved 97%+ client satisfaction through service excellence and strategic support.
Developed and executed business plans to drive acquisition and retention.
Built vendor partnerships to expand offerings and enhance operational efficiency.
Created client strategies to optimize portfolio performance and growth.
Delivered presentations for client engagements and industry speaking events.
Utilized Salesforce to manage pipeline, client data, and business development efforts.
Collaborated with marketing teams to produce campaigns, newsletters, and promotional materials.
Represented the company at trade shows, chapter meetings, and regional conferences.