Experienced and enthusiastic leader with track record of success delivering financial technology solutions across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.
Guided Catalyst consulting initiatives with partners and resellers. Fostered partnerships with sales teams to grow professional services and promote effective client product utilization for North American financial institution and fintech clients resulting in 10x pipeline growth in 6 mos.
Advisor to President/COO and board; responsible for deposit strategy and cash management systems through rapid expansion including Core, digital banking conversion required to support exponential growth. Product owner of all depository and non-lending commercial products (treasury services, merchant processing and commercial cards). Instrumental in delivering business value through technology across a diversified client base
Director of Cash Management Defined vision and roadmap to lead a highly skilled team supporting 42 locations, and over 200 partners to sell and support cash management technology to small to midsize businesses and municipalities
President, Commercial Banking Dallas & Collin Counties Led boutique commercial bank through rapid expansion.
VP of Business Development, Gold Star Trust Launched account rollover nationwide and enhanced sales and delivery of Self Directed IRA offering. Designed roadmap to improve customer onboarding & product delivery to increase partner satisfaction for legacy offerings
Realigned treasury management offerings and integrated 3 new services based on comprehensive competitive analysis to improve portfolio diversification for both community banks
Relationship Manager, Middle Market Banking
Deposit specialist to middle market clients. Evaluated and presented financial instruments and technology to improve clients' market position to achieve both short and long-term business strategies. Extensive business development and client entertainment through curated events.
Regional Public Funds Manager Responsible for $500MM municipal deposit portfolio throughout Texas and Louisiana. Co-managed securitization and directed disbursement for $4.5B municipal deposits. Produced all government depository contract RFPs. Prepared and managed annual budget for 13+ cost centers.
Senior Market Manager Launched first de novo Hibernia Bank branch in Texas. Company-wide presenter for sales leadership and business development
Ironman Chattanooga 144.6 finisher, Inaugural St George Half Marathon finisher (PR), Ironman Austin 70.3 & Galveston 70.3 finisher