Education
MIT Sloan School of Management
MBA, Finance -Cornell University
BS, Electrical Engineering -Work Experience
WisdomTree
Current
WisdomTree
Flume Health
2018-01-01 - 2021-01-01
Flume Health
MarketAnalyst Corp
2014-01-01 - 2018-01-01
MarketAnalyst Corp
KEEPS America
2011-01-01 - 2014-01-01
KEEPS America
Praxell
2005-01-01 - 2010-01-01
Praxell
E*TRADE from Morgan Stanley
2000-01-01 - 2004-01-01
E*TRADE from Morgan Stanley
Fidelity Investments
1998-01-01 - 2000-01-01
Fidelity Investments
Viola (sold to Intuit)
1996-01-01 - 1998-01-01
Viola (sold to Intuit)
Skills
Summary
Innovator with deep product and operating experience. Evangelist, consistently making the initial business developed-based deals that drive innovation and open new markets. Highly analytical, hands-on problem-solver. Success rapidly earning the trust of clients, partners, and regulators. Exceptional at attracting and retaining key talent, tending to inspire (and occasionally push) coworkers to deliver more than they think they can. HIGHLIGHTS: • Built payment "supply chains" (banks, processors, networks, regulators) at 5 companies from scratch over last 15 year • Spun up customer (WisdomTree) and B2B2C (Flume, Praxell) operations • Turned around $90M business at E*TRADE, taking margins from 0% to 27% • Founded early robo-advisor and sold company to Intuit • Established prepaid card distribution at 7 of the 10 largest Social Security Disability advocates in under 12 months SPECIALTIES: • Product Strategy, Product Management, Customer and Risk Operations, Data Analytics • Blockchain, Robo Advice, Online Banking • Business Development, Evangelical Sales, Sales Management, Product Marketing • Consumer Acquisition, Customer Retention, Cross-selling/Up-selling • Business Planning | Market Sizing | P&L Modeling | P&L Management • Managing Offshore Development | Selecting, Contracting with, and Managing BPO vendors • Recruiting and Retaining Talent | Turnarounds | Software, Internet, SaaS | B2B, B2E, B2B2C • Regulatory Compliance: AML/BSA, FinCEN, MTLs, PCI, Fraud prevention, Series 7 / 66 / 24 licenses • Mastercard, Visa, FIS, Fiserv