Education
Vanderbilt University - Owen Graduate School of Management
MBA, Electronic Commerce, Marketing, Finance 1995-01-01 - 1997-01-01Davidson College
BA, Religion 1987-01-01 - 1991-01-01Work Experience
Sirius AI
Current
Sirius AI
Alpha Tech Partners
Current
Alpha Tech Partners
ATDC
Current
ATDC
Keeper Solutions
2023-09-01 - 2025-01-01
Keeper Solutions
CrossCountry Consulting
2020-10-01 - 2023-11-01
CrossCountry Consulting
myFloc
2022-04-01 - 2023-07-01
myFloc
Georgia Fintech Academy
2019-10-01 - 2023-01-01
Georgia Fintech Academy
Accenture
2016-10-01 - 2018-09-01
Accenture
Capco
2009-08-01 - 2016-09-01
Capco
BearingPoint
2004-02-01 - 2009-08-01
BearingPoint
Skills
Summary
Fintech advisor, entrepreneur, and investor with a focus on payments, asset management, wealth management, and banking. Also, recently created the successful fintech talent diversity program for the State of Georgia public university system which resulted in over 1,600 students starting fintech jobs. This experience builds upon 25+ years of work providing consulting services to the world’s top financial institutions. Extensive business, marketing, and operations strategy development supporting payments, investment services, retail delivery, and multi-channel. Deep understanding of digital financial services and the end-to-end requirements for successful market execution. Substantive involvement with new business development and new product development. Payments expertise across both credit card and debit card instruments plus loyalty/rewards. Wealth management expertise across the affluent, high-net worth, and family office segments including front, middle, and back office. Distributed ledger (blockchain) technology experience in capital markets and payments. *All views are my own & 'shares/likes' are not endorsements.*