SUMMARY 
Dynamicprofessional with a successful background inEnterprise-wideStrategy, Marketing andSales Operations in the Financial Services and IT Industries.Effective leadership in process improvement, strategic problem solving and matrix operations. Expertise includes:

• C-level Communications
• Relationship Management
• Change Management
• Problem Solving (Strategic, Conceptual, Analytical)
• Consulting
• Enterprise-wide Project Management
• Interdepartmental Team Building
• Sales Planning and Tracking

ACCOMPLISHMENTS

• Integral player in the development of the Enterprise Accounts model (EA). The accounts managed under this program surpassed 2010 sales goals by 26%. ($27M) The model is now being adopted for use across all of Fiserv’s largest accounts.
• Instrumental part of a small group of top executives charged with the task of reorganizing Fiserv, a Fortune 500 company with over 20,000 employees. The restructuring established Fiserv’s Global Sales Organization and allowed efficiencies in sales production and operations.
• The first employee in Fiserv’s 25 year history to successfully consolidate the company’s Sales Pipeline across the entire Enterprise.
• Consolidated nine sales automation tools into one single, company-wide sales automation program, Salesforce.com
• Developed Fiserv’s Deal Review Board (DRB). The DRB mandates the procedures that must be taken for sales opportunities of all sizes to gain management approval.
• Created a “Bank in a Box” based on the model of Texas Capital Bank
• Through innovative strategy techniques, achieved #1 status in several categories including “Rookie of the Year” as franchisee of The UPS Store.

WORK EXPERIENCE

Jul 2011- Present Confidential, Plano, TX
Manager, Portfolio Services Group

• Strategic selection and classification of legacy assets for securitization and sale to investors.
• Conduct monthly Business Review of Portfolio Services Group on behalf of SVP.

Dec 2007- Feb 2011 Confidential, Dallas, TX
SeniorAnalyst, Enterprise Accounts

• Worked daily with C-level executives.
• Sales and revenue planning, tracking, analysis, and reporting.
• Developed format and managed the delivery of financial reports for top management and Board of Directors.
• Through a consultative approach, managed the creation, and ongoing use of account plans, sales plans, monthly reports, and quarterly reports.
• Facilitated the collection, organization, retention, and continuous refinement of performance data for all Enterprise Accounts.
• Assisted Relationship Managers with, major client visits, presentations, relationship reviews, prospecting, and development.

Feb 2007- Dec 2007 Confidential, University Park, TX
Banker

• Sales and consulting for business and personal loans and financial products
• Acquired, retained and expanded new and existing customer relationships

Oct 2005- Nov 2006 Confidential, Dallas, TX
Consultant, Strategy and Operations

• Responsible for strategy and operations projects in various departments.
• Worked daily with Bank COO and Group Presidents.
• Constructed process flows for use in various departments of future banks
• Completed annual audits for submission to government agencies (CRA, HMDA, AML, BSA)

Jan 2003- Oct 2006 Confidential, New Orleans, LA
Owner/Manager

• Managed all operations, expenses, and employees
• Outside and inside sales
• Showed consistent and growing profit while majority of stores in the system lost money

EDUCATION 
Confidential UNIVERSITY 
Master of Business Administration in Management Information Systems

Confidential UNIVERSITY, 
Bachelor of Business Administration in Marketing

Major Projects Summary

Confidential
Portfolio Services Group, Loan Services Selection and Securitization

• Strategic selection and classification of legacy assets (mortgages) for securitizing and sale to investors.
• Cross-reference data from up to 15 databases to ensure loan characteristics match client requirements.

Portfolio Services Group, Business Review

• Tracking of key projects within the Portfolio Services Group
• Manage the Business Review content and agenda on behalf of the PSG Senior Vice President.

Confidential
Establishment of the Enterprise Accounts Group

• Created the strategic business model that changed the way Fiserv approached its largest clients.
• Worked directly with the Presidents of each Business Unit to gain acceptance and adoption of the program.
• Established Account Planning, Sales Planning and Tracking processes and reporting.
• Facilitated Strategic Relationship Reviews with clients’ key players in areas such as lending, payments, and electronic banking. (Bank of America, Fifth Third Bank)
• Program was expanded to include the top 150 accounts. The accounts included in the program collectively surpassed 2010 sales goal by 26%. ($27 million over goal)
• Supported the following accounts: Bank of America, BB&T, JPMorgan Chase, SunTrust, Fifth Third, Comerica, Huntington, HSBC, M&T, KeyBank, US Bank, and TCF.

Centralized World-Wide Sales Pipeline

• First person in Fiserv’s 25 year history to establish a usable pipeline report that encompassed the entire Enterprise.
• Established unique identifiers to each account, enabling proper classification of sales pipeline and sales tracking.
• Implemented Salesforce.com as a single platform to be used within Fiserv.

Executive Reporting

• Responsible for Executive Reports delivered to CEO, CFO, and CSO.
• Sales pipeline reporting
• Sales tracking
• Account results
• Quarterly and Annual Executive Board Reports

Deal Review Board

• Designed and established Fiserv’s Deal Review Board, a consortium of top executives, including the CEO and CFO, who met weekly to discuss and approve all pending client transactions valued $5 million and above.

Global Sales Organization

• Worked with corporate officers to establish the Global Sales Organization, which centralized all sales operations, including account management, sales, financial analysis, etc.
• Centralization allowed for the streamlining of assets and human capital, resulting is several million dollars in savings. (final number will not be available until 2011 annual report)

Confidential
Creation of “Bank in a Box”

• Worked daily with COO.
• Mapped all processes within the bank.
• Reviewed processes with Business Unit Presidents and examined for possible improvement.
• Rewrote Bank’s lending policy
• Lending policy and business processes were combined and packaged for sale to investors interested in establishing de novo banks based on Texas Capital Bank model.

Internal Audits

• Completed compliance audits for CRA, HMDA, AML, and BSA

Marketing

• Rewrote the verbal content for the Texas Capital Bank website.
• Interviewed each Business Unit President to establish desired message.
• Reviewed completed rewrites with Business Unit Presidents and SVP of Marketing

Confidential
Managed the opening and daily operations of a retail shipping franchise.

• Budget
• Capital
• Site selection
• Build-out
• Business development and sales
• Store exceeded national average revenue by 20% during first year of operations.
• 10% growth over each of the two following years.
• Sold business after leaving New Orleans due to Hurricane Katrina.