PROFESSIONAL EXPERIENCE
Confidential
Senior Manager
Responsibilities:
- Restructured debt purchasing and legal collections company; increased profits 275% in first six months.
- Enacted forensic accounting verifying $millions in claims on co - mingled legal trust accounts.
- Counseled private equity firm on fintech M&A opportunities and performed due diligence on $700M deal.
- Prepared cash flow management and payment optimization for troubled $1M auto repair company.
- Negotiated transaction processing contracts for debit and credit card programs of banks saving $millions.
- Provided litigation support including valuing small businesses for settlements requiring asset allocation.
- Led corporate development project for a large M&A virtual data room company to increase revenue 300%.
- Provided strategic advice to online retailer and quadrupled revenues and profit.
- Valued $5M construction company and negotiated acquisition.
Confidential
Senior Manager, Cards & Payments SME and M&A Lead
Responsibilities:
- Focused client on market segmentation and retention strategy resulting in 20% increase in card revenue.
- Improved timeframe of closing co-brand credit card portfolio acquisitions an estimated 40% by streamlining the due diligence and conversion process.
- Turned around credit and debit card operations and decreased expenses by 30% for a top 10 bank.
Confidential
Consulting Partner, Global Consulting Practice
Responsibilities:
- Increased client portfolio revenue 63% first year and 200% the next, year-over-year.
- Developed and led Credit Card Workshop leading to $multi-million projects via new lines of business.
- Partnered with KPMG on financial reporting projects.
Confidential, Phoenix, AZ
Business Development Executive
Responsibilities:
- Saved over $30M for the client on a payment processing company valuation case as expert witness.
- Provided prospective financing vehicles for $multi-billion tax refund anticipation loan programs.
- Licensed with FINRA as a General Securities Registered Representative (Series 7 and 63).
Confidential, Phoenix, AZ
Vice President
Responsibilities:
- Devised growth strategies to propel and elevate revenues (200%) and product profitability (15%).
- Triggered $4M/year in client savings by spearheading Interchange rate analysis and strategy.
- Valued 4 card processing M&A deals and negotiated letters of intent. Presented to Board.
