it’s all in the details
it’s all in the detailsAs a seasoned fintech executive, I specialize in driving transformative growth and profitability for organizations. My expertise lies in crafting and implementing strategic initiatives that enable companies to overcome challenges and achieve their goals. By leveraging my skills in digital banking, innovative technology adoption, and revenue optimization, At PVS Fintech Group I help businesses stay ahead in a rapidly evolving industry. With a keen eye for market trends and a commitment to building strong relationships, I am well-positioned to guide companies through the intricacies of today’s financial landscape.
Areas of Expertise:
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Digital Banking Solutions
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Strategic Planning and Implementation
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Revenue Growth and Optimization
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Market Trend Analysis
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Innovative Technology Adoption
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Profitability Enhancement
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Relationship Building
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Fintech and Banking Leadership
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Business Transformation
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Market Expansion
Special Skills:
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The ability to establish and maintain productive working relationships with superiors, peers, subordinates, clients, and partners.
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Intimate knowledge of Metavante, Fiserv, FIS, Jack Henry, CSI, etc.
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Top 100 bank experience with consulting on channel, product, and banking strategies and best practices.
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Possess the determination and stamina to inform, follow through, and finalize lengthy and high-value projects and events.
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Excellent oral and written communication skills.
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Profit and growth-oriented.
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Have the loyalty and respect of people reporting to me.
Recognized Leadership:
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BankFirst, Active Board Member; one of Wisconsin’s most rapidly growing, most efficient, and highly profitable financial institutions.
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NCR, Global Executive Vice President; a focus on Transforming, Connecting, and Running the bank (with an emphasis on DigitalFirst, ATMaaS as well as Allpoint).
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Q2, Senior Vice President; a financial experience company dedicated to digital banking and lending to banks, credit unions, alternative finance, and fintech companies.
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FIS, Executive Vice President Business Development; leadership drove $10+ billion in cumulative annual revenue growth while consistently meeting and exceeding multibillion-dollar sales goals. A proven leader for a professional and diverse team of more than 350 banking and payments solution consultants nationally.
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Metavante Corp, Senior Vice President of Sales and Marketing; drove aggressive top and bottom-line growth through radical innovation and strategic acquisition. Responsible for a complete rebranding and defined a refreshed go-to-market strategy that contributed to Metavante’s growth to $2 billion.
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Associated Banc-Corp, Director of Product and Channel Innovation
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InteliData, Regional Director of Sales; drove product direction, implementations, and sales development of one of the first digital banking companies in the nation.
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M&I Data Services, Vice President of Sales and Director of Retail Products; developed strategic business direction as well as the sales and marketing strategies for bank and savings bank retail solutions.
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Valley Bancorp in many capacities; Senior Vice President directing both marketing and sales for Vboss Development Corporation. Also, Assistant Vice President driving cash management sales as well as directing operations and customer service for Valley Bank in Appleton.
Experience:
Member of the Board, BankFirst – Manitowoc, Wisconsin
2017 – Present
As a board member of the Holding Company and the Banks Board of Directors, I currently serve as the Chair of the Compensation Committee and play an active role in various other key committees, including the Executive, Technology, and Loan Committees. Since joining the BankFirst board in 2017, I’ve contributed to a remarkable growth trajectory, propelling the organization from just over $700 million in assets to well over $4 billion. This growth has been driven by a strategic plan that encompasses both organic expansion and mergers and acquisitions. Our continued focus is on reaching the $5 billion milestone while strategically planning for ambitious growth of up to $10 billion in assets. Our efforts have led to numerous accolades and awards, positioning us as the most profitable and fastest-growing bank in Wisconsin, as demonstrated by our recognition in the following categories in 2023:
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Ranked as the 6th Best Bank in the US
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Named the 5th Best Balance Sheet
Global Executive Vice President, NCR – Atlanta, GA
2021 – 2023
During my tenure, I successfully cultivated and expanded relationships across all levels, engaging with CEOs and peers at Wells Fargo. This effort culminated in the execution of NCR’s largest-ever self-service maintenance agreement, exceeding $300 million in value. I introduced innovative strategies, including Account Based Marketing (ABM) and Account Planning Lab (APL), leading to over $100 million in sales and the identification of a $1 billion pipeline opportunity. My focus was centered on shaping the narrative around DigitalFirst, Branch Transformation, and ATMaaS, which ultimately facilitated the transformation, connectivity, and operation of self-service and Omni-channels.
Senior Vice President – Customer Success, Q2 – Austin, Texas
2019 – 2021
Drove exceptional customer satisfaction, attaining an outstanding Net Promoter Score (NPS) of 92%. Established a customer-centric approach with a focus on continuous improvement, relationship enhancement, and delivering value in every interaction. These efforts led to a record-breaking year in cross-sale revenue, with over one-third of the customer base renewing, surpassing all previous records.
Executive Vice President, FIS Global – Jacksonville, Florida
2002 – 2017
Facilitated Fidelity National’s strategic acquisition of Metavante Corporation, orchestrating a seamless merger. Prior to the acquisition, I was instrumental in propelling Metavante’s growth from $100 million to $1.6 billion, consistently exceeding growth targets. Led the way in achieving cumulative annual revenue growth exceeding $10 billion while overseeing a diverse team of 350+ banking and payments solution consultants. Spearheaded crucial sales and account management functions, encompassing go-to-market strategies, sales coverage models, compensation structures, performance management, and annual sales objectives.
Key leadership role in talent acquisition, development, and retention within the sales team, including the mentorship of sales leaders. Initiated and executed sales and marketing programs to drive new business and enhance client retention, aligning with organic growth objectives. Implemented comprehensive sales discipline, coverage, and reporting processes to enhance the precision and results of prospect and client sales activities.
Led enterprise-wide referral and sales initiatives, optimizing efficiency and revenue. Established and managed motivational programs for sales teams, including the President’s Club, recognition programs, and incentive options. Pioneered strategic planning activities across all Strategic Business Units, fostering new product concepts, identifying market requirements, and making recommendations related to building, buying, and partnering.
Drove the establishment of enterprise inter-company cross-sales goals and exceeded all set quotas. Designed an efficient sales coverage model to ensure targeted and optimized market coverage.