Strategic advisor to senior executives on fintech and payments strategy
- Advise technology firms on market strategy.
- Contributor to American Banker, Digital Transactions, and other publications.
- Creating thought leadership content on fintech topics including fraud, payments, cryptocurrency, and AI.
- Authored white papers for major fraud prevention firm on financial inclusion and synthetic identity fraud.
- Advised Fortune 100 company on strategic, and regulatory risk regarding digital wallets/app stores.

- Led an eight-person research team composed of payments experts with decades of experience in industry.
- Created and implemented numerous management and process improvements, with a focus on managing by results. Instituted regular reporting on project delivery status, time utilization, client retention, and progress against financial and non-financial goals (balanced scorecard).
- Drove 20%+ growth in 2019 after years of flat revenue.
- Spearheaded over four new product lines, including vendor comparisons, a worldwide payments model, a bank council, and global expansions, with a market opportunity of at least $500,000.
- Led business development in collaboration with sales and analysts, regularly traveling to meet clients.

- Led development of global payments market strategy as part of a new division focused on the customer.
- Created a new market-based payments product strategy based on penetrating adjacent markets that drove multiple rounds of investment ($200 million) and the acquisition of Clear2Pay ($500 million) and Sungard ($9.1 billion), which filled crucial gaps in product lineup.
- Presented to and collaborated with the CEO's direct reports on key company-wide payments product initiatives, trends, and strategy impacting FIS on a global scale in the immediate as well as long-term.
- Created new Market Model that was an order of magnitude more efficient and easier to administer than the previous version, enabling senior management to better forecast revenue scenarios and strategy.

Promoted twice in 10 years to become a senior leader in IDC's division focused on research for end users in the financial services industry. Mentored staff and played a key role introducing new ways to develop and market industry research, including innovative methodologies and direct involvement in the sales process. Received three Research Quality Awards.
- Led the development of a research product comparing technology suppliers to aid technology buying decisions.
- Created a new Global Payments practice from the ground up, generating over a million dollars in new revenue over three years.
- Defined a framework for Enterprise Payments that was subsequently adopted by leading technology companies.
- Conducted a 23-country survey of small businesses and consumers for a top ten international software firm to determine the preferred payment strategy for ecommerce.

Managed IT consulting projects, leading a team of over ten software developers and business analysts. Responsibilities expanded to become Senior Business Architect on CRM and Internet banking projects.
- Created a dynamic Business Case to model customer behavior and impact on revenues for banking products, enabling senior management of a Top Ten bank to strategize and achieve more informed investment decisions.
- Took over leadership of a troubled and delayed software development project. Developed a detailed project plan and approach to get the project back on track, while avoiding team burnout and creating a positive working environment.