Functional Skills
Project Management
Risk Management
Go-to-market Strategy
Benchmarking
Business Development
Product Design
Quality Control
Operational Risk Management
Value Chain Analysis
Business Analysis
Growth Marketing
Finance Transformation
Sales and Operations Planning (S&OP)
Customer / Vendor Calls
Primary Research
Sector Experience
Business Services
Financial Services
Experience
THE FINTECH INTERACTIVE
Management Consulting
Owner and Principal Advisor
5/2021 - Present
Advisory firm focused exclusively on FinTech and digital financial services Owner and Principal Advisor
• Sell and deliver management consulting projects to clients in digital financial services. Most recent work has involved the evolution of unattended payments, point of sale lending, omnichannel payments, adoption of contactless payments, small business lending, new trends/technologies with ML/AI in the financial services sector, and evolution in consumer credit risk scoring.
• Advise FinTech clients to help them scale their business, optimize sales efforts, build client relationships, determine product and market fit, and provide perspectives on the competitive market. The focus is on Series A FinTechs that innovate within risk management functions (credit, fraud, regulatory)
• Actively participate in leading conferences including Fintech Nexus, Fintech Meetup, Money 20/20, Opal Marketplace Lending & Investing, TET Events, Finovate
• Sell and deliver management consulting projects to clients in digital financial services. Most recent work has involved the evolution of unattended payments, point of sale lending, omnichannel payments, adoption of contactless payments, small business lending, new trends/technologies with ML/AI in the financial services sector, and evolution in consumer credit risk scoring.
• Advise FinTech clients to help them scale their business, optimize sales efforts, build client relationships, determine product and market fit, and provide perspectives on the competitive market. The focus is on Series A FinTechs that innovate within risk management functions (credit, fraud, regulatory)
• Actively participate in leading conferences including Fintech Nexus, Fintech Meetup, Money 20/20, Opal Marketplace Lending & Investing, TET Events, Finovate
EDGAR, DUNN & COMPANY
Management Consulting
Corporate Secretary;
8/2004 - 4/2021
International boutique strategy consultancy focused on payments and digital financial services Member of the Board of Directors; Corporate Secretary; Head of Americas Market (2017 – 2021). As Managing Director of Industry Roundtables grew into full P&L management responsibility for the line of business within the Firm, until its sale to Auriemma Roundtables in April 2021.
BEARINGPOINT
Management Consulting
Senior Consultant
1/2000 - 8/2004
MMG exited in 2001; select consultants were group hired by Andersen and again by BearingPoint Manager -- Strategy, Process, and Transformation (2002 – 2004) Senior Consultant (2000 – 2002) Conducted and managed projects with clients in financial services and high-tech industries. Projects related to go-to-market growth strategies, benchmarking, and process optimization.
Union Bank of Switzerland
Management Consulting
Associate Director
1/1995 - 1/1998
Managed process reviews of the Firm's trading activities (equities, distressed debt, structured derivatives). Identified business unit operational risk, assessed controls, developed recommendations, and monitored implementation. Selected for international transfers based on performance.
Merrill Lynch
Management Consulting
Internal Auditor
1/1992 - 1/1995
Planned and performed operational audits within investment banking, securities trading, private banking, and trust services to identify control weaknesses and opportunities for improvements.
● SPEAKING ENGAGEMENTS:
Conference speaker at Money 20/20, Fintech Nexus, Marketplace Lending & Alternative Finance, Finovate. LendIt FinTech Industry Awards judge (2019, 2020, 2022, 2023). Recurring Fintech Nexus Guest Host for News RoundUp (02/16/2023, 09/15/2022, 06/23/2022, 04/14/2022). Event partner for Money 20/20 (2021 – 2023), TET Fintech Gala (2022), TET Fintech Retreat (2023).
● Topics: BNPL (2023); Inclusive Product Design (2023); B2B Payments (2023); Building a Small Business Bank (2023); Partnerships with Banks, FinTechs, and Platforms (2022); Reconciling Responsible BNPL With the Need for Access (2022); The Future of Alternative Lending (2019); Bankers View of Installment Lending: The Power of Experience & Customer Relationships (2018); Ask Me Anything about Online Lending (2018);
● SPEAKING ENGAGEMENTS:
Conference speaker at Money 20/20, Fintech Nexus, Marketplace Lending & Alternative Finance, Finovate. LendIt FinTech Industry Awards judge (2019, 2020, 2022, 2023). Recurring Fintech Nexus Guest Host for News RoundUp (02/16/2023, 09/15/2022, 06/23/2022, 04/14/2022). Event partner for Money 20/20 (2021 – 2023), TET Fintech Gala (2022), TET Fintech Retreat (2023).
● Topics: BNPL (2023); Inclusive Product Design (2023); B2B Payments (2023); Building a Small Business Bank (2023); Partnerships with Banks, FinTechs, and Platforms (2022); Reconciling Responsible BNPL With the Need for Access (2022); The Future of Alternative Lending (2019); Bankers View of Installment Lending: The Power of Experience & Customer Relationships (2018); Ask Me Anything about Online Lending (2018);