Project-based engagements, advising clients and preparing proposal materials relating to electronic financial services. Identify and establish partnership opportunities with banks.

Managed complex consulting engagements for clients with an emphasis on treasury management and integration with enterprise software
•Evaluated and identified technology-based services for clients
•Led competitive bid procurement efforts, produce Requests for Proposals (RFPs) and negotiate on behalf of clients
•Educated clients on best practices and industry trends
•Produced comprehensive studies and recommendations reports on clients' banking and financial services operations

Directed the activities of 11 treasury management officers, treasury associates and treasury analysts in consistently achieving profitable portfolio growth goals. Team portfolio consisted of 24-state region.
•Managed team interactions with clients to generate new business opportunities through existing relationships and competitive bid procurements
•Worked in close cooperation with commercial bankers, product managers and compliance officers to coordinate growth strategies
•Led proposal efforts, and contract negotiations
•Provided oversight of compliance with regulatory and audit requirements
•As designated company Ambassador, met with elected officials to represent the firm's interests
•Participated in initiatives to form alliances with external technology partners and mentored founders of financial technology (fintech) companies

Responsible for acquiring and retaining client contracts through proposal management and marketing of electronic payment and debit cards for government applications. Contributed to the development and initial market positioning of electronic financial services products for government clients. Project Director Managed staff and vendors for contracted project to operate first large state benefits disbursement program for New York State. Participated on-site with client staff during design, development, testing, integration, and implementation of the program. Manager, Consulting Services Provided management consulting services to corporate clients, advising on use of cash management and information systems for controlling costs and improving cash flow Financial Analyst, Business Planning and Analysis Responsible for financial control, forecasting and reporting for business unit

Evaluated the commercial potential of developing technologies for national research laboratory. Developed financial reporting systems to facilitate transfer of emerging technologies to the private sector