Professional Experience
Over 20 years of leadership in finance, payment technology, and executive management.
Areas of Expertise
Career Timeline
Senior Vice President Operations
CBC is a full-service, FDIC-insured business bank headquartered in Irvine, California. Our status as a BauerFinancial, Inc. “Four-Star Excellent Bank” for financial strength provides a measure of stability and confidence that business banking clients have come to value more than ever.
- Led installation of new TSYS BIN for new direct merchant channel of the bank
- Oversee product for the development of new datalake for enhanced reporting
- Design strategy to lead growth in bank’s merchant customer base
- Lead operations of the bank's ISO acquiring channel, leading the Risk and Underwriting teams
- Work with bank leaders to design and improve policies and procedures

Founder
- Developed AI-powered recruiting platform for high school athletes
- Used AI tools to design UI/UX
- Recruited team to help bootstrap the launch
- Designed AI Recruiting Chat Agent

Chief Executive Officer
- Led growth of company through several strategic acquisitions
- Increased new merchant sales to over 400 new accounts per month.
- Oversaw Product/Development teams in building a proprietarypayment gateway.
- Recruited industry veterans to successfully grow sales, risk, underwriting, and operational departments.
- Identified new revenue generation opportunities to maximize bottom-line profitability.

Founder and CEO
- Bootstrapped startup to sucessful exit
- Led procuct design for platform
- Led sales effort to grow user base

VP of Finance, Acquisitions, and Sales
- Developed financial analysis and business plans for proposed acquisitions, partnerships, and investments.
- Led acquisition team to acquire PayHub
- Introduced software tools and process improvements to mitigate loss and drive operational growth.
- Controlled accounting operations and oversaw transactions related to payroll, financial reporting, payables and receivables.
- Cooked massive amounts of BBQ for company cookouts
Key Achievements
Business Growth
Led multiple companies to significant revenue growth and market expansion through strategic initiatives.
Successful Exits
Orchestrated multiple successful company acquisitions and exits, maximizing stakeholder value.
Technology Innovation
Pioneered innovative payment technology solutions that enhanced business operations and client experiences.
Interested in Working Together?
Let's discuss how my experience can help your business achieve its goals.