Work History

Work History
Jun 2009 - Present

Vice President Business Development & Global Relationship Management

Global leader for 4 major financial service clients totalling over $80mm in annual revenenue and over 3,000 FTE.  Responsible for growing client revenues 20%+/year in global business outsourcing and process optimization.  Focused on improving efficiency of processes by 50% and effectiveness 2 - 5 x through Genpact's Smart Enterprise Process and Lean Six Sigma.  Primary processes include Collections, Customer Service, Analytics, Sourcing, Finance & Accounting, Risk Management, and Commercial Underwriting.

Apr 2008 - Dec 2008

Executive VP, General Manager, Client Solutions

Axiant LLC

Developed and directed turnaround initiatives for a Private Equity Owned (Accretive LLC) national legal collections firm operating in all 50 states with direct legal presence in 23 states encompassing $100M in annual revenues, $1B in collection placements, and $10B in managed inventory. Participated on senior executive team leading 30 associates to meet and exceed client expectations maximizing liquidations from highly delinquent account holders. Managed client communications processes and ensured 100% compliance with strict consumer finance regulations and client service level agreements.

ØDeveloped world class client solutions organization focused on maximizing performance metrics, simplifying client operations, and ensuring 100% regulatory compliance.

ØDesigned detailed performance metrics and client growth plans for top 15 customers to identify and resolve performance defects proactively.

ØReengineered team to create 50% capacity increase for top 10 employees to monitor, identify, and resolve key customer performance issues and initiatives. Eliminated non-value added activities, aligned analyst team by key functional processes, and began automation ofhigh effort, low value added tasks.

ØCreated sense of urgency for compliance process and initiated standardization and automation of critical compliance processes for audits and service level agreements in Finance, Operations, Collection, IT, Security, and Facilities Management.

ØImplemented an onboarding process for new clients to ensure successful integration and first 90 day performance. Launched 2 major credit card issuer programs.

Oct 2002 - Apr 2008

Vice President Business Development

GE Money (formerly GE Consumer Finance)

Led research, development, acquisition, and launch of new products, services, and businesses managing 30+ associate deal team executing acquisition due diligence and Greenfield product launches. Identified new business opportunities and recommended investments ranging from $10M to $1B in equity capital. Developed targeted senior executive relationships with potential customers, partners, and acquisition targets. Presented acquisition recommendations to CEO for Board approval. Negotiated purchases and sales agreements. Trained and developed junior and mid-level managers in financial, strategic, and communications skills.

ØGenerated $47M within $185M sale of GE Money Auto Warranty Services. Identified and approached 181 buyers. Received 26 indications of interest and conducted 12 management meetings over 7 months. Received GE Money Presidents Award in 4Q07.

ØLed acquisition closure of Conseco Consumer Finance business out of bankruptcy encompassing $2.4B in assets, $325M in equity capital.

ØDirected design and launch of GE Money Savings business, a money market product originated online D2C, in partnership with major retailers and through stored value card relationships. Generated $1B+ in deposits in 2006.

ØOversaw development and execution of fee-based financial services market penetration strategy encompassing acquisition of Cashworks and launch of prepaid debit cards. Established cash transfer strategic partnerships. Originated 6 acquisitions and led 3 due diligence team within the largest cross-border remittance companies serving the U.S. Hispanic Immigrant community.

ØSourced and presented more than 30+ opportunities in 8 GECF markets including Prepaid Cards, Credit Cards, Education Loans, Auto Loans, Online Financial Services, and Underbanked Lending and Mortgages.

Jun 1998 - Oct 2002

Vice President Debt Syndication, Quality & Originations

GE Capital Markets

Oversaw securitization origination and capital market product development for multiple business units within GE and GE Capital as Vice President of Global Securitization and Originations. Created culture of quality in transaction-oriented business environment as Vice President of Quality. Managed 2 Six Sigma Black Belts developing and executing quality and e-commerce initiatives designed to improve productivity, effectiveness, and customer service within 250 associate Capital Markets organization. Directed syndication and private placement of middle market highly leveraged loans, leases, and structured transactions.

ØMigrated $10.5B PLCC portfolio from a private multi-seller conduit to a Public Term Issuance platform.

ØGenerated more than $5M in fee income from syndicated $1B+ debt transaction.

ØLed development of Customer Web Center to communicate current market information to 500+ origination and underwriting personnel and assist in structuring non-investment grade leveraged loan transactions.

ØImplemented Leanmethodology to improve, redesign, and develop processes to originate, execute, and distribute securitization, syndication, and export financing deal processes.

ØDeveloped strategy and process for global financial services institutions to manage multiple business units issuing ABS Term Securities and CDOs.

Oct 1995 - Nov 1997


Bank of America (formerly NationsCredit)

Provided one-stop debt financing for Private Equity LBOs ranging from $5M to $30M in transaction size. Managed complete underwriting process, due diligence, and presentation to Credit Committee.

  • Selected Transactions: $17.M deal with a wire harness producer with $18.5M follow-up acquisition; $11M acquisition of telemarketer; $16.2M financing of regional retailer / distributor, and $14.5M refinancing of a steel industry service provider.
Sep 1994 - Oct 1995


Portfolio Manager and Underwriting Associate for GE Commercial Finance. Managed day-to-day activities of major accounts such as Zenith Electronics, Wesco, Purina Mills, Dylex and others. Assisted in underwriting new asset-based lending transactions for the marketing and originations department. Transaction values ranged from $25 million to $250 million. Monitored collateral and financial performance relative to covenants, restructured troubled portfolio accounts, developed structures for new transactions, and evaluated credit and risk.

Sep 1992 - Sep 1995


GE Corporate Audit Staff

General Electric's premier leadership development organization that performs statutory financial auditing in complement with internal consulting projects critical to CEO and BOD.  Performed valuation audits for distressed, defaulted and wholly owned leveraged buyouts and commercial real estate transactions.

Jan 1990 - Sep 1992

GE Financial Management Program

Completed training program to develop Business Unit Chief Financial Officers for General Electric Company.


1997 - 1998


Graduated with Honors - Beta Gamma Sigma

Teaching Assistant for Professor David Beim in Corporate Finance

Teaching Assistant for Professor John Whitney in Management of Turnarounds

Sep 1985 - May 1989

Bachelor of Arts

Rutgers College

Chi Psi Fraternity President & Treasurer

Sep 1981 - Mar 1985


Moorestown Senior High School

Varsity Wrestling; Eagle Scout


I am most interested in C-level roles leading turnaround, growth and performance improvement initiatives in privately held companies.  My experience is primarily in financial and business services; however, I am agnostic to the industry as long as it is ethical and performs a valuable service for customers.  My preference is to not to relocate my family from Charlotte, NC; however, I am willing to travel 80% and would relocate for the right opportunity to major US metropolitan area such as New York, Boston, DC, Chicago, San Diego, and San Francisco.  I am also open to working in publicly traded companies, divisions of major corporations, and consulting firms providing interim management for companies in transition.


Dynamic, results-oriented senior executive with more than 18 years of progressive leadership experience directing substantial growth, streamlining operations, increasing business development growth, and leading organizational process improvement and turnarounds. Extensive background in business development, new client originations, sales, operations, quality, finance, and risk / portfolio management. Six Sigma Master Black Belt with consistent success in executing complex process improvement projects, financial transactions, new product development, acquisitions and dispositions. Expert skills in identifying business opportunities and analyzing changing business trends.Areas of Expertise include: Innovative Leadership ▪ Revitalization & Turnaround Situations ▪ Acquisition Due Diligence ▪ Business Development ▪ Underwriting & Finance Transactions ▪ Transaction Execution ▪ New Product Launches ▪ Full Life Cycle Project Management ▪ Staff Development


May 2000 - Present

Master Black Belt Quality

Juran Institute; General Electric
Jun 1998 - Jun 2000

Series 7 & 63




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