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President / Principal / Investor / Entrepreneur

Accomplished executive with deep expertise in building/expanding multinational software solutions company in the financial markets.Founder of SmartStream Technologies, Inc. in the Americas; Global Sales & Marketing Director for CSI Complex Systems, Inc.Repeatedly achieve strategic business goals and deliver results above expectations. Carry full P&L; strong team building, leadership, motivation and communication skills coupled with insight into emerging opportunities, trends, mergers and acquisitions, and challenges in building new business enterprises.

Industry pacesetter; introducing products new to the country, opening new markets, and creating blueprints for multi-country expansion.Demonstrated ability to execute strategic plans with creativity, aggressiveness, and quality at low cost.Track record of aggressive ROI improvement, financial turnaround, and rapid success in the most challenging environments including start-ups and mergers. Bilingual Spanish/English (read, write, and speak).

Strategic Planning & Tactical Execution

M&A – Due Diligence – Business Sales

Financial Orientation – Management, Metrics, Analysis

Business Development – Product-Market Introduction

Talent Acquisition & Development – Team Building

        Start-up – Turnaround-Expansion

Financial Management Operations – Back Office

        Culture Transformation – Sales

Quality Methodologies

Customer Relationship Management

Work experience

Jan 1999Present

Managing Director

SmartStream Technologies, Inc.

Market leading company provides transaction lifecycle management solutions; offering software solutions that bring automation and control to the middle and back office for cash management, compliance management, corporate actions, exception management, reconciliations, trade finance, and trade process management.


Made a difference in Financial Technology and Services industry providing software solutions to Banks, Asset Managers, Hedge Funds, Broker/Dealers, Insurance Companies and the financial ‘arms’ of corporations such as GE Finance.Brings continuity and structure to volatile and unpredictable industry including with such firms as Bank of America, Bank of New York Mellon, T. Rowe Price, Vanguard Investments, Citadel Investments, and Fidelity.Directed a start-up operation.

Rose to challenge and established new go to market strategies for SmartStream.Took the lead in building a strong management team of six (6) professionals; SVP Sales, SVP Professional Services, SVP Marketing, SVP Finance, Facilities, HR, SVP Customer Support and SVP Product Management.

Developed and implemented well thought out operational plans, maintained excellent account relationships and outperformed industry averages.Owned the operating and capital budgets for the Americas which grew an average of 25%, annually. Personally managed the first and second largest software sales of $6M and $8M.


·Spearheaded agreements with C Level customers to position and drive new business.

·Member of the team that acquired and integrated Management Data, Inc., Vienna, Austria (1999).

·Led the startup United States company from 5 staff (1999) to 50 (2009) showing 30% EBITDA average annually; noted for $20M annual revenues.

·Initiated all operations relative to fledgling start-up in U.S. (1999); took successful MBO from GEAC (6,000 staff, with revenues of $1B) creating SmartStream Technologies, Inc. (2000) (appointed as Secretary/Treasurer, member of Board of Directors) – now a market leader.

·Directed the development of all policies and integration of two corporations, Effective Solutions, Inc (Phoenix, AR) 2002 and Connextive, Inc. (Lawrenceville, NJ) 2003 into SmartStream’s operations.

·Actively involved in the sale of the company from 3i to TA Associates (Boston, MA) (2006) with 100% of shares sold at premium rate within one year later – new buyer was Dubai International Financial Center (DIFC) (2007); was retained to continue to manage the U.S. operation and as a member of the executive group.


·Primary member of executive team leading global development and execution of Strategic Programs such as the Alliances Program, first of its kind partnership for this company; identified criteria and parameters needed to assist and augment the consulting capability.Had foresight to direct the first partnership with prestigious outsourcer - Syntel Corporation (India) (2008).

·Charged to develop and execute long-range plans with owners and assisted in negotiations of sale/purchase of corporation.

Jun 1993Jan 1999

Global Sales Director

CSI Complex Systems, Inc.

CSI Complex Systems, Inc* is the world’s largest trade finance solution company founded in 1978, also does business as BankTrade, is a private company serving medium to large sized banks with international operations that offer trade services,, located in New York, NY. Current estimates show this company has annual revenue of $20 to $50 million and employs a staff of 170 with offices in London, Paris, Cairo, Bangkok, Bogotá, and Buenos Aires.

Integrated prior expertise in specialty industry – was able to leverage understanding of international finance solutions bridging a suite of electronic delivery vehicles for Banks and corporate customers with international operations, offering trade services as Import and Export Letters of Credit. Credited with establishing a Latin American Division, a Middle Eastern Division, managing a turn-around for the Asia Pac Division and closing the largest and most important deal in company history.


Assumed role of Director of Global Sales & Marketing as Principal in developing the global market strategies and plan to ensure the attainment of global revenue targets. Also maintain a three and five year long range plan.Implemented business development related activities for emerging markets such as Latin America, Asia Pacific and Middle East/Africa as well as established markets of North America and Western Europe.

·Designed and led company into an unprecedented collaboration for an Enterprise-wide Global Trade Processing Hub with one the largest banks in the world (Grupo Santander, Spain) and personally gained the buy-in from all the primary satellite branches (such as: Paris, France, Singapore, Buenos Aires, Argentina; Sao Paolo, Brazil; Caracas, Venezuela; and Mexico D.F., Mexico).

·Took over North American and Western European Sales operations including currently managed emerging markets providing corporate wide forecasted revenue projections and closing the largest ‘deal’ in the company’s history ($8.0M) with Credit Lynonnais (Paris, France) (1998), as Director of Global Sales.


Managed five (5) regions:Full Sales P&L with revenue from Africa (1996-$2.4M), Asia Pacific (1996-$2.5M); Middle East (1997-$3.0M).

·Designed and led the development and market launch of new market campaigns to enter the Middle Eastern region totaling ($3.0M); a reliable regional revenue stream was established, unprecedented.

·Led the turn-around of the Asia Pacific region.This failing region was re-engineered with new staff and methodologies to provide an ROI of 30% within 12 months.


MARKETING (1993 – 1994)

Within first year led a start-up region extending from Mexico to Argentina; revenue surpassed $1.5M growing to over 50% market share ($5.6M) in license fees within 24 months, resulting in a market leading footprint.



- Flight Instructor (Primary, Commercial and Aerobatic). Commercial License, Instrument and Multi-Engine ratings. - Owner / Pilot - 1944 North American T-6 Texan
Start-Up Management
Strong skills and expertise in startup operations in multiple regions including US, Latin America, Middle East, Eastern Europe, Africa and Asia Pacific.
P/L Management
Managed Americas P/L for over 10 years ($20mm and 55 staff)
Internaional Market Entry Skills
Strong Market Entry skills in Latin America, Middle East and Asia Pacific  
Bi-lingual - Spanish/English