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Work experience

Mar 2009Present


Intelligent Circle Marketing | Payments Education Group

Corporate marketing programs • promote electronic payments, bills, and documents

  • Focus on process efficiencies with no increase in cost or infrastructure

Small and start-up business • develop and deploy business and marketing plans

  • Create value message resulting in growth and retention of customer base and wallet share

Global Payments Information Exchange • commercial solution for international funds transfer

  • Re-branding to increase visibility in domestic small bank and credit union markets

B2Bsynergy • online collaborative community for payments industry

  • Deploy private knowledge network to connect people and share information

Manilla • payment aggregator for household bills and documents

  • Introduce product to banks and tier one corporate treasury contacts

PayItGreen • promote environmental benefits of electronic payments, bills, and documents

  • Build sustainable practice to reduce operation costs across enterprise

Check Conversion Education Coalition | consumer, business, regulatory, and governing outreach

  • Return increase in ACH payments of 24% that reflects $60.8 billion transaction value • industry alliance website promoting benefits of ACH payments

  • Drive initiative to disseminate accurate and coordinated information and messages

Secure Vault Payments • alternative e-commerce product enabled by financial institutions

  • Manage development teams to launch ACH as key player in online retail transactions

eBids • interoperable network facilitating bill and payment delivery in online banking channels

  • Develop product marketing and position with 400 ACH processing banks

ACH Marketing Coalition • leading national marketing program for ACH payment products

  • Return annual double-digit increase in ACH transactions from 2001-2008

PAYMENTS • international education and trade show for electronic payment industry

  • Lead development of industry agenda and create new revenue opportunities

The Payments Institute • professional development program for financial and treasury industries

  • Coordinate event to increase interactive learning components of certification process
Mar 2000Jan 2009

Senior Director, Marketing and Communications

NACHA - The Electronic Payments Association

Formulate and develop direction and operations for marketing programs to inform and educate consumer and business markets about Direct Deposit; Direct Payment; check conversion; electronic bill payment and presentment [EBPP]; NACHA; ACH payments; PayItGreen®; Secure Vault Payments®.

  • Marketing strategy; project funding and P&L; management; and outcomes for programs and products.
  • Establish and build coalitions of financial institutions, Federal agencies, non-profit, and private sector organizations to organize and communicate common messages. Federal Reserve Banks, The Clearing House, financial institutions, businesses, Federal agencies, consumer advocacy and trade groups.
  • Market introduction strategy for check conversion products, business, consumer, government.
  • Founder of PayItGreen – marketing program to discover and promote the environmental benefits of electronic payments, bills, and statements.
  • Manage advertising – print, broadcast, outdoor, online, SEO, and social media.
  • Coordinate and facilitate public relations and affairs, media strategy, spokespeople, and markets.
  • Plan and analyze qualitative and quantitative research for brand awareness, perception, and use.
  • Cultivate, lead, and facilitate business development and relationships.
  • Speak at industry events and provide executive briefings to governing boards.
  • Coordinate and prioritize multi-resource teams, contractors, budgets, and deliverables.
Apr 1998Mar 2000

Director, Marketing and Communications

NACHA - The Electronic Payments Association

Strategy, operations, budgets, and outcomes for trade association and industry marketing programs

  • Executive lead for Direct Deposit/Direct Payment Coalition – sponsored by The Federal Reserve
  • Develop industry support and participation for Check Conversion Education Coalition
  • Plan and coordinate product marketing activities and organization brand
  • Identify and lead industry relationships, partner opportunities, and sales P&L
  • Develop and prioritize technical, business, and marketing resources for online presence
  • Manage and mentor marketing, public relations, membership; statistics, website staff
Jul 1990Mar 1998

Director, Meetings and Member Services

NACHA - The Electronic Payments Association

  • Advance work and negotiate hotel and facility contracts [national and international]
  • Cultivate sales prospects and manage exhibit and sponsor sales
  • Manage multi-venue event operations and P&L - facility contracts; registration; concurrent sessions; headline speaker and entertainment; multimedia show; contractors and staff; exhibit hall; tours; golf; special events
  • Manage member relations and services, business development, and industry partnerships
Jul 1988Jul 1990

Meetings Manager

NACHA - The Electronic Payments Association
  • Plan and manage executive and member meetings
  • Support operations for annual conference, school, tradeshow, and special events
  • Manage operations for multi-city seminars and programs
  • Lead marketing and sales for trade show; advertising; and sponsor programs


Bachelor of Science

University of Oregon - SOJC



I am an objective problem-solver with a strong-work ethic, transferable experience, excellent interpersonal skills, and a passion for increasing revenues and market visibility with marketing and communication processes. I participate in organizational learning and apply dynamic knowledge and understanding to practical use on projects. Clients range from Fortune 500 companies to startups.


  • Project strategy and tactical implementation
  • Business, customer, product development
  • Thought leadership and education programs          
  • Electronic payments and ACH Network
  • Demand generation programs 
  • Market analysis and segmentation
  • Quantitative and qualitative research
  • Broadcast, print, outdoor, online, direct mail advertising                  
  • White Paper, book, media, and research writing
  • Web, social, blog development and optimization
  • P&L forecast, budget, and management
  • Customer experience mapping