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Work experience

May 2008Jun 2009

Vice President

NetSpend Corporation

Privately-held leading provider of general purpose reloadable (GPR) Visa and MasterCard branded prepaid debit and gift cards. Company's card network includes over 65,000 U.S. retail locations and over 90,000 reload locations with leading alternative financial service centers, retailers, and consumer brands serving un-banked and under-banked consumers.

Vice President - Corporate MarketingRecruited by CEO as interim leader for Corporate Marketing while retained national search for Marketing EVP was conducted. Responsible for turning around an understaffed, underperforming team and dramatically improving marketing operational execution and collaboration with internal and external partners within first 6 months in role. Directed $6M annual budget and a team of 12 driving all marketing activities including creative, customer acquisition and retention strategies, campaign development and management, and internal and external communications. Select accomplishments:

  • Grew most profitable cardholder category by 40% through account acquisition and retention marketing activities
  • Led major brand research engagement with consultant and qualitative market research firm resulting in development of a card brand positioning framework and customer demographic and psychographic profiles
  • Lead business sponsor for successful Customer Data Mart project scoping, development, and implementation in partnership with IT organization and external contractor
Aug 2006May 2008

Senior Director

Dell Financial Services

Original member of start-up Joint Venture between Dell Computer and CIT Group chartered with developing and managing technology financing solutions for Dell products across all U.S. business and consumer customer segments. Entity originated over $40B in financed Dell product sales in the 10 year period from inception through January 2008.

Sr. Director - U.S. Consumer Online (eCommerce) SalesDirected online sales channel strategies, ecommerce functionality roadmap, and overall performance for the Dell Preferred Account (DPA) private label credit card for Dell Online sales segments serving the U.S. Consumer market. Led team of 9 eCommerce professionals responsible for product development, merchandising, content development, online production, testing, web and business analytics, quality assurance, online customer experience and usability, and all online demand generation activities. Select accomplishments:

  • Originated over $1.1B annually in DPA-financed Dell product sales over prior two fiscal years
  • Achieved online financing penetration rates as high as 45%, or more than double the industry benchmark
Feb 2004Jul 2006


Dell Financial Services

Director - U.S. Consumer Telephone SalesDeveloped and executed offline (telephone) sales channel strategies for the DPA private label credit card product for all Dell sales segments serving the U.S. Consumer market. Responsible for performance of 5 domestic and 6 international call centers, staffed by over 2,000 Dell sales agents and outsource vendors, and managed team of 30 Dell Financial Services sales managers and sales coaches. Select accomplishments:

  • Originated over $1.4B annually in DPA-financed Dell product sales over the course of two fiscal years in role
  • Achieved offline financing penetration rates above 60%, a 20% rate of growth
Dec 2001Jan 2004


Dell Financial Services

Controller - U.S. Consumer Sales & MarketingDirected team of 9 finance professionals responsible for financial planning, analysis, and P&L management activities for the U.S. Consumer business segments. Dotted-line responsibility for segment accounting, tax, treasury, funding, and operations. Select accomplishments:

  • Financial leader for business segments which originated over $2.4B in DPA financed Dell product sales annually, representing more than 60% of consolidated company results, while scaling costs 15% during the same periods
  • Segment finance lead on core team that developed and launched DPA private label credit card in May 2002
Sep 2000Nov 2001


Dell Financial Services

Leasing Director - U.S. Small & Medium Business (SMB) SalesLed division serving start-ups and other credit challenged entities requiring structured financing solutions including warrants, personal and parent guarantees, and bank letters of credit to secure financing. Select accomplishments:

  • Structured equipment financing solutions via specialized product offerings including Dell Venture Leasing warrant-based leases, and Internet Infrastructure Fund (joint loss pool formed by DFS, Dell, CIT, and Microsoft) fair market value leases
Aug 1997Aug 2000

Senior Finance Manager

Dell Financial Services

Sr. Finance Manager - U.S. Enterprise & Global Account SalesLed financial reporting, planning, analysis, pricing models, and development of operational metrics for sales segment serving large commercial (>18,000 employees), government, and education accounts. As acting Segment Controller led team of 8 finance professionals responsible for P&L management, financial planning, analysis, development and presentation of business plans, financial forecasts, and deal structure and pricing. Select accomplishments:

  • Developed financing solutions for 40% of "Top 50" Dell accounts, and achieved an industry best 26% financing penetration rate
Jul 1991Jul 1997


Quoin Financial Corporation

Privately-held investment management company with interests domestically in transportation, mining, energy, railroad tank cars, and real estate; and offshore interests including equity participations in Indonesian infrastructure projects.

Controller; Board Treasurer & Corporate Secretary Responsible for general administration, accounting, management information systems, cash management, bank relations, financial and managerial reporting, financial planning and analysis, budgeting and forecasting, tax and legal compliance, payroll, employee benefits, insurance, and corporate records for 11 operating entities. Select accomplishments:

  • Performed investment evaluation and due diligence for domestic and international acquisition candidates
Feb 1988Jun 1991

Corporate Accountant

Elders Resources North America, Inc.

Start-up U.S. operating subsidiary of the Australia-based Elders IXL natural resources investment company. Diversified interests in U.S. and Canada included coal, gold, uranium, and industrial minerals mining investments as well as oil, gas, and timber operations. Annual revenues exceeded $15M, with peak assets of $54M, and company ceased U.S. operations in 1991.

Corporate Accountant; Board Corporate SecretaryOriginal member of start-up responsible for development of accounting policies and procedures, preparation of multi-currency consolidated financial statements, state and federal tax returns, U.S. and overseas statutory report filings, group treasury transactions, and maintenance of corporate records. Select accomplishments:

  • Retained to wind-down U.S. operations including all asset sales, office sublease, and records transfer to trustee


May 1994

Bachelors Degree

University of Houston, Downtown Campus
  • College of Humanities and Social Sciences - Bachelors of General Studies, May 1990
  • Financed 100% of college education working full-time (RepublicBank Houston, The Alley Theatre) while attending evening courses


Vice President or General Manager senior leadership role with an early stage, high-growth company where I can leverage my broad experience and demonstrated versatility to help the organization exceed its objectives.


Versatile executive with over 20 years experience in privately-held organizations of all sizes. Thrives in start-up and early stage business environments where ambiguity is the norm and strategy, cross-discipline experience, thought leadership, and strong financial acumen are required. This analytic leader supplements business metrics and key performance indicators with qualitative data and customer insights to make balanced decisions. Extremely passionate about people development and creating work environments and corporate cultures that promote and inspire employee performance and loyalty.

General management qualifications and expertise in:

  • Accounting
  • Finance
  • Marketing
  • Sales Management
  • Business Controls
  • P&L Management
  • Budgeting & Expense Control
  • Strategy & Planning
  • Business Process Improvement


Fitness, travel, boating, skiing, classic automobiles, and volunteering to coach my son's various athletic teams.