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PROFESSIONAL EXPERIENCE AND RELATED SKILLS

ACCOUNT DIRECTOR (Service Manager)                                                                         2011 – 2014

ACCOUNT EXECUTIVE                                                                                                       2006 – 2011

PRODUCT MANAGER (ATM Hardware)                                                                            2005 – 2006

Fiserv, Portland, OR                                                                                                                        

  • Recovered broken clients through effective Trusted Advisor and Customer Advocate ensuring the win for the customer and the Fiserv to secure Financial Institution business with combined assets over 3 billion dollars
  • Responsible for $4M in annual SaaS solution revenue with a proven track record of executive presence by delivering to meet and exceed customer expectations
  • Actively led cross-functional internal and external project managers through dotted line relationships to achieve results that consistently exceeded expectations on enterprise software implementations
  • Recognized internationally with an Achievement Award in SaaS sales for exceeding established FinTech goals by 220% (Awards: Quota Buster and MBO Buster)
  • Improved user experience and increased customer security by implementing new product standards and expanding the use of web tools

 

ASSOCIATE DIRECTOR OF DEVELOPMENT                                                                   2003 - 2004

Central Catholic High School, Portland OR

  • Developed program, timeline and collateral to raise over $650,000 to support scholarships and programs 
  • Recruited, trained and managed over 200 volunteers to support the Annual Fund campaign
  • Using strong organizational skills, created a comprehensive plan which improved communication, and streamlined processes with reductions in staffing expense and costs

 

ACCOUNT MANAGER (Vendor Manager)                                                                         2001 – 2002               

E*TRADE, Portland, OR                                                                                                                                

  • Created purchasing advocacy to reduce the number of vendors and improve financials, reducing $4MM in processing expenses and improved vendor response by 25% by renegotiating Service Level Agreements.
  • As a creative and resourceful problem solver, corralled chaos by unifying team members in multiple states and across dozens of vendors to upgrade hardware in hundreds of client sites
  • Organized, planned and managed office closure/transition project of over 85 positions and eight business departments across the USA on time with no interruption in sales and customer service

 

INTERNATIONAL ACCOUNT MANAGER                                                                          1998 – 2000

Dolphin Software, Portland, OR                

 

VICE PRESIDENT and PRODUCT MANAGER                                                                  1987 - 1998

REGIONAL OPERATIONS OFFICER                                                                                  1985 - 1987

U.S. BANK, Portland, OR                                                                                                                                   

 

Areas of Expertise
  • Business Strategy & Planning
  • Business Operations
  • Sales, Marketing & Public Relations

Education

University of Portland - Bachelor of Business Administration - Double Major: Management and Marketing


Communication Methods

  • In Person
  • Phone