Jeffrey Fincher is an accomplished executive with over 25 years of experience in senior leadership roles in Fortune 100 financial institutions. He has a proven track record of success in business development, payment networks, domestic and international acquisitions, and change management. Notable achievements include negotiating agreements that delivered $1B in additional revenue for Bank of America and overseeing 180 acquisitions that drove $15B in loan growth. He is a skilled communicator and relationship builder with a strong background in launching partnerships, managing high-performing teams, and driving bottom-line results.
Payment Networks Business Development Executive Fincher 2012Fincher920
Jeffrey Fincher is an accomplished executive with over 25 years of experience in business development, acquisitions, payment networks, and leadership roles at Fortune 100 financial institutions MBNA America and Bank of America. He has led negotiations that delivered over $1 billion in incremental revenue and protected $250 million in interchange income. Fincher has also directed over 180 domestic and international acquisition transactions, contributing $15 billion in loan growth. He resides in West Chester, Pennsylvania with experience in coaching youth sports.
Bilingual Financial Professional who partners with company leadership as a trusted advisor and plays a pivotal role in influencing business strategy, planning and growth,
Don Carlos Passmore Jr. is an experienced executive sales professional with a proven track record of exceeding sales goals and driving revenue and profit growth. He has over 25 years of experience in strategic sales planning, key account development, and new market identification. Passmore has worked in various industries including printing, facilities management, and higher education. He is currently a Program Manager and Admissions Consultant at Independence University in Arizona where he consistently delivers excellent customer service.
This document is a resume for David H. Bisco outlining his professional experience in business development and sales management. He has over 25 years of experience developing new clients and territories, managing sales teams, and consistently exceeding revenue goals for various merchant services companies. His strengths include problem solving, motivating sales professionals, and implementing processes that drive rapid growth and multimillion dollar revenue.
James Whitfield Tagg is a senior sales director/manager with over 30 years of experience in sales and sales management. He has consistently delivered outstanding results through strategic planning, business development, and establishing long-term client relationships. Tagg's career includes experience in institutional sales, business ownership, and vice president roles focused on marketing and selling investment strategies. He is known for combining sales skills with strong communication and an upbeat attitude.
Bloom consulting us state brand ranking trade 2012Bloom Consulting
This document introduces Bloom Consulting's inaugural US State Brand Ranking report. It provides an overview of Bloom Consulting, their proprietary 3T approach to state branding, and their methodology for the ranking. The ranking measures each state's effectiveness in attracting trade based on economic performance data and an analysis of their brand strategy. It finds that Texas, Florida, and New York ranked as the top 3 states for trade, while California underperformed given its economic size. The report also highlights strengths and weaknesses in other states' brand strategies.
Brian Wong has over 25 years of experience in strategic sales management, business development, and account management, specializing in ballistic armor and less-lethal weapons systems. He has a proven track record of driving revenue growth through new customer acquisition, key account retention, and team leadership. Currently, he works as an independent consultant for ballistic armor manufacturers, leveraging his expertise in the Western US law enforcement market.
Christine E. Dura, M.Ed. Review Of Career Achievementscdura
Christine Dura has had a successful career in marketing, business development, and franchise consulting. She began her career in higher education recruitment and consistently exceeded sales goals. As founder of UbiQ Group, she grew the company from 5 employees to over 75 with annual revenues over $3 million by developing internet-based marketing strategies. She has since worked as a franchise consultant, helping companies like Massage Heights Franchise grow from a handful of units to over 70 operating units across 24 states. Dura is skilled in all aspects of franchise development including sales, broker relations, training, and ensuring regulatory compliance.
Payment Networks Business Development Executive Fincher 2012Fincher920
Jeffrey Fincher is an accomplished executive with over 25 years of experience in business development, acquisitions, payment networks, and leadership roles at Fortune 100 financial institutions MBNA America and Bank of America. He has led negotiations that delivered over $1 billion in incremental revenue and protected $250 million in interchange income. Fincher has also directed over 180 domestic and international acquisition transactions, contributing $15 billion in loan growth. He resides in West Chester, Pennsylvania with experience in coaching youth sports.
Bilingual Financial Professional who partners with company leadership as a trusted advisor and plays a pivotal role in influencing business strategy, planning and growth,
Don Carlos Passmore Jr. is an experienced executive sales professional with a proven track record of exceeding sales goals and driving revenue and profit growth. He has over 25 years of experience in strategic sales planning, key account development, and new market identification. Passmore has worked in various industries including printing, facilities management, and higher education. He is currently a Program Manager and Admissions Consultant at Independence University in Arizona where he consistently delivers excellent customer service.
This document is a resume for David H. Bisco outlining his professional experience in business development and sales management. He has over 25 years of experience developing new clients and territories, managing sales teams, and consistently exceeding revenue goals for various merchant services companies. His strengths include problem solving, motivating sales professionals, and implementing processes that drive rapid growth and multimillion dollar revenue.
James Whitfield Tagg is a senior sales director/manager with over 30 years of experience in sales and sales management. He has consistently delivered outstanding results through strategic planning, business development, and establishing long-term client relationships. Tagg's career includes experience in institutional sales, business ownership, and vice president roles focused on marketing and selling investment strategies. He is known for combining sales skills with strong communication and an upbeat attitude.
Bloom consulting us state brand ranking trade 2012Bloom Consulting
This document introduces Bloom Consulting's inaugural US State Brand Ranking report. It provides an overview of Bloom Consulting, their proprietary 3T approach to state branding, and their methodology for the ranking. The ranking measures each state's effectiveness in attracting trade based on economic performance data and an analysis of their brand strategy. It finds that Texas, Florida, and New York ranked as the top 3 states for trade, while California underperformed given its economic size. The report also highlights strengths and weaknesses in other states' brand strategies.
Brian Wong has over 25 years of experience in strategic sales management, business development, and account management, specializing in ballistic armor and less-lethal weapons systems. He has a proven track record of driving revenue growth through new customer acquisition, key account retention, and team leadership. Currently, he works as an independent consultant for ballistic armor manufacturers, leveraging his expertise in the Western US law enforcement market.
Christine E. Dura, M.Ed. Review Of Career Achievementscdura
Christine Dura has had a successful career in marketing, business development, and franchise consulting. She began her career in higher education recruitment and consistently exceeded sales goals. As founder of UbiQ Group, she grew the company from 5 employees to over 75 with annual revenues over $3 million by developing internet-based marketing strategies. She has since worked as a franchise consultant, helping companies like Massage Heights Franchise grow from a handful of units to over 70 operating units across 24 states. Dura is skilled in all aspects of franchise development including sales, broker relations, training, and ensuring regulatory compliance.
This document is a resume for Aaron J. Huberty, a senior relationship, sales and marketing executive with over 20 years of experience at Wells Fargo. It summarizes his responsibilities managing cross-sell programs, partnerships, and budgets. Key accomplishments include increasing new business loan volume by over 800% and lowering expenses by $2.1 million through strategic initiatives. References provide positive feedback on his leadership abilities and business results.
Timothy M. Meade is a highly skilled sales executive with over 20 years of experience in consultative selling, client relationship management, and business development. He has a proven track record of increasing sales revenues through identifying customer needs and presenting compelling value propositions. His areas of expertise include new client acquisition, strategic planning, and presentation/negotiation skills. Meade's professional experience includes roles as a Vice President at Bowne & Co. and MullinTBG, where he exceeded sales targets and developed over 100 new client relationships.
Melanie McMillan is a sales, marketing, and business development executive seeking a strategic position with a technology company. She has over 20 years of experience driving business expansion through aggressive sales initiatives and consistently exceeding quotas. Her expertise includes identifying and closing sales, account and partner management, business development, and strategic planning. She has a proven track record of success developing partnerships, negotiating contracts, and leading collaborative teams, resulting in substantial revenue and profitability gains.
Stephen P. Andrews is a Vice President of Credit Administration with over 30 years of experience in financial services including commercial lending, risk management, and systems development. He has held leadership roles at several large financial institutions, most recently transforming the credit department and improving efficiencies as a community bank.
This document is a resume for Aaron J. Huberty, who has over 20 years of experience in senior relationship, sales, and marketing roles. He has a proven track record of growing business, developing strategic partnerships, and improving processes to reduce costs. His career highlights include generating over $1 billion in loan volume, negotiating multi-million dollar partner agreements, and saving over $2 million through cost improvement strategies.
This document is a resume for Aaron J. Huberty, who has over 20 years of experience in senior relationship, sales, and marketing roles. He has a proven track record of growing business, developing strategic partnerships, and improving processes to reduce costs. His career highlights include generating over $1 billion in loan volume, negotiating multi-million dollar partner agreements, and saving over $2 million through cost improvement strategies.
Michael P. Bradley is seeking a senior executive position in lending with over 25 years of experience in financial services. He has a proven track record of hiring and developing high performing teams, managing credit quality and profitability, and strategic portfolio acquisitions. Most recently, Bradley was Chief Credit Officer at American Credit Acceptance where he oversaw underwriting, quality assurance, and regulatory compliance.
Lawrence Dickman has over 25 years of experience in banking and financial services, including serving as a vice president and branch manager for several banks. He has a strong record of business development, managing over 200 employees, and receiving awards for outstanding customer service. Currently he is a Vice President and Branch Manager at North Shore Community Bank, where he is responsible for developing relationships between retail bank customers and the bank's other financial services.
Jillian Daly is a senior mortgage lending specialist with over 15 years of experience in the financial services industry. She has a proven track record of successfully originating and underwriting complex loans, managing high-net-worth client relationships, and improving processes. Daly is skilled at analyzing clients' unique financial situations and creating customized lending solutions. She has held mortgage lending roles at several large financial institutions and consistently achieved high performance metrics such as loan volume and customer satisfaction.
Kenneth J. Moore has over 25 years of experience in financial services sales and brokerage. He held leadership roles at ICAP LLC, where he managed an arbitrage department that generated over $2 million in annual revenue and led cost-cutting initiatives that reduced operating costs by 35%. Moore has experience working with a diverse client base and workforce. He is knowledgeable in areas like Dodd-Frank regulations, know-your-customer procedures, and anti-money laundering practices.
The document is a resume for Aaron J. Huberty that summarizes his experience in sales, marketing, business development, and cost improvement roles over 30 years. It highlights his track record of growing business, developing partnerships, and reducing expenses. It also lists his professional history and roles at Wells Fargo and previous employers, with details on accomplishments and responsibilities in each position.
Corey Fletcher is a business executive with over 20 years of experience in healthcare and financial industries. He has a track record of building highly motivated teams and identifying strategic relationships to generate revenue. Fletcher's qualifications include project management, sales, business development, process improvement, and staff development. His professional experience includes roles in healthcare software implementation, regional sales director, account executive, director of business development, and vice president of financial operations for healthcare companies.
Ivan Pulido is a successful global finance executive with over 20 years of experience in investment banking, corporate banking, trade finance, private banking, and wealth management. He has originated over $50 million in credit facilities and managed a client portfolio over $100 million. Pulido co-founded several non-bank lending platforms focused on trade finance and private equity.
Ramon Fazah has over 15 years of experience in sales and marketing roles. He is currently the VP of Business Development and Real Estate Broker at LOA Properties, where he provides leadership for sales and marketing functions. Previously he held various sales management roles in the financial and mortgage industries, consistently exceeding sales goals and leading high-performing teams. He is skilled in strategic planning, customer relationship management, and new business development.
John Y. Abe has over 15 years of experience as a branch manager and retail vice president for several banks. He has a proven track record of exceeding sales goals and growing business by 24% through developing strategic investment solutions and expanding customer relationships. As a manager, he focuses on lending, credit, training teams, and community involvement. He holds degrees from Pepperdine University and UCLA and several banking certifications.
Sheldon F. Joseph has over 12 years of experience in management, leadership, sales, and customer service roles. He is currently a Team Lead and Operations-Strategy Liaison at Ryla Teleservices, where he manages 12 direct reports and various projects. Previously, he held positions in business banking, mortgage lending, and financial services. He has a track record of managing performance, client retention, and process development. Outside of work, he serves as Business Manager and Advisor for the nonprofit Show Me The Way Foundation.
Embrace Home Loans has been originating residential mortgages for over 25 years. It currently operates in 45 states with 16 retail branches and over 550 employees. In recent years, Embrace has originated over $1.3 billion and $3 billion in loans. The company emphasizes a strong company culture with a focus on customer service, employee development, and community involvement. Embrace also maintains a solid financial position with over $33 million in cash and $415 million in warehouse lines. It plans to continue growing by adding new branches and loan officers.
Embrace Home Loans has been originating residential mortgages for over 25 years. It currently operates in 45 states with 16 retail branches and over 550 employees. In recent years, Embrace has originated over $1.3 billion and $3 billion in loans. The company emphasizes a strong company culture with a focus on customer service, employee development, and community involvement. Embrace also maintains a solid financial position with over $33 million in cash and $415 million in warehouse lines. It plans to continue growing by adding new branches and loan officers.
The document provides a summary of Ann C. Tlachac's background and experience in the mortgage and banking industry spanning over 15 years. It highlights her expertise in various areas including employee management, credit policy, financial analysis, regulatory compliance, and customer relations. Specifically, it summarizes her most recent role as Senior Vice President and Channel Chief Underwriter at CitiMortgage where she managed credit operations and underwriting teams across multiple business units. It also lists her previous experience as a Branch Manager and Underwriter at American General Finance.
Aaron J. Huberty is a sales and marketing executive with over 20 years of experience in financial services. He has a track record of growing revenue, improving processes, and developing high-performing teams. Currently he is responsible for strategy and new business development in the national condominium lending program at Wells Fargo. Previously he held various leadership roles managing large budgets, projects, and teams. He is passionate about developing new opportunities and making a positive impact.
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This document is a resume for Aaron J. Huberty, a senior relationship, sales and marketing executive with over 20 years of experience at Wells Fargo. It summarizes his responsibilities managing cross-sell programs, partnerships, and budgets. Key accomplishments include increasing new business loan volume by over 800% and lowering expenses by $2.1 million through strategic initiatives. References provide positive feedback on his leadership abilities and business results.
Timothy M. Meade is a highly skilled sales executive with over 20 years of experience in consultative selling, client relationship management, and business development. He has a proven track record of increasing sales revenues through identifying customer needs and presenting compelling value propositions. His areas of expertise include new client acquisition, strategic planning, and presentation/negotiation skills. Meade's professional experience includes roles as a Vice President at Bowne & Co. and MullinTBG, where he exceeded sales targets and developed over 100 new client relationships.
Melanie McMillan is a sales, marketing, and business development executive seeking a strategic position with a technology company. She has over 20 years of experience driving business expansion through aggressive sales initiatives and consistently exceeding quotas. Her expertise includes identifying and closing sales, account and partner management, business development, and strategic planning. She has a proven track record of success developing partnerships, negotiating contracts, and leading collaborative teams, resulting in substantial revenue and profitability gains.
Stephen P. Andrews is a Vice President of Credit Administration with over 30 years of experience in financial services including commercial lending, risk management, and systems development. He has held leadership roles at several large financial institutions, most recently transforming the credit department and improving efficiencies as a community bank.
This document is a resume for Aaron J. Huberty, who has over 20 years of experience in senior relationship, sales, and marketing roles. He has a proven track record of growing business, developing strategic partnerships, and improving processes to reduce costs. His career highlights include generating over $1 billion in loan volume, negotiating multi-million dollar partner agreements, and saving over $2 million through cost improvement strategies.
This document is a resume for Aaron J. Huberty, who has over 20 years of experience in senior relationship, sales, and marketing roles. He has a proven track record of growing business, developing strategic partnerships, and improving processes to reduce costs. His career highlights include generating over $1 billion in loan volume, negotiating multi-million dollar partner agreements, and saving over $2 million through cost improvement strategies.
Michael P. Bradley is seeking a senior executive position in lending with over 25 years of experience in financial services. He has a proven track record of hiring and developing high performing teams, managing credit quality and profitability, and strategic portfolio acquisitions. Most recently, Bradley was Chief Credit Officer at American Credit Acceptance where he oversaw underwriting, quality assurance, and regulatory compliance.
Lawrence Dickman has over 25 years of experience in banking and financial services, including serving as a vice president and branch manager for several banks. He has a strong record of business development, managing over 200 employees, and receiving awards for outstanding customer service. Currently he is a Vice President and Branch Manager at North Shore Community Bank, where he is responsible for developing relationships between retail bank customers and the bank's other financial services.
Jillian Daly is a senior mortgage lending specialist with over 15 years of experience in the financial services industry. She has a proven track record of successfully originating and underwriting complex loans, managing high-net-worth client relationships, and improving processes. Daly is skilled at analyzing clients' unique financial situations and creating customized lending solutions. She has held mortgage lending roles at several large financial institutions and consistently achieved high performance metrics such as loan volume and customer satisfaction.
Kenneth J. Moore has over 25 years of experience in financial services sales and brokerage. He held leadership roles at ICAP LLC, where he managed an arbitrage department that generated over $2 million in annual revenue and led cost-cutting initiatives that reduced operating costs by 35%. Moore has experience working with a diverse client base and workforce. He is knowledgeable in areas like Dodd-Frank regulations, know-your-customer procedures, and anti-money laundering practices.
The document is a resume for Aaron J. Huberty that summarizes his experience in sales, marketing, business development, and cost improvement roles over 30 years. It highlights his track record of growing business, developing partnerships, and reducing expenses. It also lists his professional history and roles at Wells Fargo and previous employers, with details on accomplishments and responsibilities in each position.
Corey Fletcher is a business executive with over 20 years of experience in healthcare and financial industries. He has a track record of building highly motivated teams and identifying strategic relationships to generate revenue. Fletcher's qualifications include project management, sales, business development, process improvement, and staff development. His professional experience includes roles in healthcare software implementation, regional sales director, account executive, director of business development, and vice president of financial operations for healthcare companies.
Ivan Pulido is a successful global finance executive with over 20 years of experience in investment banking, corporate banking, trade finance, private banking, and wealth management. He has originated over $50 million in credit facilities and managed a client portfolio over $100 million. Pulido co-founded several non-bank lending platforms focused on trade finance and private equity.
Ramon Fazah has over 15 years of experience in sales and marketing roles. He is currently the VP of Business Development and Real Estate Broker at LOA Properties, where he provides leadership for sales and marketing functions. Previously he held various sales management roles in the financial and mortgage industries, consistently exceeding sales goals and leading high-performing teams. He is skilled in strategic planning, customer relationship management, and new business development.
John Y. Abe has over 15 years of experience as a branch manager and retail vice president for several banks. He has a proven track record of exceeding sales goals and growing business by 24% through developing strategic investment solutions and expanding customer relationships. As a manager, he focuses on lending, credit, training teams, and community involvement. He holds degrees from Pepperdine University and UCLA and several banking certifications.
Sheldon F. Joseph has over 12 years of experience in management, leadership, sales, and customer service roles. He is currently a Team Lead and Operations-Strategy Liaison at Ryla Teleservices, where he manages 12 direct reports and various projects. Previously, he held positions in business banking, mortgage lending, and financial services. He has a track record of managing performance, client retention, and process development. Outside of work, he serves as Business Manager and Advisor for the nonprofit Show Me The Way Foundation.
Embrace Home Loans has been originating residential mortgages for over 25 years. It currently operates in 45 states with 16 retail branches and over 550 employees. In recent years, Embrace has originated over $1.3 billion and $3 billion in loans. The company emphasizes a strong company culture with a focus on customer service, employee development, and community involvement. Embrace also maintains a solid financial position with over $33 million in cash and $415 million in warehouse lines. It plans to continue growing by adding new branches and loan officers.
Embrace Home Loans has been originating residential mortgages for over 25 years. It currently operates in 45 states with 16 retail branches and over 550 employees. In recent years, Embrace has originated over $1.3 billion and $3 billion in loans. The company emphasizes a strong company culture with a focus on customer service, employee development, and community involvement. Embrace also maintains a solid financial position with over $33 million in cash and $415 million in warehouse lines. It plans to continue growing by adding new branches and loan officers.
The document provides a summary of Ann C. Tlachac's background and experience in the mortgage and banking industry spanning over 15 years. It highlights her expertise in various areas including employee management, credit policy, financial analysis, regulatory compliance, and customer relations. Specifically, it summarizes her most recent role as Senior Vice President and Channel Chief Underwriter at CitiMortgage where she managed credit operations and underwriting teams across multiple business units. It also lists her previous experience as a Branch Manager and Underwriter at American General Finance.
Aaron J. Huberty is a sales and marketing executive with over 20 years of experience in financial services. He has a track record of growing revenue, improving processes, and developing high-performing teams. Currently he is responsible for strategy and new business development in the national condominium lending program at Wells Fargo. Previously he held various leadership roles managing large budgets, projects, and teams. He is passionate about developing new opportunities and making a positive impact.
Similar to Payment Networks Business Development Executive Fincher 2012 (20)
Payment Networks Business Development Executive Fincher 2012
1. JEFFREY M. FINCHER
1046 Bucktail Way ▪ West Chester, PA 19382 ▪
fincher920@aol.com ▪ (610) 505-8415
SENIOR EXECUTIVE LEADER - FORTUNE 100 FINANCIAL SERVICES
SVP PAYMENT NETWORKS
SVP BUSINESS DEVELOPMENT
SEVP CORPORATE DEVELOPMENT & ACQUISITIONS
2. Executive Bio & Areas of Expertise
Jeff Fincher is an accomplished executive with deep Fortune 100 financial services industry
experience across business development, domestic & international acquisitions, payment networks,
team leadership and change management. He is a decisive, influential negotiator who is known
for the completion of key agreements and business acquisitions for premier financial institutions
MBNA America and Bank of America. Jeff is a natural director of people, projects and cross-
functional resources who drives bottom-line performance in the face of complex regulatory and
economic environments. He is an enthusiastic, creative communicator with polished verbal and
interpersonal engagement skills. Jeff is a relationship and partnership strategist with history of
launching innovative, profitable internal and external joint marketing programs across multiple
lines of business. Jeff holds a Bachelor of Arts degree in Marketing/Management from the
University of St, Thomas in St. Paul, Minnesota and attended the ABA School of Bankcard
Management. He resides in West Chester, Pennsylvania with his wife Staci and their children
Morgan and Ryan. He is a past United Way volunteer and is active in coaching youth sports.
Business Development Team Leadership/Coaching Change Management
Credit Risk Strategy P&L Management/Owner Contract Negotiations
Payment Networks Leadership Development Compliance/Regulatory
Relationship Management Strategic Partnerships Mergers & Acquisitions
3. BANK OF AMERICA (NYSE: BAC), Wilmington, DE
One of the world's largest most diversified financial institutions. Acquired MBNA
America in 2006.
Responsible for Senior Vice President- Network Relationship Executive (2010-2011)
management of Led negotiations and completed renewal of corporate agreements with Visa Inc. in
enterprise wide
relationships with Visa North America and MasterCard Worldwide. The terms of agreements projected to
Inc., MasterCard
Worldwide, American deliver an incremental $1B in revenue and protecting approximately $250MM in
Express and National and interchange income to Bank of America through 2014. Increased operational
Regional EFT networks
with objective of flexibility, protected revenue and complying with all aspects of Durbin
maximizing strategic and
financial value. Partner Amendment.
with C-suite leaders of
network partners on all Developed and implemented strategy to optimize value and comply with PIN
aspects of relationship. (debit) transaction routing requirements imposed by Durbin regulations resulting in
Oversee payment
network initiatives across additional revenue of $30MM.
consumer, commercial,
small business credit and
debit card businesses
including all activity within
the European, Canadian,
and U.S. merchant
processing subsidiaries.
Selected to head
negotiations to ensure
compliance of network
contracts with regulatory
requirements and
complete supplemental
agreements required to
implement line of business
strategies.
4. BANK OF AMERICA (NYSE: BAC), Wilmington, DE
One of the world's largest most diversified financial institutions. Acquired MBNA
America in 2006.
Senior Vice President- Business Development Executive (2005-2010)
Responsible for New
Partner Sales, Renewals Signed 125+ new co-brand partners, affinity groups, associations, financial
and Restructures, institutions and product distribution arrangements including University of Notre
Acquisitions/Divestitures
and Secondary Lending; Dame, Upromise, Susan G. Komen and American Bar Association.
manage staff of 40 Designed strategy for over 2K affinity relationships making recommendations and
professionals and executing program modifications which resulted in over $100MM in savings.
operating budget of
$28MM. Oversee Leveraged buy outs, contract discontinuations and changes to marketing guarantees
National Sales team to enhance competitive position. On one such agreement recouped one-time direct
responsible for targeting
prospective partners in $30MM payment.
five distinct market Completed the acquisition of 42 credit card portfolios representing $3.7B in
segments. Oversee outstanding loans and over 1.7MM accounts. Directed over 65 platform conversions
approval of deal terms,
negotiate agreements and generated over 7MM direct mail packages.
and implement on
boarding processes.
5. MBNA AMERICA (NYSE: KRB), Wilmington, DE
Acquired by Bank of America in 2006, MBNA stood as the largest independent
credit card issuer in the world.
Sr. Executive Vice President- Corporate Development & Acquisitions (2000-2005)
Managed the company
mergers and acquisition Directed company mergers and acquisition process for both Domestic and
process for both Domestic International markets. Completed over 180 unique transactions in multiple
and International markets.
Developed annual plan geographic markets. Transaction volume drove $15B in loan growth and over 9MM
for each market including accounts.
potential targets and Established over 250 new financial institutions, affinity and co-brand relationships.
initial valuations based on
historical data or public Completed acquisition of Canadian based CUETS which resulted in $400MM
information. Work with portfolio acquisition and relationships with 450 credit unions with over 1.5K
cross functional teams on
all aspects of process. branches.
Managed staff of 25 Developed and implemented geographic alliance strategy Hawaii and Puerto Rico.
professionals and annual Gained largest issuer status on in Puerto Rico. Completed negotiations for
operating budget of
$120 million $150MM joint venture in Mexico.
6. MBNA AMERICA (NYSE: KRB), Wilmington, DE
Acquired by Bank of America in 2006, MBNA stood as the largest independent
credit card issuer in the world.
Executive Vice President- Director of Sales (1998-2000)
Director of Sales-
Responsible for all Completed signing of 59 groups and financial institutions. Sales produced over
corporate sales initiatives 6MM marketable names; a 220% increase over established goals. Key
within three key market
segments; relationships signed include AAA, Auburn University, Northwestern University,
Colleges/Universities, SunTrust Corporation and First Virginia Bancorp.
Financial Institutions and
Professional occupations.
Worked in partnership Executive Vice President- Marketing/Program Management Executive (1993-1998)
with third party marketing Led regional expansion efforts in the Central US and Mid-West headquarters.
and sales firm to sign key
partnerships. Led teams up to 35 professional business development leaders with account base
exceeding 500 affinity partners and 1.2MM card accounts.
Marketing & Program
Management Executive-
Held key functional roles
for sales, account
management, marketing
and event programs for
numerous bank
geographic regions and
client marketing sectors
including the National
Football League (NFL).
7. Areas of Expertise
Payment Networks- Led negotiations and completed renewal of corporate agreements with Visa Inc. in
North America and MasterCard Worldwide. The terms of agreements projected to deliver an incremental
$1B in revenue and protecting approximately $250MM in interchange income to Bank of America through
2014. Increased operational flexibility, protected revenue and complying with all aspects of Durbin
Amendment.
Business Development & Sales- Led national sales team that completed agreements with over 200 co-
brand and affinity partners in five distinct markets. Notable partnerships include University of Notre Dame,
Susan G. Komen for the Cure, American Bar Association, Spirit Airlines & Upromise.
Domestic & International Corporate Acquisitions- Directed company mergers and acquisition process
for both Domestic and International markets. Completed over 180 unique transactions with transaction
volume contributing over $15B in loan growth and over 9MM accounts. Completed acquisition of Canadian
based CUETS which resulted in $400MM portfolio acquisition and relationships with 450 credit unions with
over 1.5K branches.
Change Management & Team Leadership- Selected as one of top 45 executives chosen to lead BAC
Card Services post acquisition in 2006. Assembled 40 person team comprised of members from mergers
& acquisitions, new sales, renewals/restructure and secondary lending. Amidst significant economic churn
and regulatory pressure oversaw strategy for 2K affinity relationships making recommendations and
executing program modifications which resulted in over $100MM in savings. Appointed to MBNA Senior
Operating Committee in 2000.
8. Areas of Expertise
Payment Networks- Led negotiations and completed renewal of corporate agreements with Visa Inc. in
North America and MasterCard Worldwide. The terms of agreements projected to deliver an incremental
$1B in revenue and protecting approximately $250MM in interchange income to Bank of America through
2014. Increased operational flexibility, protected revenue and complying with all aspects of Durbin
Amendment.
Business Development & Sales- Led national sales team that completed agreements with over 200 co-
brand and affinity partners in five distinct markets. Notable partnerships include University of Notre Dame,
Susan G. Komen for the Cure, American Bar Association, Spirit Airlines & Upromise.
Domestic & International Corporate Acquisitions- Directed company mergers and acquisition process
for both Domestic and International markets. Completed over 180 unique transactions with transaction
volume contributing over $15B in loan growth and over 9MM accounts. Completed acquisition of Canadian
based CUETS which resulted in $400MM portfolio acquisition and relationships with 450 credit unions with
over 1.5K branches.
Change Management & Team Leadership- Selected as one of top 45 executives chosen to lead BAC
Card Services post acquisition in 2006. Assembled 40 person team comprised of members from mergers
& acquisitions, new sales, renewals/restructure and secondary lending. Amidst significant economic churn
and regulatory pressure oversaw strategy for 2K affinity relationships making recommendations and
executing program modifications which resulted in over $100MM in savings. Appointed to MBNA Senior
Operating Committee in 2000.