Mar 2021 – Present · 5 yrs

Mar 2020 – Feb 2024 · 3 yrs 11 mos · Des Moines, Iowa

Nov 2016 – Mar 2020 · 3 yrs 4 mos · Des Moines, Iowa

• Q2 Open, a division of Q2, provides a set of bank compliant APIs, which fintech companies consume to build and launch their own white-label financial services products, including ledgering, FBO, DDA, Savings, Debit card issuance, ACH processing, RDC and bill pay.
• Responsible for business development and sales growth of both new and existing fintech client relationships.
• Integrated my startup CorePro, an open set of bank complaint APIs powering next generation financial services for fintech companies, into a newly created division of Q2 called Q2 Open
• Developed go-to-market strategies for selling CorePro into the fintech ecosystem
• Key member of partnership onboarding team responsible for contracting and certifying 5 banks-of-record onto the CorePro platform
• Led business development and sales efforts meeting aggressive MRR and ARR targets and generating 115% YOY sales growth
• Developed, signed and implemented multiple $1M+ SaaS contracts, including deals with a $4B investment management company, international fintech companies and one of the top 10 largest banks in the world.
• In November of 2015, Q2eBanking (QTWO) acquired my company Social Money, which included the award-winning consumer savings app SmartyPig and the core processing API platform CorePro.

Nov 2015 – Nov 2016 · 1 yr · Des Moines, Iowa

Mar 2012 – Nov 2015 · 3 yrs 8 mos · Des Moines, IA

• In March of 2012, we created the umbrella company Social Money (socialmoney.com) to include both SmartyPig (SmartyPig.com) and our new cloud-based core-processing API platform called CorePro (CorePro.io).
• The CorePro API is a cloud-based core processing platform purpose-built for fintech digital strategies that provides bank compliant customer on-boarding, bank account issuance (FBO, DDA, Savings), ACH processing, RDC, wire and debit card issuance. CorePro powers some of the largest fintechs in the United States, including Square Cash, Betterment, Qapital, MoneyLion, Acorns, and partners with leading financial institutions like MVB, NBKC and Lincoln Savings Bank.
• Led cross-functional teams in operations, customer service, UI/UX designers and developers to build out API feature/functionality and the back-office administration portal to satisfy stringent bank regulatory and compliance requirements
• Worked with CTO and operations team to complete critical ISO 8583 certification with the Shazam Network and various third-party service providers
• Worked closely with bank partner c-suite executives, operations and compliance staff to complete bank-of-record certification on the CorePro platform
• Social Money (CorePro.io and SmartyPig.com) were acquired by publicly traded Q2eBanking (QTWO) in November of 2015.

Jan 2007 – Nov 2015 · 8 yrs 10 mos · Des Moines, Iowa

• SmartyPig is the first online goal-based saving solution that helps consumers save for specific goals in their life.
• SmartyPig was acquired by publicly traded Q2eBanking (QTWO) in November of 2015.
• As founder I wore many hats and was directly responsible for the following:
• Ran product which included strategy, design and development
• Led cross-functional teams of UI/UX designers, developers, project managers, business analysts, and operations
• Created all wireframe and feature functionality of product including front-end UI/UX, back-end logic and administration portals for customer support and bank partner access to satisfy complex bank regulatory and compliance requirements
• Oversite of company operations, hiring and P&L
• Secured strategic relationships including bank partnerships, identity verification providers, bank aggregators and third-party security, regulatory and compliance auditors
• Authored patent-pending goal-based savings features
• Led customer growth achieving unprecedented success via paid and unpaid social media initiatives
• Presenter at industry leading conferences including Finovate in San Francisco and New York
• SmartyPig was featured in 100+ articles in leading publications and journals including the Wall Street Journal, New York Times, American Banker, Money Magazine and Forbes and recipient of countless innovation awards in fintech, banking and finance.
• https://www.nytimes.com/2008/12/20/your-money/20mint.html
• SmartyPig was powered by our own core-processing and system-of-record platform built from scratch, which would later be spun out of the company as a stand-alone SaaS core-processing API called CorePro.
• SmartyPig’s bank partners included West Bank, BBVA Compass and Sallie Mae Bank and was white-labelled by the second largest bank in Australia, ANZ Bank.
• SmartyPig garnered customers in all 50 states within 6 months of launch and processed in excess of $3 billion in customer deposits within the first 3 years.

Aug 2001 – Dec 2006 · 5 yrs 4 mos

• The Integer Group is an Omnicon Group (NYSE: OMC) affiliate and one of the largest retail promotional agencies in the country.
• Managed staff of 15 developers and UI/UX designers. Established and maintained business relationships with internal and external customers. Developed and managed web and mobile projects to meet the business needs of the agency's clients. Ensured that initiatives were met in a timely manner and within a prescribed budget.

Jun 1999 – Aug 2001 · 2 yrs 2 mos

• Meyocks is a full-service branding, advertising and marketing agency that focuses on food, agriculture, health and mentor brands.
• Managed staff of 8 developers, UI/UX designers. Established and maintained business relationships with internal and external customers. Developed and managed web and mobile projects to meet the business needs of the agency's clients. Ensured that initiatives were met in a timely manner and within a prescribed budget.

Sep 1993 – Jun 1999 · 5 yrs 9 mos

• Kragie/Newell is a full-service advertising agency (acquired by The Integer Group in 1998).
• Worked for one of Iowa's largest advertising agencies directing and managing brand development, strategy and results for national/local brands including the agency's largest client, the McDonald's account. Provided client relationship management to 75 McDonald’s owner/operators (250+ restaurants), strategic planning, supervision of tactical implementation, cultural marketing, program evaluation, and client billing.