Jun 2012 – Mar 2017 · 4 yrs 9 mos · Mountain View, California

• We drive innovation in real time disbursements to cards. I am one of the founders and lead the day to day operations, building the business with great people, products, and customers. www.omneyinc.com. Sold company to MasterCard in 2014.

Sep 2007 – May 2012 · 4 yrs 8 mos

• I define the direction of mobile payments at the leading mobile payment company, Obopay. Our products are at the intersection of money transmission, card and ACH payments, debit networks, banks, merchants, and mobile. My team determines features from our big financial partners and end users, creates the detailed requirements and then manages the go to market.

Aug 2005 – Jul 2007 · 1 yr 11 mos

• Director of Product Management. I lead a team of product managers responsible for Intuit’s enterprise financial solutions software business including bank deposit account opening, account funding, Inter FI money transfers, bill payee and payment switching, and account aggregation. My products were new for Intuit, but already have large FIs contracted including Wachovia, USAA, TRowe Price, Fiserv, Metavante, State Farm and others. The product line booked 1st year revenue of $5.5M and is projected to be a $20M business at end of year 3. I received numerous contribution and patent awards. Intuit’s award winning products (Quicken, QuickBooks Online Eddition, ExpensePro) get FI data (1.5M+ accounts) from my products.

Aug 1999 – Aug 2005 · 6 yrs

• Created the Teknowledge Financial Solutions Division in August, 1999 and grew the business profitably from $0 to $6M/year in revenue. Total sales over 6 years were $25M. Sold the division to Intuit in 8/2005 for $7M. My team included sales, product management, marketing, professional services, support, and engineering (32 direct reports and subcontractors with offices in Palo Alto, Cleveland, and Fairfax). We created and sold to the largest FIs a market leading enterprise software product (TekPortal), built a large services team, established international distribution (8 countries), and had some of the largest banks and service providers in the world as customers including Wells Fargo, Bank of Tokyo Mitsubishi, NetBank, Nikko Securities, Bank of Bermuda, and MBNA.

Jan 1997 – Jan 1999 · 2 yrs · Santa Clara, California

• 1/99-7/99: Created the Edify Consulting division for Europe, Middle East, and Africa. I was based in London and grew the business from $0 to $2.5M during the first 6 months (Software and Services bookings). Signed and successfully delivered numerous clients including British Telecom, Nedcor Bank, and FNB of South Africa.
• 2/97-1/99: Created the US Financial Services Unit, responsible for electronic banking, finance and securities industry. My group included 41 people comprising consulting managers, project managers, and consultants with focused industry groups in electronic retail banking, commercial banking, and securities. We implemented Internet and telephone banking, brokerage and payment solutions for Edify customers including Chase Manhattan Bank, First USA, Fidelity, and other large financial institutions. My group grew from $0 (2/97) in revenue to $10M (1998) revenue at standard margins. Received Edify President’s award 5/1998.

Jan 1985 – Jan 1997 · 12 yrs

• Responsibilities included national Principal for Banking, Finance, and Securities Industry, as well as Western United States Principal for Internet application development and systems integration (AD/SI) contracts. Specialized industry skills included Finance, Retail/Distribution, Publishing, and Software Distribution. My team was geographically dispersed (Atlanta, SF bay area, and Los Angeles) and included Practice Leaders, Consultants, Architects, and Project Managers (55 direct reports and subcontractors). Revenue grew from $0 in 7/94 to a full year revenue of $23M during 1996 at standard services margins. AD/SI Customers included VISA, Schwab, Nations Bank, LLBean, IBM, Sybase, LATimes, Deluxe Check and others totaling 106 clients.