2024 – Present | Lucas, TX

Helping community banks and fintechs align people, process, and technology for scalable success.

Key Responsibilities

Lead go-to-market strategy, partnerships, and client delivery.

Provide advisory services for operational excellence, issue remediation, and fintech scalability.

Impact Highlights

Built early-stage partnerships with technology vendors and financial institutions.

Delivered strategic guidance to fintech startups on growth, operations, and compliance.

2022 - 2023 | Remote

Drove post-M&A operational alignment and platform optimization across technology and service delivery.

Key Responsibilities

Advised senior leadership on efficiency, development throughput, and support delivery.

Consolidated 3 departments into Centers of Excellence.

Impact Highlights

75% backlog reduction through ticket triage, process clarity, and SLAs.

Improved system stability and customer satisfaction, driving a 98% renewal rate.

Reduced costs by 20% by unifying tools and workflows.

2016 - 2022 | Allen, TX

Directed 11 business units across deposit, lending, onboarding, and professional services solutions.

Key Responsibilities

Oversaw 240 global team members supporting 1,300+ bank clients.

Directed product delivery, implementation, support, and quality assurance.

Impact Highlights

Launched origination platforms generating $21M+ ARR.

Consolidated teams and systems, saving $1.2M+ annually.

Reduced implementation duration by 30%, doubling velocity.

Enabled $1M+ in new revenue through PPP lending and renegotiated service contracts.