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Work Background
PointFiveGlobal Head of Partnerships and Cloud Alliances
Aug. 2023As a founding team member, I worked closely with the CEO to establish PointFive’s business framework from its early pre-product, pre-revenue stage into a scalable, multimillion-dollar B2B SaaS cloud cost optimization platform. My role has spanned go-to-market strategy, partnership building, and early operational leadership to set the foundation for sustainable growth and PointFive’s industry presence. • Market Strategy and Execution: Contributed to the design and execution of the go-to-market strategy, supporting PointFive’s positioning as a leader in B2B SaaS cloud cost optimization. Established initial sales processes and lead generation frameworks, enabling scalable growth potential. • Partnership Development: Built and nurtured strategic partnerships with hyperscalers, resellers, and MSPs, enhancing PointFive’s market reach and customer acquisition. These alliances are central to our continued revenue growth and differentiation. • Revenue and Operations Leadership: Took on responsibility for key business functions, including SDR and sales, and supported the transition as we scaled and brought on new hires to manage these areas. Helped shape foundational systems and processes to ensure operational readiness as we grew to meet aggressive objectives.
Wells FargoHead of Digital Business Operations, Strategy, and Fintech Partnerships – CB & CIB
Jan. 2021 - Aug. 2023In this role, I led the digital strategy and fintech partnerships for Wells Fargo’s Commercial Bank and Corporate and Investment Bank, overseeing transformative initiatives across key financial segments, including middle-market, mid-corporates, and large corporates. My responsibilities spanned building digital assets, streamlining business processes, and enhancing client experience. • Strategic Digital Leadership: Spearheaded the vision, development, and execution of a cohesive digital strategy across CB and CIB, scaling Wells Fargo’s digital assets to drive growth in core segments and industries such as financial institutions, consumer retail, and technology. • Partnership Innovation: Established strategic fintech alliances, aligning cutting-edge technology solutions with client needs. This strategy empowered Wells Fargo to deliver industry-leading digital experiences that maximized engagement and long-term client value. • Operational Efficiency and Metrics: Developed frameworks to track digital strategy outcomes, align resources, and optimize implementation processes, resulting in measurable improvements in digital customer engagement and overall organizational alignment.
Wells FargoHead of Global Payments and Network Partnerships – Merchant Services
Jan. 2020 - Jan. 2021With P&L responsibility for a $XXXM global payments portfolio, I led Wells Fargo’s international payments and partnerships strategy, overseeing six product lines that catered to clients ranging from small businesses to multinational corporations. My focus on growth and client retention across EMEA strengthened our competitive positioning and operational effectiveness in the region. • Global Revenue Optimization: Leveraged data-driven insights to enhance the performance of Wells Fargo’s global payments portfolio, facilitating transactions in over 130 currencies. This strategy fueled significant revenue growth and fortified our market presence in key international territories. • EMEA Market Expansion and Retention: Established new sponsor bank partnerships in compliance with PSD2 and post-Brexit regulations, ensuring a compliant card-not-present processing model across EMEA. These initiatives bolstered our service capabilities, driving regional growth and customer retention. • Card Network Partnership Development: Reestablished and strengthened collaboration frameworks with major card networks—including Visa, MasterCard, and American Express—creating structured governance and relationship models that amplified co-marketing initiatives and enhanced client engagement globally.
Wells FargoCOO, Chatbot team – Artificial Intelligence Group
Jan. 2018 - Jan. 2020Joining Wells Fargo’s AI Chatbot Team as a founding member, I played a pivotal role in scaling the team from a startup operation to a 150-person organization within 18 months, driving digital transformation through AI solutions that reshaped customer and employee engagement across the bank. • Operational Scale and Efficiency: Built a robust infrastructure for large-scale chatbot and virtual assistant solutions, instituting agile workflows and governance structures that supported rapid growth and elevated the digital customer experience. • Delivery and Compliance Management: Established an operational risk program, implementing 26 controls within three months to secure compliance and operational continuity, solidifying the team’s foundational stability. • AI Pilot Execution and Expansion: Led the deployment of 8+ AI pilot projects across business units, fostering strategic partnerships to enhance digital engagement and position Wells Fargo as a leader in AI-driven customer interactions.
Wells FargoBusiness Operations and Partnerships Manager – Digital Business Development & Innovation
Jan. 2017 - Jan. 2018As a key contributor within Wells Fargo’s Digital Business Development and Innovation team, I advised senior leadership on emerging technologies that aligned with strategic goals across multiple business units. My role was instrumental in identifying trends and forming strategic partnerships to elevate customer experience. • Emerging Technology and Trend Identification: Conducted exploratory research to identify tech-driven customer experience solutions, focusing on digital self-service channels, B2C chat, and full-service digital engagement, which enhanced both operational efficiency and customer satisfaction. • Strategic Partnership and Revenue Growth: Drove revenue growth initiatives in collaboration with partners like Google and Samsung, achieving 40% YoY growth and a 60% increase in click-through conversion rates through the direct management of key relationships. • Innovation: Led ideation sessions that resulted in 3 patent applications for innovations in digital banking services, addressing gig economy banking, family finance, and new product concepts, furthering Wells Fargo’s commitment to transformative technology.
Bank of AmericaGroup Product Manager – Global Payments & Business Development
Jan. 2015 - Jan. 2017In this role, I led the strategic direction for Bank of America’s Global Payments and Business Development, advancing payment innovation and establishing market-leading products for both B2B and B2C segments. My efforts drove multimillion-dollar revenue growth and positioned Bank of America at the forefront of payments innovation. • Global Product Development and Market Expansion: Spearheaded the launch of Bank of America’s first global B2C/B2B payment product, from ideation to go-to-market strategy. Developed a 9-figure business case and multi-generational roadmap, resulting in widespread adoption and significant revenue growth. • Strategic Partnerships and Market Penetration: Strengthened business development initiatives with global partners like PayPal, Visa, and MasterCard, creating new revenue channels and differentiated product offerings that expanded Bank of America’s reach. Managed P&L responsibilities for a large-scale portfolio, driving growth across global markets. • Innovation: Pioneered innovations in the payments space, resulting in the approval of 3 patents for advancements in global payment solutions. This work earned industry recognition, including the 2018 Juniper Research Future Digital Award for Best Consumer Payment Innovation.
Bank of AmericaCustomer Experience Business Operations & Strategy Manager – Consumer Bank
Jan. 2014 - Jan. 2015Recruited to enhance the customer experience strategy for Bank of America’s Metro New York region, I led operational initiatives that significantly improved customer satisfaction, loyalty, and operational efficiency across 120 retail centers. • Customer Experience Strategy and Implementation: Designed and executed a customer experience strategy that raised satisfaction by 60%, moving Metro New York from last place to second in the Northeast region. This data-driven approach bolstered customer loyalty and retention. • Operational Efficiency and Reporting: Developed automated reporting systems and introduced customer experience KPIs, enabling real-time insights and adjustments that streamlined customer service processes across all branches in the region. • Leadership and Employee Development: Established a leadership and development program focused on employee engagement and retention, including recognition programs, career development workshops, and leadership training. This initiative improved employee satisfaction and supported a positive workplace culture.
The Blackstone GroupBlackstone Fellow, Blackstone Entrepreneurs Network
Mar. 2013 - May. 2013
Bank of AmericaPayments Partner Manager – Payments Partnerships and Business Development
Jan. 2013 - Jan. 2014As Payments Partner Manager, I was responsible for supporting Bank of America’s payment network strategy and advancing business development efforts with key partners like Visa, MasterCard, and PIN debit networks. My work contributed to the bank’s competitive positioning and responsiveness to emerging trends in the payments landscape. • Partnership Strategy and Business Development: Played a key role in business development initiatives with payment networks, negotiating multi-billion-dollar contracts with Visa, MasterCard, and other partners. My strategic insights and negotiation skills helped secure favorable terms, enhancing service offerings and supporting long-term growth. • Emerging Payments Analysis: Conducted in-depth analysis of emerging payment solutions, such as digital wallets, P2P, and real-time payments, to inform Bank of America’s competitive strategy. Recommendations enabled the bank to adapt quickly to market shifts and prioritize high-impact innovations, including early evaluations of platforms like Google Pay and Venmo.
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