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Work Background
EarthWork CollectiveCo-Founder
May. 2022Washington & GlobalOne of the very first sustainable-to-regenerative consulting teams focused on helping small-to-medium firms find their way to a more sensible, more resilient future in the rapidly changing environmental and business world.
The Carbon Almanac - now in bookstores worldwide and online!Contributor and Editor
Oct. 2021WorldwideFascinating, fact-based, and created from a once-in-a-lifetime global online collaboration, The Carbon Almanac is the definitive source for information to fight climate change. This accessible book joined hundreds of writers, researchers, thinkers, and illustrators - invited by best-selling author and innovative education leader Seth Godin - to focus on and share what we know, what has come before, and what might happen next to our world - if we don't learn and act together now. And it's not too late.
FinextraContributing Editor
Apr. 2021New York, United StatesWebinar moderator (24 live global sessions since 2021) and frequent editorial contributor (75+ articles) on topics of current interest in the financial services and financial technology marketplace. Finextra is a worldwide and rapidly growing leader in independent news and information for the fintech community.
HSBCSVP, Senior Account Manager
Mar. 2018 - Oct. 2020Buffalo, New York, United StatesPromoted to main regional HSBC hub to take on broad range of responsibilities for US, North America and global Sales/Client Management & Training initiatives. These included internal and external Communications & Curriculum Design, evolving Product Enhancement and external Partnerships, Cross-border Collaboration, Coordination & Promotion, Client and Staff Training and Complex Project Management. Key responsibilities surrounded Global Liquidity & Cash Management client & staff feedback reporting, best practice publication sharing, creation and delivery of staff, executive management and client-facing training on core industry, sales and product skills & emerging topics (Cyber/Fraud Awareness, Global Account Opening, Domestic/International Payments, Emerging Currencies & Payment Rails, Account & Transaction Protection products, Fintech/Banking Partnerships) Trained as an HSBC expert in Corporate Sustainability/ESG as well as high-level Personal Development/Coaching (Leaders as Teachers)
HSBCVP, Senior Account Manager
Oct. 2014 - Mar. 2018Seattle, Washington, United StatesCentrally managed and expanded domestic and global Treasury Sales relationships with the largest Technology, Media & Telecom sector Large Corporate, Middle Market & Non-Bank Financial Institution clients working with HSBC in the US and around the world.
HSBCV.P., Global Payments & Cash Management
May. 2011 - Sep. 2014Seattle, WaComprehensive cash and treasury Sales and Client Management for internationally-focused companies in the western US - and global businesses establishing or expanding operations in the U.S. Customers included primarily Middle-Market, Large Corporate and Small Business firms.
Columbia BankV.P., Deposit Relationship Manager
Feb. 2009 - May. 2011Treasury management & Commercial Deposit Sales, New Client Prospecting & Acquisition and Relationship Expansion for Middle-Market companies in the Puget Sound region. Also worked to bolster this regional bank's Foreign Exchange and Trade services offerings through targeted product/sales development for staff and clients.
Washington MutualFVP, Relationship Manager
Feb. 2005 - Jan. 2009Sales and revenue expansion for Commercial Treasury Solutions clients, some nationally but primarily in the NW and Western U.S.. Managed a portfolio of Large Corporate to Middle-Market corporate clients (primarily in Real Estate field) using Washington Mutual's deposit and treasury management services.
Destination: Puget SoundPublisher/Owner
Jan. 2003 - Feb. 2005Publisher and editor of innovative, feature-packed local travel publication catering to Seattle/Tacoma area hotel guests. Fun to read and filled a niche, yet as advertiser-based, was slow to develop financially. Retired the brand in early 2005 to return to financial services arena.
Princeton eComAccount Manager
Feb. 2001 - Feb. 2002Electronic Bill Presentment and Payment primarily in the B2B & FI space. Responsible for business development/clients in NW/Western U.S.
Thomas Cook Global PaymentsSenior Sales Executive
Feb. 2000 - Feb. 2001Seattle, Washington, United StatesInternational Payments sales/partner development in Western U.S., focused on Technology sector and Financial Institutions, primarily in Silicon Valley and other industry centers.
CitibankVP-Global Cash & Trade/Treasury/Foreign Exchange/Correspondent Banking
Apr. 1997 - Feb. 2000Western USWorldLink Sales Account Manager, International Payments and ERP integration expert, including large corporate and middle-market and financial institution correspondent clientele nationwide. Special emphasis in linkages to various low value clearing systems for U.S. corporations with overseas operations. Part of tenure involved work as domestic Cash Management Account Manager as well, for middle market corporations in Washington, Oregon, California and selected other states. Correspondent banking.
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