EXECUTIVE SUMMARY

Cross-functional operator who turns complexity into repeatable systems. 15+ years across regulated banking, enterprise platforms, SaaS, and consulting; building commercial engines, governance programs, and product portfolios that drive growth, reliability, cost reduction, and risk elimination.

·        Mitigated approximately $2B in potential regulatory penalty exposure by leading consolidation and remediation of 30 global legal entities and $10B+ in assets under CCAR, GAAP, and IFRS.

·        Captured $30M+ in enterprise ARR by leading Stark & Wayne’s strategic pivot from partner to competitor, commercializing differentiated platform products and managed services.

·        Scaled GTM + delivery systems from 2 to 200+ enterprise customers, driving ARR +320%, NRR +120%, and $200M+ revenue/cost impact.

·        Led Fortune-scale migration and modernization programs spanning 70,000+ applications and delivering 8–9 figure OpEx savings and 20%+ developer velocity gains.

CORE CAPABILITIES

GTM & RevOps • Pricing & Packaging • Product & Platform Strategy • Managed Services & Reliability • AI-enabled Delivery  Regulated Controls & Audit Readiness • Customer Success • KPI/EBITDA/Valuation Focus

EXPERIENCE

Bootstrap Buffalo — Chief Executive Officer 

| Buffalo, NY | 03/2023–Present

·        Led a carve-out and customer experience rebuild; achieved 100% logo retention and a 25× valuation step.

·        Built an AI-powered Managed Services offering; delivered +120% NRR and +200% key-account growth within two quarters.

·        Drove revenue acceleration for SaaS clients via pricing/packaging, contracting, and RevOps cadence; doubled revenue for a client engagement.

·        Ran product–market fit sprints and investor readiness for 18+ founders: secured design partners, converted pilots to paid, and supported seed closes.

Stark & Wayne (acquired) — COO/CRO & Managing Director, Enterprise Sales | New York, NY | 06/2016–03/2023

·        Led strategic pivot from partner to competitor; converted $30M+ enterprise ARR previously forecasted by Pivotal into recurring revenue through owned products and managed services.

·        Productized platform software and services; drove ARR +320%, NRR +120%, and +230% business unit growth with KPI-driven operating cadence (WBR/MBR, exec scorecards, service catalog).

·        Designed and led Cloud Native Transformation engagements delivering $200M+ OpEx savings across Fortune 500 programs; consistently beat Big-4 on speed-to-proof and delivery credibility.

·        Closed and led complex enterprise deals (up to $4M direct); standardized MSAs/SOWs and deal governance to shorten negotiation cycles and improve forecast accuracy.

Citigroup, Institutional Clients Group — AVP, Finance Product Control | Getzville, NY | 04/2014–06/2016

·        Managed P&L governance, revenue recognition, and valuation for a $50B+ portfolio (securities, derivatives, corporate loans) under GAAP, IFRS, and CCAR requirements.

·        Led consolidation and remediation of 30 global legal entities and $10B+ in assets; avoided potential $2B in penalties.

·        Designed audit-ready governance (controls, SOPs, traceability) and improved reporting consistency by constructing a CCAR regulatory reporting framework adopted cross-departmentally.

·        Partnered with technical product management to improve revenue recognition system modules for swaps, options, and structured products; improved onboarding and integration cycles by ~3×.

First Niagara Bank — Business Operations Analyst | Buffalo, NY | 09/2012–04/2014

·        Led automation and compliance initiatives across credit, debit, ATM, and claims operations within order-to-cash workflows.

·        Built predictive cash flow and audit models; reduced ATM cash outages by 94% and cut card OpEx by 50%.

·        Implemented automated reconciliation and compliance controls recognized positively by federal auditors.

Citigroup, Institutional Clients Group — Global FX Operations (Government & Enterprise) | Getzville, NY | 03/2011–09/2012

·        Supported OTC payment and trade reconciliation for WorldLink (FX and treasury cash management) serving enterprise and government clients.

·        Improved process controls and documentation; reduced return payments by 80% and processing errors by 50%; ensured SOX and OCC compliance.

BSC — Software Developer & Business Analyst | Buffalo, NY | 07/2008–03/2011

• Delivered full-stack web development and business analysis for early-stage startups and small businesses, combining software delivery with process design and operational setup.
• Built and deployed Ruby on Rails applications supporting education, e-commerce, and B2B workflows; improved data integrity, automation, and system reliability for client operations.
• Led client discovery and requirements definition, translating business needs into production systems, technical roadmaps, and deployable architectures.
• Supported founders with early operating systems (workflow automation, reporting, basic controls), accelerating time-to-market and reducing manual effort.
• Representative clients:
  • Academic Software Plus (acquired) — academic software platform for university applications
  • Surplus Stock Exchange — e-commerce and B2B distribution platform for tool & die inventory
  • Division By Zero — Ruby community startup consulting studio delivering web applications and server deployments for multiple startups

EDUCATION

Niagara University — MBA, Finance | 2015

University at Buffalo — BS, Business Administration | 2011

RECOGNITION & SERVICE

Speaker: IBM Think (2021); Open-Source North (2021); Cloud Foundry Summit (2019)

Cloud Foundry Ambassador (Linux Foundation), 2016–2023

Firefighter & EMT, Lewiston Fire Co. #1 (2004–2010)

SKILLS

Operational Strategy • GTM Leadership • RevOps • Pricing & Packaging • Customer Success • Product Strategy • Managed Services • Cloud & Platform Modernization • AI-enabled Delivery • FP&A • KPI/Scorecards • Cost Optimization • Regulated Controls & Audit Readiness