Experience
More than 15 years across software and services businesses and enterprise banking.
Bootstrap Buffalo
Founder & CEO
Commercialization, turnaround and capital-readiness studio
- Lead a studio working hands-on with 30+ founder teams across business strategy, revenue growth, product, delivery and capital readiness.
- Rebuilt distressed software assets across product, sales, delivery and operating systems, retaining 100% of customers.
- Built a five-tier, fixed-fee managed-service offering and standardized tooling, automation and runbooks across seven enterprise platform environments.
- Developed financial models, unit economics, pricing, capital plans and investor materials, and led commercial and funding preparation for eight companies.
Stark & Wayne
[TITLE SEQUENCE TO CONFIRM]
Enterprise cloud platforms, software, professional services and managed services
- Scaled from 2 to 200+ customers and increased annual recurring revenue 320%.
- Led the pivot from vendor partner to competitor, converting $30M+ in forecasted partner ARR into owned recurring revenue.
- Established weekly and monthly business reviews, KPI reporting, sales qualification, pricing, and standard master service agreements and statements of work.
- Closed direct enterprise agreements up to $4M.
- Directed a portfolio of 10+ infrastructure products from market discovery through release, pricing and enterprise adoption.
Citigroup, Institutional Clients Group
AVP, Finance Product Control
- Managed P&L governance, revenue recognition, valuation and financial controls for a $50B+ portfolio of securities, derivatives and corporate loans under GAAP, IFRS and CCAR requirements.
- Led consolidation and remediation of 30 global legal entities and $10B+ in assets, and built an audit-ready reporting framework adopted across departments.
- Partnered with technical product management to improve revenue-recognition modules for swaps, options and structured products, accelerating onboarding and integration cycles approximately 3x.
Earlier experience
First Niagara Bank, Business Operations Analyst
Led automation, order-to-cash and compliance initiatives. Predictive cash-flow and audit models reduced ATM cash outages 94% and card operating expense 50%.
Citigroup, Global FX Operations
Supported FX and treasury cash management for enterprise and government clients. Improved controls and documentation, reducing return payments 80% and processing errors 50%.
BSC, Software Developer & Business Analyst
Built full-stack applications, workflow automation and customer-facing platforms for startups and small businesses.
Education
MBA, Finance
Niagara University
BS, Business Administration
University at Buffalo
Resume
[RESUME PDF AND REVISION DATE TO BE SUPPLIED]