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Professional and Academic Background

Chief Strategy Officer, Finalytics.ai

Finalytics.ai is the first journey orchestration platform purpose-built for community financial institutions. Using proprietary AI to enrich the data that matters most to financial organizations, Finalytics.ai drives more meaningful one-to-one digital experiences across the entire funnel – from search to convert.

Chief Strategy Officer, Extractable

Responsible for helping financial service companies define their digital transformation strategy and implementation roadmaps. Extractable consults exclusively with financial service clients, helping companies in banking, investment management, and insurance accelerate transformation to provide the best-in-class digital experiences that their customers expect.

VP and Senior Strategist, Office of the CIO, Zions Bancorporation

Led the overall strategic planning process for the office of the CIO. Managed assessments of business capabilities and analysis on how specific technology investments in capabilities aligned to the strategic direction of the company. Collaborated with banking product groups to understand emerging technology and operational needs. Developed enterprise-wide digital and payments strategy, including assessments of fintech partners.

Lead Consultant, AJ & Associates

Advised Financial Service companies, and those that work with them, in the areas of digital banking, payments, innovation, and general business strategy.

SVP, Digital and Payments Strategy and Innovation, Rockland Trust

Developed strategic plans for payments and digital banking. Responsible for analyzing trends and market disruptions and searching for emerging new market opportunities. Worked with fintech partners to develop and implement innovative digital customer experiences. Oversaw the operations of the digital branch and contact center, totaling 40 people. Managed deposit and payments P&L including account maintenance, overdraft, cards, and ATM.

SVP, Deposit Operations and Alternative Delivery, Rockland Trust

Managed the bank's Deposit and Payments Operations including cash and treasury management operations, account processing, fraud recovery, cards operations, and items processing. Managed the strategy and operations of remote and digital channels including call center, IVR, digital banking, and ATMs. Oversaw the activities of 80 employees. Managed the bank’s deposit fee income. Developed and managed the bank’s customer experience practice.

VP, Program Management Office, Rockland Trust

Managed a team of Project Managers and Analysts that led multiple cross-functional and IT projects to improve operational effectiveness and client experience through process analysis, workflow redesign organizational assessments.  Collaborated with Senior Management in the definition of Strategy and Strategic Initiatives and helped develop implementation plans.

Strategic Business Consultant and Change Manager, Bank of America/FleetBoston Financial

Provided management consulting services to various lines of business within the corporation to facilitate organizational, operational and system changes commensurate with business plans and profitability objectives.  Consulted in the areas of strategy, process redesign and re-engineering, capacity analysis and planning, customer experience, payments, and general project management. Responsible for the definition, management and successful implementation of strategic projects and initiatives within BofA's Wealth & Investment Management division.  Managed the Private Bank’s client experience and voice of the customer programs.

MBA, Adelphi University

General Management and Marketing

BS, Hofstra University

Mechanical Engineering