+ Co-led standing up of the Transformation Office as member of CEO’s Extended Leadership Team
+ Co-stood-up structure to galvanize 1,200+ employees to drive $500M+ EBITDA transformation
+ Accountable via Weekly CEO SteerCo's for performance of Sales & LOB Growth transformations

+ Partnered with Sales to develop & manage strategic improvements that drove $XXXM+ in revenue
+ Grew Average Seller Performance by XX% via stronger management & pipeline practices
+ Expanded margin via improved processes on sales authority & pricing exceptions
+ Improved time to first sale by XX% via improved sales training & ongoing buddy problems

+ Rated Exceptional (Top 10th Percentile) in Performance Ratings in every role at FIS

Head of Commercial Excellence (Sales, Revenue) Transformation

+ Owned P&L & launch of 2 new products: Embedded Invoicing (EI) & Banking-as-a-Service (BaaS):
+ EI: Ran Day 1 Launch to 800,000 SMBs, enabled via coordinated go-live with 150+ Banks
+ EI: Grew Processing Revenue per SMB by 126% & new user conversion rates by 300% in 12 months
+ BaaS: Signed first partner Bank, first Fintech client, & built $50M pipeline

General Manager of Banking as a Service and SMB Digital Invoicing (Embedded Finance)

+ Drove execution of $300M in 2021 revenue synergies via enhanced sales enablement & cross-sell
+ Led Cross-Sell Strategic Ideation Sessions identifying $40M opportunity across key growth products
+ Stood-up Cross-Sell Pipeline Reviews & Deal Desks to execute pipeline and build cross-sell muscle

Senior Director of Strategic Revenue Expansion | Merchant Growth

McKinsey & Company

+ Led go-to-market strategy, product roadmap & tech procurement for multiple strategic real-time-payments products in the United States with a $10B+ market cap and $100M+ procurement plan

+ Drove go-to-market strategy for a $100M+ data-monetization-as-a-service platform for a Fortune 500 ad-tech client, working directly with the President; signing Fortune 100 French retailer

+ Spun-off and merged the high-tech business of a Fortune 500 client by working directly with CFO and overseeing five G&A functions (50+ employees) to ensure ~$200M in cost synergies realized

+ Managed a high-value operating model transformation across 6 IT departments that reduced service outages by 40%, benefiting 10M users at a Top 20 Bank; led monthly report-outs to CEO

+ Named Top 10% contributor to recruiting; helped lead the first Hispanic Latino Economic Forum

Engagement Manager

+ Created strategic plan to turn-around loss-making hospitality client based on P&L & Market Analysis

+ Developed market entry strategy & use cases for B2B client entering China 

+ Assessed employee satisfaction of 5k employees & built plan to improve retention & performance

Associate

Summer Associate

+ Led coordination of all project management functions (e.g., Finance) for $10M-$50M USAID projects
+ Built budget forecasts, placing in top 10% percentile in accuracy company-wide
+ Developed go-to-market strategy and market sizing for Corporate Social Responsibility business unit

+ Led preparation of military conferences including all procurements (~$150k) 
+ Managed 15-25 local staff during two week events in Mali, Ghana, Burkina Faso & Nigeria

Logistics Coordinator

+ Supported development of budget forecasts, project audit, and other end-to-end project support needs

Afghanistan Small and Medium Enterprise Development (ASMED) Project Assistant

Management Systems International

+ Assisted in the writing of contract proposals including corporate capabilities.
+ Translated documents to and from French, Spanish and English.
+ Participated in recruiting process by formatting CVs and writing personnel summaries.
+ Performed general administrative duties, edited documents, created excel spreadsheets, used and updated databases, conducted research and performed duties as required.

Business Development Intern

Southern Alliance for Clean Energy

+ Wrote, edited and translated grant reports, public comments, and educational fact sheets.
+ Conducted mathematical analyses on communications to the FL Public Service Commission.
+ Organized and prepared public service forums on wind energy across South Carolina, performing media outreach and taking part in high level meetings with State politicians.
+ Administered two networks that distribute news and alerts to NGO’s across the U.S.A.

Coastal Program and High Risk Energy Associate

Sierra Club

+ Interned with The Sierra Club, the largest environmental lobbying group in the United States during spring semester 2010. 
+ Conducted research and wrote technical document to be filed with the Louisiana Department of Environmental Quality which led to the denial of an environmental permit for Cleco Power.

Intern

U.S. Department of State

+ Worked in Information Technology, Public Affairs, and Political cones. 
+ Assisted in creation of public relations press packets for the June 2008 Presidential visit. 
+ Translated documents, took detailed notes, updated databases, and completed an extensive research project.

Tulane University

+ Supervised 25+ Tulane Teaching Assistants at Green Charter Middle School and New Orleans School of Science and Math while simultaneously assisting classrooms between 20-25 hours a week.

Teacher Assistant Supervisor

Even Wolf Campaign for State Representative

+ Staff secretary, organized events, canvassed the district and conducted polling.

I am a growth executive with 10+ years of leadership experience at Fortune 500's & as a start-up founder.

+ Currently I lead a Fortune 500 revenue transformation that has driven over $200M+ in growth since '22

+ Previously at FIS I launched two Embedded Finance Products to over 150 banks and 800,000 SMBs

+ Earned Top 10% Performance Rating as a Sr Director and VP at FIS

+ Prior to FIS I drove revenue growth and go-to-market in Tech & Financial Services @ McKinsey & Co

Beyond FIS, I pursue a variety of part-time entrepreneurial and social impact opportunities:

+ Founded an AI-based Lead Generation company for LinkedIn, FasterLeads.AI

+ Founded DineroHispano.com, a Hispanic SMB Consultancy, holding over 1,200 COVID survival trainings

I am multilingual (English, Spanish, French), bi-cultural, and have worked on four continents (8 countries).

I'm obsessed with family, mental & physical peak performance, and getting 1% better every day.

David Sardi

Gloss

Managing Director

ADTECH7

Chief Executive Officer

BYJU'S

- Streamline operational workflows.
- Product & process trainings for 6000+ employees with 96% graduation.
- Launched 8+ referral marketing program.
- 90% quality assurance and customer satisfaction.
- Led 100+ influencers which resulted organic boost, sales & retention.
- Grew to 1M organic followers on social media with 1B content impressions annually.

Senior Manager Marketing & Operations

Emirates NBD

- Operations & Fraud Process Planning.
- Client Service Excellence.
- 6+ Process Optimized.
- Handled team of 35 priority bankers.
- 85% in Quality Assurance and Compliance.
- Performance Analytics
- Managed over 300+ HNI clients worth $5M each.

Operations Manager

JPMorgan Chase & Co.

- Utilize advanced fraud detection tools and techniques to identify and investigate suspicious activities across various financial transactions and channels.
- Mitigated over $18M in fraud losses.
- Analyze & Executed over large sets of data to detect 10+ fraud trends and patterns .
-  Identify opportunities to enhance fraud detection and investigation processes
- Prepare and present regular reports on fraud trends, losses, and prevention activities to senior management and relevant stakeholders.

Fraud Prevention Manager

Barclays Corporate Banking

- Review and evaluate over 2500 credit applications for various banking products, including loans and credit cards, to assess creditworthiness and adherence to bank policies.
- Analyze customer credit profiles and financial information to recommend and process credit limit adjustments as per established guidelines.
- Perform regular updates and changes to credit accounts, such as payment terms, interest rates, and customer information, while maintaining accuracy and data integrity.
- Ensure strict adherence to regulatory requirements, internal policies, and risk management protocols throughout credit operations processes.
- Provide prompt and accurate responses to customer inquiries related to credit applications, account status, and credit limit details, maintaining a high standard of service.

Credit Operations

Digital Marketing| Curating Digital Solutions For Your Brand Growth| Ex Barclays| JP Morgan Chase & Co| Emirates National Bank of Dubai| BYJU'S

CEO of ADTECH7 and Managing Director at Gloss, with over 10 years of experience in the Banking and Marketing industries. Specializing in driving brand growth and strategic marketing for luxury and premium sectors. Expertise includes content marketing, B2B and B2C strategy, outdoor advertising, and media content creation, with a focus on creating impactful campaigns that elevate brands in the MENA and EMEA regions. Passionate about helping businesses evolve into powerful brands through strategic insights and creative execution, ensuring sustained success and growth.

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The Battle

David Sardi

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