Artisan Advisors, LLC

Managing Director

BWG Strategy LLC

Industry Advisory Board member

BankTech Consulting Services LLC

Principal

ProBank Austin

Responsibilities encompass managing community bank client relationships involving assessment of core processing solutions, reviewing client banks’ technology vendor contracts, developing cost/benefits comparisons and analyses of in-house and outsourced core processing alternatives and managing vendor selection processes for various data processing systems and vendor services.  Assist community banks define post-merger IT strategies.

Senior Consultant

Responsibilities encompass managing community bank client relationships involving assessment of core processing solutions, reviewing client banks’ technology vendor contracts, developing cost/benefits comparisons and analyses of in-house and outsourced core processing alternatives and managing vendor selection processes for various data processing systems and vendor services.  Assist community banks define post-merger IT strategies.

Administer sales contact management system, Salesforce CRM

Recovery Solutions

Disaster recovery services for financial institutions
Published in Illinois Bankers Magazine, Disaster Planning and Recovery, Aug. 2008.
Several presentations to Community Bankers of Illinois CEO groups on BCP.

Administer sales contact management system, Salesforce CRM.

Vice President, Sales

Fiserv Inc

Inhouse and outsourced enterprise solution sales to financial institutions
Recent sales awards include:
2003 4th Qtr. Sales Executive of the Quarter
2005 4th Qtr. Sales Executive of the Quarter
2005 Central Region Item Processing Top Sales Producer
2007 1st Qtr. Inhouse Sales Executive of the Quarter
Several Check 21 speaking engagements to Community Bankers of Illinois CEO groups.
Successfully developed new territory with no previous market penetration.

Senior Sales Executive

Computer Services, Inc

Developed retention strategies following acquisition.
Exceeded retention goals following acquisition of IIC.
Responsible for troubled client relationships.

Sales Representative

Indiana Information Controls (IIC)

Responsible for sales of account, item and ATM processing services.
Sales success resulted in opening two satellite offices to support growth.
Responsible for retention of existing clients.

Uniquely qualified with over 30 years of industry experience to assist financial institutions in evaluation of technology services and products, vendor selection and forward looking contract negotiation.

Specialties: Business development and sales, financial institution C level sales, needs analysis, vendor selection, contract negotiation, account management, post-merger IT strategies, public speaking.

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