SVP, Product and Strategic Programs at Finicity

Finicity enables a financial data-sharing ecosystem that is secure, inclusive and innovative. Through its real-time financial data aggregation and insights platform, Finicity provides solutions for financial management, payments and credit decisioning. It is also leading the development and promotion of industry standards. The company has developed more than 16,000 bank integrations, with the vast majority through connections that provide access to formatted bank data, improving information access and accuracy. Finicity is the winner of API World’s 2016 Finance API of the Year.


      Finicity
  

As part of the senior leadership team for credit.com, I led strategy revision focused on expansion of partner marketplace business, growth of advertising relationships and maturation of operations and compliance processes.&nbsp; My team exceeded targets each quarter through nimble execution, close coordination with internal and external business partners and consistent expansion of business opportunities.&nbsp; Established cohesive team of subject matter experts - 90% of the team were in new roles when I joined the organization.  • Outlined clear vision and quarterly execution targets by leading team through playbook creation and regular metrics reviews• Facilitated a collaborative environment with internal business partners which reduced organizational friction and rewarded team successIncreased strategic partnership revenue by >25% year over year.  • Established repeatable execution plans for new partner implementations which reduced implementation time by 50%• Executed assertive optimization plans generating average click through rates >18% above target and average earnings per click >16% above target• Expanded relationship management framework, including regular business reviews, strategic planning and opportunity expansion	Increased revenue per sale for advertisers by 95% during a year that saw >60% on page traffic decrease.• Added partners and product offerings and launched new product verticals for mortgage, military, students• Formalized account management / opportunities review framework with advertisers• Launched program for additional ad placements, including pricing and sales pitchImproved operations and compliance efficiency by >60%.• Held expenses flat through substantial business growth• Expanded compliance framework, adding compliance and consistency as a recognized strategic advantage in a highly regulated industry
    
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Credit.com

As a member of the Senior Management Team, responsible for a wide variety of support functions that allowed my peers to work cohesively together in support of the organization and division's goals.  I regularly interfaced with leadership of all lines of business as well as corporate support units.Led strategic planning and performance management which improved technology initiative alignment to business goals from 45% to 100% across a $400 million annual budget.• Developed multi-year, annual and quarterly planning routines and ongoing performance measurement to ensure execution matched strategy• Established tools and processes to align division plans with corporate balanced scorecard and individual performance goalsSupported co-Chief Information and Operations Officers (CIOO) as Chief of Staff&nbsp;for organization of 3,000 employees and a $400 million annual budget.• Established consistent and effective management routines across Senior Management Team• Led operating model redesign following bi-coastal management team integration • Refined objectives of employee development programs• Developed internal relationship management function expanding strategic alignment and transparency of service level performance• Created Information Technology Governance model for Latin America and began execution of plans for regional shared services modelExpanded programs and established metrics for communications and employee engagement to all levels of organization• Revised community outreach framework which increased employee participation by 250% year over year• Developed and launched division communication, diversity and recognition programsLed internal consulting initiative focused on enterprise-wide cost reduction initiative and process improvement which resulted in $70MM in annualized revenue enhancement / expense reduction for retail bank division.
    
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      Union Bank of California
  

Provided strategic leadership of $200 million core banking services transformation program, including vision and strategy, organizational change management, system replacement, infrastructure redesign and business process optimization.Led comprehensive needs assessment and vendor selection process incorporating 150+ subject matter experts and more than 1,000 discrete requirements.Oversaw business agreement and legal contract process, focusing on joint accountability and risk management for the organization.Remodeled organizational delivery strategy to address implementation speed, strategic alignment of technology solutions with business needs and consistency of solution delivery.• Redefined resource positions, compensation and organization structure to ensure program success and provide a model for project delivery in other initiativesPrepared business case, inclusive of cost estimates, efficiency opportunities and revenue opportunities, as well as modified model and processes for monitoring achievement of targets.Provided regular updates to executive management and Board of Directors.
    
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About us

  Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. 

The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.


      Zions Bancorporation
        
  

Combined a complementary set of services into a new division through organizational restructure and job alignment.  My team had responsibility for financial reporting, procurement, contracting, process improvement and employee engagement across a 1,700 person division.Improved financial planning and reporting for Technology and Operations Division $200 million annual budget.• Implemented enhanced budget processes including a rolling forecast and proactive identification of financial risks and opportunities• Implemented automated account reconciliation tool which reduced reconciliation staff by 25% and more effectively managed risk• Brought official check processing in-house, resulting addition of more than $100 million in float balances across the Bancorporation• Provided analytical support and validation of business case proposals for information technology investmentsFacilitated enterprise strategic sourcing and vendor management initiative which reduced expenses by more than $12 million annually while improving risk management.• Provided guidance for structure and executive support of the cost reduction workgroups• Completed selection of tools to automate procurement functions, contributing $1.5 million in savings annually • Revised vendor management team structure, staffing and oversaw modification of tools and processesProvided strategic oversight and planning with Lean Six Sigma business process improvement team which created $2 million in annual savings per yearEnhanced division wide employee engagement and development programs and corresponding development and retention success targets.• Led development and delivery of experiential organizational cultural training • Initiated job rotation program which expanded to include Bancorporation wide departmentsProvided interim leadership to the Zions Bancorporation Call Center (March 2009 to July 2009) where I reduced operational run rate by 25% while increasing service level compliance by 37%.
    
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Managed 105 person division with a focus on team development, customer service and outstanding quality while realizing a 20% reduction in unit rates across the division. Initiated business process improvement initiative focused on employee led ideas and implementation.Led internal partner relationship by facilitating Senior Operations Management workgroup across affiliate banks.
    
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Led a team of senior level project managers and provided oversight to enterprise-wide strategic consolidation projects.Managed enterprise-wide  projects to successful completion, including obtaining executive support  managing aggressive timelines Facilitated project selection, ROI (Return on Investment) analysis, vendor selection and contract negotiation on behalf of internal customers• Led vendor review and analysis for off shoring of application development and data entry • Led vendor review, selection and contracting for enterprise-wide systems supporting credit initiatives, internet banking, treasury management Assisted business with identifying accurate cost / benefit analysis and prioritization of project initiatives Developed and managed portfolio reporting and processes to ensure decision making and prioritization aligned with strategic objectives Managed internal customer relationships, including executive management of Zions Bancorporation  Created project management Roadmap for use throughout the organization, including process and template documents • Provided training and support to project teams throughout technology and operations division, as well as at individual banks
    
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Led western region consulting practice focused on Enterprise Resource Planning software projects.


About us

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We help organizations overcome their business challenges by providing solutions that are clear and understandable. This, in turn, helps us to build strong relationships and earn our clients’ loyalty and repeat business.

From concept todesign, development to deployment and beyond, we can be there for you at any point in the technology solution cycle. Because, in the world of IT, innovation is always a work in progress.

To learn more, please visit idea.com today.


      Idea Integration
  


      HCIA
  

At the David Eccles School of Business, we pride ourselves on providing our community on the University of Utah campus and beyond with all the tools needed to blaze any path into the business world they choose. Our students enjoy hands-on work experiences with both established companies and aspiring startups. Our top-tier faculty provides pioneering research as relevant in the classroom as it is in the boardroom. And our alumni engage with prospective and current students as guest speakers and hosts for networking events with professionals across a range of business-related fields.

SVP, Product and Strategic Programs at Finicity

Finicity

SVP, Product and Strategic Programs

Credit.com

VP, Partner Relations

Union Bank of California

Managing Director, Bank Technology and Operations Strategy

Zions Bancorporation

Executive Vice President, Director of Core Transformation

Zions Bancorporation

Executive Vice President, Director of Administrative Services

Zions Bancorporation

SVP, Director of Affiliate Branch Operations

Zions Bancorporation

Vice President, Project Management Office

Idea Integration

Managing Director

HCIA

Financial Analyst

University of Utah - David Eccles School of Business

Business

eMBA

University of Utah - David Eccles School of Business

Accounting

BA

Clearfield High School