Financial Services Success Stories
Segments Served and Big Wins
Payments, Compliance, Operational Risk
- Conceptualized and built PowerTrack®, the leading global B2B electronic payment solution and information services network (now called US Bank Freight Payment Systems). Signed $1B sole source contract with Department of Defense in 2nd year of operation and grew business to $6.5B in transactions processed in four years.
- Led European expansion of Wolters Kluwer’s regulatory risk/compliance business from $0 to $60mm in four years through organic growth and M&A.
- Worked with Exec team at personal liability pre-settlement and funding company to re-position the business for expanded growth. Redesigned go-to-market strategy as a more integrated, leveraged approach to revenue pipeline management.
Insurance & Securities
- Led each business unit as General Manager at Wolters Kluwer, ($40M in combined business). Grew both segments by over 8% during the 2008-2010 financial crisis.
Banks and Credit Unions
- As CMO, led the growth of Wolters Kluwer Financial Services from $150M to $400M.
- Converted the business from a traditional publisher to a digital business with effective digital marketing.
