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.

Success Stories