Build and Scale Digital Growth Channels, Together

I work alongside your leadership team, hands-on and accountable for results. Not advising from the sidelines.

Outside-In Perspective

20+ years inside some of the most consequential digital banking leaders — now applying that pattern-matching to institutions trying to compete.

Builder & Operator

Scales digital channels from zero — shipping products, owning P&Ls, accountable for results, not advising from the sidelines.

Industry Recognition

Demo Panel Judge, American Banker Digital Banking Conference (2026). Independent credential validating buyer-side expertise.

For Banks & Brokerages

Build and launch new digital channels without the execution risk. I own the channel rebuild from strategy through go-live — GTM execution, funnel optimization, P&L outcomes. The work speaks for itself.

$1B+

Scaled a digital wealth platform from $100M to $1B+ in two fiscal years through acquisition and lifecycle optimization

50%

Deposit growth within two months of ground-up channel launch — from strategy to execution

Doubled acquisition funnel conversion from 30% to 60% through end-to-end go-to-market redesign

Months to design, build, and ship two market-first digital solutions — 35% above target

For Credit Unions & Smaller FIs

Close the digital gap with competitors. I've rebuilt legacy channels, launched new ones, and scaled them at your scale — from acquisition through retention. No playbook, built from first principles.

50%

Deposit growth in two months from a ground-up digital channel launch

60%

Acquisition funnel conversion improvement through front-to-back optimization

P&L scale achieved while maintaining unit economics and customer value

$1B+

Portfolio growth built from zero—scaling execution at every stage

For Vendors & Platforms

I was the buyer. I evaluated your competitors, negotiated integration roadmaps, and lived with the outcomes after go-live. I know what wins deals and what makes adoption stick. Let's translate that into your sales narrative.

6→2

Led a carrying broker evaluation to final round — technical maturity and roadmap depth decided the outcome, not price

$1B+

Owned post-go-live adoption for a platform migration — doubled conversion and drove revenue scale

20+

Years sitting on the buyer's side of vendor pitches, evaluations, and implementation decisions