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(2013 - 2013)
Master of Business Administration (M.B.A.)
2022
2022
CARET’s practice management SaaS and fintech platform vertically focuses on enabling more than 10,000 small and mid size law firms with the latest SaaS and AI technology while our document automation solutions provide efficiencies for the world's largest legal and financial services enterprises. Leveraging the prowess of advanced and secure practice management systems, cutting-edge document assembly and automation, and a seamless payment processing platform, CARET empowers firms, professionals, and their clientele to refocus their expertise on what truly matters.
2021
2021
Pleo is Europe's most loved and trusted modern spend management platform, allowing small and midsize businesses centralise business spending for complete financial efficiency and balance the books effortlessly.
2021 - 2024
2021 - 2024
Trusted by more than 800 cities, universities and agencies, Passport’s mobility and payments management modern platform helps cities manage parking and mobility infrastructure, creating more livable, equitable communities. Passport is one of the fastest-growing companies on the Inc. 5000 and Deloitte Technology Fast 500 lists.
2019 - 2022
2019 - 2022
BCV helps founders build iconic businesses that transform the way we live and work across Fintech, Apps, Infra & Commerce.
2016 - 2019
2018 - 2019
Driving development of new global businesses delivering on Xero’s mission to rewire the global economy. Charged with fueling Xero’s next 10 years, capitalizing on Xero’s position leading one of the only ecosystems / networks for small businesses in the world. Focused on delivering innovative solutions to persistent small business pain points, expanding beyond accounting. - Solving financial services challenges - leveraging $2.8T in transactions and 60MM connections across payments (AR / AP), lending and cash management solutions; - Driving ecosystem evolution across 700+ add on applications and our 50,000 developer network; - Integrated disparate business and product teams to create new financial services offerings and marketplace solutions, delivering a unified strategy and market articulation of the platform opportunity for the investment community.
2016 - 2018
Xero is one of the fastest- growing cloud-based SaaS companies globally. Led turnaround of Xero Americas, expanding into the largest markets in the world, fully shifting strategy, revamping product suite, distribution, operations, and talent. Drove subscriber growth of 200% and revenue expansion of more than 5X. Led acquisition and integration of Hubdoc, Xero’s largest acquisition, to accelerate category globally.
2008 - 2016
2013 - 2016
Key leader of the bank executive team which is charged with transforming retail banking and building a digital proposition for the company. General manager of the small business bank – led 1000+ employees across teams that support entrepreneurs and business banking clients in retail, digital banking, and payments. Directed division across deposits, lending and credit risk management, commerce, and payments.
2012 - 2013
Developed and managed small business deposits & payments strategy and P&L. Specific scope included creating differentiated business models and enhancing profitability within core deposits, digital payments and cash management.
2010 - 2012
Responsible for rethinking traditional retail banking-- developing innovative mobile, online and physical experiences and business models.
2008 - 2010
Led multi-channel sales and high value customer operations. Responsibilities included strategy development and management of the 3,500+ live agent, VRU, online and chat channels. Budget accountabilities included over $100 Million in spend.
2004 - 2008
2006 - 2008
Led national sales and technical support for accountants and tax professionals –establishing, supporting and expanding critical relationships with accountants to support Intuit’s small business customers.
2004 - 2006
Ran global P&L and organization, supporting corporate, commercial and residential real estate accounting with financial management. Team comprised product development, technical and strategy consulting, technical support services and application hosting.
1998 - 2004
2002 - 2004
Utilized statistics and analytics to identify new strategies and insights across seven distribution channels with more than $10B in revenue. Accountable for sales, marketing and technical product strategies for $1 Billion immediate annuity product line. Developed product and marketing strategies for annuity product lines
1998 - 2002
• Accountable for sales, marketing and technical product strategies for $1 Billion immediate annuity product line • Developed product and marketing strategies for annuity product lines