Practice focuses on helping FIs, FinTechs and business services companies with strategy, new business launches, and digital products. Clients include specialty banks, PE firms, B2B payments companies, a robo advisor, and an asset management service provider.

Consulted to a financial holding company regarding entering an adjacent market. Performed market research and developed business plan.

Hired to form KEEPS as a sister company to existing bank and non-bank lending companies. Recruited management team, selected supply chain (3rd-party bank, processor, call center), developed branding (KEEPS), and made initial evangelical sales. Ran KEEPS for 2+ years before rolling it into the "sister" bank.

Hired after recapitalization to manage entry into new market (prepaid debit cards). Recruited sales and operations teams. Work with head of R&D in Israel to grow/upgrade technical staff. Worked with sales to start direct distribution; signed over 650 retailers. Worked with business development to distribute through third-parties online and through government entities.

Turned around stock option administration software and business process outsourcing (BPO) services business serving 1,400 public companies (including one-third of the Fortune 1000 and one-half of the S&P 500) and their 1.3 million employees. Full P&L responsibility with staff of 120 and dedicated matrix support of 100 (development and customer service)
• Turned $1M annual loss to pre-tax profit of $24M (27% pretax margin)
• Increased revenue 34% to $90 million

Responsible for competitive analysis and business development strategy on task-force comprised of senior executives responding to threat from online brokers (ETRADE and Datek).

Found business development team on the West Coast to allow Fidelity.com to be “on the ground” in San Francisco & Silicon Valley.
• Responsible for online customer acquisition
• Managed partnerships with AOL, Yahoo, Microsoft, Intuit and $20M budget

Initially hired to manage retail portion of Fidelity.com.

Internet-based investment management systems for sophisticated investors and RIAs.

• Raised seed capital, designed product, formed partnerships
• Earned revenue in 3rd quarter of operation
• Sold to INTUIT