Expert Details

Expert in Expert in Corporate Strategy, Financial Services, Fintech and Digital Transformation

Expert ID: 737040 California, USA

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Expert is an industry expert in the private and commercial banking and payments industries with in-depth experience in Corporate Strategy and Planning, Competitive/Market Intelligence, Digital Transformation, Customer Relationship Management, Customer Experience, and Sales Effectiveness.

He most recently was the Senior Vice President - Head of Strategy at a prestigious national bank. Reporting to the CEO and CFO, he led the Corporate Strategy team, conducting marketing/competitive analyses, risk assessments, growth priorities, client research, digital roadmap, and sales effectiveness programs. In addition, he continued the development of his expertise in disruptive threats to the industry, including technology/digital trends, fintech, demographic/social shifts, the importance of data/analytics/AI, and other forces of change. He also supported planning activities in partnership with the Lines of Business that served affluent/HNW individuals, entrepreneurs, SMBs, and partnerships.

Previously, he worked in EY's Financial Services Advisory practice, where he helped clients identify and execute strategies to improve business performance. In addition, he was part of the team that founded EY's fintech practice in 2014.

Before joining EY, Expert had a variety of roles at American Express. This included responsibility for the Global CRM Strategy for American Express's Global Merchant Services business. Expert's previous work in the Payments industry included developing the product strategy behind American Express's Multi-Currency Processing product and managing the North American fee strategies; Both of which had an extensive focus on understanding and documenting the competitive environment in both the US and global acquiring industry.

Education

Year Degree Subject Institution
Year: 2004 Degree: MBA Subject: International Business Institution: Thunderbird School of Global Management
Year: 2002 Degree: BA Subject: International Studies Institution: University of Arizona

Work History

Years Employer Title Department
Years: 2014 to 2021 Employer: Prestigious national bank Title: SVP - Corporate Strategy Department: Corporate Strategy
Responsibilities:
Reporting to the CEO and CFO, he led the Corporate Strategy team, conducting marketing/competitive analyses, risk assessments, growth priorities, client research, digital roadmap, and sales effectiveness programs. He continued the development of his expertise in disruptive threats to the industry, including technology/digital trends, fintech, demographic/social shifts, the importance of data/analytics/AI, and other forces of change. He also supported planning activities in partnership with the Lines of Business that served affluent/HNW individuals, entrepreneurs, SMBs, and partnerships.
Years Employer Title Department
Years: 2013 to 2014 Employer: EY Title: Manager Department: Financial Services Advisory
Responsibilities:
Previously, he worked in EY's Financial Services Advisory practice where he helped clients identify and execute strategies to define strategies, better engage with prospects/customers, and improve business performance. He was part of the team that founded EY's fintech practice in 2014.
Years Employer Title Department
Years: 2005 to 2013 Employer: American Express Title: Various: Global Product Strategy, Department: Global Merchant Services
Responsibilities:
Prior to joining EY, Expert had a variety of roles at American Express. This included responsibility for the Global CRM Strategy for American Express's Global Merchant Services business. Expert's previous work in the Payments industry included developing the product strategy behind American Express's Multi-Currency Processing product and managing the North American fee strategies both of which included an extensive focus on understanding and documenting the competitive environment in both the US and global acquiring industry.

International Experience

Years Country / Region Summary
Years: 2010 to 2010 Country / Region: United Kingdom Summary: Global Rotation Program supporting the development of Amex's global product strategy for the multicurrency processing product

Career Accomplishments

Awards / Recognition
Global Rotation Program - American Express
Program of the Year Award - City National (Sales Transformation/Capabilities)

Fields of Expertise

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