Co-Founder and CEO at Fanminder
San Francisco Bay Area
Co-Founder and CEO at Fanminder
San Francisco Bay Area
Entrepreneur, CEO and Innovator who inspires people to achieve their best in a quest to change the world. Deep domain expertise in financial services, small business, personal finance, and online services. Recruiter and leader of high performing teams. Seasoned innovator inspires teams to invent WOW online experiences. Leadership of consumer and B2B product marketing teams and sales support.
mobile marketing, text marketing, SMS marketing, small business marketing, small business product management, small business, financial software, personal financial software
(Information Technology and Services industry)
August 2007 — Present (2 years 4 months)
Co-founded Do-It-Yourself mobile marketing application for the nation's eight million small retailers and services-based businesses.
Key responsibilities include:
- Lead all-star team of 14 team members from small business and mobile 'titans' such as Intuit, PayPal, LoopNet, Yahoo, Apple, and Vodafone. Shaping our initial culture around laser focus on customers, respect for team members, and building a remarkable offering.
- Craft and evangelize strategic vision of "instant marketing" that revolutionizes how local, small businesses reach out to their fans
- Chief Deal-Maker - Help mid-tier and well-known small business aggregators get our vision and understand how it can drive competitive advantage for them
- In process of raising initial capital rounds from prominent angels
(Financial Services industry)
October 2007 — August 2008 (11 months)
- Lead all revenue generation programs at a leading, fast-growing financial services company serving nation's 40 million under-banked consumers.
- Develop product vision, set short and long term roadmap, and guide prioritization of new services, products, and features in collaboration with VP Technology.
- Lead 10+ team of highly talented online marketers with significant marketing resources.
- Utilize SEO, SEM, Affiliates, email, & CRM strategies and programs to drive acquisition, conversion and retention.
(Public Company; 5001-10,000 employees; intu; Internet industry)
March 2006 — November 2007 (1 year 9 months)
• Leader of strategic new business that serves the end-to-end financial management needs of consumers and small businesses. Lead 45 person PM, Experience Design, Engineering, QA, & Marketing team responsible for developing and executing the offering, implementation, marketing, customer support, & infrastructure plans with a $20M annual budget.
• Developed and launched version 1.0 of Personal FinanceWorks on Sept 16th. This team is currently developing version 1.0 of Small Business FinanceWorks.
• Recruited the leadership team & most team members across three locations in the U.S. and Canada.
• Lead marketing team that launched Personal FinanceWorks to overwhelming demand from financial institutions. Media spokesperson for acquisition of Digital Insight and for FinanceWorks national press tour. Delivered keynote speech at annual Digital Insight Client Conference.
• Prior to the acquisition, served as Director of Product Management for Intuit’s Financial Institutions Group.
(Public Company; 5001-10,000 employees; intu; Computer Software industry)
August 2003 — May 2006 (2 years 10 months)
• Led Intuit’s award-winning online accounting offering from “young start-up” to fast-growing organization. Recruited 150 new employees (to 180) across all disciplines. Grew subscribers to 63K (from 10K) with over 200K users and grew revenues to run rate of approx. $15M (from $1.5M.)
• Developed and introduced two new product line extensions, SimpleStart Online and Online Payroll. Presided over seven releases.
• Led Intuit’s blogging and online communications initiatives.
• Increased customer support net promoter 50% to a world-class 75%.
• Reported to Steve Bennett and Brad Smith
Awards & Honors
- Intuit CEO Excellence in Leadership Award, 2005, for Excellence in Customer Support
- Best Employee Management Practices by the SSPA, 2005
- One of ten Customer Champions in 1:1 Magazine, April 2005
- “Stevie” Award for Best New Product, 2005
- 21st Annual Cody for Best Software as a Service
- Featured speaker at the 2005 Intuit Leadership Conference
(Public Company; 5001-10,000 employees; intu; Computer Software industry)
November 2000 — August 2003 (2 years 10 months)
• Led the Merchant Account Service (MAS) from early stage through rapid growth with $15 million in annual revenues, 50,000 customers, and team of approx. 20 employees.
• Developed numerous offering innovations, including Virtual PC Swipe, Auto Credit Card Billing, and ePay from QuickBooks Invoicing.
• Led team that managed all QuickBooks-integrated financial services businesses, including QuickBooks Billpay, QuickBooks Online Billing with Paypal, QuickBooks Online Back-up, Dun & Bradstreet Credit Check, American Express, and QuickBooks Credit Card. Team responsible for customer acquisition, retention, business growth, customer satisfaction, and developing a seamless end-end experience across products.
• Drove all new partnerships, renewals, cancellations, re-negotiations with financial services partners. Led $85 million contract with preferred partner Wells Fargo.
(Public Company; 10,001 or more employees; Financial Services industry)
January 1999 — January 2000 (1 year 1 month)
Co-led team that negotiated $35 million dollar corporate investment and marketing agreement with leading online barter company, BigVine.com. Led marketing staff to execute five million dollar marketing campaign to four million Amex small business customers, including direct mail, email, and PR-based initiatives. Led 65 person cross-functional, seven-company team to build and market a first-ever internet-based Line of Credit for the BigVine.com investment. Awarded with honor of hosting annual employee conference in Hawaii.
(Public Company; 10,001 or more employees; Financial Services industry)
June 1998 — January 1999 (8 months)
Conducted strategic planning process for SBS to become the premier small business destination site on the internet for small businesses. Led negotiations and evaluation of multiple partnership deals (Network Solutions, BigStep.com, SmartAge.com, DigitalWork.com.)
(Public Company; 10,001 or more employees; Financial Services industry)
January 1997 — June 1998 (1 year 6 months)
Member of four person team that developed and launched one of the industry’s first Electronic Gift Card programs. Developed business case, value proposition, and product requirements that secured four million dollar investment. Identified, negotiated, and won first national accounts (The Sharper Image, Tower Records, Office Depot and Barnes & Noble.)
(Public Company; 10,001 or more employees; Financial Services industry)
June 1995 — January 1997 (1 year 8 months)
Responsible for all Corporate Card and Business Travel communications to 40,000 corporate contacts and three million employees at over 21,000 mid-sized corporate clients. Managed multiple agency vendors to produce and mail over one hundred collateral pieces and publications. Led division-wide visual identity and re-branding initiative. Awarded Silver Chairman's Quality Award for Excellence for launch of travel policy product.
(Public Company; 10,001 or more employees; Financial Services industry)
January 1994 — June 1995 (1 year 6 months)
Sold Corporate Card and Business Travel solutions to CFOs of mid-sized corporations. Awarded 1994 Award of Excellence for District with highest sales over quota. Twice awarded Employee Blue Box award for outstanding teamwork.
(Privately Held; 11-50 employees; Apparel & Fashion industry)
June 1989 — June 1993 (4 years 1 month)
Founded SUNY Albany's first independently-owned retail store and manufacturing company of collegiate and greek sportswear. First year revenues of $114,000 increased to $575,000 in fourth year before closing.
M.B.A. , Information Technology, Marketing , 1995 — 1998
B.S. , Business Administration, Marketing , 1985 — 1989
Patents Pending: Internet Barter Line of Credit, 5 Intuit patents pending
Selected Articles and Press Mentions
• Dozens of mentions in financial industry publications, technology analyst reports, and periodicals, including Newsweek , Wall Street Journal, American Banker, Bank Technology News The Credit Union Journal , ABA Bankers News, Information Week, Accounting Today, Upgrade Magazine, San Mateo Times, and Channel 7, KGO-TV
Analyst Briefings & Selected Speaking Engagements
- Dozens of briefings with top analysts, including Forrester, Jupiter, TowerGroup, Celent, Javelin Strategy, Aite Group, IDC, Financial Innovations, Barlow Research, & others.
• Numerous keynotes and featured speaker engagements at Business Blogging Summit, Annual DI Client Conference, Warillow Small Business Summit, Barlow Small Business Conference, Metavante FURST Conference, Consumer Banking Association, American Banker 7th Annual Small Business Banking Conference