Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Jim
Work Experience
2023
Managing Director - Head of Corporate Lending, Partnerships & Strategic Global Accounts (Americas)
2023
Senior Executive Leader with a dual focus on driving revenue growth and fostering strategic partnerships within Finastra's flagship Corporate Lending business unit. Lead sales and distribution efforts while managing the Global Strategic Accounts Team in the region, focusing on accelerating growth and improving retention with top-tier financial institutions. Champion cross-functional collaboration across Finastra’s global business units to deliver measurable impact and long-term success.
2020
Limited Partner
2020
Advisor to early-stage technology firms and active Limited Partner at Mendoza Ventures, a venture capital firm committed to driving innovation and disruption in the technology sector. Specializing in Artificial Intelligence (AI), Cybersecurity, and Fintech, I contribute strategic guidance to help portfolio companies scale and succeed. Mendoza Ventures has become a nationally recognized firm with institutional credibility, managing three funds, securing four successful exits, and maintaining offices in both Boston and San Francisco.
2022 - 2023
Global Head of Enterprise, Sales & Distribution
2022 - 2023
Senior Business Leader responsible for shaping and executing the sales strategy for a B2B Customer Experience (CX) software platform, serving top banks, merchants, and fintech firms. Developed a comprehensive sales methodology and playbook, integrating best practices and KPIs.
2000 - 2020
Executive Vice President, Head of Global Sales, Enterprise Major Accounts & Strategic Renewals Team
2000 - 2020
Led the Major Accounts Sales Team, driving software sales growth, product expansion, and revenue retention. Developed and executed a high-impact sales strategy, managing a portfolio of 20 top-tier global financial services clients, collectively generating over $1 billion in annual revenue. FIS is a leading global provider of financial services technology, payments, digital, and outsourcing solutions, with $12B+ in annual revenue.
Executive Vice President, Head of Global Sales, Strategic (Key) Accounts & Horizontal Solutions
2017 - 2018
Pioneered the development and global launch of an account-based sales strategy for the newly formed Strategic Accounts Sales Team. Focused on optimizing revenue growth across the top 100 designated strategic accounts within FIS’s capital markets business, driving significant growth in high-value client relationships.
Senior Vice President, Head of Sales, FIS' Capital Markets Banking Business
2016 - 2016
Senior Sales Leader for the Americas, overseeing a team of 100+ sales executives, managers, and sales enablement/support staff across five business verticals. Managed a portfolio of over 2,000 customers, driving more than $1 billion in annual revenue.
2000 - 2015
Senior Vice President, Head of Sales & Relationship Management, Capital Markets Business
2014 - 2015
Senior Sales Leader responsible for revenue retention, new sales growth and sales execution, within SunGard’s largest revenue region (Americas.) Directed a sales team of more than 130+ Sales Executives, Sales Managers, and sales support/business development staff, across five business verticals with more than $1B of annualized revenue across more than 2,000 customers. Key Achievements: • Drove significant revenue growth by introducing and launching a new sales structure and operating model alignment companywide. • Generated 150%+ of annual sales target in 2014 and 2015 across all software solutions; thus, contributing to the successful acquisition of SunGard by FIS for more than $9B+ at year-end 2015.
Senior Vice President, Sales & Relationship Management - Securities Processing Solutions Suite
2000 - 2013
Directed sales strategy and provided leadership for a team across 10 P&L businesses, managing approximately $300 million in annual revenue and overseeing 600+ client relationships. Led a high-performing team focused on revenue optimization and client retention, driving growth across a diverse range of financial services solutions.
1995 - 2000
Senior Sales Relationship Management - Fidelity Advisor Mutual Funds
1995 - 2000
Led sales, and marketing efforts within a designated territory, managing a full range of investment products and services targeting top-producing financial advisors at wealth management firms regional and independent broker/dealers, banks, trust companies, and the insurance marketplace (e.g., Morgan Stanley, Merrill Lynch/BoA, Wells Fargo). Successfully penetrated the territory, achieving an average annual sales growth of 20%. Delivered insights on Fidelity solutions, investment style/philosophy, market intelligence, and financial planning best practices, helping financial advisors increase their productivity and assets under management through face-to-face interactions and conference calls. Senior Relationship Administrator – Fidelity Advisor Funds, 1995-1997 Managed institutional and wholesale client trades and coordinated adjustment processing. Served as a liaison to portfolio managers and product management for large trading activity. Gained a comprehensive understanding of the Fidelity Advisor product line, effectively positioning offerings to the broker/dealer market.