Fintech is
what we do

20+ year history of delivering an amazing customer experience with proven success

EXPLORE

Over 20 years experience leading value creation activities with a focus on delivering an amazing customer and digital experience. Proven success driving revenue and profit growth, scaling startups, early/medium stage businesses and energizing maturing businesses.

Focus Areas:

FinTech | Digital Strategy | Automation | Change Management | Process Improvement | Booking & Funding | Project Management | Portfolio Management & Collections | Relationship Management | Contact Center Management | Risk Management | Operations Management | International | Fraud including KYC, AML, UBO and OFAC | Quality Assurance 

CORE COMPETENCIES

Our Story

As a result of our team’s broad experience as accomplished leaders with various financial services companies, we have proven success in driving revenue and profit growth. In addition to this leadership achievement, you can expect me taking your company from start up status all the way through to your most ambitions company goals.

Our prior projects include initiatives for maturing businesses by scaling them from the early/medium-term stages before they reach their final expansion phase.

The Work We have done

  • Led build from start to launch. This included selection, onbound and build of work plan, timeline, data vendors, engineering team, bank partner, team members, and future leadership team.

  • Lead direct mail effort.

  • Formulated full GTM strategy with leadership and assisted marketing team as needed.

  • Lead online brands with responsibilities that include technology, product, underwriting, legal, marketing, payments and operations.

  • As COO I lead all partnership activity, business development, product delivery, etc. with a key focus on go-to-market strategy, revenue generation & customer success strategies.

  • Led the digital transformation of CUTX which led to the creation of an easy and intuitive experience across the entire member journey online.

  • Site Leader for Phoenix based Operations site where I led operations for the start-up online lending platform.

  • Built innovative, tech enabled credit and payments company focused on the under banked market from pilot phase to fully functioning platform.

  • Lead Operations for the start-up online consumer platform.

  • Lead a team that manages the operations within the credit department related to systems, rules, policy, procedures and strategy deployment. This includes Latin America, United States, Europe, Middle East and Africa in both commercial and consumer.

  • Led project to stand-up bank back office and obtain bank license from the Central Bank of Ireland.

  • Designed & implemented operational strategy, structure, and processes in the servicing of captive clients with over 10 billion in assets.

  • Head of Credit Operations, Vice President - Dublin, Ireland | 2009 to 2011

    Product Manager / Business Development - Livingston, New Jersey | 2008 to 2009

    Risk Management, Vice President - Livingston, New Jersey | 2007 to 2008

    Portfolio Quality, Asst. Vice President - Hong Kong | 2005 to 2007

    Portfolio Manager – Jacksonville, Florida | 2005 to 2005

    Manager of Collections – Livingston, New Jersey | 2004 to 2005

    Senior Bankruptcy Specialist – Livingston, New Jersey | 2000 to 2004

    Contract Specialist – Livingston, New Jersey | 2000 to 2000

    Relationship Manager – Livingston, New Jersey | 1998 to 2000

Aloha Fintech Consulting Services

  • Your project receives strategic direction from one of the most discerning minds in fintech

  • Aloha Fintech works with founders, innovators and funding partners to create digital marketplaces that currently don’t exist. We specialize in cutting-edge, complex projects.

  • Gain new customers and deepen your bond with current customers by diversifying your product suite. Aloha Fintech helps you to add growing digital expectations and product needs. We will help you increase revenue with a comprehensive offering.

  • Navigating the ever-evolving fintech ecosystem is overwhelming. We walk you through the options, plugin or build. Helping weigh the pros and cons, to ultimately find your perfect match.

    We already know the ecosystem and will help to ensure the result is a seamless experience for your customers.

  • Ensure your company’s longevity by modernizing any of your core systems, processes and consumer-facing user experience with the latest tech. We help to successfully manage the most complex digital transformations.