Description

My experience includes building and running a mortgage banking firm for 15 years, launching a credit card linked service acquired by JPMorgan Chase, building 3 strategic partnership divisions in embedded, small business finance, most recently resulting in $45MM ARR, 60% reduction in marketing cost, 500% increase in close ratio. I do start ups and growth projects and take them from 0 to 1

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

Carlsbad (up to 50km)

PacShore Solutions
Head of Strategic Partnerships & Channel Development
June 2023 - Today (3 years)
Carlsbad, CA, USA
Fintech | Payments | SMB Funding | Embedded Finance | SaaS
• Built and expanded high-impact affiliate and referral partnerships targeting merchants and SMBs.
• Established strategic relationships with banks, neobanks, and payment partners to expand working capital access.
• Designed partner onboarding and enablement programs, optimizing SMB conversion from non-bankable to bankable.
• Contributed to operational efficiency by aligning cross-functional teams on partnership goals and KPIs.
Finova Capital
SVP, Strategic Partnerships
January 2023 - June 2023 (5 months)
Rochelle Park, NJ, USA
Embedded Finance | Lending-as-a-Service | API-Driven Fintech
• Launched a new partner division with an embedded finance strategy, engaging FIs, payment providers, and digital SMB platforms.
• Oversaw full deal lifecycle: partner sourcing, negotiation, contracts, onboarding, GTM strategy, and account growth.
• Drove collaboration across product, legal, ops, risk, engineering, and marketing teams.
Reliant Funding
Director, Strategic Partnerships & Business Development
January 2019 - October 2022 (3 years and 9 months)
San Diego, CA, USA
SMB Lending | SaaS | Payments | Ecommerce Partners
• Led a new division focused on embedded merchant funding and vertical market expansion.
• Managed a 60-person team across sales and operations.
• Designed and executed a GTM partnership playbook-boosted lead-to-close ratio by 500%.
• Achieved $45M+ in annual revenue via partner-led initiatives.
• Reduced CAC by 60% through high-quality partnership channels.
• Scaled partnership-driven revenue to 55% of company total.