Position:
President at Wine Funding, Inc., Member, Board of Directors at Idle Free Systems, Member, Board of Directors at Newtek Business Services, Managing Director at Copia Capital, LLC, Member, Board of Directors at NCMIC, Member, Board of Directors at i/mx, inc
Work:
Wine Funding, Inc.
- Evergreen, CO since Jan 2010
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President
Idle Free Systems
since Feb 2009
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Member, Board of Directors
Newtek Business Services
since 2003
-
Member, Board of Directors
Copia Capital, LLC
since Jan 1999
-
Managing Director
NCMIC
since 1999
-
Member, Board of Directors
i/mx, inc
since 1991
-
Member, Board of Directors
Wells Fargo
1965 - 2012
-
Customer
Universal Savings Bank
2002 - 2009
-
Chairman, Board Member
CPI Qualified Plan Consultants
Sep 1998 - Jan 2000
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President & CEO
Universal Savings Bank
Mar 1993 - Sep 1998
-
CEO
First Interstate Bank of Wisconsin
Aug 1966 - Sep 1990
-
CEO
Education:
Northwestern University - Kellogg School of Management 1964 - 1965
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1960 - 1964
BBA, Accounting
Skills:
Payment Card Processing, Executive Management, Mergers, Credit Cards, Strategic Planning, Banking, Payments, Start-ups, Electronic Payments, Finance, Financial Reporting, Business Strategy, Credit Risk, Operations Management, Commercial Lending, Corporate Governance, Corporate Finance, Audit Committee, Board of Director experience, Program Management, Business Valuation, M&A experience, Private Placements, Capital, Public Companies, Series 65, Portfolio Management, Transaction Processing, ACH, Corporate Development, Financial Institutions, Mergers & Acquisitions, Merchant Services, Strategy, Mobile Payments, Entrepreneurship, Strategic Partnerships, Payment Systems, Private Equity, Debit Cards, Board of Directors