Experienced executive with breadth of knowledge to lead a team from concept, to funding, to highly successful exit. Early career was focused on the development of electronic employer compliance audit and online tax filing solutions. In 2002, at the age of 22, founded TaxEdge.com, a “do-it-yourself” online tax filing solution and successfully negotiated a platform system license with CCH, a Wolters Kluwer business. Managed all sales processes and successfully inked several deals with affinity partners offering discount online tax filing solutions to affinity members, including the largest union organization in America, the AFL-CIO Union Plus program. TaxEdge.com was sold to H&R Block in 2018.
In 2004, Founded FormFree Holdings Corporation, now the number one provider of electronic bank statement verification solutions in the mortgage industry. Drafted all patents, web prototypes and formed the founding team of directors and advisors including the former CIO of Equifax and SVP of CheckFree. Negotiated terms of a highly successful joint venture with Rapid Reporting Verification Company (Acquired by Equifax for $72million) to market FormFree’s AccountChek product along side Rapid’s first ever electronic tax return verification solution.
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