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 Expert  732280

Expert in Credit Cards, Prepaid Cards, Consumer Finance, Personal Finance

Available for your Consulting and Expert Witness Needs

New York (NY)
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Expert is the Director of Business Development within the Enterprise Growth Group at American Express, which focuses on leveraging technology to provide prepaid, mobile, and digital solutions to the unbanked and underbanked. He has helped to shape American Express' strategy around financial inclusion and determine how American Express can offer products to answer the needs of the financially underserved. He believes that technology can empower people with better financial products at lower costs in order to make financial lives easier and more convenient. In his current role, Expert develops strategies and builds relationships to provide Serve, Amex's general purpose reloadable (GPR) platform, and payment capabilities to new partners. He has expertise in the payroll card, corporate prepaid disbursements, and higher education sectors. Furthermore, he has played an integral role in helping to launch mobile wallet capabilities and partnerships for American Express. He has also done work on M&A strategy and emerging market entry for prepaid.

In his previous role, Expert was a Senior Manager in the Strategic Planning Group at American Express, which is the CEO's internal consulting unit and reports directly into the CEO. He regularly interacted with the CEO and his direct reports including making presentations to the company's Operating Committee. His projects included (1) an assessment of American Express' closed loop advantage where he analyzed AXP and competitor's data usage to articulate the value of and gaps in the company's closed loop leading to initiatives to sanitize data and monetize data advantages (2) a competitive analysis of near field communication (NFC) technology and AXP capabilities to drive the company's digital commerce vision and (3) a diagnosis of root causes limiting corporate card growth in international markets and a sales force solution design to unlock over $1B in enterprise value

Driving change and innovation has been the recurring theme in Expert's career, and prior to American Express, he worked at an electric vehicle start-up, Better Place, and as a management consultant at Accenture.

Expert co-founded and teaches a personal financial management seminar every January at Harvard College that is designed to improve the financial capability of undergraduates. He is also a guest blogger for The Huffington Post.

He holds a B.A. in Economics from Cornell University and an MBA from Harvard Business School.


business strategy


credit card


consumer choice prediction


education finance


financial management



Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Yonkers, New York;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Elizabeth, New Jersey;  Bridgeport, Connecticut;  New Haven, Connecticut;  Hartford, Connecticut;  and Philadelphia, Pennsylvania.

Year   Degree   Subject   Institution  
2011   MBA   General Management   Harvard Business School  
2005   BA   Economics/Psychology   Cornell University  

Work History:
Years   Employer   Department   Title   Responsibilities

2013 to 2015


American Express


Enterprise Growth




Expert's primary responsibility is Strategy and Business Development for AE's prepaid, mobile, and digital commerce group. He has worked on M&A, emerging market entry, prepaid competitive landscape, prepaid economics and value chain, non-retail distribution channels such as payroll, education, government, healthcare and others.

2011 to 2013


American Express


Strategic Planning


Senior Manager


He has worked in the CEO's internal strategy consulting group on high-impact projects. Responsibilities included project management, executive presence, closed loop data advantage, digital commerce strategy, and global corporate payments growth.

2005 to 2009




Strategy Practice




Expert worked on projects in retail, travel, transportation, and CPG spaces. Fields included operational execution and implementation as well as a strategy and organizational development.

Career Accomplishments:
Professional Appointments

Expert is a guest blogger for The Huffington Post, where he writes articles about personal finance and financial capability.


Phi Beta Kappa

Consulting Services:
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Language Skills:
Foreign Language   Description
English   Native Speaker
Hebrew   Native Speaker

Additional Skills and Services:

In 2011, Expert created and launched the personal financial management program at Harvard University, which is aimed at improving financial literacy skills. Yearly enrollment tops 100, and the course has received coverage by The Boston Globe. At the invitation of Harvard's Director of Financial Aid, Expert has presented research on gaps in financial literacy education to financial aid directors from over 25 peer institutions at annual conference.


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