+ Co-led standing up of the Transformation Office as member of CEO’s Extended Leadership Team
+ Co-stood-up structure to galvanize 1,200+ employees to drive $500M+ EBITDA transformation
+ Accountable via Weekly CEO SteerCo's for performance of Sales & LOB Growth transformations

+ Partnered with Sales to develop & manage strategic improvements that drove $XXXM+ in revenue
+ Grew Average Seller Performance by XX% via stronger management & pipeline practices
+ Expanded margin via improved processes on sales authority & pricing exceptions
+ Improved time to first sale by XX% via improved sales training & ongoing buddy problems

+ Rated Exceptional (Top 10th Percentile) in Performance Ratings in every role at FIS

Head of Commercial Excellence (Sales, Revenue) Transformation

+ Owned P&L & launch of 2 new products: Embedded Invoicing (EI) & Banking-as-a-Service (BaaS):
+ EI: Ran Day 1 Launch to 800,000 SMBs, enabled via coordinated go-live with 150+ Banks
+ EI: Grew Processing Revenue per SMB by 126% & new user conversion rates by 300% in 12 months
+ BaaS: Signed first partner Bank, first Fintech client, & built $50M pipeline

General Manager of Banking as a Service and SMB Digital Invoicing (Embedded Finance)

+ Drove execution of $300M in 2021 revenue synergies via enhanced sales enablement & cross-sell
+ Led Cross-Sell Strategic Ideation Sessions identifying $40M opportunity across key growth products
+ Stood-up Cross-Sell Pipeline Reviews & Deal Desks to execute pipeline and build cross-sell muscle

Senior Director of Strategic Revenue Expansion | Merchant Growth

McKinsey & Company

+ Led go-to-market strategy, product roadmap & tech procurement for multiple strategic real-time-payments products in the United States with a $10B+ market cap and $100M+ procurement plan

+ Drove go-to-market strategy for a $100M+ data-monetization-as-a-service platform for a Fortune 500 ad-tech client, working directly with the President; signing Fortune 100 French retailer

+ Spun-off and merged the high-tech business of a Fortune 500 client by working directly with CFO and overseeing five G&A functions (50+ employees) to ensure ~$200M in cost synergies realized

+ Managed a high-value operating model transformation across 6 IT departments that reduced service outages by 40%, benefiting 10M users at a Top 20 Bank; led monthly report-outs to CEO

+ Named Top 10% contributor to recruiting; helped lead the first Hispanic Latino Economic Forum

Engagement Manager

+ Created strategic plan to turn-around loss-making hospitality client based on P&L & Market Analysis

+ Developed market entry strategy & use cases for B2B client entering China 

+ Assessed employee satisfaction of 5k employees & built plan to improve retention & performance

Associate

Summer Associate

+ Led coordination of all project management functions (e.g., Finance) for $10M-$50M USAID projects
+ Built budget forecasts, placing in top 10% percentile in accuracy company-wide
+ Developed go-to-market strategy and market sizing for Corporate Social Responsibility business unit

+ Led preparation of military conferences including all procurements (~$150k) 
+ Managed 15-25 local staff during two week events in Mali, Ghana, Burkina Faso & Nigeria

Logistics Coordinator

+ Supported development of budget forecasts, project audit, and other end-to-end project support needs

Afghanistan Small and Medium Enterprise Development (ASMED) Project Assistant

Management Systems International

+ Assisted in the writing of contract proposals including corporate capabilities.
+ Translated documents to and from French, Spanish and English.
+ Participated in recruiting process by formatting CVs and writing personnel summaries.
+ Performed general administrative duties, edited documents, created excel spreadsheets, used and updated databases, conducted research and performed duties as required.

Business Development Intern

Southern Alliance for Clean Energy

+ Wrote, edited and translated grant reports, public comments, and educational fact sheets.
+ Conducted mathematical analyses on communications to the FL Public Service Commission.
+ Organized and prepared public service forums on wind energy across South Carolina, performing media outreach and taking part in high level meetings with State politicians.
+ Administered two networks that distribute news and alerts to NGO’s across the U.S.A.

Coastal Program and High Risk Energy Associate

Sierra Club

+ Interned with The Sierra Club, the largest environmental lobbying group in the United States during spring semester 2010. 
+ Conducted research and wrote technical document to be filed with the Louisiana Department of Environmental Quality which led to the denial of an environmental permit for Cleco Power.

Intern

U.S. Department of State

+ Worked in Information Technology, Public Affairs, and Political cones. 
+ Assisted in creation of public relations press packets for the June 2008 Presidential visit. 
+ Translated documents, took detailed notes, updated databases, and completed an extensive research project.

Tulane University

+ Supervised 25+ Tulane Teaching Assistants at Green Charter Middle School and New Orleans School of Science and Math while simultaneously assisting classrooms between 20-25 hours a week.

Teacher Assistant Supervisor

Even Wolf Campaign for State Representative

+ Staff secretary, organized events, canvassed the district and conducted polling.

I am a growth executive with 10+ years of leadership experience at Fortune 500's & as a start-up founder.

+ Currently I lead a Fortune 500 revenue transformation that has driven over $200M+ in growth since '22

+ Previously at FIS I launched two Embedded Finance Products to over 150 banks and 800,000 SMBs

+ Earned Top 10% Performance Rating as a Sr Director and VP at FIS

+ Prior to FIS I drove revenue growth and go-to-market in Tech & Financial Services @ McKinsey & Co

Beyond FIS, I pursue a variety of part-time entrepreneurial and social impact opportunities:

+ Founded an AI-based Lead Generation company for LinkedIn, FasterLeads.AI

+ Founded DineroHispano.com, a Hispanic SMB Consultancy, holding over 1,200 COVID survival trainings

I am multilingual (English, Spanish, French), bi-cultural, and have worked on four continents (8 countries).

I'm obsessed with family, mental & physical peak performance, and getting 1% better every day.

David Sardi

Referral Program Pros

✅ WHAT I DO: 
Help service-based professionals get new clients through done-for-you outreach using your own unique "Value Offer".

✅ WHO I WORK WITH:
-Client-based B2B service businesses

✅ HOW I GET YOU MORE CLIENTS IN 4 STEPS:

1 | Your LinkedIn Profile Upgrade:
Starting with an optimized linkedin profile is crucial to your success. After all, when someone googles your name, your linkedin profile will be one of the top results. I make sure your profile is ready for prime-time. That means it's clear, compelling, and converts visitors into leads.

2 | Your Audience Strategy:
Engaging the right prospects is a big piece of the puzzle. We will nail down your Ideal Client Profile (or "avatar") so it's crystal clear who we're targeting and what we need to do to engage them.

3 | Your Value Offer:
Consider this a "slice of service". It can be lots of things - a guide, eBook, masterclass, or a video sharing your expertise. The most important thing is that it delivers actual value up front so that you can qualify your leads, demonstrate your expertise and compound your lead list.

4 | Your Messaging:
I will create the messaging and we will ensure your Value Offer gets in front of thousands of your ideal prospects each month.

✅ WHAT PEOPLE SAY ABOUT ME:

🗣️"Tom! You not only delivered way before your promised timeframe, you went above and beyond to connect me to others who may benefit from my services. I will be a life long customer." - Tonia Robinson, CEO 

🗣️ "Referral Program Pros is a great resource for verified leads. Tom Ryan and his team have provided exceptional service and guidance as we started down this path of email campaigning. If you need help sorting out all the new rules of engagement, you'll want RPP on your side!" - Caitlyn Harts, CGO at Structured Cyber

🗣️"Tom is our go-to email guy - we've been consistently booking 400-500 calls every month" - Mark Schnurman, Managing Broker at The Perfect Franchise

Founder & CEO

BizX

Built the team and tech to help SMBs create and deliver their products and services to 7,000+ members of a digital barter platform.

Chief Operating Officer

Freelance

Helped a number of small businesses surpass their growth goals through referral marketing, product market fit, positioning and sales.

Developed a deep understanding for how to properly leverage networks and relationships to drive fast growth for a variety of businesses.

Growth Marketer

Euroadventures

-Tested and scaled numerous marketing campaigns
-Grew our business from 400 customers per year to 3,000+ customers per year
-Traveled Europe every weekend and had an absolute blast

Director of Marketing And Business Development

Helping service providers & sales teams generate new business by launching irresistible “𝐕𝐚𝐥𝐮𝐞 𝐎𝐟𝐟𝐞𝐫𝐬” at scale. Join 6k+ others growing their biz with lead gen tips & tactics (link below) ⬇️

𝐀𝐫𝐞 𝐲𝐨𝐮 𝐚 𝐁𝟐𝐁 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐫 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐭𝐨 𝐠𝐞𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐟𝐚𝐬𝐭𝐞𝐫 𝐚𝐧𝐝 𝐦𝐨𝐫𝐞 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭𝐥𝐲?

You've likely heard there's two ways to generate leads:

1️⃣ 𝐎𝐮𝐭𝐛𝐨𝐮𝐧𝐝 (LinkedIn outreach, email outreach)
2️⃣ 𝐈𝐧𝐛𝐨𝐮𝐧𝐝 (SEO, paid ads, content marketing, referrals)

Outbound, especially LinkedIn and email outreach, is your fastest, most direct path to new business.

✅ 𝐖𝐇𝐀𝐓 𝐖𝐄 𝐃𝐎:
We help B2B service-based professionals rapidly attract clients through targeted, done-for-you LinkedIn profile upgrades, LinkedIn outreach campaigns, and email outreach strategies leveraging your unique Value Offer.


✅ 𝐇𝐎𝐖 𝐈𝐓 𝐖𝐎𝐑𝐊𝐒:

1️⃣ 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐔𝐩𝐠𝐫𝐚𝐝𝐞:
Your LinkedIn profile isn't just a resume - it's your #1 personal landing page on Google. We'll optimize your LinkedIn profile for maximum visibility, keyword relevance, and lead conversion. When your ideal prospects search for someone offering your expertise, you'll be at the top.

2️⃣ 𝐈𝐝𝐞𝐚𝐥 𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐚𝐫𝐠𝐞𝐭𝐢𝐧𝐠:
We develop a laser-focused Ideal Client Profile (ICP) to clearly define and target your ideal prospects, ensuring every outreach campaign precisely matches their needs.

3️⃣ 𝐕𝐚𝐥𝐮𝐞 𝐎𝐟𝐟𝐞𝐫 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧:
We craft an irresistible "slice of your expertise" - a guide, report, masterclass, or video that attracts attention, builds authority, and generates high-quality leads.

4️⃣ 𝐃𝐨𝐧𝐞-𝐅𝐨𝐫-𝐘𝐨𝐮 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 𝐚𝐧𝐝 𝐄𝐦𝐚𝐢𝐥 𝐎𝐮𝐭𝐫𝐞𝐚𝐜𝐡:
We design, execute, and optimize highly effective LinkedIn outreach and email campaigns to position your Value Offer directly in front of thousands of targeted prospects every month.

*Or if you just want to start with a done-for-you LinkedIn Profile Upgrade, go here:
https://www.referralprogrampros.com/linkedin-profile-upgrade


✅ 𝐌𝐘 𝐁𝐀𝐂𝐊𝐆𝐑𝐎𝐔𝐍𝐃:

-Born and raised in Stillwater, Minnesota. 
-Snowboarded (and went to college at Gonzaga) in Spokane, Washington.
-Co-founded a travel company in Florence, Italy.
-Became COO of a fintech company in Bellevue, Washington.
-Started Referral Program Pros and living my passion of helping entrepreneurs grow.

I live in Seattle, WA with my wife and two kids - the 3 people who make me the luckiest guy I know.

taplio

The Battle

David Sardi

Thomas Ryan Oakes

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