Growth & Execution - CXO Partners

Jeff Moriarty

September 17, 2026 by

Jeff Moriarty is a Principal Consultant in CXO Partners’ Growth & Execution practice. As an innovative product and operational leader within the financial services and fintech industries, Jeff brings deep expertise in scaling complex, regulated platforms and business processes. As a Product Leader and General Manager, he excels at aligning product, technology, operations, finance, and risk considerations to drive strategic transformation across multi-business portfolios.

During his distinguished career, Jeff has led businesses that deliver critical operational and financial software solutions to more than 4,000 banks and credit unions. Additionally, Jeff has spearheaded growth and execution strategies for a $1B+ revenue financial services software division and directed the global redesign and relaunch of an enterprise-wide product innovation program for $3B+ revenue company. He has demonstrated an exceptional track record of driving scale and performance by leading business and digital transformations, including leveraging product innovation via generative and agentic AI.

Jeff has held pivotal executive positions at some of the world’s most prominent financial technology firms. At Fiserv, he served in executive roles in core account processing, enterprise payments, and other critical client solutions. He was notably responsible for driving the roadmap and delivery across the Financial Solutions Group’s enterprise performance management, enterprise content management, and CRM businesses.

Prior to this, Jeff held successive executive roles at Equifax spanning business strategy, product innovation, initiative management, and global sourcing. There, he led complex, cross-functional programs spanning new product development; enterprise execution; financial management; M&A due diligence and integration; and risk, compliance, and governance, driving cross-functional partnerships to ensure successful outcomes.

He began his career in top-tier consulting with PwC and KPMG, where he focused on large-scale finance and operational system/process transformation.

He holds an MBA in Corporate Finance and Marketing from the University of Georgia, Terry College of Business, and a BA in Economics and Political Science from the University of Kansas, Lawrence.

Sterling Metz

August 21, 2026 by

Sterling Metz is a Chief Product Officer and technology executive specializing in financial services, fintech, and digital advertising.

With deep expertise spanning risk, fraud, identity, and analytics, he leads rapid zero-to-one innovation and large-scale data platform transformations. Throughout his career, Sterling has partnered seamlessly across the C-suite to validate new revenue streams, modernize complex data ecosystems, and translate highly technical capabilities into shipped, market-ready products.

Currently, Sterling operates as a Chief Product Officer and strategic advisor to boards and senior leadership at middle-market and enterprise organizations. He guides companies in building visionary roadmaps—exploring embedded payment systems, alternative data bureaus, and next-generation deepfake detection analytics. He drives strategic transitions into AI and LLM technologies, combining the deep technical acumen required to evaluate emerging tools with the product rigor necessary to ship revenue-bearing capabilities.

Previously, Sterling drove significant product evolution at Cardlytics, a leading digital advertising and commerce media platform for financial services. Serving in key roles including Senior Director of Product Management, Director of Data Strategy, and Senior Principal Solutions Architect, he re-platformed the core merchant-transaction analytics layer, redesigned the advertising order management system, and established the company’s identity graph. His leadership bridged overarching product strategy and deep technical execution, bridging patented information systems, event-driven microservices, and high-volume, neural-network-powered transaction architectures. Notably, he delivered Cardlytics’ first ML/AI pipeline—mapping 6 million real-time transactions per hour to physical locations—and scaled agile offerings, including an offers product that drove a $50M pipeline and a CRM channel integration that generated $5M in its first six months.

At Equifax, Sterling anchored early strategic initiatives, acting as a core driver behind the company’s initial streaming vertical strategy and churn solutions. He was instrumental in establishing the fraud business unit, leading solutions architecture to solve customer challenges ahead of the traditional product roadmap. His proactive conceptualization of new product applications secured a patent and generated $1M in net-new ARR. Furthermore, he spearheaded the strategic onboarding and development for a massive connector initiative, unlocking access to differentiated data assets that accounted for 40% of Equifax’s traditional market footprint.

Sterling holds a Bachelor of Science from the Georgia Institute of Technology.

Patrick Davie

June 25, 2026 by

Patrick Davie is a senior financial services executive with more than 25 years of experience leading and transforming businesses across payments, card issuing, fraud, analytics, and financial technology. Throughout his career, he has been repeatedly selected to lead larger and more complex organizations, with responsibility for P&Ls ranging from $25 million to approximately $3 billion and global organizations comprising thousands of associates.

Patrick spent more than a decade in executive leadership roles at Fiserv. Most recently, he created and led Fiserv’s first enterprise Client Experience organization for its Financial Institutions business, establishing enterprise governance, client health analytics, executive KPIs, and operating disciplines designed to improve client retention, service, and growth.

Previously, Patrick led Fiserv’s U.S. Card Issuing and Debit Network business, with responsibility for strategy, growth, and operating performance across one of the company’s largest businesses. He led thousands of associates across product, engineering, technology, operations, client delivery, and commercial functions. Earlier at Fiserv, he led its fraud, analytics, and managed services business, driving significant growth and expansion of its capabilities and market presence.

Prior to these roles, Patrick held leadership positions with Equifax and Cortera, now part of Moody’s, spanning product leadership, fraud/AML, analytics, commercial growth, client management, and platform strategy.

Across his career, Patrick has developed a reputation for combining strategic thinking with disciplined execution. His experience includes enterprise P&L leadership, growth strategy, technology and platform modernization, organizational transformation, operational excellence, client experience, and building and leading high-performing teams. He has served as a trusted advisor to CEOs, executive teams, financial institutions, and fintech leaders navigating growth, transformation, and complex operating challenges.

Patrick is a graduate of the United States Military Academy at West Point, where he was a Division I football letterman. Following graduation, he served in the U.S. Army’s 10th Mountain Division.

Patrick has been married for more than 30 years and lives with his wife in Northern New Jersey.

Glen Hasling

June 22, 2026 by

Glen Hasling is a change management, learning & development, process improvement, and organizational performance executive who helps businesses solve problems by enabling their most important assets — their people.

He began his career with Accenture as an Organizational and Human Performance Consultant. He has designed enterprise-wide programs for learning, knowledge management, process improvement, transformations, and other performance initiatives as an executive with Fortune 50 companies, including Honeywell, Equifax, The Home Depot, and Citi.

During his career he has created functional and technical training programs; built and implemented complex, enterprise-wide product management academies; strategic internal communications programs; content governance processes; and scalable knowledge management systems.

Glen’s expertise helps clients develop global organizational performance strategies that impact sales and service performance, improve work quality, increase product and solution knowledge, customer satisfaction, and employee success.

In addition, his targeted instructional design, change management, and process improvement methodologies and skills reduce overall expenditures while increasing overall performance.

Kerry Smith

May 28, 2026 by

Kerry Smith is a strategy, research, and customer success executive who turns data and insights into product innovations, compelling communications, and business growth.

She provides middle-market and enterprise-level financial services and consumer packaged goods companies with strategy development, consumer behavior insight, competitive and market intelligence, customer experience research, and Voice of the Customer expertise.

She is frequently called on to support clients as a research and insights leader, Chief Strategy Officer, and Chief Customer Experience Officer.

During her distinguished career, she has supported and grown iconic brands. She served as Head of Customer Engagement, Market Intelligence, and Strategy for Enova International, a publicly traded financial services company.

She also served as the Marketing Insights Lead for MillerCoors, where she was focused on developing innovation and growth strategies for the economy, emerging markets, and Mexico. She also held market research and analytics leadership positions with Kraft Foods, Allstate Insurance, and Information Resources, Inc.

Kerry holds a B.S. in Psychology from Loyola University and a Master’s in Industrial/Organizational Psychology from Xavier University. She has also completed Data Analytics studies at the University of Chicago.

Mark Ianni

May 27, 2026 by

Mark Ianni is an Operating Partner in CXO Partners’ Growth & Execution practice. He is frequently called on to support clients as an interim CEO, COO, and CRO.

As a strategic leader focused on sales and operations productivity, process discipline, and technology enablement, Mark drives EBITDA results for companies in diverse industries, including energy, commercial building management, software, and BPO services.

Mark leverages his skills in situations that require expertise in succession planning, scalability, sales, mergers, exits, restructurings, and turnarounds.

During his distinguished career, he was CEO of a PE-held property management and construction services company. He also served as CEO/COO of an energy consulting company
offering clients a better way to manage their energy spending through procurement, sustainability, and on-site electricity generation.

Mark also served as the President and CEO of ista North America, one of the largest private equity-held managed services, business process outsourcing, and software and technology providers for competitive energy companies in the United States and Canada.

As President of Gexa Energy, which is the retail division of Nextera Energy (formerly known as FPL Group and Fortune 200), a leading clean energy and Fortune 200 company, Mark successfully implemented the strategy for organic growth, attaining revenues of over a billion dollars and increasing profitability by 500%.

Before joining Nextera Energy, Mark spent over a decade at GE Capital in several leadership roles.

He received his Bachelor’s degree from McGill University and his MBA from Queen’s University.

Shawn Holtzclaw

May 21, 2025 by

Shawn Holtzclaw is the Managing Partner of CXO Partners’ Growth & Execution Practice, which focuses on helping businesses strategically scale from one stage to the next, taking advantage of assets and opportunities that exist today with aggressive yet manageable growth plans for the future.

He helps companies, their investors, Boards, CEOs, and senior management teams as a strategic advisor and embedded executive with strategy, profitable growth initiatives, global expansion, go-to-market execution, commercial deal-making, and operational plans.

He also leads our Supply Chain Practice, and has deep domain expertise in global sourcing, supply chain solutions and vendor management. During his time at the public $5B+ global data and analytics company Equifax, he created and led a global supply chain matrix organization responsible for all outsourcing, vendor management, procurement, and real estate across all business units and geographies with over $500M in spend, recognized by Gartner for its innovative approach.

During his diverse career, Shawn has led strategy, operations, and P&L for businesses from start-up to $500M+ in revenue or cost responsibility, in multiple leadership roles, business models, sectors, geographies, and company valuations.

Most recently, he has worked closely with private companies as a trusted advisor, consultant, and embedded executive with a particular emphasis on a deep understanding and collaboration with existing owners and leaders to effectively execute through change.

During his tenure as an executive with global public companies, Shawn led the strategic transformation of a portfolio of legacy businesses, as well as an enterprise-level fincrime and fraud prevention go-to-market strategy for the $15B+ fintech and payments company Fiserv. Shawn held numerous executive positions over 15 years at Equifax, including leading all U.S. retail banking and financial enterprise sales channels, leading a $150M+ credit marketing services business, and, as Managing Director with full P&L, operational, and geographic responsibility, leading a 4-year successful turnaround of a $160M business in the UK & Ireland, based out of London.

He has also served as a global technology and IP attorney, and began his career as a commercial attorney in Atlanta; he retains his GA law license and leverages his legal experience in solving complex deal negotiations.

Shawn believes life is short and we have an obligation to make a difference; he is passionate about protecting vulnerable people around the world subject to exploitation from financial crime, and applying for profit principles for non-profit growth and compliance. He lives in Atlanta, GA with his wife of over 30 years, three children, daughter-in-law, and three grandchildren.