Patrick Davie

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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.

Glenn Carson

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Glenn Carson is a Project Delivery Leader and Strategy & Process Advisor for CXO Partners’ Strategy & Transformation team. He combines strong operational/analytical skills and strategic planning expertise to understand, and improve, clients’ strategies, investments, and initiative execution.

During his distinguished career, Glenn has held a number of critical leadership positions, including VP – Ops Planning & Analysis, Global Operations for Equifax, where he spearheaded strategic planning, operational analytics/reporting, and key project management activities across a $400 million Global Operations organization.

As VP, Six Sigma for CheckFree (now Fiserv), Glenn led the companywide SixSigma program. He also had numerous key Finance and Six Sigma roles at Home Depot and GE.

Glenn is a certified Six Sigma Master Black Belt and his career has included roles in North America, Japan, and India.

Key skillsets include:
• Operations Management
• Strategy / Strategic Planning
• Business Process Improvement
• Lean / Six Sigma
• Project Management
• Change Management

Glenn received a bachelors degree in Finance (with Honors) from Michigan State University.

Mark Beliczky

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Mark Beliczky (“Béll-lis-Key”) is a Partner in CXO Partners Executive Operations & Revenue Growth group. He assists clients as an interim CEO. As a growth-minded, values-driven and people-centric business leader, Mark has a track record of transforming organizations, scaling operations, and building cultures of performance excellence.

He has served as a President & CEO, CMO, executive advisor, and partner to private equity firms, Fortune 50 companies, and start-ups—always focused on unlocking value creation through clarity of purpose/mission/vision, strategic execution, and freeing people to lead. For more than 35 years he has led company turnarounds, scaled businesses from mid-market to national prominence, advised start-ups and supported M&A and growth initiatives in sectors like residential and commercial real estate, healthcare, financial services, senior living, and BTB and BTC services.

During his distinguished career, he served as President & CEO of ProHome, a third-party warranty management services for residential builders and developers. Mark successfully re-organized and launched a business development program resulting in a 400% growth in new customers, and a 20% lead conversion rate through sales funnel metrics, goal setting, and the addition of a sales director, marketing director, and director of technology. As Operating Executive Management, Consultant & Adviser for The Carlyle Group, Mark successfully led the firm’s national practice in asset development and operational excellence. As SVP for Sunrise Senior Living, which served residents in more than 270 communities, Mark reorganized North American business units, including the successful acquisition and integration of a leading national firm, resulting in $600 million in incremental revenue.

Mark also held senior operating executive roles with PepsiCo, Yum! Brands, UBS and Citigroup. He received his MBA from Loyola University Maryland, and has served as a faculty member, mentor, research faculty member, and guest lecturer at Georgetown University, Ohio State University, and The George Washington University School of Medicine and Vienna University of Economics and Business. Mark is also certified as a Venture Mentor through MIT.