1

Led Bank One Affinity Credit Card Business

growth from $2 Billion in ’96 to over $6 billion

in February 2000.

Signed and launched the enormously

successful Apple Computer Credit Card with

Barclays: key elements included electronic

channels and iTunes rewards.

Launched the nation’s first simplified issue

term policy with electronic signature in 2001

as COO of American Life Insurance

Company of New York.

Signed and launched the nation’s first

Insurance Center with Discover Financial in

2008.

Won the Gold Echo Award from the Direct

Marketing Association for the “Where To”

American Express ad campaign.

Signed the SONY Rewards program.

At GE Capital managed a $1.2B retail credit card portfolio including 450 employees in

five operating centers in the U.S. while

delivering a record $31.2M in net income in

1995.

William V. Nutting (Bill)

712 Coverdale Road

Wilmington, DE 19805

302-377-6827

wnutting@boldpartnerships.com

Snapshot of Career Accomplishments

A Results-Oriented, B2B Business Development Executive

With a Solid Track Record of Signing Profitable 3rd Party

Affinity Partnerships in Financial Services.

Combines Marketing & Business Development Skill Sets with

Senior-Level Contacts and a Passion for Innovation to Create

Solutions vs. Products.

A Highly Successful Elephant Hunter “Closer” Having Signed

Among Others; SONY REWARDS, Apple Computer, The

National Geographic Society, Discover Financial, The

American Medical Association, Citi, AARP and QVC.

Overall has Signed and Launched Over 300 Financial

Services’ Affinity Partnerships in Credit Cards, Insurance,

Rewards, Student Lending, Mortgage, B2B Web Portals and Associations.

Designed, Developed and Introduced Unique, One-Stop-

Shop Customized Web Portals for Affinity Partners and

Private Healthcare Exchanges.

William V. Nutting Resume 300 Partnerships Signed

As an Employee and as a Consultant – Achieved Success Across Seven

Different Affinity Verticals

Credit Cards

American Express

GE Capital

Bank One

Barclaycard

Apple Computer

AARP

P&C Insurance

Answer Financial

Insurance. com

USI Affinity

Life Insurance

American Life of New

York

USI Affinity

Rewards & Loyalty

Affinity Solutions

National Geographic

Society

USI Affinity Marketplace

B2B Web Portals

Maingate

The Insurance

Center

Student Lending

SallieMae

Mortgage

Skyline

2

General Foods Senior Product Manager

American Express Senior Director, Cards

GE Capital Senior Vice President,

Private Label Cards

Bank One EVP, Card Partnerships

American Life of NY Chief Operating Officer

USI Affinity EVP Business Development &

Marketing

Barclaycard New Co-Brand Partnerships

Answer Financial P&C Distribution

Partnerships

Insurance.com P&C Distribution

Partnerships

National Geographic

Society

Card RFP and Rewards

SallieMae Student Lending

Partnerships

Azigo Electronic Membership

and Information Cards

Affinity Solutions Merchant-Funded

Shopping Rewards

Anthem Blue Cross Private Healthcare

Exchanges*

Direct Employee Bold Partnerships Consulting

Experience Ranges From Fortune 500 Leaders to Venture-Funded Start-Ups

3 *in process

4

Experience and Results Summary

A high impact, results-oriented, accountable B2B senior executive with a large rolodex of senior level

contacts that can hit the ground running. Specializes in identifying and closing affinity, third-party

partnerships; leveraging business development, marketing and account management skills.

BOLD PARTNERSHIPS LLC

MANAGING DIRECTOR, WILMINGTON, DE

JANUARY 2013 – CURRENT

Work with start-ups and established market innovators in a variety of sales and consultative roles including

sourcing new affinity partnerships, strategic initiatives, competitive analysis, RFP development and responses;

staffing, sales planning, rewards, new distribution partnerships and new product development.

Returned to Bold Partnerships in January 2013 due to sudden cancellation of innovative customized web

portal @ USI Affinity. Have developed specific expertise in developing and launching Private Healthcare

Exchanges related to the rollout of PPACA. Working with insurance brokers to develop/launch both online

and offline marketing initiatives in advance of the January 2014 deadline.

USI AFFINITY

EXECUTIVE VICE PRESIDENT, PARTNERSHIP BUSINESS DEVELOPMENT, PHILADELPHIA, PA.

AUGUST 2011- JANUARY2013

USI Affinity is the 8th largest insurance broker in the U.S with annual revenues of $70MM. The company

specializes in diversified insurance and financial services products. Leveraged highly relevant experience to

develop new market partnership opportunities in financial services. Responsibilities included strategic

initiatives, business development, new products and account management. Created a first-of-its-kind,

customized web platform designed to generate incremental sales of insurance as well as other fee-based

products via a simple, unique user-friendly experience and targeted cross-sell.

2003 – 2011 Bold Partnerships’ Experience and Results Summary

INSURANCE.COM AND THE NATIONAL GEOGRAPHIC SOCIETY ENTERPRISES GROUP:

In April 2008, leveraged experience and contacts to secure new distribution partnership for

Insurance.com with CitiFinancial Auto (Insurance.com is a P&C aggregator offering comparison-

shopping).

Also led National Geographic’s co-brand credit card RFP and renewal agreement with Chase Card

Services ($150MM credit card portfolio).

AFFINITY SOLUTIONS:

Affinity Solutions has become the leading provider of loyalty programs for top financial institutions,

insurance companies, and publishers in the U.S.

Signed SONY Rewards to a Five Year Agreement.

EXPEDIA AFFILIATE:

As an Expedia Affiliate, personally developed co-brand, customized travel programs for college athletic,

alumni and university websites. Key prospects include four of the top 20 football schools in the nation.

ANSWER FINANCIAL INC, PARTNERWISE GROUP:

Personally signed and launched the industry’s first protection center with Discover Financial Services in

2008.

Led efforts for Discover Financial to partner with SallieMae student loans.

BARCLAYCARD U.S.;

Produced new business partnerships for this 2001 start-up acquired by Barclays:

Signed Barclaycards’ largest retail co-brand partner at the time, Apple Computer.

Developed Barclaycard’s’ strategy for the $231B healthcare payments market including healthcare

rewards, Flexible Spending Account and Health Savings Account Debit Cards.

6

Experience and Results Summary Continued

AMERICAN LIFE INSURANCE COMPANY OF NEW YORK

CHIEF OPERATING OFFICER: AMERICAN LIFE INSURANCE COMPANY OF NEW YORK; NEW YORK, NY;

MARCH 2001- MAY 2003

American Life Insurance Company of New York ($2.5 billion in assets) issued co-brand term,

simplified issue, variable & fixed annuities with offices in New York City and Louisville, KY:

- Personally signed key distribution partnerships with Liberty Direct and Progeny (Cendant); E-

Trade and Washington Mutual.

-

- Led launch of industry’s first 100% electronic term life, simplified issue and variable annuities:

- Named Annuity Market News’ Variable Annuity Product of the Year in 2001.

- Only issuer approved by the SEC in 2001 to offer all-electronic annuities (including

electronic signature).

- Full P&L responsibility including $14 million annual expense budget (75 employees).

MAINGATE LLC

CEO, HERNDON, VIRGINIA;

JANUARY 2000 – MARCH 2001

Launched Maingate.com, a start-up, local advertising website for the military community in

March, 2000:

Raised over $14 million in funding for the venture.

Managed $6.5 million launch with Ogilvy One Advertising.

Assembled a world-class management team consisting of experts from leading

companies including; BellSouth, Pepsico, Nations Bank, American Express (52 employees

total).

Voted Best on the Net in the military category by About.com in March 2000.

Business sold in January 2001.

American Life

Insurance

Company of

New York

Founded 1955

Maingate.com

7

BANK ONE CORPORATION (NOW CHASE CARDS)

EXECUTIVE VICE PRESIDENT, PARTNERSHIP MARKETING & SALES; WILMINGTON, DE.

MAY 1996 - JANUARY 2000

Led Affinity Credit Card Business growth from $2 Billion in ’96 to over $6 billion in February 2000:

Full P&L responsibility for the largest partnership segment within Bank One (Affinity).

450 partners including the American Medical Association, AARP, The National Geographic Society,

Special Olympics, The American Institute of Certified Public Accountants (signed over 250 new partners).

Increased Bank One’s share of the college and university market from 10% in ’96 to 56% in 2000

G.E. CAPITAL CORPORATION

SENIOR VICE PRESIDENT, RETAILER FINANCIAL SERVICES; WESTPORT, CT.

APRIL 1989 - MAY 1996

General Manager of retail credit cards with full P&L responsibility for 450 employees and five operating centers

including Canada:

Increased net income each year achieving a record $31.2 million in 1995.

Managed an $80 million annual expense budget.

Signed seven deals representing greater than $400 million in credit card receivables

including: QVC, Home Shopping Network, Filene’s Basement, Ethan Allen Furniture, Fortunoff.

Exceeded productivity and loss targets in each of five years.

AMERICAN EXPRESS COMPANY

DIRECTOR OF MARKETING & SALES, CONSUMER CARD DIVISION; NEW YORK, NY.

JUNE 1985 – APRIL 1989

Developed and executed credit card sales & marketing initiatives targeting the travel industry including: travel

agents, tour operators and cruise lines:

- Increased both charge volume and number of new partners by over 20% annually.

1989 winner of the Gold Echo Award from the American Marketing Association for Where To direct mail

campaign.

As Senior Director for Restaurants, represented the largest group of business charge volume ($) under a

single director.

EDUCATION:

NEW YORK UNIVERSITY, New York, New York; Postgraduate degree – International Marketing. UNIVERSITY OF DETROIT, Detroit, MI; MBA, Marketing (Beta Gamma Sigma Honorary).

OHIO WESLEYAN UNIVERSITY, Delaware, Ohio; BA Economics.

Experience and Results Summary Continued

8

An Executive who Leverages Multi-Vertical Market Experience to Introduce New

Affinity Innovations Across Both Existing and Emerging Marketing Channels

9

Reference

Title & Company

Relationship

James Schoedinger

President, First Data Resources (Retired)

Colleague @ GE Capital Retailer Financial Services

Richard W. Vague

Co-Founder of First USA; Card CEO @ Bank One

& CEO of Barclaycard

Led $6B Affinity Credit Card Business Under

Richard; and Signed Apple Computer @

Barclaycard.

John Fees

Co-Founder and CEO,

Next Generation Insurance, a Division of

SallieMae

Colleague at Bank One Where We Signed > 250

Affinity Partners.

Lou Geremia President, Consumer United Worked with Lou at Both First USA and

Insurance.com

Vik Murthy

Manager, Product Development, Digital;

Discover Financial

Leading Prospect for Member Benefits

Marketplace @ USI Affinity.

Greg Pihl

Regional Director, Association and Affinity Sales;

The Hartford

Carrier Partners on the Member Benefits

Marketplace Initiative @ USI Affinity

Thomas Bohde

Sales Director;

MetLife Association/Affinity

Bill Wallace

AVP & Director of Affinity Partnership Marketing;

Liberty Mutual Group

David R. Hayden

National Accounts Executive,

Affinity Marketing; Liberty Mutual Group

References Upon Request

10

Prospects Contacts Prospects Most Senior Contact

JPMorgan Chase SVP Marketing Sam’s Club Financial

Services

Director, Membership Services &

Card Strategy

Bank of America SVP, Marketing AMWAY CMO

RBS Citizens Senior Vice President, Director -

Debit & Rewards

State Farm Bank VP Marketing

Capital One President CitiMortgage CMO

Wells Fargo Senior Vice President, Consumer

Insurance

FNBO EVP, CMO

GE Capital CMO Retailer Financial Services H&R Block Bank President, Financial Services

Chase Auto Finance CEO Auto and Finance Apple VP Finance

PNC Managing Director, Insurance SONY Rewards President

Barclaycard Managing Director US Bancorp Vice Chairman, Payment Services

City National Bank Senior Vice President - Program

Manager

Alliance Data President

American Express Senior Vice President and

General Manager Strategic

Alliances and Cobrand

E*TRADE Financial CMO

M&T Corp VP, Card Products US Bancorp Senior Vice President of Sales and

Marketing

Navy Federal EVP Delivery Channels and

Communications

SallieMae VP Corporate Development

Kroger Personal Finance President, KPF Discover Financial

Services

CEO

PayPal SVP, Global Credit and Risk Citi Cards President, US Consumer Banking;

EVP, Partnership Group Citi Cards

Financial Services

Contact Examples

11

Prospects Contacts Prospects Most Senior Contact

AARP CMO Special Olympics CMO

National Restaurant

Association

CEO Goodwill Director of Public Relations

National Association of Realtors

SVP, Marketing NEA CMO Member Benefits

American Kennel Club AVP Business Development Ducks Unlimited Director of Development

PGA Tour Director, Business Development NC State University Alumni Director, Marketing

Communications and Web

Strategy

Union Plus President World Wildlife Fund SVP, Communications and

Marketing

AMA VP Marketing National Wildlife Federation EVP and COO

Ohio State Alumni Sr. Director, Finance & Membership Yale University SR. Director of Strategic

Initiatives

National Geographic

Society

President, Nat Geo Enterprises AAA VP Strategy and Planning

AVON CMO American Bowling Congress CEO

Mary Kay Vice President Corporate

Accounting and Treasury

University of Tennessee Director of Development

Programs

AICPA Vice President, Professional

Publications

Weight Watchers SVP Marketing

AMWAY Global CMO American Bar Association Director

University of Michigan VP Marketing and Communications Herbalife VP Worldwide Marketing

Association and Union

Contact Examples