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Treasure Island, FL 33706
Director, Assurance Innovation and Technology/Data & Software En
24 years experience W2
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Highly accomplished value-driven Technology and Transformational Executive with a proven leadership record in developing and executing effective strategies in alignment with overall organization business objectives. Extensive experience in creating and delivering innovative product and technology solutions to enable value creation, achieve greater outcomes, and improve business agility. Highly effective in team development, empowerment, and motivating teams to perform at their peak while delivering measurable results and savings. Other areas of expertise encompass: An innovative and resourceful thought leader with expertise in startups, established, and rapid growth organizations. Leading and developing high-performance client-focused global organizations to achieve business objectives. An effective change agent who orchestrates complex and transformative technology strategy through organizational change management, process

Director, Assurance Innovation and Technology/Data & Software Engineering
Information Technology
Mar 2019 - Oct 2019
Provided leadership, vision, and direction for technology teams implementing the organizations' strategic big data and AI initiatives. Change catalyst, turning around underachieving data and software engineering projects. Assessed current operational state, introduced process changes to improve delivery performance, and established metrics to measure delivery progress.
  • Leveraged open source big data and cloud technologies as the fabric to increase automation, machine learning, data engineering, self-service analytics, and data visualization to enhance decision-making capabilities to support business priorities.
  • Demonstrated breadth and depth of professional and technical skills and capabilities in enterprise software architecture, data management and analytics, security, and high-volume platforms.
  • Experienced in building big data and machine learning pipelines, constructing cloud warehouses, real-time data capture, and designing solutions that leverage new and heritage components via micro-services.
Big Data Data Engineering Data Visualization Machine Learning MS Visio Project Management
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Vice President, Engineering
Information Technology
Oct 2018 - Oct 2018
Netogy is an on-demand executive and technology solutions company. We believe that high potential companies can benefit significantly from proven interim talent. Our purpose is to provide action results-oriented executive technology talent available on-demand. As an innovative company that facilitates access to expert knowledge, on-demand talent is a competitive differentiator to enable better decisions, drive innovation, and deliver better business results.
Project Management
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Medical Devices
Sep 2014 - Feb 2015
Envision is a leading multi-specialty medical group and healthcare management service team specializing in anesthesia, emergency medicine, hospital medicine, radiology, surgical services, and women's and children's health services.
  • Director, Technology Services and Solutions/Software Development Direct report to the CIO. As a member of the executive leadership team provided vision and direction for organization technologies in support of the organization's strategic plan, business objectives, and outcomes. Oversaw a global matrixed organization of 175+ professionals, driving operational excellence and delivery execution of product and technology solutions in support of multiple service line business strategies. Direct reports included leaders responsible for Architecture, Collaboration Technology, Data Services, Development Operations (DevOps), Enterprise Application Integration Services, Software Development Services, Offshore Product Development & IT Services, Software Quality Assurance, and Agile Project Management. Accountable for the financial management of a project portfolio over $20MM and an operational budget above $5MM. Key Leadership Initiatives
  • A key member of the IT Executive Leadership Team responsible for Enterprise Architecture and Cloud strategy.
  • Served as a strategic change leader. Conceived and delivered the digital application integration strategy and platform.
  • Established core Enterprise Architecture team. Set the vision and provided thought leadership to inform, support, and execute the business strategy.
  • Aligned technology assets, architecture, and strategies to enable the business strategy and operational goals of the organization.
  • Fostered a culture of learning, individual growth, and team dynamics to maximize output.
  • As a member of the executive management team made key contributions to the formulation of the company's technology strategies. Provided technology thought leadership and acted as a trusted advisor for major operating considerations.
  • Provided application solution design assistance to other IT teams and Product Strategy, ensuring IT initiatives were adhering to defined architecture direction and standards.
  • Built high performing teams with vision, leadership, goals, and metrics. Served as a role model for team members and inspired team members to embrace and implement culture initiatives and organizational change.
  • Attracted, developed, and retained top-level talent to effectively support the organization's IT and digital transformation strategy. Select Accomplishments
  • Aligned, defined, and executed business technology solution delivery for multiple initiatives over 700MM+ revenue.
  • Revenue Cycle Management system and process enhancements reduced claims processing costs by 29%.
  • Spearheaded the software engineering organization agile transformation, decreased time-to-deliver by 35%.
  • Championed DevOps culture and organization, breaking down silos between the organizations, increasing collaboration with partners, and driving delivery efficiency and business agility. Improving the ability to respond and deliver by 20%.
  • Founded the core Enterprise Architecture team. Establish technical vision and led all aspects of technological development.
  • Leader of Agile Transformation. Promoted best practices working with the teams to develop a common best-practice set of tools and processes for effective source code management, artifact management, build, code quality and testing, continuous integration, and deployment automation. Reducing technical debt and improving code quality by 25%.
  • Championed the hosting of Lean Coffee events multiple times per year to engage the Agile community and share best practices.
  • Company executive to sponsor the Agile Transformation Summit 2018 and in engaging Envision as a Gold Sponsor.
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A leader
Aug 2012 - Sep 2014
in investment banking: financial services for consumers and businesses, transaction processing, asset and wealth management, and private equity. The JPMC brand services millions of customers in the United States and abroad.
  • VP, Software Development
  • Information Technology Provided leadership oversight of technology resources, processes for solution delivery, and application solutions aligned to Corporate Investment Bank strategy for Treasury Services business objectives. Managed planning, budgetary control, development, implementation, quality assurance, and maintenance of applications and systems contributing to the overall strategy
  • Developed data wrangling capabilities so that engagement data can be explored and prepared for analysis in a unified manner.
  • Current on emerging technology capabilities in architecture and design, governance, cloud-based data platform design solutions using APIs that handle large data volumes securely and efficiently.
  • Emphasis toward software-driven innovation strategy, data and software technology, diligence, operating model design, product planning and management, architecture, and cloud strategy.
  • Developed strategies and roadmaps with IT architecture focus. Effectively translated and communicated business requirements to technology delivery management and stakeholders.
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Jan 2012 - Aug 2012
and plan. Directed an onshore and offshore development organization of 37 resources including four managers full-time employees and contractors release management documentation and software development functions. Managed an annual budget of $3MM.
  • Defined the strategy for the development team, developed the required application roadmaps, and drove the implementation to successful completion.
  • Developed and managed large enterprise greenfield custom-developed applications, as well as constructed modular composite solutions utilizing enterprise service bus and middleware platforms.
  • Ensured development projects and software solutions met business goals and requirements and fulfilled end-user requirements while complying with applicable regulations, security, privacy, and audit requirements. Select Accomplishments
  • Directed a global technology solution organization responsible for handling money movement of over $500B per business day.
  • Instituted a predictable and reliable development process, planning implementations of new technology projects and developing technology strategies that align with business needs resulting in a 35% increase in productivity.
  • Directed a new technology solution for the bank and its customers for consumer cross-border payments. Utilized by external Financial Institutions and Retail transmittal providers to comply with Dodd-Frank 1073 regulation and sanction screening.
  • Directed enterprise modernization and migration strategy for heritage business applications focused on improving agility and responsiveness to new and evolving business requirements.
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Jan 2007 - Jan 2012
& CO., INC. One of the nation's largest financial services providers of securities brokerage, wealth management, and related financial and investment banking services.
  • Senior Manager, Application Software Engineering
  • Technology Solutions Led, directed, and managed technology solution delivery including applications, services, and architecture for the Active Investor line of business, supporting over 1.6MM customers. Managed analysis, architecture, design, development, testing, and delivery of applications and services. Directed efforts in the achievement of strategic and operational objectives of the organization. Managed a staff of 12 and administered a budget of more than $1.3MM. Key Leadership Initiatives
  • Provided leadership for a portfolio of applications and services ensuring they were strategically and tactically in sync with business and technology objectives.
  • Liaised with business partners to define technology roadmap in alignment with business objectives.
  • Led and shaped architecture through thought leadership to enable strategic execution to deliver business value.
  • Built and fostered a culture of learning, continuous improvement, and high performance focused on outcomes. Select Accomplishments
  • Architected and managed the delivery of a hi-frequency event-based system that managed and streamed position and lot information for ~700K StreetSmartPro and StreetSmart.com accounts daily. The system provided clients with real-time accurate lot level unrealized gain/loss information based on their lot selection method (e.g. FIFO, LIFO, etc.). The project budget was $1MM with an 8-month delivery window, completed early and within budget. The estimated Net Present value is $24.2MM.
  • Managed enhancements and maintenance of CyberTrader's equities and options Risk Management system, which monitors firm-wide risk (~$900MM). The Risk Management system is a hi-frequency event-based system used to track maintenance requirements for approximately 10K hyper-active trader accounts.
  • Coordinated and monitored contingent workforce activities and administered contingent workforce deliverables. Increased efficiency through deployment automation. Reduced deployment time by 95% and deployment errors to less than 1% achieving 99.9% uptime.
  • A two-time recipient of the Key Contributor Award.
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Information Technology
Jan 2006 - Jan 2007
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Jan 2003 - Jan 2006
Project Management
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Jan 1997 - Jan 2003
Application Development Project Management
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Edit Skills
Non-cloudteam Skill
Information Technology
not provided
Information Technology
American InterContinental University
Project Management
Application Development
Big Data
Change Management
Data Engineering
Data Visualization
Machine Learning
MS Visio