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Work Background
OperationRestorations.orgTechnology Advisor
Dec. 2024San Diego, California, United States• Collaborated with leadership to select technology solutions supporting Operation Restorations' mission of revitalizing veteran spaces.
• Implemented innovative technology strategies to create functional and welcoming spaces for veterans and their communities.
• Spearheaded the adoption of cutting-edge technologies to preserve the legacy of our nation's veterans.
Wellworth TherapyBoard Member - Technology Advisor
Jan. 2024San Diego, California, United StatesWorking to strategically position Wellworth as a leader in delivering secure, compliant telehealth solutions. As a Technical Advisor for Wellworth, I provide strategic technological guidance to develop innovative, secure, and scalable mental health solutions. My advisory services include:
- Recommending product development strategies to ensure seamless and secure user experiences.
- Contributing to the go-to-market strategy from a technology perspective.
- Advising on the architecture and implementing a robust technology stack using Amazon Web Services (AWS).
- Supporting compliance with HIPAA and other regulatory standards through guidance on cybersecurity protocols.
- Offering expertise on vendor relationships, technology partner selection, and third-party integrations.
- Providing strategic input on key initiatives such as Microsoft 365 deployments to enable secure, cloud-based collaboration for internal teams.
- Guiding product development alignment with evolving market needs.
- Recommending strategies for building a scalable platform.
- Providing strategic input on the technical roadmap to support growth and innovation.
Through advisory support in vendor management, cybersecurity, and compliance best practices, I help position Wellworth as a leader in delivering secure, compliant telehealth solutions.
ITCMChief Technology Officer & Virtual CIO/CTO
Jan. 2024 - Oct. 2024San Diego, California, United StatesStrategic Leadership & Operational Excellence
- Optimized Network Operations Center (NOC), reducing noise tickets by 20% and improving support efficiency
- Led seamless migration of service tickets across systems, ensuring operational continuity
- Revamped IT documentation standards, enhancing organization-wide information accessibility
- Streamlined customer onboarding/offboarding processes, improving compliance and documentation Process Innovation & Team Development
- Redesigned incident response and problem ticket management, accelerating resolution times
- Implemented skills matrices and mentorship programs to foster professional growth
- Established monthly "Lunch and Learn" sessions, cultivating a culture of continuous improvement Client Relations & Service Enhancement
- Elevated client satisfaction through improved documentation and dedicated account support teams
- Created a collaborative environment using effective meetings, project boards, and feedback sessions Data-Driven Decision Making
- Leveraged API-driven data to develop alerts, reports, and visualizations for process improvement
- Utilized team-based metrics for performance coaching and recognition
SalesforcePrincipal Technical Account Manager & Team Lead
Aug. 2023 - Jan. 2024San Diego Metropolitan Area- 9x Salesforce Certified.
- Lead the Signature Success effort on a daily basis, ensuring that the customer receives ROI from Salesforce by aligning internal resources to help drive the “jobs to be done” to completion.
- Foster collaboration and accountability throughout internal teams to meet the commitments stated to the customer.
- Takes on more significant responsibilities,s leading strategic initiatives, and playing a vital role in shaping the future direction of the MC Signature Success TAM organization
- Innovate with management to create repeatable processes to enhance my team's capabilities to provide world-class Signature Services.
- Work with my team to implement best practices in delivery and communication. Ensure execution and delivery of all TAM responsibilities. - Keep track of emerging trends to share with my team and advance their knowledge of our ever-evolving technology. - Provide open and honest feedback to help grow each member of my team.
The American Legion Post 416 - Encinitas CABoard Member - Volunteer Finance Officer
Oct. 2022Encinitas, California, United StatesAs Finance Officer for American Legion Post 416, Encinitas, CA, managed all financial operations and fiscal responsibilities for a veteran service organization of 447 active members with an annual budget of $400,000.00. The role is responsible for safeguarding organizational assets, maintaining financial integrity, and ensuring compliance with all applicable regulations and reporting requirements. Core Responsibilities:
- Administered comprehensive financial management system, including accounts payable/receivable, general ledger maintenance, and banking relationships while maintaining detailed documentation of all transactions
- Prepared and presented monthly financial statements and budget reports to Post Executive Committee, providing strategic analysis and recommendations for fiscal planning
- Conducted annual budgeting process in collaboration with Post Commander and committee chairs, developing forecasts and monitoring budget performance throughout the year
- Processed membership dues payments and maintained accurate membership financial records in coordination with Post Adjutant
- Ensured timely filing of all required tax documents, including Form 990N, state filings, and gaming/liquor license renewals
- Implemented internal controls and audit procedures to prevent fraud and maintain fiscal accountability
- Supervised gaming operations finance,s including pull-tab accounting, raffle proceeds, and charitable gambling reporting
- Coordinated with outside accounting firms for annual reviews/audits and tax preparation
- Maintained compliance with American Legion financial policies and procedures at national, department, and post levels
- Generated detailed financial analysis for proposed capital improvements, programs, and events
- Serve as a key member of the Post Executive Committee, providing financial guidance for strategic planning and operations
SalesforceSenior Technical Account Manager & Team Lead
Oct. 2022 - Jul. 2023San Diego County, California, United States- Collaborate with management in creating repeatable processes that will enhance my team's capabilities to provide world-class Signature Services.
- Work with my team to implement best practices in their delivery and communication. Ensure execution and delivery of all TAM responsibilities. - Keep track of emerging trends to share with my team and advance their knowledge of our ever-evolving technology. - Provide open and honest feedback to help grow each member of my team.
SalesforceSenior Technical Account Manager
Nov. 2021 - Nov. 2022San Diego County, California, United StatesResponsibilities:
- Collaborate on the implementation and management of Salesforce Marketing Cloud's largest customer ever.
- Work with SFMC teams to facilitate the future 2 billion+ customer emails sends/month.
- Manage the technical relationship between our customer and the SFMC resources internally.
- Develop relationships with key business and IT stakeholders and become an expert on a customer’s implementation by understanding their top business goals and priorities.
- Help customers achieve their business goals and outcomes by providing timely, proactive recommendations.
- Identify key industry business process areas for opportunity to use the Salesforce platform.
- Advocate for innovation and early adoption of platform capabilities with our 5 release yearly schedule through customized release reviews.
- Lead Technical Health Reviews and provide relevant technical recommendations on solutions and enhancements specifics to customers’ business needs.
- Proactive liaison and focal point into Salesforce Technology and Product teams and Technical Support Team, to address product feature/technical hurdles.
- Forewarn customers of technology changes or potential disruptions to their service and advise on mitigation strategies.
- Provide proactive Communications in the event of a service degradation or disruption.
- Participate in issues and act as an advocate for customers during the triage and resolution of high severity cases, driving business reliability and customer satisfaction
- Provide timely account or issue executive level summary status reports both internally and to the customer.
- Identify and collaborate with internal teams to ameliorate renewal risks for both license and success plans subscriptions.
- Contribute and collaborate internally to the Salesforce team, share knowledge and best practices with team members, contribute to internal projects and initiatives and serve as Subject Matter Expert (SME) for specific technical or process areas.
Technology & Services Industry Association (TSIA)Vice President, Information Technology
Feb. 2020 - Nov. 2021San Diego, California, United States4x Salesforce Certifications (Administrator, Platform App Builder and Marketing Cloud Admin & Email Specialist) Reporting to the SVP of Operations, my primary responsibilities are:
- IT Organizational Leadership
- IT Budgeting, Purchasing
- Systems Integrations
- Security - Compliance
- Policies and Procedures
- Internal and External Infrastructure Implementation
- IT Support
- Information Technology
- Business Analysis
- Process Improvement
- Business Process - Program Management
- Salesforce Development and SDLC
- Business Process Improvement
- Infrastructure Analysis
- IT Auditing As a 30+ year IT professional, from developer to leader, I am interested in all things technology and look forward to what the future brings to our industry and the world.
Technology & Services Industry Association (TSIA)Senior Director, Information Technology
Feb. 2017 - Feb. 2020Greater San Diego AreaWhat I do:
- Report to SVP of Operations
- Budget Annual IT Expenses
- Manage IT Staff
- Research and Implement new technologies (purchase 3rd party products and services)
- Manage Company communications (Cell, VOIP, Office365...)
- Manage Outsourced Development Projects
- Implement Policies and Procedures/Information Security/GDPR Compliance/CCPA/NIST I come from a developer background but am a Jack of all things technology. I have better than average understanding and proficiency with the following: BI Tools (Tableau,Alteryx,Microsoft BI)
Client Hardware - Desktop PC's, iMac, Laptops (Dell,HP,Lenovo,Apple)
Cloud - AWS (Cloud Servers,IAM,EC2,S3)
Cloud - Microsoft Azure (AD,VM's,AI,ML)
Cloud - Rackspace (Public and Private Cloud)
Cloud Computing (Amazon, Azure, Rackspace, Google)
CMS (MODx, Drupal, Joomla, Kentico, Wordpress)
CRM - Salesforce / Force.com (Developer API's/Certified: System Admin, Platform App Builder)
Databases - MS SQL, MySQL, Postgres and Oracle 8x +
Development - iPhone Apps(XCode), .NET(C#), PHP, Javascript
DNS - GoDaddy, Route53, EasyDNS, Google, Rackspace, Register.com
Data Privacy/Information Security(CCPA, GDPR, SOC2, ISO27001, NIST Cybersecurity Framework)
Marketing Automation - ExactTarget, Hubspot, Marketo, Manticore
MDM(Cisco Meraki, Microsoft365/Intune)
Network Administration(Active Directory, Azure, Switches, Routers, Wireless AP, Cisco Meraki)
Networking - Firewall(Dell SonicWall, Cisco Meraki, Rackspace Private Cloud)
Office Productivity(G-Suite, Microsoft365 Admin)
Payment Gateways(Authorize .Net,PayPal,Google Wallet,Square)
Power Apps - Custom App Development.
Security - Hard Disk Encryption(BitLocker, FileVault, McAfee Endpoint)
Servers - Windows,Linux, and Mac
Tech Support(Mac/PC/Linux)
Web - AJAX
Web - ASP (Classic)
Web - ASP.NET (VB.Net/C#)
Web - CSS (2/3)
Web - HTML(4/5)
Web - Javascript (Bootstrap/jQuery/API's)
Web - PHP (5.x/7.x)
Windows Administration
Windows Server Admin 2000, 2002, 2008, 2012
Windows SQL Server Admin
Buck ServicesFounder & Principal Consultant at Buck Services
Jan. 2017San Diego, California, United StatesI lead Buck Services, a forward-thinking consultancy that combines industry expertise, cutting-edge AI, and disruptive strategies to help organizations navigate complexity and seize new growth opportunities. By integrating emerging technologies with traditional best practices, I collaborate with clients to design innovative solutions that transform operations and deliver measurable, lasting impact. At Buck Services, we believe in a partnership approach that values transparency, agility, and data-driven insights. Whether streamlining processes, optimizing resource allocation, or driving strategic shifts, my team and I focus on tangible results underpinned by ethical, human-centered AI. We are passionate about harnessing disruption as a catalyst for continuous improvement and long-term success. Core Focus Areas
- AI-Driven Strategy & Operations
- Business Transformation & Change Management
- Disruptive Innovation & Organizational Growth
- Process Improvement & Optimization I welcome the opportunity to connect and explore how Buck Services can help elevate your organization through practical, technology-enabled solutions.
Technology & Services Industry Association (TSIA)Director, Information Technology
Feb. 2012 - Feb. 2017Greater San Diego AreaWhat I do: - Report to VP of IT
- Budget Annual IT Expenses
- Manage IT Staff
- Research and Implement new technologies (purchase 3rd party products and services)
- Manage Company Communcations (Cell, VOIP and Email)
- Manage Outsourced Development Projects (Appirio, eBridge, Coveo)
- Implement Policies and Procedures I come from a developer background, but am a Jack of All things technology. I have worked with the following: HTML(4 / 5), Javascript (jQuery / API's), PHP, ASP, ASP.NET (VB.Net / C#), SQL, MySQL, Rackspace / AWS (Cloud Servers), Firewall (Dell Sonic Wall, Cisco Meraki), CSS (2 / 3), AJAX, CMS (MODx, Drupal, Joomla, WordPress), iPhone Apps (XCode), Network Administration (Active Directory, Switches, Routers, Cisco Meraki), Tech Support (Mac / PC), Hard Disk Encryption, Salesforce / Force.com (Developer API's / System Admin), Cloud Computing, BI Tools (Tableau and Alteryx), Payment Gateways (Authorize .Net, PayPal, Google Wallet), Windows (Servers: NT, 2003, 2008, 2012 Clients: Windows 3.1, 95, 98, XP, 7, 8(x), 10), Linux Ubuntu (12.x, 14.x), Mac OS X (Multiple Versions)
Technology & Services Industry Association (TSIA)Application Developer and Systems Manager
Oct. 2011 - Feb. 2012Greater San Diego AreaHTML, Javascript (jQuery / API's), PHP, ASP, ASP.NET (C#), SQL, MySQL, Rackspace (Cloud), Firewall (Sonic Wall), HTML5, CSS (2 / 3), AJAX, CMS (MODx), iPhone Apps (XCode), Network Administration (Active Directory), Tech Support (Mac / PC), Hard Disk Encryption, Salesforce / Force.com (Developer API's / System Admin), Cloud Computing, Authorize.net Payment Gateways and everything else I.T. related.
Technology & Services Industry Association (TSIA)Application Developer / Web Developer
Oct. 2009 - Oct. 2011Salesforce, MySQL, PHP, MODx, MS SQL, Javascript, jQuery, jQuery Mobile, iOS, iPhone, iPad, Web Development, DBA, HTML, CSS, Rackspace Cloud, Manticore,
SSPAI.T. Consultant
Feb. 2009 - Oct. 2009Now part of TSIA.com
Cox MediaConsultant
Oct. 2008 - Mar. 2009Rebuilding show pages, contact form and sddeals page.
Building back-end CMS System and so that the show pages can be updated by employees without modifying page set up.
PHP, MySQL, AJAX, Javascript, CSS
Buck I.T. ConsultingOwner
Aug. 2004 - Oct. 2011Created Websites, assisted companies with SEO, and online database / ecommerce systems.
ASP, ASP.NET, MS SQL, PHP, MySQL, AJAX, Javascript, CSS, WordPress, Joomla
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