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Work Background
Sault Tribe Of Chippewa IndianChief Information Officer
Jul. 2024 - Dec. 2024United StatesSpearheaded an enterprise-wide technology transformation across a highly diverse portfolio that unified IT operations for casino/gaming, healthcare, government services, and enterprise development divisions. Built a scalable Project Management Office (PMO) from inception, creating a two-year strategic roadmap for staffing and expansion, improving project prioritization, resource allocation, and ROI tracking, which led to higher customer satisfaction across all tribal divisions. Directed a $12M budget and led a team of 47 IT professionals across 75 locations, successfully consolidating four previously siloed technology units into a unified, mission-driven IT organization. • Directed a critical Electronic Health Record (EHR) system replacement initiative by implementing a structured project management methodology and rigorous system selection process, ensuring alignment with clinical and organizational requirements.
• Accelerated issue resolution by 7% within two months, enhanced service delivery, and earned commendations from the executive leadership and board by dissolving IT silos and merging four distinct divisions (Casino/Hospitality, Government, Healthcare, and Enterprise Development Corp) into a collaborative, cohesive team.
• Crafted an enterprise-wide technology roadmap that realized a 5% operational efficiency gain within 45 days across government, healthcare, and casino operations spanning 75 sites while executing a comprehensive three-year IT strategic plan aligned with Tribal core values and strategic priorities.
• Established and enforced an enterprise-wide cybersecurity framework and governance structure that guaranteed HIPAA compliance and safeguarded sensitive tribal data across all 75 locations; developed an extensive suite of IT policies, including Backup, Cybersecurity, Server Deployment, and Endpoint Deployment, while enhancing IT Steering Committee effectiveness through formal Charter creation.
CTO as a Service (CTOaaS)Chief Executive Consultant
Apr. 2023Corona, California, United StatesAs Chief Executive Consultant with CTO As A Service, I had the opportunity to work with various organizations, helping them make smarter, more strategic technology investments. I led Technology Expense Management and optimization (TEMO) initiatives across multiple client engagements, digging into tech spend, streamlining vendor contracts, and identifying infrastructure efficiencies that delivered more substantial ROI. ✪ My key successes during this role were ✪ • Aligned IT strategies with client-specific growth, compliance, and modernization goals while delivering fractional CIO/CTO leadership.
• Forged global partnerships (including Atlas) to expand service offerings and deliver customized technology solutions in international and emerging markets.
• Designed and implemented enterprise cybersecurity programs, conducted audits, and deployed advanced platforms (Azure Security Services, Cloudflare WAF, API security, F5 DDoS protection) to improve compliance and threat resilience.
Alleviate Financial SolutionsChief Technology Officer
Aug. 2021 - Apr. 2023Irvine, California, United StatesServed as CTO for Alleviate Partners, Alleviate Financial Services, and TriPoint Lending, directing technology transformation within a $30M financial services enterprise focused on debt settlement and lending. Architected and executed a comprehensive digital transformation strategy, delivering an omnichannel user experience via CRM modernization, cloud adoption, and mobile application development, while establishing an enterprise AI roadmap through centralized data lake architecture leveraging Snowflake, Azure, and Power BI. Transformed IT operations and service delivery by scaling the IT department from 2 to 15 professionals within two years, instituting an ITIL-based service management framework, establishing a Project Management Office (PMO) to enhance project prioritization and ROI tracking, and strengthening executive alignment through structured communication and strategic governance. ✪ My major contributions included ✪ • With a $3M budget, I drove initiatives directly impacting performance and profitability. For instance, I led our enterprise cloud migration and CRM overhaul by implementing the Azure ecosystem with SSO and endpoint management. I delivered a $250K Salesforce implementation that achieved a 30% ROI, eliminating the need for external developers and aligning the platform tightly with our evolving business model.
• I also introduced a process automation framework using tools like Blue Prism, UiPath, and Zapier, which cut manual workflows by 35% and significantly improved accuracy and efficiency across teams. • On the customer-facing side, I led a complete contact center modernization by implementing RingCentral (NICE inContact), which boosted service levels by 15%, improved first-call resolution by 10%, and increased conversion rates by 20%. We also expanded client engagement across phone, SMS, and social media, enhancing the customer experience.
SociumITChief Consultant
Jul. 2020 - Aug. 2021Corona, California, United StatesKey Skills: Strategic Design, Planning, and Execution | Strategy Alignment | | Team Building and Performance Management | Technology Innovation | Executive Team Leadership | Revenue Growth | Asset Growth | Cybersecurity Design and Management | Continuous Improvement Lifecycle | Customer and User Experience (CX, UX) Improvements | Budget Planning, Management, and Performance
Ventura County Credit UnionExecutive Technology Consultant
Mar. 2020 - Jun. 2020Ventura, California, United StatesKey Skills: Regulatory Compliance | Cloud Computing Technologies | Microsoft Azure | Resource Assessment | Risk Mitigation | Cybersecurity Improvements | Team Coaching | IT Vendor Management | Project Management | Software Development Lifecycle | Quality Assurance While serving as the interim Chief Information Officer here, I directed project prioritization and execution for the IT team. I also oversaw day-to-day operations, managed the IT security budget, and enhanced collaboration between cross-functional teams. Furthermore, I spearheaded data security management (NetApp, PURE, HP), cloud infrastructure management (AWS, Azure), and infrastructure management, security, and compliance (WAN, LAN) here. One of my key challenges during this role was the seamless navigation of a global pandemic. I ensured business continuity by rapidly developing and deploying a work-from-home solution using both a cloud compute environment and physical devices. Within 30 days, I enabled a 100-member workforce to shift to WFH securely. I achieved this by optimizing resource allocation and leading software development and testing in parallel. I took a bird’s-eye view of security, infrastructure, and talent management here. I helped shape strategic planning roadmaps by pinpointing significant gaps and defining actions to fill them. These actions catalyzed the creation of new security protocols, infrastructure improvements, and talent development. I drove the streamlining of project management. I built a comprehensive project portfolio within 45 days; this eased and improved project prioritization and subsequent resource allocation. Within a few months, I overhauled this company’s IT strategy, revamped operations, and engaged employees. I set the organization up to meet the annual return on asset (ROA) goals. Additionally, I developed and implemented key performance indicators (KPIs), managed vendors, and directed service-level agreement (SLA) creation.
SkyOne Federal Credit UnionChief Technology Officer
Jan. 2017 - Feb. 2020Hawthorne, CaliforniaLed an extensive technology transformation for a $510M community-focused credit union operating six branches. Directed a $3.5M budget and managed a team of 20 IT professionals to drive innovation, enhance member growth, strengthen security posture, and improve operational efficiency. Forged strategic alliances with premier auditing firms—including McGladrey, Moss, Deloitte, and Compushare—and deployed ITIL-based service management frameworks, improving first call resolution rates and elevated customer satisfaction scores. ✪ The following were my key contributions. ✪ • On the infrastructure side, I led initiatives that cut telecom expenses by 20% over three years, improved network performance through WAN/LAN optimization. I created daily time savings of about two hours across operations. Our Core Banking system was also fine-tuned to improve speed, reliability, and integration.
• Throughout the transformation, I worked closely with leading auditing and consulting firms—including McGladrey, Moss, Deloitte, and Compushare—to ensure our progress was built on strong governance and compliance foundations. • I also developed tailored technology solutions, from API integrations with key third-party vendors to overseeing the IT aspects of a $1.2M corporate office renovation and strategic facilities expansion planning.
Community BankVice President Information Technology
Nov. 2013 - Dec. 2016Pasadena, CaliforniaDirected enterprise IT operations as VP of Information Technology for a $3.7B regional bank with 375 employees across 14 branches. Managed a $10M budget and led a team of 20 IT professionals to transform technology from a service bottleneck into a strategic business enabler while ensuring rigorous regulatory compliance. Spearheaded a comprehensive team transformation by developing targeted KPIs, aligning departmental missions, consolidating four departments into a unified division, and instituting strategic planning sessions, resulting in improved collaboration and operational cohesion. ✪ My key successes during this role were ✪ • From a cost and efficiency standpoint, we optimized core IT infrastructure and network systems, driving $2M in annual savings—a 20% reduction—while enhancing overall performance and reliability across the bank’s operations.
• We also reimagined IT service delivery. By streamlining support processes and service operations, internal customer satisfaction soared from 30% to 87%—a dramatic turnaround that positively impacted every department. • On the customer-facing side, I spearheaded the modernization of the bank’s digital platform, which improved user experience by 32% and strengthened our position in an increasingly competitive digital banking landscape.
Community BankAssistant Vice President, Project Management Office
Feb. 2011 - Nov. 2013Covina, CA.As AVP, Project Management Office at Community Bank—a $3.7B regional institution with 375 employees across 14 branches—Established the IT department’s first PMO, implementing PMI- and ITIL-aligned governance frameworks, improving on-time project delivery by 25%, and driving stronger SLA performance. Built and led a 5-member project management team, fostering accountability and proactive communication across departments. ✪ My key successes during this role were ✪ • Established the IT department’s first PMO, implementing PMI- and ITIL-aligned governance frameworks, improving on-time project delivery by 25%, and driving stronger SLA performance. Built and led a 5-member project management team, fostering accountability and proactive communication across departments.
• Partnered with executives to manage a $1M technology portfolio, executing infrastructure upgrades, network enhancements, and cybersecurity initiatives that supported growth while reducing risk exposure.
• Directed IT collaboration with FDIC, OCC, and DBO auditors, refining documentation and controls to cut audit exceptions by 40% and strengthen overall governance, resulting in a leadership promotion.
• Oversaw enterprise networks, servers, and cybersecurity systems with 99.9% uptime, implementing proactive monitoring and incident protocols that improved user satisfaction. Mentored and developed junior IT staff, building a resilient and scalable support function.
Community BankSystem Network Administrator
May. 2000 - Nov. 2011Pasadena, California, United States
Citizens Business BankNetwork Technician
Jun. 1999 - May. 2000Claremont, California, United States
Citizens Business BankNew Account Representative
Feb. 1999 - May. 1999Corona, California, United States
BYL Bank GroupSr. New Accounts Representative
Apr. 1998 - Jan. 1999Riverside, California, United States
First National Bank of Northern CaliforniaFirst Banker Representative
Jun. 1995 - Feb. 1998South San Francisco, California, United States
First National Bank of Northern CaliforniaBank Teller
Mar. 1994 - May. 1995Pacifica, California, United States
CTO as a Service (CTOaaS)
Corona, California, United States
Sault Tribe Of Chippewa Indian
Sault Saint Marie, Michigan, United States
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