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Work Background
Virtual Chief Information Officer (vCIO)
Interaxion Technologies IncVirtual Chief Information Officer (vCIO)
Jan. 2025Frisco, Texas, United StatesAs a Virtual CIO, I deliver high-impact, strategic IT leadership to organizations navigating growth, transformation, and increasing regulatory demands. I partner with executive teams to align technology with business objectives, drive digital transformation, and build secure, scalable IT foundations. From modernizing infrastructure and implementing AI-driven automation to ensuring compliance with SOC 2, HIPAA, and GDPR, I bring deep expertise across cybersecurity, governance, vendor management, and IT operations. My role not only enhances immediate efficiency and resilience but also prepares organizations for the seamless onboarding of a full-time CIO when the time is right—ensuring long-term success with minimal disruption. Key Responsibilities: IT Strategy/Digital Transformation - Develop and execute IT roadmaps aligned with business growth and operational efficiency. - Lead cloud migration, AI-driven automation, and IT modernization initiatives. - Advise on emerging technologies to drive innovation and competitive advantage. Cybersecurity - Establish/oversee security frameworks to protect company assets. - Ensure compliance with SOC 2, HIPAA, GDPR, and industry-specific regulations. IT Governance/Vendor Management - Design and implement IT governance models for scalability and risk mitigation. - Oversee vendor selection, contract negotiation, and technology partnerships. - Improve IT budget planning and cost optimization to maximize ROI. Technology Leadership & Business Alignment - Bridge the gap between executive leadership and IT teams, ensuring technology supports business objectives. - Drive IT operational efficiency through strategic process improvements. Preparing Organizations for a Full-Time CIO - Establish foundational IT policies, infrastructure, and strategy for long-term success. - Support businesses in scaling IT capabilities until a dedicated CIO is onboarded. - Provide interim IT leadership to ensure smooth transitions and business continuity.
Strategic Advisor/AI Senior Project Manager
WhitegloveAIStrategic Advisor/AI Senior Project Manager
Aug. 2024 - Jan. 2025Frisco, Texas, United StatesAs a Strategic Advisor for WhitegloveAI, I have extended my expertise to the forefront of IT innovation, contributing to the advancement of artificial intelligence applications. This role capitalizes on my analytical skills and proficiency in manufacturing process improvements. The commitment to driving transformation and operational excellence remains a cornerstone of our success, as we continue to adapt and thrive in the dynamic landscape of information technology. Responsibilities: Lead Generation/Sales Growth - Identify and engage potential clients who can benefit from AI-driven solutions. AI Solution Positioning/Value Proposition - Translate complex AI capabilities into clear, compelling business benefits for clients. - Customize AI offerings to align with industry-specific needs (e.g., fintech, healthcare, retail). Client Relationship Mgmt - Address client concerns related to AI implementation, risks, and expected outcomes. - Act as a trusted advisor, guiding clients through AI adoption and transformation. AI Adoption & Implementation - Guide businesses in integrating AI solutions into their workflows to maximize efficiency - Support change management and training initiatives to ensure successful AI adoption. Strategy & Planning - Define the vision, scope, and objectives of AI initiatives in alignment with business goals. - Develop roadmaps, milestones, and execution plans for AI-driven growth. Stakeholder Mgmt - Communicate AI capabilities, limitations, and expected outcomes to both technical and non-technical stakeholders. - Ensure AI solutions align with business needs and regulatory requirements. - Collaborate with cross-functional teams, including product, engineering, and marketing. Compliance Management - Ensure AI solutions adhere to ethical guidelines, privacy laws, and security protocols. - Drive AI organization attainment of security certifications like SOC, HIPPA, etc for their solutions (when applicate).
Virtual Chief Information Officer (vCIO)
Insight One SolutionsVirtual Chief Information Officer (vCIO)
Nov. 2019Fort Worth, Texas, United StatesAt the helm of Insight One Solutions' technological revolution for over five years, our teams have engineered cutting-edge IT infrastructure and cybersecurity compliance, ensuring the seamless integration of technology with corporate strategy. My role encompasses rigorous management of technical operations, fostering an environment where vendor relationships, application development, and data analysis coalesce to propel our organization forward. In this role of managing all Technical Operations and Projects at Insight Service Solutions and its affiliated companies, which include Mortgage Specialists International, Williams & Williams Real Estate Auctions, iProperty Claims, and i1 Recovery Solutions, - Directed IT teams (helpdesk, developers, analysts, DBAs) and led MSP selection, invoicing, and vendor management. - Achieved SOC2TYPE2 for all parent and child companies. - Implemented Tableau Cloud dashboards and AI tools, reducing RFP turnaround by 30% and enhancing analytics. - Digitized workflows with SharePoint, Power Automate, and Nintex, increasing efficiency. - Managed IT scorecards, DRaaS/BaaS (iLand), and security ops, aligning tech with business strategy. - Delivered 10x ROI on modernization projects and accelerated project timelines. - Spearheaded enterprise-wide cloud migration to Microsoft Azure, reducing infrastructure costs by 40% and improving scalability. - Led IT due diligence and integration for mergers & acquisitions, ensuring seamless transitions and minimizing downtime. - Developed and enforced comprehensive IT governance frameworks, enhancing regulatory compliance (PCI DSS, HIPAA).
Chief Information Officer
Fay Servicing, LLCChief Information Officer
Sep. 2018 - Sep. 2019Dallas, Texas, United States- Exceeded IT control and cybersecurity expectations by aligning with FFIEC/NYDFS standards and ensuring ongoing compliance. - Reduced IT costs via quarterly reviews of hardware, vendors, and resources without compromising service quality. - Managed production operations and updated/tested DR and BCP plans, establishing resilience with iLand DRaaS/BaaS.
Senior Vice President (Originations Technology & Enterprise Data Management)
Rushmore Loan Management Services LLCSenior Vice President (Originations Technology & Enterprise Data Management)
Jun. 2017 - Sep. 2018Farmers Branch, Texas, United States- Led the Consumer Direct initiative & built the Mortgage IT “Model Office” team to align tech support with loan origination goals. - Directed cross-functional teams and chaired the IT Steering Committee, driving business analysis, QA, change management, and strategic alignment.
Senior Vice President – Application Development/Data Management/PMO
Texas Capital BankSenior Vice President – Application Development/Data Management/PMO
Mar. 2016 - Jun. 2017Richardson, Texas, United States- Participated in strategic and operational IT governance as a senior IT management team member. - Led IT strategic and operational planning to align with business goals, drive innovation, and manage IT systems organization-wide. - Managed IT department operations, including business requirements, project planning, and resource allocation. - Identified and pursued cost-effective IT investments in staffing, sourcing, purchasing, and development. - Developed, tracked, and controlled annual IT operating and capital budgets. - Created business cases and cost/benefit analyses for IT initiatives.
Chief Information Officer
Wingspan Portfolio AdvisorsChief Information Officer
Mar. 2013 - Mar. 2015Carrollton, Texas, United States- Created an IT scorecard tracking delivery, agility, and financial performance. - Centralized project reporting via custom SharePoint app, improving visibility and control. - Managed $2M IT budget within strict financial controls. - Cut Citrix licensing costs by $8K annually through usage audits. - Saved $15K by internally developing a web portal for clients, customers, and staff. - Replaced external letter process with in-house SQL engine, saving $60K per year.
Vice President - IT - Application Development/Business Intelligence
CaliberVice President - IT - Application Development/Business Intelligence
Nov. 2011 - Mar. 2013Irving, Texas, United States- Established and maintained positive, long-lasting relationships with key stakeholders, including clients, 3rd-party vendors, and other groups within the organization - Produced IT software development life cycle (SDLC) process and initiated the implementation through - - Formulated standardized requirements template for reporting and application development projects - Developed designs for Monthly Business Review project communication reporting package to Executive Leadership Team - Received special assignment from Senior Management for Operations Committee to champion and execute changes in business process and morale throughout the enterprise - Shared expertise in re-architecting SharePoint environment as well as facilitated migration initiative from Business Objects to SQL Report Builder - Utilized Microsoft SQL Technologies in overseeing the analysis and development of Enterprise Data Warehouse - Received selection among 900 employees to join the Enterprise Operating Committee - Researched/documented GAP analysis for various regulatory compliance entities to include FIFEC, GLB, and GSE (FNMA, Freddie, GNMA) - Participated in/coordinated yearly audits with E & Y for IT System Controls
VP - Information Technology
Mr. CooperVP - Information Technology
Jul. 2000 - Nov. 2011Irving, Texas, United StatesPlayed multifaceted roles from 2001 to 2011, including Head of Data Services, Head of Project Management Office, Head of Originations Technology, Web Application Development Manager, and Webmaster. Administered and ensured the coordination of Corporate Name Change impact and development on all IT systems (Centex Home Equity to Nationstar). Provided expert oversight to company merger and acquisition of the subsidiary company (Champion mortgage) into all IT systems. Initiated and executed Microsoft SQL Reporting Services architecture. Designed and established Microsoft Office SharePoint Server platform. Directed SQL Server migrations from SQL 7 to SQL 2008 R2. - Displayed unsurpassed leadership in overseeing and coordinating the Enterprise Project Management Office - Leveraged technical skills in architecting Investor Reporting reports and file extract process involving various Loan Servicing systems - Maintained Corporate Site Revamp and Subsidiary Company Integration (www.nationstarmtg.com) - Supervised enterprise-wide Steering Committee meetings with CEO, CFO, and EVP channel heads - Facilitated requirements workshops involving various levels of staff and management - Led the transformation of mainframe interface to a web-based Loan Origination System (RPG to JSP) - Took charge of re-architecting Classic ASP Lead Management web application to Microsoft .NET platform - Generated and streamlined the Investor Reporting process referred to as Loan Performance Monitoring Agency (LPMA) data extracts in SSIS - Seamlessly originated SDLC for IT projects from requirements gathering to implementation - Crafted standardized artifacts for business and technical requirements - Established a results-oriented team from various technical disciplines, including project managers, business, and technical analysts, web/AS400 developers, and DBAs - Received selection as IT Employee of the Month for building strong focus on people and teams throughout the entire department
Webmaster
FirstPlus FinancialWebmaster
Jan. 1997 - Dec. 2000
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