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Work Background
Technology Resilience, Governance, and Compliance Executive
FiservTechnology Resilience, Governance, and Compliance Executive
May. 2024 - Sep. 2025
Chief Technology Officer / Advisory Board Member
GasItUp / ChargeItUpChief Technology Officer / Advisory Board Member
Dec. 2021 - Apr. 202424/7 Mobile Fueling SaaS platform for Independent Mobile Fueling MBE Company, and Charge It Up 24/7 Mobile Charging MBE Company Oversight in all aspects of technology |vendor management | software/product life cycle and profitability | back-office operations | strategy | InfoSec | GRC Stabilized software development life-cycle, implemented Agile workflow, implemented DevSecOps CI/CD practice, reduced time-2-market miss rate 65%, selected BPO vendor for outsourced desk-top technology, implemented Governance Risk Compliance framework Krizo - SaaS platform for Crisis Management and Business Continuity. Sold to Dataminr in 2022 Product Advisory Board Member (2019 – 2022) - Provided large-enterprise consumption viewpoint and expectations to product ideation and development. Company was sold to Dataminr in 2022
Head of Software as a Service [SaaS] For Print
HPHead of Software as a Service [SaaS] For Print
Jan. 2021 - Dec. 2022Led global product and software engineering organization of engineers, architects, program managers, DevSecOps and administrators. Challenged with leading and maintaining trust and safety for an Amazon Web Services SaaS platform with 100M connected IOT devices and the ecommerce subscription platform enabling subscription ARR to grow to $1B+. • Lead transformation to automated data compliance workflow which led to 100% Platform Compliance KPI success rate • Championed successful transformation strategy introducing Agile and Scaled Agile [SAFe] methodologies increasing development efficiency 30% • Built ML/AI products that utilized vast IOT data stores to enable greater customer satisfaction and enhanced support capabilities • Scaled global development team to optimize security, feature delivery, and time to market while reducing cost and waste. Reduced time to market miss rate to 5% from 80% which resulted in new market realization and ~$900M in revenue • Established and commenced execution of 9-figure staffing contract to seed a Product Development Center of Excellence in Eastern Europe. This led to a 50% reduction in per unit cost and established a follow-the-sun product development and support model
Head of Operational Continuity
Charles SchwabHead of Operational Continuity
Jan. 2017 - Dec. 2020Transformed enterprise-wide disaster recovery and technical business continuity program. Established and maintained accountability for the first line of defense strategy, delivery, execution, and operations for technology resilience and continuity for all Schwab Bank (Consumer and Mortgage]) and Brokerage products while introducing Agile and Scaled Agile [SAFe] methodologies. • Spearheaded enterprise 1st and 2nd line of defense operational continuity transformation from internally focused waterfall organization to a Lean IT Voice of Customer-focused Agile organization which delivered consecutive years with no audit findings, 100% regulatory transparency, and increased customer and staff satisfaction • Developed new technology and process to test disaster recovery planning and business continuity capability. Resulted in 80% reduction in KPI misses and the avoidance of sanctions and fines of millions of dollars • Introduced pandemic contingency capabilities resulting in smooth transition to remote work and supporting 5 of the 12 busiest days in corporate history the first 2 weeks post transition
Chief Information Officer -Warranty and Specialty Products Division
CNA InsuranceChief Information Officer -Warranty and Specialty Products Division
Jan. 2015 - Dec. 2017Scottsdale, AZExecutive Leadership Committee member accountable for all technology. Established Chief Information Security Office and CISO organization. Established Enterprise Architecture Group. Removed siloed mentality between technology and business partners, creating a symbiotic partnership around a joint mission based on Agile workflow principles. • Influenced top-line revenue growth and resulting operational profit by reducing cost, aligning priorities to business driver, and deploying strategic technology. Resulted in growing revenue from $450M to $650M • Oversaw all Compliance, Asset Modeling, Analytics & Reporting, Insurance Administration, Data & Reporting, and reinsurance program for technology. • Rectified recent and recurring failed cyber-penetration tests resulting hardened standard setting environment and avoidance of cost and penalties of cyber-breaches • Created a sense of unity on the executive committee by building a product-based organization. This resulted in streamlined operations and enhanced capabilities to adopt new programs. Executive Leadership Council sponsorship and engagement along with and efficiency gain of ~50%
Chief Executive Officer | Founder
Independent TechnologiesChief Executive Officer | Founder
Jan. 2008 - Dec. 2015Launched executive technology consulting and advisory services organization, supporting private equity and C-suite clients in understanding technology costs and operations. Develop strategic and tactical roadmaps -advising decision-makers on technology direction, adoption, and future state. Accountable for entire P&L of firm. • Core link Administrative Services – Engaged as a high-level technologist to support CEO and staff in negotiating and technology selection for a large outsourcing project which resulted in 30% cost reduction • HSBC – Helped navigate domestic credit card division divestiture and integration into CapitalOne and improved compliance to be aligned with external/internal controls. • The Hackett Group - Engaged with AZ Power Service to establish an enterprise architecture organization. Resulted in compliance with industry and regulatory standards and avoidance of the cost of non-compliance
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