Joshua D. Whitley
Joshua D. Whitley
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  • Home
  • Experience
  • Professional Memberships
  • Education & Certification
  • About

Professional Experience

Triad Financial Services, Inc.

  

Chief Information Officer (10/2023 – 03/2025) 

Chief Technology Officer (10/2022 – 10/2023)

Jacksonville, FL


  • Spearheaded digital transformation program focused on modernizing legacy software and technology      architecture (including new partner/consumer portals, PowerBI dashboards) to enable accelerated company growth and achieve target of doubling annual funding.
  • Directed cybersecurity strategy and operations, encompassing Information & Physical Security, Change Management, and successful execution of annual SOC 1 / SOC 2 audits.
  • Led large-scale programs involving software engineering, infrastructure      modernization, QA, data/BI, enterprise architecture, and production      support, ensuring alignment with strategic business objectives.
  • Championed the transition to cloud-based solutions, emphasizing migration from legacy platforms to improve scalability and efficiency, while integrating AI to enhance team capabilities.
  • Managed complex program budgets exceeding $10M annually across multiple cost centers, overseeing technology, security, and change initiatives.
  • Directed vendor management program, including third-party relationship oversight, contract negotiations, and SOW development for deliverables and resource      staffing ($10M+ budget).
  • Oversaw the evaluation, selection, and implementation of enterprise-wide software,  hardware, and cloud technologies, formulating the core technology roadmap for digital transformation to a full cloud/SaaS infrastructure.
  • Provided program leadership to senior management teams, ensuring efficient delivery on timelines, and fostering collaborative relationships with      business/product stakeholders.
  • Ensured high availability (24/7/365) of critical systems through robust      cybersecurity and operational processes for development, deployment, testing, and support.

Step Up for Students

  Sr. Director of IT Solutions (12/2020 – 10/2022)

Jacksonville, FL     


  • Led digital transformation initiatives, focusing on modernizing legacy      platforms and infrastructure via migration to cloud-based solutions (Azure) and minimizing custom development.
  • Enhanced      the organization's cybersecurity posture through current state analysis, development of new security policies/procedures, and management of SOC 1 /      SOC 2 audit processes.
  • Directed      technology programs across software development, QA, data warehouse/BI, enterprise architecture, and production support for both on-premises and      cloud platforms.
  • Managed      program execution for IT solutions, ensuring timely delivery against      stakeholder requirements through effective leadership of architecture, development, QA, and data teams.
  • Led the evaluation, selection, and installation of enterprise-wide      technologies, formulating a strategic roadmap for long-term transition to      a full cloud/SaaS infrastructure.
  • Managed program budgets and expenses across multiple IT cost centers.
  • Oversaw vendor management, including SOW negotiations and resource staffing.
  • Directed implementation and integration projects, including Epicor ERP migration and integration with SQL data warehouse, CRM (Salesforce, HubSpot), leveraging Power BI and SSRS for reporting.
  • Provided      hands-on technical leadership, including engineering, scripting, testing, and development (.Net Core, C#, PHP) when required to advance program      goals.

Synovus Bank

Director Of Technology, Specialty Services (11/2017 – 12/2020)

Columbus, GA   


  • Functioned as technology lead for Specialty Services division, directing      technology transformation programs across multiple subsidiaries.
  • Led the strategic shift of legacy on-prem applications to scalable cloud platforms (IaaS, PaaS, SaaS), enhancing digital capabilities and      flexibility.
  • Managed cybersecurity program elements, including physical security oversight, software/hardware security, policy creation, and audit management for the      division.
  • Directed large-scale programs including the integration/upgrade of Black Knight LOS and implementation of Empower LOS management system.
  • Managed program resources and financials, including staffing, hiring, performance appraisals, talent development, and a departmental budget exceeding $15M.
  • Oversaw vendor relationships and contract negotiations, ensuring alignment with strategic technology modernization goals.
  • Collaborated with executive leadership on business enhancements, technology transformation, and maintaining compliance with industry and regulatory standards.
  • Administered critical enterprise platforms including CRM (Salesforce suite) and SAP ERP ecosystems.

CAN Capital

Vice President of Technology (12/2015 – 7/2017)

Kennesaw, GA    


  • Led global technology programs across Software Engineering, Infrastructure (Virtual/Cloud), and Production Support teams (75-100 resources in US, Costa Rica, India).
  • Architected and administered AWS cloud infrastructure (EC2, IAM, ELB, S3, RDS, ElastiCache, SNS) for web presence, disaster recovery, and data      warehousing, driving digital transformation.
  • Implemented and managed cybersecurity initiatives, including security-focused coding standards, performance/security auditing tools (New Relic, SolarWinds, Splunk), and secure infrastructure configurations (Linux, Citrix, Oracle, Windows in AWS/Azure).
  • Managed program delivery for financial service solutions, ensuring secure and      timely creation across multiple physical and virtual environments.
  • Directed the implementation and administration of ERP/CRM solutions (Latitude, Salesforce, HubSpot).
  • Provided hands-on technical leadership in development (.Net, C#, SQL, PHP, JS, etc.) and deployment (GitHub, CircleCI, Docker, Heroku).
  • Managed enterprise application support (VOIP, Collections, Risk, Oracle Finance) and web analytics/marketing integrations (Google Tag Manager, Optimizely, Marketo).

Synovus Bank

 Senior IT Manager – Production Application Engineering & Support (12/2014 – 12/2015)

Columbus, GA   


  • Directed program support for 60+ enterprise applications (including Salesforce, Kofax, Empower, Fiserv FIS, ServiceNow) across 185+ servers, ensuring operational stability.
  • Managed cybersecurity operations, including Akamai Cloud Security integration, security architecture collaboration, and utilizing      monitoring/troubleshooting tools (SolarWinds, Dynatrace, Splunk,   AppDynamics).
  • Led the technical installation and implementation of the AppDynamics platform enterprise wide.
  • Optimized code deployment processes through comprehensive release management procedures.


IT Manager – Digital Banking (5/2013 – 12/2014)


  • Directed digital transformation programs for Commercial and Retail Digital Banking, overseeing development and implementation of web and mobile solutions (iOS, Android, Windows).
  • Led design, planning, and testing of solution, infrastructure, and data architecture for new digital banking platforms.
  • Engineered and served as SME for FiServ Corillian and Mobility platforms, critical components of the bank's digital strategy.

Cicero Inc.

Implementation Manager / Lead Architect (9/2010 – 5/2013)

Cary, NC    

  • Managed complex integration programs for Call Center Optimization, including workflow, CTI (Avaya/Cisco), analytics, and SSO across mainframe and PC environments.
  • Led program planning and execution, developing Master Project Plans, managing resources, client relationships, contract negotiations, and budgeting.
  • Directed enterprise solution implementations and integrations with client ERP (Oracle, SAP, Peoplesoft) and BI systems.
  • Provided hands-on development and cybersecurity expertise during solution      implementation.

Wachovia Bank (Now Wells Fargo)

 Licensed Financial Specialist

Columbus, Georgia               10/2006 – 10/2007


  • Formerly Wachovia Bank, Carried all licenses (Series 6, 63, insurance, mortgage, and bank product), responsible for sales of client investments, insurance products, mortgages, commercial lending, and daily retail banking products.

TSYS Inc. (Now Global Payments)

  


Various Management and Individual Contributor Positions (6/1997 – 9/2010)

Columbus, GA    


  • Held progressive roles including Lead .Net Developer, Lead Business Analyst,   Technical Manager (TS2 Platform Consulting), Associate Programming      Manager, and various Programmer/Analyst positions, building foundational expertise in software development, business analysis, client consulting, and team management within the financial services technology domain.

Columbus State University

Columbus State University

Associate Professor                                   

Columbus, Georgia                 06/2005 – 06/2006


Taught Macroeconomics and Technical Applications of Business Decision Making in domestic and global markets with the Turner College of Business.

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