Leadership & Technology Expertise

  Technology executive with over 25 years of experience leading large-scale enterprise initiatives across financial services, lending, and digital transformation. Combines technical depth with a servant-leadership philosophy, empowering teams, improving operational resilience, and driving measurable innovation across organizations of all sizes.

• Leadership: Servant Leadership, Budget & Vendor Oversight, Team Empowerment
• Technology: Cloud Strategy (AWS, Azure, GCP), AI Strategy, Enterprise Architecture, DevOps & Automation
• Security: Risk Management, Compliance & Audit, Cybersecurity Strategy
• Transformation: Digital Modernization, Process Optimization, Innovation & Change Management

• Proven leadership as CIO, CTO, and technology advisor within highly regulated financial and lending organizations.
• Servant-leader approach emphasizing collaboration, trust, and mentorship at every level.
• Experienced managing teams from 3 to 15 direct reports, 5 to 200+ indirect reports, supporting up to 10K+ employees globally.
• Budget oversight ranging from $10M to $25M, including CapEx and OpEx management.
• Expertise in vendor management including RFPs, MSA/SLA negotiation, and contract governance.
• Strong technology governance, audit, and compliance leadership including SOC 1 / SOC 2.
• Skilled at aligning business and IT strategies for modernization, security, and growth.

• Hybrid Cloud Architecture: AWS (IaaS, DRaaS, PaaS), Azure (IaaS, DRaaS, PaaS), Google Cloud.
• Virtualization: VMware eSX / vSphere, Hyper-V, Azure Virtual Machines, Virtual ESXi.
• Networking: Palo Alto, SecureWorks iSensor IDS/IPS, Dell Layer 3 and 100G VxRails, F5 Load Balancers, Akamai DDoS, TIBCO Load Balancing, Meraki, Cisco Catalyst.
• Storage & Backup: Microsoft Server, SharePoint, Synergy Doc Storage, Wolters Kluwer, Veeam, Azure Blob      Storage, Azure SQL, Azure Cosmos DB, SQL Server Blob Storage, AWS S3.
• Failover / High Availability / Disaster Recovery:  On-prem and cloud architectures (AWS, Azure).
• Video/Collaboration: Cisco IP 8800 Series, MS Teams, Google Chat, Slack, Zoom, WhatsApp.

• ERP & Finance: SAP, Epicor, MS Dynamics 365 Finance & Operations, Xero
• Change Management: Atlassian (Jira, Confluence, Atlas, etc.), ServiceNow, Smartsheet, Teamwork, MS Planner / Project, ClickUp
• CRM: Salesforce (Financial Services Cloud, Lightning RAD), Dynamics CRM, HubSpot, Custom Builds
• LOS: Empower, EmpowerNow, Encompass (Black Knight, Fiserv servicing).
• HRIS: Peoplesoft, ADP, Dayforce, Workday, UKG, Gusto
• Collaboration and Productivity: Google Suite, Microsoft Office O365, SharePoint, Slack

• Artificial Intelligence: Lovable.dev, Blaze, ChatGPT, CoPilot Pro, Gemini Pro
• Programming Languages: SQL, MySQL, Oracle, XML, XAML, HTML, JSON, CSS, JavaScript, ASP.NET, C#, .NET Core, PHP, Java, Objective-C, jQuery, Ruby, AngularJS, JCL, SAML, React.js.
• Development Platforms: Amazon Web Services, MS Azure, Oracle Financial Lending and Leasing, Mendix, Dynamics CRM, HubSpot, Salesforce CRM/Marketing/Financial Cloud, WordPress, Xcode, PhoneGap, Visual Studio 2008–2025.
• DevOps: GitHub, Azure DevOps, Docker, CircleCI, Heroku, Kubernetes, Surround SCM, Forum Sentry, AppDynamics, Nagios, Comodo, Zerto.
• Web and App Frameworks: Expression Engine, GoDaddy, Cloudflare, Adobe Creative Suite
• Project Management and Collaboration: MS Project, Smartsheet, Jira, Confluence, ServiceNow (Express & Enterprise), ZenDesk, FreshDesk.

• Databases: MS SQL, MySQL, CosmosDB, Azure DB, AWS DB.
• Data Warehousing: MS SQL EDW, Azure EDW, AWS EDW.
• Data Integration and Transformation: Azure Data Factory, SQL Server Integration Services.
• Business Intelligence: PowerBI, SSRS, PowerApps, Graylog.

• Security Management: SOC 1 / SOC 2 readiness, audit leadership, and governance.
• Tools and Practices: Tenable, VeraCode, Snyk, WhiteHat, SonarQube, SecureWorks, Symantec DLP, AlienVault Endpoint Security, KnowB4, Microsoft Purview.
• Identity & Access Management: Okta, Microsoft AD, Azure Entra ID, AWS IAM, Google IAM, Salesforce IAM.
• Threat Detection & Monitoring: MS Purview / Defender, AppDynamics, NewRelic, SolarWinds, Dynatrace, Nagios, Azure Monitor, Sentinel.
• Data Protection and Governance: Azure Identity Governance, Symantec DLP, AlienVault, OnDefend, NuHarbor Security.
• Endpoint and Network Security: Cisco Umbrella, MS Firewall, Windows Group Policy, VeraCode, Tenable, Snyk

• Vendor Management: Contract oversight, risk mitigation, and vendor quality control.
• Business Continuity: Disaster Recovery and failover for on-prem and cloud systems.
• Secure Code Practices: Code scanning and remediation processes (SonarQube / Sonar Cloud).
• Incident Response and Risk Mitigation: Vulnerability assessments, penetration testing (WhiteHat, SecureWorks).