Providing advice, policy guidance, approvals, oversight with banking and technical expertise to the Chairman, CEO, Executive and Supervisory committees of BMIFCU. To improve the financial lives of our members and the community we serve.

Helping clients shift from legacy systems and operations, automating IT organizations, and improving the employee experience

P/L responsibility for professional services consulting firm growing over 20%/year. Led several large-scale global digital transformation client programs across multiple industries, including life sciences, health and public sectors, automotive, retail, industrials, as well as consumer goods. Delivered executive leadership workshops specializing in organizational change management helping leadership teams achieve their full potential. Collaborated and created strategic roadmaps and later executed delivery of new products/services resulting in additional top-line revenue and/or cost take outs.Accomplishments:• Grew a regional, privately-held software development and design agency (Pillar Technology) from 150 consultants to over 300, culminating in the 2018 acquisition by Accenture LLP• Defined and delivered new service offering in executive management consulting• Grew digital transformation team at one client from four team members to over 30 in 12 months taking annual revenues from $250k to $6M• Initiated and led a four year $30M transformation program for over 400 courts in a Midwestern state• Launched and executed a $100M product overhaul for a global electronics conglomerate• Kicked off and led a global platformization strategy execution for a global sports apparel manufacturer to enable direct to consumer channel opening up $1B in new revenue stream• Conceptualized, sold, and led the launch and execution of a greenfield innovation lab for a leading, global life sciences client• Led alliance with global industrial automation enterprise to accelerate new product offering to market creating $100M in new revenue top line growth

IT Martini was founded in 2008 with the goal of celebrating technology, entrepreneurship and civic dedication. IT Martini went on to launch in Cleveland, Cincinnati and Indianapolis (2010), win the TechColumbus Community Choice Award (2012), feature Kevin O'Leary in SharkMeet (2014), help Columbus achieve the Intelligent Community of the Year honor (2015), host the ICF International Summit (2016) and build the tech community around CIO Tomorrow (2018-present).

A self-contained, end-to-end innovation accelerator, designing, engineering and building the world’s smartest, connected, physical products & services. (Pillar Technology was acquired by Accenture in 2018)

Senior executive responsible for information technology consulting line of business. Accountable for overall consultant and client satisfaction. Responsible for client management, business development, delivery execution, full cycle talent acquisition, engagement, and retention.

Proofpoint is an innovative security-as-a-service vendor that delivers data protection solutions that help organizations protect their data from attack and enable them to effectively meet the complex and evolving regulatory compliance and data governance mandates that have been spawned from highly publicized data breaches.Proofpoint, Inc. helps the most successful companies in the world protect and govern their most sensitive business data.

Technology consultancy in infrastructure, enterprise software development, product integration, system development and implementation. Responsible for two new P/L’s in fixed-bid project and staffing work, managing consultants nationwide. Led the development of four new service offerings and a licensable software product.Accomplishments: • Over $4MM in 2013 project and staffing sales, exceeding annual plan by 70%• Proposed nine deals in first five weeks of 2014• More than doubled strategic staffing account by over 20 consultants in 9 months• Led the turnaround of an ailing, multi-million dollar enterprise software development project. Restructured deal to successfully and completely move a $5 Billion financial services organization from on-premises hardware to Microsoft’s Azure and Office365 cloud services• Closed deal and launched multi-year, $3MM integrated case management project, transforming business operations for a vaunted financial services organization• Launched QSI’s first software support maintenance contract (monthly recurring revenue). Closed inaugural deal• Launched QSI’s Managed Business Services (MBS) monthly recurring revenue product offering. Closed inaugural deal• Launched QSI’s Education Industry P/L and closed QSI’s first iOS deal with The Ohio State University• Supported proposal development for eight-year, $15MM contract replacing the entire IT backbone for the state of Ohio Division of Liquor Control’s inventory management, from warehouse to point-of-sale

Led teams responsible for the strategy, direction, and accountability of applications and development processes for all customer, banking and relationship systems. Orchestrated fundamental shift away from IBM mainframe processing and directly attached storage. Conducted executive analysis, formulated and implemented industry-defining strategy in payments, back-office operations and technology to deliver realized cost savings during the ‘08-‘09 Washington Mutual merger integration projects. Developed business models to achieve cost and cycle time reductions with improved quality. Created new revenue streams by implementing next generation, image-enabled, virtual processing technologies and capitalizing on off-shoring opportunities.Accomplishments:• Led the $100MM assessment of replatforming and reengineering JPMorgan’s core systems evaluating outsourcing, insourcing, virtual/distributed and cloud computing models.• Achieved $50MM savings by leading the conversion off of legacy, paper-based payments processing platform• Led the conversion of check processing platforms yielding $5MM savings for banking operations• Led merger of document capture facilities into consolidated operations center resulting in $2MM savings/yr• Led the hardware transformation of back office payments processing to yielding $13MM savings/yr• Implemented the Federal Reserve Bank’s payments processing platform to ensure unparalleled availability, connectivity and business continuity for 350,000 daily transactions valued at over $3.5 trillion• Reduced development & testing time by 25% utilizing agile software development methodologies• In-sourced release planning, resource management & architectural direction to reduce headcount by 40%• Improved the customer experience by rationalizing over 50 call centers and introduced latest quality technologies resulting in 25% increase in first-call resolution (FCR)• Led the integration of JPMorgan Chase and Bank One technology procurement strategy

Created a new application development organization. Responsibilities include datacenter setup, setting management/administration guidelines, license planning/purchasing, hiring and training plans, application/network security as well as disaster recovery. Led and managed development teams for business integration projects.Accomplishments:• Restructured KeyBank application development operations by realigning development teams and centralizing core applications and support• Created technology and support framework to enable business units’ unprecedented flexibility• Developed processes and methodologies to standardize company-wide applications/systems by creating a new technology center of excellence• Led the launch of a revolutionary multi-billion dollar per day global wire transfer system with unparalleled transactional security, integrity, and non-repudiation• Led the launch of a new global on-line leasing system that revitalized Key Bank’s equipment leasing business

Led global 500 client organizations to manage and develop solutions for business integration, financial alignment, and inventory management. Advised client senior management worldwide to restructure their organizations and build infrastructure to improve profitability and launch new products/services.Accomplishments:• Developed a profitable professional services business model for Northeast and Midwest markets as the line of business leader• Sold and capitalized $1MM in new business in 10 months time and generated the largest number of qualified leads• Implemented business solutions in secured, networked, multi-vendor, web-enabled and mainframe environments• Clients include American Electric Power, McDonalds Corp, Fidelity Investments, Marks & Spencer