Membership and sponsorship board member for AITP-RTP. We have several unique membership benefits available to IT professionals enabling technical skill and personal network development regardless of industry or career phase. We also have varied opportunities for business to connect to our diverse membership through sponsorships. Contact me for more details!

I serve on the 2022 RTP-AITP Board of Directors as VP of Programs and help select speakers and topics for our monthly meetings. This Research Triangle Park chapter of AITP organization provides leadership, education, collaboration, networking and professional development opportunities that nurture and empower the greater RTP technology community. Joining aitp-rtp.org gives you the opportunity to keep current on technology and business trends and collaborate with other tech professionals. Please message me if you’re interested in getting involved with our RTP-AITP chapter as a speaker or member.

Changing hearts and minds on a journey to incorporate industry leading resiliency people/process/technology across business continuity, disaster recovery, architecture, and third-party management practices for on-prem and cloud environments.

Experienced leader of large and small IT and business teams focused on process improvement, vendor selection and management, organizational alignment, mergers and acquisitions, and program management. My style is collaborative and business centered with a focus on results.

• Led IT for Wealth and Mortgage business lines along with corporate Enterprise Content Management (ECM) platform. • Leader for platform strategy and vision, vendor management, and safety and soundness activities. • Automated commercial loan processing, including vendor selection and contract negotiation, which resulted in savings of over $1M/year.• Guided transformational platform rationalization exercises across distinct business units: Mortgage, Wealth, and Human Resources.

• Oversaw definition of global business unit’s vision, alignment with goals, and IT demand for $10B+/year firm.• Created inspirational “idea capture and quantification” model for Alternative Investments Services (AIS), which: – elicited 50+ actionable items about products, process improvements, and client and staff satisfaction;– identified market trends that would disrupt the AIS business; and– gained senior management support for the top ideas, several of which made it into the next year’s budget.• Collaborated on company-wide transformation program, leading definition of three-year developmental vision. • Developed and promoted business architecture, process improvement, and LEAN efforts.

Director, North American Head of Client Technology, 2010-2013 • Lead point of contact for sales, support, solution architecture, IT implementation, and C-suite relationship management, often including lift-out or complete back-office replacement/outsourcing.• Promoted to newly created position, after success with $8M client in previous role, to expand global technology implementations to North American (NA) region, focusing on complex deals worth $10M+ in annual revenue.Director, Global Head of Hedge Fund Technology, 2005-2009• Developed and executed strategy for world’s fourth-largest hedge fund administrator with platforms supporting $342B in assets and 1K+ funds across eight global operating centers, including in the US, UK, and EU. • Directed post-acquisition platform rationalization and software consolidation to align with new operating model.• Implemented compliance and control environment appropriate for managing 1.5K end-users and 20+ applications, as well as managing a $15M development budget within a highly regulated banking environment. • Owned scalability, resiliency, audit/compliance, and security components for vendor and bespoke platforms. • Served as primary IT leader interfacing with corporate resources for issue resolution, planning, and scalability.Senior Vice President, Chief Systems Officer, 2003-2005• Oversaw $10M budget, up to 125 staff across Development, Quality Assurance, Support, and Architecture, IT strategy, sales, support, and execution, as technology partner for growing global business unit focusing on:– Client Technology Advocacy: Consulted with existing clients to ensure technology needs were met, including issue resolution and strategic planning. – Mergers & Acquisitions: Served as technology point person and “babel” fish for leadership teams on $97M international deal, including for due-diligence, contract negotiation, expense estimates, and integration tasks.

Director, Information Technology, 2001-2003• Let IT sell-side aspects of Citigroup’s acquisition of firm, which had grown from 175 to 400 during tenure.• Managed information services and security, internet trading platform, software development, call center support, vendors, and business continuity for privately held firm with offices in Maine, Malta, Bermuda, and Poland.• Collaborated with affiliated Polish company to identify business and technology opportunities. • Designed and implemented technology in international offices, allowing entry into alternative investments and offshore markets; and served as lead for client inquiries, regulatory auditors, and acquisition-related activities.Senior Manager, Network Infrastructure, 1999-2001• Oversaw management of help desk, LAN, WAN, NOS, security, and telecommunication groups. • Drove sustained 40% growth by modernizing firm’s network while maintaining reliability and audit goals; and implemented nascent ethical hacking to confirm resiliency and security of perimeter. • Reduced risk, including by employing resiliency across servers, routers/switches, and internet connectivity.

Technology sales of design and computer and network implementation and support services. • Met or exceeded all targets for sales of technology hardware, software, and consulting services.

• Performed range of back-office and technology roles during growth from 6 to 14 branches as bank’s first junior technology-specific hire, including phone, network, help desk, and operations analyst tasks.• Earned newly created staff role after Manpower assignment that provided exposure to check processing and mailing, statements, Fedwire, ATM programming and maintenance, and technology.