To provide for the exchange of ideas and information on operations and technology affecting business processing and maintenance in insurance and retirement industries.Identify opportunities for industry conformity and improvement in operations, technology and service areas.

As Chief Operating Officer of Blue Frog, I successfully led this financial services software as a service firm to a doubling of its valuation, and ultimately a successful sell to a private equity firm. In 2011 the firm changed its name to Aplifi to reflect it’s diversification into other market segments, and invited me to return to drive their expanded vision as their VP of Product Management.

In charge of Technology Strategy for project management firms. Implemented Project Management Best Practices and tools across three continents.

Taylor, Bean & Whitaker Mortgage Corp. (TB&W), headquartered in Ocala, FL is a Top 10 national wholesale mortgage lender. The company was incorporated in 1982 and began operations as a small town retail mortgage firm. Since then, TB&W has ascended to a national mortgage lending institution with offices across the country. The company's rise within the mortgage industry is the result of multi-faceted strategic objectives: scalable operational infrastructure, strong management and marketing teams, strategic partnership building, and diversification of business opportunities. Technological innovations, automated processes, streamlining efficiencies, an evolving product line and continual commitment to customer service are key contributing growth factors. TB&W continues to build upon an annual production volume exceeding $30 billion and total assets exceeding $3 billion. These substantial numbers and aggressive technological programs aimed at thousands of community banks and independent mortgage brokers only promise continued exponential growth and a strengthened position among the nation's leading wholesale mortgage lenders

Blue Frog Solutions is a leading provider of ACORD middleware software solutions for data transfer, messaging, and transaction processing between life insurance carriers/underwriters and distributors/agents. The ADMServer Suite supports the entire XMLife model. Blue Frog is headquartered in Pompano Beach, Florida

Standardized systems and operations, trippling securities trading volume while providing 75% improved regulatory compliance with bullet proof disaster preparedness. Owned by Pacific Life, PSG represents six securities firms with more than 3,000 branch offices. CIO was asked to standardize the technology across all companies, while running the day-to-day technology.

Managed five major divisions of financial services company to great success and turned three software acquisitions into performing entities while relocating company to India.Recruited into Ocwen to be the VP of Technology for their federal bank but was quickly given second role of CIO for their loan servicing and commercial software businesses.

Served as Transition Manger for multiple large-scale CSC outsourcing initiatives, and served as Account Delivery Manager for Sunbeam Outsourced Account

Managed technology for commercial online banking product and served as Special Projects Manager for bank acquisitions and other high-profile projects.

Managed large scale programs and projects for a number of different firms