I specialize in bringing organizations into compliance with data privacy regulations. I act as a dedicated resource, a “RIM Reaper”, to cut through outdated assumptions and attitudes to sharply focus attention and activities on a risk based approach to identify and dispose of Redundant, Obsolete, and Trivial (ROT) data and to identify and protect personal information.I have executive level and hands on experience, expertise, and successful track record in:• Reducing Risk and… Show more I specialize in bringing organizations into compliance with data privacy regulations. I act as a dedicated resource, a “RIM Reaper”, to cut through outdated assumptions and attitudes to sharply focus attention and activities on a risk based approach to identify and dispose of Redundant, Obsolete, and Trivial (ROT) data and to identify and protect personal information.I have executive level and hands on experience, expertise, and successful track record in:• Reducing Risk and complying with Privacy requirements by remediating and rightsizing hardcopy & digital repositories and defensibly deleting ROT.• Complying with privacy laws requiring data protection, data minimization, right to opt out, right to be forgotten, transparency, etc. for personal data• Reducing risk of over retained and non-essential data • Reducing data and hardcopy footprints • Cleaning up and significantly reducing volumes of data migrating to cloud Show less

• Advise organizations on Information Security, Data Governance, Data Privacy and Data Risk Management. • Develop compliant Information Governance practices and programs.• Perform analytics to identify and classify unstructured data and hardcopy records • Develop and execute defensible destruction of Redundant, Obsolete or Trivial data and records.

Managing Director and Global Head of Records Management Office - Implemented Global Information Governance, Data Risk Management program based on a consistent end-to-end focus on the compliant management of digital and non-digital records.- Completely rebooted Global Records Management program after internal audit failure. Directed global team of 34 Records Management professionals in design, development and implementation of new program, which subsequently passed two internal… Show more Managing Director and Global Head of Records Management Office - Implemented Global Information Governance, Data Risk Management program based on a consistent end-to-end focus on the compliant management of digital and non-digital records.- Completely rebooted Global Records Management program after internal audit failure. Directed global team of 34 Records Management professionals in design, development and implementation of new program, which subsequently passed two internal audits.- Led Email retention remediation of 57,000 user accounts resulting in deletion of 6 billion legacy emails. Established 6 month baseline email retention going forward.- Analyzed and reduced legacy hardcopy inventories from 300K to 100K boxes. - Reduced annual storage costs by $500K. - Managed key digital records archives, email messaging, GDPR assessment, contracts analysis, policy development & records management standards, global retention development and implementation- Served as the senior Subject Matter Expert for information governance, global data retention and company-wide training on compliant information risk management Show less

Volunteer leader of ARMA International responsible for strategic development and execution of association goals and providing value to our members and the Information Governance/RIM profession.

The Information Governance solutions and best practices features:- Standardized, open architecture recommendations providing ability to plug and play in multiple environments and platforms- Ongoing monitoring and maintenance of Information Governance program- Modular approach specifically aligned towards actionable solutions based on client satisfaction and recurring fulfillment- Big bucket retention policies make it easy to define, implement, and maintain

Solutions Architect in the Information Governance Practice.• responsible for assessing organizational information governance needs• designing compliant information governance programs• implementing policies, procedures• business process analysis and design• systems design and implementation

Volunteer position serving as Association Treasurer, Board Member, and chairing Task Force for developing Generally Accepted Recordkeeping Principles.Chaired Board Level Financial Planning Task ForceChaired Generally Accepted Recordkeeping Principles Steering Task ForceCo-creator of the Generally Accepted Recordkeeping PrinciplesDeveloped initial business plan and roll out model for Generally Accepted Recordkeeping Principles initiativeImplemented incentive based… Show more Volunteer position serving as Association Treasurer, Board Member, and chairing Task Force for developing Generally Accepted Recordkeeping Principles.Chaired Board Level Financial Planning Task ForceChaired Generally Accepted Recordkeeping Principles Steering Task ForceCo-creator of the Generally Accepted Recordkeeping PrinciplesDeveloped initial business plan and roll out model for Generally Accepted Recordkeeping Principles initiativeImplemented incentive based compensation plans for association executives and staffResponsible for Board level oversight of $6+ million operating budgetResponsible for Board level oversight of $2+ million investment portfolioDeveloped comprehensive financial reporting dashboard and Key Performance IndicatorsIncreased financial reporting transparency for membership, staff, Board, and auditorsPerformed ROI analysis on prospective projects and initiativesDiversified association revenue streamsDeveloped new recurring revenue streamsProvided strategic financial leadership during recessionary period maintaining fiscal discipline while investing in successful new venturesPerformed Board duties in addition to Treasurer responsibilities Show less

Profitable and compliant enterprise records and information management is driven by a clear vision. Recvizion is an information technology and professional services company providing consulting, analysis, business case development, design, and successful implementation of compliant recordkeeping and electronic discovery programs in regulated industries. Innovation and practical implementation drive our value added solutions.Experienced in providing strategic counsel to clients in the… Show more Profitable and compliant enterprise records and information management is driven by a clear vision. Recvizion is an information technology and professional services company providing consulting, analysis, business case development, design, and successful implementation of compliant recordkeeping and electronic discovery programs in regulated industries. Innovation and practical implementation drive our value added solutions.Experienced in providing strategic counsel to clients in the development of compliant records management programs. Engagements focus on records management program gap analysis and the assessment of programs against Generally Accepted Recordkeeping Principles (GARP). Developed and implemented enterprise records management programs for clients in the energy, financial services, and other regulated industries.• Developed and implemented enterprise records management programs for clients in energy, financial services, and other regulated industries.• Performed gap analysis and assessment of programs against Generally Accepted Recordkeeping Principles (GARP®)• Developed policies and procedures to manage information privacy and data security compliance programs in accordance with the requirements of applicable legal and regulatory requirements. Show less

Global Head of Records and Information Management. Spearheading an enterprise wide data digitization and delivery initiative. Awarded US Patent 8,289,541 (co-inventor) for mail stream hardcopy digital conversion process.• Senior role creating Information Lifecycle Management (ILM) function to address recordkeeping issues within the Firm - application and business process assessments, retention schedule development, legal hold management, and archiving strategies.• Coordinated… Show more Global Head of Records and Information Management. Spearheading an enterprise wide data digitization and delivery initiative. Awarded US Patent 8,289,541 (co-inventor) for mail stream hardcopy digital conversion process.• Senior role creating Information Lifecycle Management (ILM) function to address recordkeeping issues within the Firm - application and business process assessments, retention schedule development, legal hold management, and archiving strategies.• Coordinated activities between the ILM function (including IT, Compliance, Litigation, and Records Management components) and all business units, globally.• Represented Morgan Stanley in industry and regulatory forums, both domestic and international.• Combined pre-merger Morgan Stanley and Dean Witter records management programs into one global program, master retention schedule, procedures, and RM software on a common platform• Managed 300 staff (FTEs and outsource), 5 cost centers and $40 million total annual spend• Implemented cost savings initiatives totaling $13 million for FY 2001 thru FY 2009• Successfully completed outsourcing RFPs totaling over $10 million annually• Developed and implemented SEC, Sarbanes-Oxley, Privacy Act, Patriot Act, and MiFid compliant policies and management information systems• US Patent (co-inventor) for mail stream hardcopy digital conversion process• Developed compliant document intake, classification, straight-through processes and systems• Managed scanning vendors and coordinated imaging projects globally Show less