Reported to CEO and Founder. Partnered with the senior leadership to develop a company-wide technological framework. Led all aspects of information technology, information security, data and analytics to support the growth of the business through IT and analytics related revenue generating programs. Led a technology team that included CTO, Chief Data Scientist, Director Data Analytics, Director of Product and Director Customer Support. • Developed IT strategy and led executive and board alignment. Led development of multiple technology product lines, built the IT team and established metrics to evaluate performance that helped enable growth and productivity outcomes.

Reported to CEO and integral member of Executive Team. Developed and implemented the overarching technology strategy of the company with responsibility for technology innovation, development, infrastructure and operations. Led a high-performing IT organization of ~1000 (full time & contract) that drove software development, system architecture, risk management & cyber security and production support. • Brought on board to rebuild the IT organization’s functional foundation. Developed and executed the strategic roadmap to transform the business. Developed core technology capabilities that supported development and integration of three new business lines, Scottrade Bank, Scottrade Investment Management and Scottrade Advisor Services. This included implementation of a comprehensive strategy to deliver value-added service from an operational, security, design/development and delivery capability for corporate HQ and 500 retail branches.• Revamped the product engineering function, technical infrastructure and all process functions using new approaches including “Agile” • Built the Enterprise Architecture w/Multi-model business capabilities. Awarded Top CIO Project of the Year by CIO Magazine. • Established the cyber-security function, • Developed the organization’s IT Governance structure. • Developed customer-centric approach for on-line banking and built mobile B2C customer applications for trading. • Installed an enterprise PMO function. • Achieved the Computerworld Best Places to Work in IT 5 years in a row. • The value creation for the company successfully contributed to and positioned it for $4B sale to TD Ameritrade.

Designed and executed transformative business information, technology infrastructure, and IT governance strategies for clients in manufacturing, distribution, healthcare and the loyalty service industries. Defined long-term strategies for clients, enabling growth and scalability while minimizing costs and business risks.