+ Adjunct Faculty Representative - IS&T Faculty Advisory Committee+ Faculty Representative - LMS Advisory Committee+ Member - APSCUF Adjunct Faculty Committee+ Certified Distance EducatorMy goal is to bring my experience as an executive in the financial services industry to make the content I deliver relevant and timely.Active in the Small Business Community in Chester and Delaware Counties, with a focus on business formation and marketing.Research how IT investment trends are impacting financial services. Focus on the areas of how big data, cloud infrastructure, IoT, blockchain, and artificial intelligence are impacting investment optimization, portfolio management, bank processing, and decision-making.

Banking and Technology Advisor • Thought Leader • Speaker/PresenterProvide advisory engagements about developments in the Banking industry from a perspective of information technology.Clients include:• Investors.• Management Companies.• Financial Institutions.• Technology Companies.Subject areas:• Strategic Planning Process.• Trends in Banking Technology.• Banking Platform Selection.• Data Management/Quality/Governance. • Compliance, Risk Management.• Program Delivery.• Organizational Models and Transformation.

Strategy Development • Advice and Decision Support • Corporate Speaker• Trends in Financial Services Technology.• Banking Platforms• Consumer Banking/Lending• Best Practices• AML/KYC.• Data Governance, Data Quality, Design, Integration.• Proposal / RFP creation.• Program Delivery, Application Integration• CRM.• Payments/Rewards.• FinTech solutions.

Vice Chairman, Community Engagement 2021 - present• Lead effort to increase our partnership with local government agencies, corporate partners• Raise funds from private and public sources Small Business Mentor; 2015 - present• Advisory and guidance for start-up and existing small business owners • Business Organization• Marketing• Operations• Finance and FundingWorkshop Presenter; 2020 - present• Present workshops/webinars to small business owners• Leanstack Canvas: Business Plan on a PageChairman; Fiscal Year 2020• Leadership of 100+ volunteers chapter• Chapter awarded Diamond status and Chapter of the year for Eastern PA DistrictCo-Lead for Counseling Services; 2016-2020

The Planning Commission is an advisory board to the Board of Supervisors on matters of community growth and development. • Review land development plans for accuracy and zoning ordinance requirements. • Review zoning and subdivision ordinance changes and all applications. • Make recommendations to the Board of Supervisors for approval.

Executive Director, Chase Consumer and Community Banking • Correspondence Channel owner for Consumer Banking. • Responsible for cross-department program management for customer correspondence. • Multi-year Strategic Roadmap for target architecture of customer correspondence.• Implemented common processing platform for correspondence across all the product lines.• Implemented process maps for risk management, process redesign, and control improvement.• Implementation of automated workflow application to systematically control gaps/risk.

Consultant for the Integration of MBNA-Canada into TD. The senior leader for Data and Analytics.• Developed overall data architecture strategy.• Implemented North America Cards Data Warehouse, ETL layer, and Business Intelligence tools. • Managed the portfolio conversion of MBNA-Canada from Bank of America to TD.

Technology Executive for Data Strategy and Analytics for Consumer and Small Business Banking.Directed an onshore/offshore team of 1,400+ supporting operational data and analytics/data mining. •Managed enterprise data warehouse for 37mm accounts at six-sigma quality level. •Managed 11 operational systems that processed 150mm transactions per day for 126mm accounts. •Managed multiple strategic vendors and partnerships across US and international.

Technology Executive for North America Card and Europe Card.The senior IT leader for the Card technology organization supporting North America and Europe. The Largest branded and largest co-brand card portfolio in the U.S. •Strategy, and the execution of end-to-end IT service delivery. •Delivered an annual investment budget of $180mm, and $600mm operational budget.•Transformed Card Technology to exceed all cost, time, and quality metrics for project delivery.•Delivered multi-year project for $250mm, 1.5mm lines of code, to achieve CARD Act compliance. •Responsible for multiple high-profile partner co-brand portfolio acquisitions and de-conversions.

Led technology for the Card Division at Washington Mutual. Responsible for 800 technology professionals onshore and offshore with an annual spend of $600mm. Leadership over all technology functions including applications and infrastructure. •Developed governance process for multiple, high-spend vendor relationships•Drove yearly 10%+ reduction in total technology costs.•Achieved consistent 99.9+% system availability.•Implemented new loyalty platform to offer best-in-class card rewards programs.•Integration with Washington Mutual after acquisition of Providian Financial.

Succession of senior leadership roles over Application Development, Architecture, Data Management, and Infrastructure departments.•Transformed organization by implementing a capability model to govern resource strategy. •Negotiation and implementation of major outsourcing agreement (TPO) for applications.•Delivered Card platform conversion that improved time-to-market for new credit card products.•Created repeatable model to onboard new co-brand partner portfolios in one-third previous time.•Implemented service oriented architecture (SOA) to achieve dramatic time to market improvements. •Created cross-business prioritization model for IT investments.

Vice President - Technology Leader, Consumer Card Technology (2000-2002)Technology Leader for Charge Card, Credit Card, and Membership Rewards. Led a team including offshore partner resources. Support portfolio of Amex-branded and partner co-brand cards. Notable product launches:•Blue from American Express. One of the most successful card launches in history.•Redesign of Centurian (Black Card), and Platinum Card•Four new Charge Card products driving $260mm NPV.•Cash Rewards Credit Card product driving $350mm NPV.•Developed Rewards IT strategy, then drove the re-platform of Membership Rewards.Vice President - Technology /CIO for the Private Bank (1998-2000)Leader of the team responsible for technology in private banking locations in Europe, Asia, and Americas. Led a team of 200 in U.S., UK, India, and Singapore comprised of employees and strategic outsourced partners. •Developed Technology strategy that drove investment decisions including strategic platforms.•Launched Internet banking in Germany and Hong Kong.•Implemented new branch banking platform in Switzerland, Luxembourg, Indonesia, France, UK, Singapore, Monaco, Japan, Germany, and Hong Kong.•Implemented Y2K compliance changes in 15 countries, and Euro compliance in eight countries.Director - Technology, Small Business Card and Corporate Card (1995-1998)Directed strategic projects to deliver a series of new products in the market.•United Airlines Corporate Card. First American Express card using a third party issuing bank.•Smart Corporate Card. First multi-purpose chip card, co-branded with American Airlines and Hilton.•Delta Airlines Small Business Card. First Airline co-brand card at American Express.

Vice PresidentBankers Trust Financial Services Information Systems (BT FSIS)•In charge of Market Development/Business Development for security settlement systems.•Developed market plan, business cases, client presentations, sales calls.Vice President•Bankers Trust leader Responsible for Fedwire Securities settlement. •Direct contact with the FRB-NY supporting electronic settlement of securities.•Developed Business Requirements, led development of new Settlement System.Vice President•Derivatives Trading Desk. Structured unique deals to hedge risk for multi-national clients. •Developed Tracking System for Derivates trading and settlement.•Fixed Income (Treasury Securities) Trading - Financing Desk; repurchase and reverse agreements.•Financing bank balance sheet through overnight lending and borrowing.Assistant Vice President •Managed 401k plan for Florida Power and Light. Plan had over 10,000 participants and $400mm in assets. •Responsible for plan valuations, investing plan assets, distributions/transfers of funds, participant communications.