* Streamline Data Governance: Develop frameworks and solutions to ensure strategic alignment, data protection, and operational excellence. * Optimize Data Infrastructure: Build and manage robust architecture, metadata systems, and master data management for unified and reliable insights. * Enhance Data Quality: Drive lifecycle management and content organization, ensuring seamless integration and usability across platforms. * Enable Strategic Insights: Certify data products and uncover value opportunities, leveraging AI governance for ethical and innovative decision-making. * Drive Stakeholder Success: Provide expert advisory services to boost compliance, efficiency, and data-driven growth across the organization.

The North Texas chapter of Data Management Association (DAMA), is a non-profit, professional organization with the vision to promote best practices in data and information management. DAMA NT is driven by a mission to connect and engage data professionals, particularly in the greater Dallas/Fort Worth Metroplex area, in activities that promote data management and data governance concepts, tools, and methodologies.

Accomplished adviser specializing in delivering comprehensive data governance, management, and strategy solutions to Fortune 500 companies across diverse industries such as retail, financial services, capital markets, pharmaceutical, electric power, manufacturing, health services, insurance, entertainment, oil and gas, railway, transport, telecommunications, utility, software/technology, and energy.Achievements:* Delivered data governance, data management, and data strategy consulting services for companies such as American Airlines, Pfizer, Merck, Disney, Thrivent, NRG, Yum Brands, Saudi Electricity Company, Saudi Transport General Authority, Fulton Bank, JM Family, GE Digital, DTCC, Gilead Sciences, Rockwell Automation, Arity, Northern Trust, Erie Insurance, Bank OZK, ExxonMobil, Delta Dental, Salesforce, BNSF, and USAA.* Conducted maturity assessments in data gov, data mgmt, master/reference data mgmt, and analytics mgmt, and then formulated transformative data and analytics strategies aligned with business objectives.* Crafted data narratives utilizing technologies such as Collibra, Informatica, Purview, Alation, Atlan, OneTrust, Talend, Manta, BigID, Reltio, Alteryx, Tableau, PowerBI, Monte Carlo, and others.* Established frameworks to manage data products, data risks, data sensitivity/security, data quality, business/technical metadata, data sharing/contracts, architecture, models, analytics, compliance, and data ethical use.* Implemented and maintained controls within data gov programs.* Designed data marketplaces and defined data products with sharing agreements.* Communicated complex technical concepts to C-suite executives.* Managed offshore and nearshore resources.* Created Master Data Management (MDM) solutions tailored to prioritize understanding customers.* Executed customized solutions for handling Data Subject Access Requests, aligning with data privacy laws such as CCPA, CPRA, and GDPR.

1) Leading apparel, shoes, and equipment manufacturer (Nike)* Appointed to implement a Collibra-based operating model that would manage business, data (including PII), and technology assets. * Developed data management strategy.2) Leading investment services firm (Schwab)* Appointed to redesign an existing Collibra-based metamodel to support business terms, CDEs, reports, metrics, KPIs, and a multitude of data assets (including PII).* Developed communications plan and performed data governance training.3) Cutting-edge pharmaceutical company (TherapeuticsMD)* Performed data management maturity assessment.* Established a data strategy surrounding master data management, advanced analytics, data governance, and data quality.4) Innovation and Advancement* Developed Business Intelligence/Advanced Analytics Maturity Assessment Framework.* Implemented Data Governance/Data Management Maturity Assessment Framework.* Established Master Data Management Maturity Assessment Framework.* Designed CCPA/CPRA operating model with a focus on key processes, including Data Subject Access Requests.

Provided data governance and data management solutions to support the following clients:Leading Global Provider of Educational Materials and Learning Solutions (McGraw Hill)*Appointed to design and “stand up” a data (or information) governance program that would manage data assets across international and domestic lines of business. Built on "Axon" DG Platform.Global Credit Ratings Organization (Standard and Poor's)*Directed a program to systematically and operationally streamline the transportation of ratings data throughout the organization, which allowed the ratings master to effectively govern the distribution of ratings data to internal and external systems. Delivered an actionable and measurable program plan that was set to improve ratings generation process by 40%, reduce related maintenance costs by 30%, and reduce related technical debt by 30%-50%.Nationally Recognized Statistical Rating Organization (Moody's)*Managed a team consisting of data architects, application architects, data analysts, and business analysts responsible for discovering and documenting the client’s data landscape, which framed a longer-term enterprise data strategy. Built on Collibra DG Platform.Global Provider of Life and Retirement Products (AIG)*Led a Financial Analytics initiative for a Fortunate 100 Retirement Insurer, enabling new analytical capabilities by ingesting Legacy source data into a Hadoop data environment and building transformations and analytical cubes to support advanced analytics and reporting. Talend and Collibra-based metadata.Managed Collibra Partnership* Escalated Collibra production support issues on behalf of clients* Developed and executed go-to-market plans* Collaborated with Collibra to close new business and drive demand for consulting services* Facilitated training and awareness campaigns

* Implemented risk mgmt process domain that incorporated info security, compliance, process improvement, internal audit, and policy and control stds. * Established ITIL Business Process Architecture Framework, including standards, tools, and templates, and then served as Coach, Consultant, and Thought Leader to ITIL Bus Process Arch process domain owners, evaluating, planning, and implementing improvements in processes and practices.* Developed corp metrics and controls in support of financial reporting (SOX) and performed mthly and qtrly segregation of duties conflict assessment related to disparate order-to-cash systems.* Managed internal audits related to IT controls and performed SSAE 16 audits, assessing partner compliance against established controls. * Designed and implemented solutions that addressed internal and external audit findings.* Assessed IT Security artifacts (Websense and Blue Coat) and remediated policy violations.* Delivered the first-ever “Well-Controlled” audit rating within the User Provisioning process domain.* Implemented a role-based risk mgmt solution whereby privileged activities performed by IT personnel are monitored and exceptions are reviewed.* Managed the delivery of an automated exception mgmt reporting environment that reduced the overhead associated with monitoring adherence on privileged access by 40%.* Improved user provisioning SLA targets by 10% via daily monitoring of outstanding work requests and coaching process domain teams on various process improvements. * Managed deployment of service desk, incident, problem, and change mgmt processes from IBM’s service management tool suite to ServiceNow.* Monitored web, email, data, and endpoint security solutions to prevent data breaches related to PCI, PII, PHI, and intellectual property.* Delivered an automated user provisioning environment, which included components for candidate tracking, and zero-day provisioning.

Provided to clients experienced business and IT professionals with expertise in the areas of strategy, service management, human capital, performance management, and process re-engineering.

* Directed the implementation of AX2012 (ERP), concentrating on accounting and human resources modules, while concurrently conducting training for functional teams on forthcoming modules related to manufacturing, logistics, and maintenance and repair. Additionally, initiated plans for the overhaul of Employee Master, Item Master, Financial Dimensions, and Cost Centers.* Coordinated business and technical activities associated with international business expansion, which included managing export compliance activities, defining organizational roles and responsibilities, and spearheading the creation of the corporate Logistics Management Framework. (Port Authority, fleet staging areas, domestic and international transportation of cargo such as pumps, chemicals, and parts over land, air, and water).* Headed the initiative to create a prototype of a nuclear densitometer, aiming to achieve substantial cost savings for the company on a per-unit basis. * Executed comprehensive inspections for radiation safety protocols at various drilling sites.* Managed the implementation of application, desktop, network, server, voice, and security services for over twenty remote sites across the U.S. (Domain controllers, switches, routers, broadband, DSL, T-1, demarcation points, surveys, campus fiber runs, print servers, inventory handheld devices, wireless access points, racks, POTS, disaster recovery, Hyper V).* Developed a global supply chain strategy, incorporating laydown yards to minimize shipment latency to Brazil.* Established relationships with consulates and third-party logistic providers to ensure timely movement of chemicals, proppant, nuclear densitometers, and field operations equipment over international borders.* Assessed usage of transloading facilities to identify potential waste, which involved both rail and trucking services.* Designed and developed both the project mgmt and SDLC methods and tools for a fledgling enterprise Project Management Office.

Director, Project Management Office – Health Information Exchange• Designed and implemented PMO, including relevant tools, templates, and audit reports. Efforts included enterprise Solutions Delivery Life Cycle methodology along with appropriate training.• Monitored health (including financial health) of the project portfolio for 5 separate corporations. (EMR, EHR, claim administration, HIPAA Compliance, HIE, Medicare/Medicaid)• Rescued failed attempt by an outside vendor to incorporate core systems and infrastructure related to the strategic acquisition of a company dedicated to ‘outsourcing’ administration of claims processing. • Led effort to develop an enterprise data warehouse solution (networking, servers, and applications) that gathered clinical and financial information from various sources and consolidated that data as a service to allow physicians to achieve and demonstrate Meaningful Use of an Electronic Health Record (EHR) as well as improve the overall quality of patient care. • Developed the Policy and Process Hierarchy Integration Framework, followed by the formation of the Policies and Procedures Group (P2G) to aid in the implementation of the framework.• Managed the day-to-day activities and issues surrounding EMR (Allscripts, NextGen, eCW), HIE (Lawson), interfaces (Cloverleaf), product development, and infrastructure projects, which included the management of vendors, partners, and offshore teams to ensure services are delivered per requirements.

Director, Solutions Architecture and Release Management – Property and Casualty Insurance• Directly responsible for implementing a strategic property and casualty system after two previous planning and execution attempts failed. • Managed relationships with offshore resources as part of managing the testing cycle and application release schedule.• Provided oversight and guidance on pending releases for an enhanced strategic property and casualty system responsible for writing personal lines, commercial lines, and various programs.• Developed corporate SDLC and release management processes.• Ensured root cause analysis was performed on production problems and appropriate fixes were rolled into an emergency or standard release cycle.• Implemented SharePoint portal to manage projects, releases, problems, work orders, and incidents.

* Spearheaded the relocation of the regional data center to a new location, demonstrating leadership in managing complex migration efforts.* Managed the delivery and support of HIPAA-compliant infrastructure services across diverse multi-site environments, including Harlingen and Brownsville Hospitals and Clinics.* Oversaw the budgeting, planning, and implementation of business technology strategies in accordance with the enterprise roadmap.* Negotiated enterprise printer fleet maintenance and supply services contracts for over 700 printers.* Negotiated financial terms relative to extending and buying out lease schedules for ~2500 computer-related assets. * Directed the deployment of ~2500 desktops and applications to support the enterprise Physician and Patient Access Clinical Transformation initiative. Key implementations included GE Centricity Enterprise for electronic medical records (EMR), Streamline Health for document imaging and workflow, Picis for preoperative information tracking, and ImageCast for radiology image workflow optimization, enabling a seamless transition to a "filmless" radiology environment. (Leveraged VMWare and Citrix technologies)* Implemented asset mgmt environment to maintain relationships between configuration items including business applications, departments, users, lease schedules, locations, rental amounts, desktops, printers, servers, racks, buildings, cities, and so on based on information derived from disparate sources such as PeopleSoft and SMS.* Activated problem mgmt and service improvement processes based on the ITIL framework. Served as Problem Manager and Service Level Manager as required, managing problem records and service levels. Hired and managed a staff to provide proactive problem-management services. * Trained ~100 IT staff members on ITIL processes, roles and responsibilities, and key performance indicators.* Provided oversight of the ongoing implementation of virtual desktop integration of ~500 desktops.

Executive Strategy • Initiated and created a business account planning framework deemed critical in managing the top 15 strategic DFW target accounts. • Developed DFW’s 5-year vision and roadmap for the management consulting firm.• Directed resources in support of strategy and engagement activities.

• Created Nationwide Insurance's Property & Casualty Business Reference Model (BRM), integrating IBM’s Insurance Application Architecture and the ACORD Insurance Capability Model. The BRM defined business services, mapped scenarios to people, channels, products, locations, and technologies, enhancing operational optimization and strategic planning.• Crafted IT business process architecture and implementation roadmaps for Sara Lee Branded Apparel and Weyerhaeuser, aligning with ITIL governance processes and aiding in Sarbanes-Oxley (SOX) compliance. Improved operational efficiency and regulatory compliance.• Shaped a comprehensive business case and roadmap for Pitney Bowes, resulting in a 40-member staffing reduction and improved outsourcing arrangements. Restructured processes, systems, and organizational elements across various departments.• Directed client IT advisory consulting engagements, prioritizing IT initiatives against business drivers, strengthening governance, applying industry frameworks, and increasing the quality of core processes using offshore and onshore resources.• Managed engagement team providing information security assessments based on ISO 27001 standards.• Developed a portfolio management framework based on a value measurement methodology.

• Managed the execution of concurrent infrastructure and systems development projects in support of loan origination, loan servicing, and marketing and analytics departments. • Oversaw project teams consisting of resources positioned in Addison, San Diego, and India (Wipro and Infosys).• Initiated and designed a release management framework, which addressed release planning, coordination of design, building, and configuration of releases, coordination of release acceptance, rollout planning, coordination of release distribution and installation, and visibility into quality and operations of release management

Senior Project Management – Financial Risk Management• Managed the implementation of a major business intelligence financial initiative, which included the development and delivery of financial assets (analytics) in support of Home Depot’s fraud, marketing, operations, in-store, finance, and risk management departments. • Oversaw project teams geographically dispersed throughout the U.S.—Chicago, Jacksonville, Irving, Las Vegas, Sioux Falls, New York, Atlanta, Tennessee, and Delaware.

Senior Solutions Architect and Compliance Engineer (Project Management Office)• Initiated Project Management Office for Consumer Markets Division (Branch Offices)—portfolio management, resource utilization, methodologies, tools, project support, and knowledge management.• Established a comprehensive, CMM-based quality assurance (compliance) service program using corporate Six Sigma process improvement methodology to 1) evaluate the effectiveness of quality management systems, 2) verify compliance with plans, procedures, and standards, and 3) verify that deviations were identified, tracked, and closed. • Implemented gap analysis tools critical to the success of performing SDLC methodology assessments.• Established Change Management process and guidelines based on ITIL Service Management.• Consulted and mentored project managers in project management best practices. • Enhanced SDLC assessment standards, practices, and policies to support corporate dynamics. Established SDLC integration plans for technical departments.

Service Design and Service Availability Management• Managed design and creation of a Service Improvement Program that captured quantitative and qualitative data from Problem Mgt., SLAs, Key Process Areas (KPAs), Surveys, and operational/trend analysis reports related to outsourced and insourced service providers.• Managed design and implementation of Enterprise Network Services’ intranet in support of Telecommunications Services, Network Solutions, Service Mgt., Video Conferencing & Collaboration, Facilities, Enterprise Network Architecture, and Strategic Planning. (Nortel, Avaya)• Facilitated the development and negotiations of Service Level Agreements (SLA), Operating Level Agreements (OLA), and Underpinning Contracts (UC) and ensured SLA’s and UC’s were in alignment, identified infringements, and resolved contract remedies. • Responsible for defining, identifying, measuring, reporting, and improving registered services (Global Services Catalog) and Key Process Areas within ITIL and COBIT frameworks. • Designed a centralized global repository along with related taxonomy to support global integration efforts. Taxonomy elements include ITIL Key Process Areas, COBIT Control Objectives, registered/support services, and documentation types.• Managed the design and development of IT Service Catalog to support enterprise infrastructure services.• Instituted Monthly Operational Dashboard that significantly increased the level of insight surrounding SLA performance targets, thereby enhancing the ability to perform effective trend analysis on voice, call center, network, and video services within U.S and Europe.

• Diagnosed flawed revenue management processes where sales and purchases of on-net circuit segments valued at $1M were not tied to the client’s accounts receivable or accounts payable processes. Instituted short-term procedures to ensure billing setup was properly executed. Established action plan to provide a long-term solution.• Established and trained a team of analysts on utilizing Deming’s Process Workbench modeling technique, instead of UML activity diagrams, to model existing segment revenue distribution, billing setup, provisioning, contract processing, service installation, and service disconnect processes within the client’s revenue management and customer acquisition business domains.• Engineered system processes to align MetaSolv TBS circuit inventory with APTIS billing system records. Additionally, established an efficient process, supported by an in-house, web-based system, to oversee the sales, installation, and billing of transport and multimedia circuits.• Published business domain assessment report, which qualitatively and quantitatively represented the strengths and weaknesses of the revenue management and customer acquisition business processes.

• Developed and led professional services organization to manage concurrent projects valued at approximately 2.9 million dollars per year to ensure consulting engagement remained within contractually agreed parameters. • Established CMM Level 3 framework, which focused on key processes for software development: Requirements Management, Project Planning, Project Tracking and Oversight, Quality Assurance, Configuration Management, Peer Reviews, and Training.• Established client engagement team: hired staff of 20, defined roles and responsibilities, and provided appropriate training. • Coordinated and drove the creation of the client’s three-year vision in support of 26,000 users. • Awarded additional work request valued at $260,000 based on the engagement team’s reputation.

Senior Manager, Head of CRM Practice• Developed and delivered a strategy session to the Sysco senior leadership team with an emphasis on the state of the CRM marketplace. The audience included approx. 45 senior-level leaders within the client’s national organization. • Oversaw the design and development of a web-based order and fulfillment system for Brookshire Grocery Company's emerging online grocery store, PackageOut. The system encompassed various components such as a web store/catalog (Blue Martini), call center, warehouse management (EXE), route scheduling (Descartes), and interfacing with legacy systems. • Defined a new business operating model for Norwood, a promotional products client, which outlined key processes and systems required for a newly established apparel business unit. • Oversaw the Southwest Region Blue Martini CRM Practice. Managed Blue Martini alliance as well as related day-to-day practice operations including identification and training of appropriate resources, national and regional user forums, and go-to-market strategies. • Performed CRM assessment and strategy validation for RadioShack to evaluate their existing CRM strategy for supporting multiple direct and indirect sales channels. • Performed risk assessments, developed risk management action plans, calculated expected profitability of engagements, and presented job arrangement letters to clients outlining services to be provided, assumptions, responsibilities of each party, and payment terms. • Monitored and facilitated focus groups responsible for driving out key initiatives surrounding supply chain, customer relationship management, and enterprise architecture/integration. • Managed assessment of products/distribution client’s existing CRM strategy, processes, and organization.

• Managed a staff of 20 in the design and development of an Internet Banking System for an industry leader in remote banking technology. Facilitated user and executive sessions to identify/map critical business processes, design user experience, and define system interfaces. • Mentored project managers and managed network, application, and database architecture teams through web-centric systems development processes using Rational Unified Process, UML, and object-oriented analysis techniques. • Designed XML-based messaging engine to support communication and queuing between web server and back-end transaction system.

• Directed development, implementation (release management), and operational support of enterprise resource planning (SAP), customer relationship management (Siebel), EDI, intranet, extranet, and manufacturing floor business systems in support of approx. 2,000 users. • Managed a budget of approx. 2 million dollars for a systems engineering staff of 25 and all aspects of employee training, compensation, appreciation, and retention. • Managed design, development, and implementation (release management) of client’s corporate intranet and extranet. Projects included online training, corporate search engine, proxy services, security, internal portals, employee self-service, partner self-service, audio/video streaming, ERP integration, certification programs, knowledge management, online corporate library, facilities management, and executive dashboard. Resulted in an approximately 2 million dollar contribution to EDS account. • Negotiated approximately 4.5 million dollar contract addenda outlining onsite support of web-based applications and hosting environments.• Provided business and technical leadership for Telecommunications, Customer Service, Database, and Operations (data center) organizations, which consisted of approximately 55 employees. • Managed design and implementation of an Environmental Management System that resulted in company achieving ISO 14001 certification. Resulted in a $400,000 contribution to EDS account.• As outsourcing partner established EDS e-business team: hired staff of 10 web professionals, created systems development life cycle, and defined support tools and procedures. • Managed ABAP, BASIS, EDI, and web teams during SAP upgrades (such as SAP 3.1e to SAP3.1i).

• Managed bankruptcy and litigation department, recouping approx. $500,000 on default student loans for California Student Aid Commission.• Awarded Instructor position by EDS University to train Systems Engineers in the art of Production Support. The curriculum consisted of programming in CICS, COBOL, Assembler, JCL, ISAM, VSAM as well as all aspects of incident, problem, change, configuration, and release management.• Established service desktop, network, and server operations organization in support of 225 users. • Designed and implemented an Integrated Systems Engineering Environment (workstation) that was deployed to EDS’ systems engineering community.• Designed, developed, and implemented a client/server-based Skills Inventory System based on the Information Engineering Facility (IEF) integrated CASE tool. Experience includes leading customer joint application design (JAD) modeling efforts, creation of client/server prototypes, and configuration of Oracle-based source code repository. OS2/Windows/C/3270/Sun/CICS/Oracle/DB2 solution. • Supported creation of various corporate Manager Action Guides: distributed presentation, remote presentation, remote data management, distributed function, distributed database, and distributed process.• Developed a corporate Interactive Voice Response (IVR) environment that resulted in improved customer satisfaction and operational effectiveness.

U.S. Air Force, Luke Air Force Base Accounting and Finance Analyst (Active Duty and Civilian) • Oversaw a spectrum of financial services functions, providing strategic support for accounting, loans, payroll, collections, waivers, and rebuttals as part of executive responsibilities.• Managed the daily operations of the campus computer lab at Luke Air Force Base, serving as an on-site resource for students by helping in answering questions and supporting them with assigned homework.