Cultivate relationships with clients, ensuring their success by providing expert solutions to enable their business.

Cultivate relationships with new clients, educating on the potential for significant tax refunds and savings. Acquire clients and manage the client relationship through the life of the engagement. Ensure realization of tax refunds and savings for clients and train on the submission process. Clients have received significant refunds and savings.

A multi-bank holding company (Nasdaq: QCRH) with $5.7B in assets and 800 employees serving Iowa and Missouri communities through its wholly-owned subsidiary banks and providing commercial leasing through its wholly-owned subsidiary, m2 Equipment Finance based in Milwaukee, WI.Responsible for IT end user services and infrastructure and operations, including data centers, network, desktops, end user support, the IT service desk and DR/BCP. Partnering with the IT core leadership team to deliver extensive infrastructure transformation to reduce cost and improve security, reliability, scalability, and availability. Supported IT compliance and internal and external auditing, including SOX. Reporting to the Chief Information Officer.● Led successful projects to migrate on-premises Exchange to Exchange Online, implement MS Teams as the core unified communications and collaboration platform, implement an ITSM system, and bring the IT Service Desk in-house.● Leading projects to move on-premises data centers to colocation, re-architect the network to colocation peering points, re-architect backup and recovery systems, consolidate multiple VOIP and call center systems to Microsoft, and move infrastructure to Azure.

Top-50 insurance group that provides commercial property and casualty products and services across the US and writes reinsurance contracts worldwide. Revenue $2B, with 2,200 employees.Responsible for IT infrastructure and systems during a period of significant technological change across the business. Partnered with the IT leadership team to deliver extensive modernization to drive improved productivity and availability. Member of corporate Business Recovery Committee as the primary contact for IT. Supported IT compliance and internal and external auditing, including SOX. Reported to Senior Vice President, IT (later repositioned as Chief Information Officer). Led more than 140, with six direct reports and a $35M budget.● Led investment to reduce technology risk of legacy mainframe and improve operational effectiveness. Launched high availability initiative, network expansion, cloud, enterprise integration, ITIL adoption, Microsoft Office 365, and service desk improvements.● Initiated creation and execution of cloud roadmap to utilize Azure and AWS and migrate workloads for planned shutdown of remote data center.● Strengthened IT security by building a supervised team. Directed creation of IT security roadmap, including partnership with an MSSP for SIEM management.● Created network roadmap to improve availability, latency and bandwidth needs, including direct connect to AWS and transition fiber for data center interconnects.● Led implementation of SD-WAN (Silver Peak) to improve latency, bandwidth and availability for remote sites.● Led creation of storage roadmap to increase capacity and performance, transitioning from three-tier SAN to all flash.● Led creation of BCP/DR roadmap to prevent incidents and improve incident response to loss of capability or reduced performance.● Directed creation of mainframe roadmap to sustain corporate applications through expected life.