• Planning, directing and controlling the Information Technology (IT) activities of the organization and coordinating the effective design, implementation and operation of IT systems and applications;• Planning and formulating the IT strategy and policy to meet the current and future needs of the business;• Coordinating and/or acting as a liaison between business units and other departments, organizations, suppliers, etc. to meet business objectives;• Directing the IT operations and setting priorities between development, maintenance and operating;• Maintaining an up-to-date knowledge of new equipment, systems and programming techniques appropriate to the organization;• Establish and ownership of operations and expense budgets (preparing budgets and other management plans)• Security of information systems;• Monitor the IT operations and recommend improvements;• Create policy decisions and accept responsibility for (A) operations, (B) performance of staff, (C) achievement of objectives and (D) adherence to budgets;• Selection and training of IT professionals and other staff and monitoring their performance; including the hiring, building, training and developing Information Technology team.

Brought in as the company’s CIO to plan and direct IT activities for the organization and act as a hands on technologist and business liaison. • Role of Project Management Office (PMO) to work with business and technology to coordinate projects and define technology solutions for company priorities. • Direct IT operations and define and set technology priorities, manage development, system maintenance as well as operational support. • Define and deliver IT monitoring controls for operational support. • IT operational support for two offices (Charlotte, NC and Boca Raton, FL) including system servers, database operations, desktop support, software systems support. • Transform system and network design for increased utilization and growth: architecture of network, system deployment and design, virtual machines (VMware) and storage solutions.Develop and deploy client/server application (AGILE), a state of the art back office processing system which provides seamless access to separate account mangers and custodians for OFN’s clients.AGILE Features:• Client relationship management and advisor workflow management tool• Help Desk Support• Aggregated account data for holistic view of client assets• Grouping of accounts, partial accounts, positions and lots for pre and post trade functions• Monte Carlo Analysis engine – Establishing life goals and tracking probabilities of achieving those goals• Strategic portfolio create, evaluation and forecasting• Setup of security masters by advisor and by client, with custom asset styles• Online system to initiate and track service request to the back office operations team.• Portfolio accounting and performance reporting in a highly customizable view, built from security level performance.• Reports System and servicesTechnology: Windows Presentation Foundation, SQL Server 2005/2008, Reporting Services, IIS, Apache, Windows 2003 Server.

Lead the development and scaling the IT organization, as well as leading the technology organization through enormous growth while ensuring IT and business SOX controls. • Dramatically improved technology operating results and value by redefining internal SDLC (Software Development Life Cycle) to streamline project management, specifications, development and project milestones o Lead automated build process for faster, consistent, daily code deployment, eliminating the costly manual process o Guided strategic planning and road mapping of systems migration from ASP/COM to C#/.Net 3.x • Developed and managed Sales Support and Help Desk Call Center o Maintained and delivered LendingTree’s telephony Call Center application systems o Established a call monitoring, routing and analytics system for LendingTree and RealEstate.com call centers which maintained a 14 hour per day schedule. • Information Technology Controls and Monitoring o Established program for IT Control Objectives in regards to Sarbanes-Oxley compliance. o Achieved a 99.9% up-time for all systems, due to a combination of AXX architecture and systems redundancy design. • Information Technology – Extended Support Locations: o Lead and provided technology support and operational IT guidance for 5 lines of business each in a different geographical location. o Ability to lead IT development staff and operational support including; software development, network operations, and systems (redundant server farms, telephony platforms, networks, help desk and call centers, as well as data warehousing). • Aggressively restructured technology department to streamline communication, visibility and accountability between business owners and IT teams, thereby removing excessive middle management layers and increasing productivity and shrinking IT costs.