Appointed CTO of Merchant Solutions with the successful acquisition and integration of Cayan.With an annual OpEx budget of $120M, oversight spanned 650 team members across 10 locations in 3 countries.Towards the support of $1.35B in annual revenue (2018), responsible for all core transactional systems (gateway, authorization, and settlement) – 5.9B transactions generating $160B in processing volume.Oversaw technology-oriented due diligence activity within Merchant Solutions, which supported the $21.5B merger between TSYS and Global Payments.Refactored the organizational operating model with the introduction of the Merchant Operating System (OS). The OS is a set of values, principles, and practices that support how we, across behavioral, environmental, organizational, and technical factors, react to, approach, and deliver value to our customers.Based on Value Stream thinking, introduced the Value Delivery Lifecycle. The VDLC is a holistic/cross-function approach toward ongoing optimization of product/service delivery - from concept to commercialization.Established Centers of Excellence (CoE) to promote standards, best practices, guiding principles, and thenecessary leadership to ensure consistency and quality in approach. CoEs include Test Engineering, Enterprise Architecture, DevOps/SecOps, UX, Technical Documentation, Data Management, and Site Reliability functional areas.Introduced segment-wide API and Data Lake/Virtualization strategies to facilitate integration of disparate systems, support product line initiatives, and enable data/functional external consumption.Working with Finance, Procurement, and IT functional areas, led 2019 CapEx reduction of $7.1M.To demonstrate OpEx and delivery efficiencies, established proof-of-concept via internal Technical Operations team and on-prem cloud/datacenter footprint. Observed significant reductions in time-to-delivery, staffing, and public subscription-based services.

Facilitated technology due diligence activity, which supported the acquisition of Cayan by Total System Services (TSYS) for $1.05B in January 2018.Established Technology department with the introduction of Engineering, DevOps/SecOps, IT, Product, and Delivery functions. The team spanned ~160 staff (including sub-functions) across Boston and Belfast locations against a $15M OpEx budget.Oversaw the design, development, and rollout of Cayan’s flagship product – Genius. Genius is now experiencing QoQ double-digit growth via roll-out to nationwide retailers.Negotiated, formed, and currently oversee R&D function in Belfast NI. With demonstrated success, Customer Service and Technical Support subsequently established Belfast operations, with the organization realizing a YoY $4M OPEX reduction. Built and formalized the Product Management department in support of Genius and complementary product lines. The department now drives market analysis and requirements gathering, competitive analysis, portfolio management, road mapping, pilot testing, and launch planning.In support of 24x7 / HA operations across 85K merchants, designed and implemented a multi-location / geo-diverse data-center footprint. Leveraging intra-site redundant infrastructure, near real-time replication, and global load balancing, Cayan has achieved MoM 5 9’s of uptime.Introduced Security group to establish practices, tooling/services, governance, and certifications to align with Payment Card Industry (PCI) mandates and a hardened security posture. Established a cardholder data environment (CDE) leveraging network segmentation, IDS, WAF, DLP, SIEM, and at-rest encryption techniques and products.As Technical and Product adviser, participate in M&A pursuits – U.S. and International.

Oversee all engineering and technical operations across architecture, development, quality assurance, software configuration, and release engineering, performance, technical documentation, data architecture and administration, computer operations, production support, and IT departments - 150+ direct/indirect reports across multiple sites.Leading Enterprise Architecture efforts across 30+ product lines that maximize revenue, minimizes costs, aligned IT with business goals, and provide a firm, flexible foundation for the future. Touching over 100M patients, the current platform enables 300M transactions/yr on the largest SaaS-based healthcare network in the U.S.Refined project management discipline with the introduction of Lean principles – continuous improvement, waste reduction. Established feature-team concept that embraces kanban, queuing theory, work-in-progress, and pull principles. Reduced OpEx by $1.1M as a result of the new approach.Established and oversee the R&D office in Belfast, Northern Ireland. Successfully negotiated with Invest Northern Ireland (INI) to establish labor, training, and R&D contracts.Key contributor to all M&A, partnership, and business development pursuits. Provide critical insights relating to pre/post deal activities – technical and personnel assessment, organization assimilation, and overall synergy determination.Developed and instituted Product Management Group. Based on Lean principles, created a formal department that addressed early concerns with resource capacity management, backlog prioritization, and visibility.Modernizing the Technical Operations department with a focus on stabilization and operating efficiencies. Phase 1 initiatives are inspired by ITIL Services Management approach - incident, problem, change, configuration, and event management.Guiding R&D efforts to address long-term performance, scaling, and operational needs. Researching NoSQL KV stores to establish next-gen distributed caching structure.

Oversaw all software construction and release activities across Engineering, Architecture, SCM, and Application Support teams - 50+ direct and indirect reports. A proven execution record backed by 30+ major releases a year.Served as Chief Software Architect for our Service Federation and platform SDK. The SDK is a collection of frameworks and libraries based on a lightweight Dependency Injection model and leveraged across all company-wide enterprise and application development efforts. Introduced the Trading Partner eXchange (TPX) platform to accommodate rapid development and deployment of customer-based solutions. TPX is based on a declarative programming model and utilizes the SDK for lower-level functions. Implementation, deployment, and maintenance costs have been reduced by over 80%.Established Service Federation within a SOA-based framework to support SaaS platform. The federation is a collection of distributed capabilities managed by a Service Container Architecture (SCA) and ESB. The SCA, ESB, and services are built upon the platform SDK. The SDK addressed significant performance/scaling needs while supporting over 900,000+ health care professionals nationwide.Formed and oversaw an architecture team to provide a global definition of architectural principles, styles, and standards. Advised high-level business strategy setters, identifying threats and opportunities in our technical capabilities. Assessed strategic themes and helped create synergies across groups to accomplish the associated strategic objectives and identify new technologies/capabilities that would provide strategic advantage.Established a Software Configuration Management (SCM) group to identify the configuration of evolving software assets, systematically control changes, and maintain integrity and traceability throughout the software life-cycle. Introduced Continuous Integration (CI) with automated unit testing and source code analysis.

Member of start-up team responsible for 30+ development department focused on payer customer portfolio. Directed all architecture and design efforts.Established initial standards surrounding coding conventions, design patterns, knowledge management, and software configuration/release engineering.Architected trading partner SDK. Initial frameworks and libraries provided a reusable platform across all customer engagements.Introduced Agile disciplines (Scrum / Estimating & Planning) into our project management discipline. First to achieve Scrum Master Certification and subsequently trained/mentored project team members on Agile techniques.Key contributor to all payer pre and post-sales efforts.

Entrepreneur who grew business from start-up to 20+ employees and $4M in revenue. Recognized by clients and peers as a consummate professional with a high degree of personal integrity. Known for a contagious passion for quality, a talent for resourceful IT solutions, and a capacity for motivational leadership.Participated in several M&A opportunities until the company was acquired by NaviNet Inc.Executed initial sales engineering and project management efforts to win and deliver solutions to leading health care organizations.Worked with customers’ senior management and engineering teams and evaluated enterprise technology projects, strategies, and solution development needs.Established priorities, determined scope, and deployed resources to meet client goals and objectives.Evaluated and recommended solutions and various platforms to improve customer business processes, products, and results.Investigated new technologies and advise on their relevance to clients.Oversaw all engineering recruitment and hiring – permanent and contract.Became the company subject matter expert on all trends and developments in Software Development relevant to the business.Established internal infrastructure including Networking, Telco, Hardware, and Software platforms.