Jeff Roberts Email & Phone Number

Houston, Tx, Us

✔️ 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜, 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜𝐚𝐥 𝐈𝐓 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐟𝐨𝐫 𝐌𝐢𝐝𝐬𝐢𝐳𝐞 𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧𝐬Innovation Vista is an IT consultancy providing C-level tech strategy & leadership services on a contract basis, to drive business results for midsize organizations.✔️ 𝐈𝐓 𝐑𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐡𝐚𝐭 𝐃𝐫𝐢𝐯𝐞 𝐑𝐎𝐈Our IT Assessments & recommendation reports are prepared by experienced C-level IT leaders. An expert opinion requires an expert! We guarantee we will identify savings/benefits opportunities for you beyond the cost of the assessment – or we’ll refund the difference. ▫ Tech Strategy roadmaps▫ Digital Transformation▫ Interim CIO services▫ Virtual CIO services▫ Board/C-suite IT & Cybersecurity advisory▫ CIO “Intrapreneur” advisory✔️ In the crowded space of IT consulting, Innovation Vista sets ourselves apart with two strategic distinctives:▫ Consultant sourcing tailored to each client/project: Innovation Vista has built a consulting network of 𝗼𝘃𝗲𝗿 𝟰𝟬𝟬 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗳𝗼𝗿𝗺𝗲𝗿 𝗖-𝗹𝗲𝘃𝗲𝗹 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀, from which we hand-pick the best fit for each client’s needs and tech vision, based on technical expertise and industry experience.▫ An award-winning proprietary framework to drive “top-line” business results with IT: Innovation Vista has developed a unique methodology (𝙄𝙣𝙣𝙤𝙫𝙖𝙩𝙞𝙣𝙜 𝘽𝙚𝙮𝙤𝙣𝙙 𝙀𝙛𝙛𝙞𝙘𝙞𝙚𝙣𝙘𝙮) for client technology maturity: stabilizing, optimizing, and ultimately monetizing IT and data capabilities. This framework has powered over $2 billion in incremental revenue & savings to date.✔️ 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗲 𝗕𝗲𝘆𝗼𝗻𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 ® ▫ 𝗕𝗲𝘆𝗼𝗻𝗱 “𝗟𝗶𝗴𝗵𝘁𝘀 𝗼𝗻”✔️ 𝟭𝟬𝟬% 𝗼𝗳 𝘁𝗵𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲, 𝗮 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗖𝗼𝘀𝘁 ®✔️ 𝗛𝗮𝗻𝗱-𝗽𝗶𝗰𝗸𝗲𝗱 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁𝘀, 𝗻𝗼𝘁 𝗼𝗳𝗳 𝘁𝗵𝗲 𝗯𝗲𝗻𝗰𝗵·

Dallas, Texas, Us

(NYSE:HF) - the premier capital markets advisor to the commercial real estate industry in the U.S. and U.K. until it was acquired by JLL for $2B in July 2019.→ Spearheaded Digital Transformation via CRM, AI Machine Learning, Natural Language Processing→ Transformed IT into a profit center via digital capabilities & tech-accelerated revenue→ Integrated custom ERP (CapTrack) with Salesforce and Workday via modular architecture→ Optimized hybrid data center/cloud infrastructure using Azure, AWS, Office365, SD-WAN→ Led tech projects for international business expansion, enabling multi-currency capabilities→ Advanced through peer selection to final round of 2019 Enterprise CIO of the Year award

Houston, Texas, Us

(NYSE:CSV) - one of the leading financial consolidators of businesses in the funeral/cemetery sector.→ Led IT organization and developed IT strategy for over 200 locations, 2200+ employees→ Increased market share for businesses nationwide via web redesign, digital/social marketing→ Enhanced custom CRM/ERP (CFSS) enabling PCI compliance for credit card transactions→ Streamlined Accounting system architecture, enabling system features, process efficiencies→ Re-engineered corporate processes driving efficiencies, HR/payroll & telecom upgrades→ Integrated 8 acquired companies onto unified technology platform, refining M&A processes

New York, Ny, Us

(Private Equity) - a leading global commercial real estate advisor, managing a $70B+ portfolio.→ Stabilized and upgraded IT department which had been decimated by turnover before my arrival→ Spearheaded a strategic infrastructure turnaround using virtualization, hybrid cloud architecture→ Integrated data from separate business units, enabling enterprise analytics/modeling/mapping→ Upgraded enterprise servicing system, enabling 50% cost reduction, improved service levels→ Initiated collaboration/workflow platform for Wall Street clients utilizing Office365 cloud

(Morgan Stanley subsidiary) - $30B portfolio until it was closed via asset sale to a competitor.→ Led department of over 250 IT professionals through M&A transition of ownership, closure→ Achieved $15M in IT platform savings to Morgan Stanley via staff & licensing reductions→ Maintained department morale and operating capability through challenging sale/closure

(Goldman Sachs subsidiary) - the top-rated mortgage servicer in the U.S. until its sale and closure.→ Accelerated revenue via IT capabilities which formed distinctive service offering for the company→ Spearheaded creation and 15 year evolution of strategic financial projections model (RADAR)→ Collaborated closely with executive leadership creating data-powered KPI culture companywide→ Integrated 2 successful M&A acquisitions adding operating sites, interfacing to GS framework→ Powered industry-leading analytics with integrated architecture of custom/3rd party software→ Nurtured innovative IT department of 200+ professionals achieving 95%+ staff retention annually

(Private equity) - mortgage servicer which in my tenure grew EBITDA 90x, gained premier status.→ Spearheaded the formation of the Development team, enabling custom software and integration→ Advanced to SVP role after promotions from Director (1999) and VP of Development (2002)→ Collaborated with executive leadership on advanced mortgage projections model (RADAR) used for operating decisions, portfolio bids, "workout" program offerings for delinquent mortgages→ Drove operating efficiencies integrating Oracle EBS with custom platform on Oracle RDBMS→ Developed custom workflow and reporting platform, integrating 3rd party mortgage software

London, England, Gb

Oil & Gas Upstream → Amoco Exploration & Production (now bp)Oil & Gas Midstream → Midcon Pipeline (Oxy)Oil & Gas Downstream → Amerada Hess (now Hess)Healthcare → Columbia Hospital System (now HCA)

Executive Leadership Certification

Master'S Program, Business Administration

Bachelor Of Science, Computer Information Systems