Timothy O'Brien Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga, Us

Atlanta Metropolitan Area

ENVESTNET is a NYSE-listed SaaS platform for investment advisors. As CISO (2020 - 2024):• Built from ground up global systems/cybersecurity, risk management, apt AI tools—scaled organization to gain economies of scale: added new business, no increasing expenses.• Directed tech-based audits: NIST Cybersecurity Framework, ISO27002, SOC2, Regulatory Exams…• Defined/approved/wrote all cybersecurity standards Firm contractually committed to with clients.• Initiated ransomware, systemic digital risk, cybersecurity training annually for Board /Execs.• Proposed/gained approval for 1st ever Data Privacy Office to meet all market’s regulations.• Led cyber threat/risk models design for frequent governance discussions with Board Directors/Execs. • Began/enacted regulatory committee in 2023 addressing new SEC Cybersecurity public company rule.• Commenced/executed Firm AI principles/policies for all proposed uses of AI internally, within client products, & AI-based new markets/revenue products.• Saved $1M+ annually on cybersecurity insurance. Minimized/reduced cyber threats via pro-active risk program.• Defined/updated multi-year cybersecurity strategic plans with annual risk reduction goals—always met objectives.CISO, MD, ENTERPRISE SECURITY & CLOUD SERVICES (2017 – 2019)—99.99% uptime track record• For 43M+ revenue-generating users, ran 10+ product lines globally via 20k+ SaaS physical/virtual network.• Via 350+ workforce, executed 1st ever 24x7 IT user, SaaS, & cyber monitoring support—while reducing costs.• Created Corporate Purchasing function/Business Systems Analysis group to evaluate/buy best tech tools—reduced duplicate tool acquisitions, lowered support costs—rolled out Firm-wide.• Executed 4+ acquisitions successfully in 2+ years via a personally designed, cybersecurity due diligence program that evaluates potential acquisitions from risk assessment, pre-acquisition audit, & post-acquisition integration into Firm’s cybersecurity program.

Atlanta And San Francisco

YODLEE is a FinTech firm: went IPO in 2014, & acquired by Envestnet in 2015. As YODLEE CISO, reported to CEO & was part of Executive Committee. Of note:• Led all cybersecurity and SaaS functions due diligence in M&A transaction with Envestnet ($650M valuation).• Built from ground up cybersecurity and support to boost SaaS revenue business—expanded to 10+ countries.• Decreased time-to-market while increasing quicker time to new revenue by changing infrastructure to hybrid-cloud.• Presented quarterly to Board and venture capital shareholders regarding budgets, goals, and strategic direction.• Championed a culture known for high retention, productivity, and career advancement for many in 200+ workforce.• Created QA Performance testing/certification of all applications and a Cost Analysis function that tracked all SaaS infrastructure costs by component—actions directly contributed to lower COGS and positive EBITDA prior to IPO.

Greater Atlanta Area

Prior:EQUIFAX CORPORATION—a $1.5B company: as Director, Technical Support, managed division tech centers.UNIFI COMMUNICATIONS, INC.—a global startup telecom: as GM, Network Ops, ran 24/7 global revenue network.DIGITAL EQUIPMENT CORPORATION—merged into Hewlett-Packard (HP): oversaw engineering labs in U.S.

Bachelor Of Science (Bs), Business Administration, Management And Operations

Executive Management Program

Boardroom Certified As Qualified Technology Expert (Qte)