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Experience Summary



·VP, Network Services

·Director of IT

·Director of Operations

·Infrastructure Director

·Project/Program Manager

·QA / App Support Manager



·IT Operations

·NOC Management

·Fiscal Management


·Change Management

·Strategic Planning


·Global Systems Integration

Organizational Governance

·Organizational Leadership

·Team Leadership

·ERP/CRM Solutions

·Systems Conversions

·Vendor Management


·Life Cycle Project Management

·Microsoft Project / Visio

·SharePoint / CRM

·Microsoft Office

·Messaging / Unified Communications




·Financial Services/Real Estate

·Governmental Organizations

·Service Providers/Consulting

·Systems Integration





·M.S. Alameda University

·Information Technology, 1999


B.S. Sheffield University

Computer Science, 1989


US Navy – 1986 to 1992

Admin Officer (O3)

US Marine Corps & Reserves – 1979 to 1984

Combat Engineer (E4)


Experienced IT Executive with 16+ years of Information Technology and business management experience in both the public and private sector with key emphasis in infrastructure management, program and project management, IPv6 transitioning, global strategic and operational alignment, enterprise technology integration, organizational governance & leadership, and fiscal sensibility.

·Expert in transforming dated operations into state of the art facilities utilizing cutting edge technologies. Specialist in the design, development and delivery of cost-effective, high-performance technology solutions to meet challenging business controls.

·Served as the primary technical advisor to the CEO; developed the IT strategic plan; established the viability and business value of technology; and served as the Chief Technical Architect for the organization.

·Experienced in directing enterprise technology overhaul programs and leading project and deployment teams in large complex organizations.

·Aligned complex business issues into innovative technology solutions for maximum organizational profit and market share.

·Controlled annual budget ranging up to $10 million dollars and supporting up to 100,000+ nodes.

·Expertise in maintaining a successful and innovative focus on developing systems and structure. Identify, recruit, train, and support key middle and upper management, building a culture of professional discipline that produces needed systems and structures as well as high integrity.

·Strong background in IT management and operations, combining experience as CIO and VP, Information Technology, with ability to develop and deploy IT plans that achieve strategic business goals.

·Combined proficiency in strategic planning, management, and organizational development with sophisticated technology skills. Adept at determining requirements, project scheduling and technology planning.

·Fostered relationships with key vendors and suppliers, as well as maintenance and support providers to yield vast improvements in organizational quality and streamlining of material costs.

·Qualified in project life cycle management, from initial feasibility analysis and conceptual design through documentation, implementation, user training and enhancements.

·Hands-on leader experienced in process re-engineering, implementation projects, intellectual property security administration, hardware and software standardization economics, and control of information systems functions.

·Holds Masters Degree in Information Technology, providing a foundation for fusing business and technology to further business development and create enterprise value.

·Planned, supervised and evaluated performance of assigned staff; participated in developing and monitoring performance against the annual budget; supervised, developed and implemented plans, policies, systems and procedures applicable to unit responsibilities.

·Transformed IT department into a highly functional and performing unit through infrastructure reorganizing, setting focus and clear vision strategy, and developing and implementing effective policy and procedure standards.

·Initiated and implemented SunGard Recovery Services for business continuity preparedness plan enabling support of pension real estate development financing and secure management of $5+ billion in pension funds assets.

·Directed the creation of streamlined business processes of an ERP and state-of-the-art financial management system utilizing a Microsoft SQL/Oracle clustered environment.

·Managed corporate information and communications systems, including the management of 88-member Technical Operational Task force and multiple vendors supporting technical platforms of a multi-location national organization’s infrastructure.

Work experience

May 2008Mar 2009

Sr. IT Project Migration Manager

·Directed technical migration operations of the A.G. Edwards Merger into the Wachovia’s CIC (Command Information Center) Information Network.

·Provided leadership in transitioning of all AG Edwards Data Center, Production Control, ancillary technical operations and legacy applications into Wachovia’s Integrated Command Center (ICC) environment (routers and firewalls, telecommunication equipments, server administration, application development, Internet and e-Commerce, ERP, and database administration)

·Engaged key A.G. Edwards’ technical and financial personneland Wachovia Integrated Command Center (ICC) management in defining merger requirements and milestones for investment platform transitioning and financial risk management migration platforms.

·Worked with Distributed Services Operation (DSO) to improve process and streamline production in accordance with client requirements.

·Created project management documentation (proposals, SOWs, etc.), tracked project plan, milestones, deliverables and budget.

·Facilitated weekly status reports and meetings and led project workgroups.

·Provided recommendation relating to technical operations transition and managed SharePoint teamsite artifacts.

·Monitored project activities and advised staff of issues due to resource availability

Project Budget:$5,000,000
Dec 2006Mar 2008

Sr. IPv6 Project Manager

US Treasury / IRS

·Project Budget:10,000,000

·Delivered Program Management and Strategic Planning Implementation support services to the U.S Treasury, IRS Enterprise Network Division (EN) in fulfilling the requirements of the Office of Management and Budget (OMB) Memorandum mandating an IPv6 core network migration.

·Transitioned IRS Core Data Centers into a dual-stacked environment utilizing both IPv4 and IPv6 protocols.

·Performed budgeting tasks, develop next-steps strategic plans, and manage major design, implementation, and migration projects.

·Authored Transition Plan, Project Management Plan, Risk Management Plan, Concept of Operations, Project Schedule/WBS and other required documentation in support of transition project.

·Define and evaluate infrastructure strategy and capabilities to ensure Sarbanes-Oxley (SOX) compliance.

·Collaborated with ancillary Project Managers and Team Leaders at three core networking sites in architecting test lab to mimic Common Computing Gateway (CCG) Data Center environment made of Windows, AS/400, Mainframe, UNIX, LAMP, Cisco, Juniper, Solaris, and EMC solutions.

·Worked in partnership with US Treasury, IRS and OMB Directors and Managers in architecting the design and build-out of the $4M IPv6 Testing Environment for Unix, Windows, Cisco, Juniper, EMC and various vendor hardware/software solutions for IPv6 Interoperability Transition Testing and Validation requirements.

·Monitored resources, development and implementation of test plans with test cases, test methods, designs, metrics, strategy and testing environments across the IPv6 Federal workgroup.

·Worked in partnership with IRS Application Development Team in creation of the framework for the redevelopment of in-house applications to be IPv6 compliant.

·Effectively used latest technologies, methodologies and tools (ITIL, Six Sigma, ELC, MS Project, MS Visio, etc.) in fusing technology and business by creating high level of value for the enterprise.

·Managed IPv6 Transition Project budget of $5 million to support Office of Management and Budget (OMB) IPv6 Transition Mandate while managing project P&L.

·Fostered alliances within the Federal government space (SSA, VA, NIST, GSA, NGA, NTSB, etc.) for the creation of universal technical standards through dynamic roundtable forum sessions.

·Utilized US Treasury/IRS Enterprise Lifecycle (ELC) process (revised SDLC) to proactively manage systems development, implementation and risk

Sep 2005Oct 2006

Infrastructure & Operation Director (Interim)

National Education Association (NEA) (NEA)

·Responsible for project and portfolio management activities within the Infrastructure and Operations Division of Information Services.

·Co-managed the development and implementation of a SharePoint/MOSS enterprise-wide solution using ASP, Oracle, Biz-Talk and SQL Server.

·Directed a 21-person senior engineering team responsible for organization-wide MPLS network encompassing telecommunications and multi-platform systems in support of 3 million members and staff.

·Transformed IT department into a highly functional and performing team through Data Center consolidation (16 satellite data centers), reorganizing the infrastructure, providing focus and clear vision and developing and implementing effective policy and procedure standards.

·Managed and performed the process of SOW and contract creation to secure new and follow-on work.

·Consolidated the data centers of 26 state affiliates (file, email, etc.) into NEA’s central Data Center.

·Executed and maintained program management processes and disciplines in the areas of: program schedule and quality management; communications management; HR management; cost management; procurement management; risk / issue management; change management.

·Reduced IT operations cost by more than 15% by streamlining processes, eliminating duplication, creating division-level buy-in for group projects, and renegotiating contracts.

·Planned, supervised and evaluated performance of assigned staff; participated in developing and monitoring performance against the annual budget; supervised, developed and implemented plans, policies, systems and procedures applicable to unit responsibilities.

·Managed the implementation of multiple .NET, SharePoint and Active Directory upgrades and migration for 3500 desktops and 125 server node data center.

·Delivered successful organization-wide E-Learning Management System (LMS) prototype at a savings of $750K under budget within 120 days of projected delivery.

Project Budget: $ 2.25 Million

Mar 2000Jul 2005

Director of Information Technology

·Defined and initiated projects, and assign Project Managers to manage cost, schedule, and performance of component projects, while working with Senior Management to ensure the ultimate success and acceptance of all projects.

·Spearheaded the implementation of an AmeriVault/Sungard real-time online high-speed electronic backup technology for transitioning from tape to disk. Realized immediate annual costs savings of over $122,000.

·Architected the design and directed the build-out of secured Data Center and cold-site that supported the Trust’s $5.5B portfolio.

·Managed enterprise-wide COTS implementation and system integrations of Microsoft, Sage, and Citrix software packages.

·Directed the development and implementation of web-based forms using IIS/Windows Authentication in SQL Server 2000 to significantly improve information accessibility and security.

·Architected design and implementation of Market Data solutions (Bloomberg, RDMS, etc.) and supporting technologies which support SEC compliance and promote efficient trading.

·Developed long range technology and Disaster Recovery/Business Continuity (DR/BC) strategies in support of pension real estate development financing and secure management of $5.5+ billion in pension funds assets.

·Maintained continuous alignment of program scope and strategic business objectives, and made recommendations to modify the program to enhance effectiveness toward the business result or strategic intent.

·Reduced business cycle times processing by developing unified policies and procedures and implementing LAN and WAN based information sharing solutions supporting SEC, SOX, HIPPA, and Patriot Act regulations.

·Orchestrated corporate infrastructure integration for the creation of new markets and expanded business units.

·Supported organization in areas of Project Management and Performance-Based Management.

·Established key headquarter relationships which gained corporate buy-in in driving technology standards, policies and dynamic networking systems.

·Fostered key relationships with vendors and suppliers, and maintenance and support providers which yielded vast improvements in organizational quality and streamlining of material costs.

·Aligned operational strategies to meet key service standards indicators as outlined by AFL-CIO headquarters.

·Developed and deployed effective technical plans that achieved strategic business goals and increased investment participation by 15%.

Annual Budget:$2.5 Million

Aug 1998Dec 1999

National Director of IT / CIO

Leukemia Socirty of America

·Directed national technical enterprise and activities of 80-member IT support staff in successfully optimizing service quality, operational efficiency, and staff performance.

·Provided technical consulting, knowledge expertise in strategic performance management methodologies, process assessment work, and the application of technologies in business.

·Directed the creation of streamlined business processes of a JD Edwards One World ERP financial management system utilizing a Microsoft SQL clustered environment to reduced monthly closing cycles to 3 working days.

·Contracted and supervised the conversion of multiple Access and Excel Databases into a centralized SQL repository for reports generation into Crystal Reports and Visual Basic code.

·Centralized technical operations, support and administration of organization’s 50 national offices into main Data Center.

·Determined the approved technology stack (PC’s, operating systems, servers, databases, middleware and layered applications) which form the hardware/software standard for the company, as well as maintain communication with various IT disciplines--such as system administrators, database administrators, programmers, network engineers and desktop support specialists.

·Established new quality control process that improved overall customer support by 60%.

Project Budget: $ 2.25 Million

Apr 1994Sep 1996

Asst. Director, Network Service

Mar 1991Apr 1994

Systems Engineering Manager


Aug 1996Jun 1999

Master of Science

Alameda University
Aug 1986May 1989

Bachelor of Science

Sheffield University

Gained via DANTES Program while serving in US Navy.


PeopleSoft, Oracle,
Project / Program Management
Microsoft Office Suite
Strategic Planning
IPv6 Transition
IT Operations
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Kelvin Brooks

MIchelle Lucas