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Gary serves as Chief Technology Officer (CTO) at National Agents Alliance. National Agents Alliance is a dynamic insurance marketing organization with agencies located across the United States, offering a variety of financial services products. Gary provides strategic leadership and tactical direction to deliver world-class IT systems and services to company staff, agents, carriers and customers.

Areas of Experience: IT Governance ● Executive Management ● Corporate Leadership ● Strategic Planning ● Project Portfolio Management ● Software Development (SDLC) ● Agile ● SCRUM ● Application Architecture ● Data Architecture ● SaaS ● Business Relationship Management ● Customer Relationship Management ● IT Service Management ● ITIL ● Enterprise Architecture ● IT Operations Management ● Hybrid Cloud Architecture ● PaaS ● Business Analysis ● Business Process Management ● Capital & Operational Budget Management (P&L) ● IT Cost Optimization ● Disaster Recovery ● Business Continuity ● IaaS ● High-Availability ● Computer Systems Validation ● Software Quality Assurance ● Technology Solution Delivery ● FDA 21 CFR Part 11 ● EMA Annex 11 ● SOX 404 ● GAMP 5 ● HIPAA ● PCI DSS ● eCommerce ● IT Asset Management ● Vendor Management ● Contract Negotiations ● SEO ● Cloud Computing ☁ ● Systems Integration ● Strategic Outsourcing ● Business Intelligence (BI) ● Data Visualization ● Knowledge Management ● Learning Management Systems (LMS) ● Web Collaboration Technologies

Work experience


Chief Technology Officer (CTO)

National Agents Alliance

· Lead team of talented IT professionals focused on delivery of robust IT services to company staff, agents, carriers and customers.

· Manage IT governance best practices for IT Service Management, IT Project Management, Systems Development Lifecycle (SDLC) and Disaster Recovery.

· Accountable for performance management of IT service teams which include Governance, Software Development, Business Intelligence & Analytics, Web Optimization & Analytics, Operations & Support.

· Oversee team that develops and supports a portfolio of COTS and custom software applications specifically designed to optimize insurance industry processes including lead generation and application review/submission. Custom web applications are primarily developed on open-source platforms using LAMP, PHP, Zend Framework, MVC Design Patterns, CodeIgniter, HTML5, Javascript, jQuery, JSON, XML, CSS, AJAX, WordPress and SQL Server, MySQL or MongoDB databases running on Linux-based (RHEL, CentOS) and Windows-based server OS platforms. Applications are designed to be accessible via multiple browsers on multiple platforms including PC, tablet and mobile (iOS & Andriod) devices. · Collaborate with internal department leaders to assess new or changing organizational needs and utilize a value-based IT Portfolio Project Management methodology to prioritize and implement robust, scalable solutions to address them.

· Maintain highly collaborative relationships with insurance carriers to assure that data integration and reporting processes are being executed efficiently and that opportunities for enhanced optimization are identified and implemented.

· Responsible for IT security and regulatory compliance program that includes PCI, HIPPA and SOX 404.

· Partner with internal marketing design, media and SEO teams to produce dynamic websites and content targeting multiple web and mobile device platforms.

· Manage IT vendor relationships and assure that the solutions and services provided meet or exceed service level expectations.

Apr 2011Jan 2013

Vice President, Global IT

Aptiv Solutions

· Led international team of IT professionals with major offices located in the United States, United Kingdom, Germany, Switzerland and Japan.

· Member of corporate executive leadership team responsible for providing strategic vision and tactical delivery of IT services delivered to employees and sponsors worldwide.

· Performed technical due diligence on IT systems and infrastructure of acquisition targets and led planning of IT integration projects. Completed two U.S. based acquisition integrations in 2011.

· Negotiated and managed vendor contracts for implementation and maintenance of hardware and software assets used throughout global IT infrastructure. Worked collaboratively with vendors and finance team to secure financing terms that aligned with company cash flow management objectives and budgets.

· Collaborated with business unit leaders about organizational needs and utilized value-based IT Portfolio Project Management methodology to prioritize and implement robust, scalable solutions to address them.

· Oversaw evaluation, selection, planning, implementation, integration and management of private and public cloud solutions.

· Responsible for performance management of IT service teams which included Governance, Applications, Operations, Network/Communications and Support.

· Created and managed IT capital and operational budgets. Reviewed and approved requests for IT opex/capex investments. Reviewed P&L statements and general ledger (GL) reports monthly. Provided updated forecasts monthly based on current performance and expected future expenditures.

· Responsible for IT quality management including review of quality management documents and assuring team compliance with standard operating procedures (SOPs), work instructions (WIs) and internal IT policies. Included oversight of computer systems validation processes for GxP (FDA 21 CFR Part 11) and business critical systems. Regularly participated in internal, sponsor and ISO quality audits.


Director, Enterprise Applications & IT Governance Services

INC Research

· Led global team of managers, software developers, project managers, enterprise architect, quality assurance specialists and computer system validation (CSV) specialists focused on implementing and maintaining enterprise software solutions that meet INC Research business needs and comply with corporate SOPs/WIs, GCP and FDA/ICH guidelines

· Defined project portfolio management (PPM), business analysis, enterprise architecture (TOGAF) and software development methodologies utilized in selecting, analyzing, designing, developing and maintaining enterprise systems and applications which support core business processes throughout the company

- Managed IT PMO Engagement Model utilized by CIO and IT executives to align and prioritize portfolio of IT initiatives with strategic business goals

· Managed and facilitated IT Steering Committee meetings attended by executive management (CEO/CFO/COO/CIO/CTO/CISO/VPs) where new and ongoing IT projects were reviewed, assessed for strategic alignment with business objectives and ROI to the company was evaluated

· Oversaw project management, business analysis, development, testing, implementation and validation of FDA 21 CFR Part 11 compliant clinical trial and data management systems

· Managed annual resource and capital budgets. Oversaw vendor selection and management of third party product and service providers. Responsible for vendor management including RFPs, quotations, contracts, SOWs and software license agreements for enterprise applications

· Worked collaboratively with IT Operations, Database Administration and Networking teams to develop comprehensive system security, business continuity, disaster recovery and data center infrastructure plans for GxP and business critical systems

· System manager for the following applications:
Clinical Trial Management System (CTMS)
Electronic Data Capture (EDC)
Electronic Trial Master File (eTMF)
CRF Management CRM
Intranet (SharePoint)


May 2007May 2009

MBA, Financial & Services Management Concentration

North Carolina State University

- GPA 3.9/4.0 - Developed market analysis and a business case for using collaboration technologies as an alternative to business travel for the Office of Sustainability for a Fortune 250 technology company.  This research helped provide the company with a strategy for utilizing collaboration technologies like web conferencing, unified communications, instant messaging, video telepresence and virtual worlds to lower travel costs, improve employee productivity and reduce carbon emissions.- Developed a business case and recommendations for a Fortune 100 financial services company that helped them determine how they can best utilize multiuser virtual environments (MUVEs) to building their corporate brand and increase revenues.- In December 2007, MBA project team released a 17 page whitepaper discussing the changing nature of work and organizations.


Masters of Engineering, Computer & Electrical Concentration

North Carolina State University

Courses included Managing for Quality, Experimental Statistics For Engineers, Statistics for Management, Artificial Intelligence, Digital ASIC Design, Computer Networks, High Speed Networking and Telecom Systems Engineering


Feb 2017Present

Certified Scrum Product Owner

Scrum Alliance
Nov 2011Present

Certified ScrumMaster (CSM)

Scrum Alliance
May 2010Present

ITIL V3 Foundation

Dec 2006Present

Project Management Professional (PMP)

Project Management Institute (PMI)
Dec 2006Present

Microsoft Certified Technology Specialist (MCTS) : SQL Server 2005


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