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Work experience


Client Manager


Responsible for stewardship of large, cross functional development and ECM systems integration projects. Own solution delivery for a select portfolio of clients and ultimately accountable for IT delivery project leadership, management, quality, and timely execution. Responsible for select clients’ delivery teams, financial forecasts, staffing, contract management, and alignment to goals and objectives.

·Provided PMO that was key in establishing new corporate ECM Project Office governance function within a major West Coast regional bank, including creation of implementation business case for end-to-end business process and ECM-based solutions across Business Banking and Commercial lines critical to top corporate strategic cost-cutting initiative. 

· Supplied technical guidance in modernization of bank’s ECM technology platforms and application portfolio in support of ECM investment optimization goals leading to creation of technology roadmap and implementation plans currently being completed. 

·In parallel to activities above, provided management oversight to multiple delivery teams across top-tier and large regional financial institutions in the delivery of ECM solutions. Also supported sales personnel and worked with strategic business partners to deliver solution proposals, cost estimates, and other legal contracts as necessary to secure new business.


Senior Manager


Directed consulting team of 15+ providing global direction and oversight in the creation of client work products. Developed relationships with Director and VP client base. Led multiple high-profile business application delivery and systems integration programs/projects. Performed business development, pre-sales, contracting, project delivery, and quality control. Managed client satisfaction and all financials. Staffed and supervised team resources and vendors in a matrixed, onshore/offshore environment. Capabilities lead within the OpenText Community of Practice.

  • Led on-time/budget mission-critical medical regulatory post-merger integration program for global pharmaceutical firm.
  • Established knowledge transfer center of excellence for major oil & gas company separation into 2 legal entities.
  • Directed core technical teams in solution architecture of various public-facing Web portal programs and applications.
  • Architected and managed financial data hub solution for large resources company, that included chart-of-account and general ledger restructure, plus improved business intelligence financial, reporting and costing solutions.
  • Collaborated with medical specialists to architect and design a solution for managing therapeutic use exemption business processes and systems as key part of major professional sporting anti-doping program.
  • Co-developed Records Management “Point of View” – a pre-sales asset covering the implementation of a comprehensive Records Management program.
  • Provided subject-matter expertise in creation of firm-wide program/project effort estimation tools for ECM projects.

Senior Manager


Led groups of 15+ resources and provided overall guidance and management to large-scale lending divisions of major financial institutions. Interfaced with clients at Director, VP and SVP level. Designed, developed, and implemented complex information management platform solutions in commercial, consumer lending, and asset-based-finance areas. Developed reusable IT assets, including innovative straight-through-processing solutions now protected by patent.


Delivery Manager


Led a startup team to implement IBM FileNet-based workflow and document-management solutions based on proprietary in-house software. Carried out technical pre-sales, staffing, project delivery, customer support, and client satisfaction functions. Line of business included 13 Fortune 100 clients and was firm’s primary revenue stream.




Managed company catering to Y2K preparedness. Directed Y2K program for a mid-size regional bank; worked with vendors and 3rd-party servicers to ensure service operational readiness. Represented the bank to regulators. Post Y2K, managed troubled telecommunications project rectifying CxO issues related to commissioning system problems. Resolved systematic errors dating back to founding of the company; led reprocessing of 6+ years of data using highly parallel methods.


Senior Manager

BEARINGPOINT (formerly Barents Group, LLC / KPMG)

Consulted to COO and CIO direct reports on large-scale international financial institution restructuring projects. Specialized in reducing operating costs through business process improvement and automation. Helped shed $600+ million in operating costs in a major Australian bank. Worked primarily in USA, Australia, New Zealand, and Mexico.



CGI GROUP, INC (formerly American Management Systems, Inc.)

Delivered enterprise and departmental workflow and document management solutions in financial and government industries. Designed and implemented award-winning integrated tax processing systems for state governments. Created and deployed a global trade finance system for a major US bank with HQ in NYC. Provided operational support to global trade finance solutions across England, Malaysia, and the USA.


Technical Consultant

IBM (formerly FileNet, Inc.)

Supported and managed a portfolio of high-profile clients, assisting with planning, installation, configuration, operation and maintenance of integrated custom FileNet software applications and related hardware on 7x24 basis. Developed solution architectures and capacity plans. Provided technical pre-sales, solution planning and design consultation to clients, system integrators, and value-added resellers related to FileNet products. Served as regional and national top-level Oracle DB support escalation point.


Software Engineer


Designed and implemented IBM and VAX mainframe solutions in JCL, IMS DB/DC, VSAM, DB/2, and CICS for various clients within the Kansas City metro area while completing university degree. Earned a competitive spot in the company’s System Engineering Development Program (SEDP); graduated at the top of class in Buffalo, New York. Managed the implementation of a loaded mutual fund application for a Midwest regional bank.



> Member, Project Management Institute (PMI)   > Member, Association for Information and Imaging Management (AIIM)   > Member, International Association of Software Architects (IASA) > Co-inventor, Patent for a Business Process Management System and Method (generated $1+ million annually) > Silver Award, Workflow & Document Management Solution, Document Imaging (now AIIM) > Founding member and leader, local Boy Scout Troop and Cub Scout Pack > US Army Officer Candidate School (OCS) graduate with Honors > 1LT/Officer, KS Army National Guard, Field Artillery, Secret Security Clearance, Honorable Discharge


Obtain a director-level / executive position in a Business Application Delivery Director or IT Consulting Senior Manager role, where my skills and experience can be utilized to plan/direct IT delivery, implementation & maintenance of complex business application systems – enabling world class business performance.


Skilled problem solver who leverages a hands-on style based on personal expertise to guide others and direct involvement in planning and implementation. Proven track record of building, directing and developing strong, motivated teams. Solves unique and complex problems having a broad impact on business. Performs well under pressure. Excellent prioritization, planning, organization, communication, and project-management skills. Strong technical skills in complex, global, multi-platform environments. Ability to work independently and collaboratively with all levels of staff, management, and technology partners. Extensive cross-industry experience; delivered tangible business results within the Pharmaceutical, Resources, Banking, Insurance, Telecom, Transportation, Government, and Professional Sporting industries.


Portal, Content and Records Management
Business Process Management
IT Change Management and Transition
Communications and Relationship Management
Enterprise Architecture
Business Application Delivery and Integration
IT Operations and Performance Management
PMO, Program and Project Management