Work History

Work History
Jun 2005 - Present

Principal\CTO\Chief Architect

Realtime Data Bureau, LLC | Realtime Solutions Group, LLC

Founding member and primary architect for the company's technology offerings. Provided the leadership and expertise towards executing primary business objectives of developing innovative ways to deliver automated underwriting decisions and data to a broad range of customers at the highest performance levels.

Primary business focus is systems development for automating and aggregating consumer information for use by the Insurance industry through technology. Overall responsibility for the strategic direction, implementation and operations of all applications and systems for the company.

  • Chief Architect and Technical Manager of Company Flagship Data product, Realtime DataSource, an integrated online applicant data verification resource for automated field underwriting and risk evaluation by underwriters, in a multi-tenant platform (SaaS).
  • Chief Architect and Technical Manager for Company Flagship Application Processing System, Realtime STP, a solution for delivering various functions, such as product quoting, electronic applications, electronic signatures, reflexive questions, online third-party verification data, workflow rules engines, underwriting decisioning engines, and document management.
Apr 2011 - Present

Owner

PLIC Group

Provide Management and Technology expertise as a Technology Management Consultant to various clients across diverse industries and markets.

Recent Projects include:

Establish complete technology infrastructure for startup phase organization in the Online Media industry. This included over growth strategy and planning, internal systems vendor evaluation and implementation, internal IT operational policies and procedures, data security and compliance.

Work with senior leadership within a cutting edge voice technology company, to establish a technology strategy for expanding existing product lines to approach new markets in order to achieve strategic growth initiatives.

Provide oversight and leadership in establishing operational reporting and business intelligence for a highly variable and interdependent business unit to establish effective baselines and provide accurate forecasting capabilities.

Apr 2010 - Apr 2011

Vice President of Strategic Technology

Connecture Inc.

As part of Acquisition of the Insurint technology by Connecture, initial primary role was to ensure a seamless transition of the Insurint technology into the Connecture infrastructure. This included transfer of existing IT infrastructure and technology, establishing and training development and support staff as well as establish product development methodologies to ensure the continued success of the product line.

On-going Primary role is to provide strategic technology expertise and oversight as well as establishing organizational product technology direction to support the diverse strategic business initiatives.

  • Identified and established strategic goals and objectives for the Insurint program as part of the Connecture management team, and led execution and completion of the technology implementations to support those goals and objectives.
  • Managed technology transfer and establishment of development teams to enable first platform improvements within 2 months of acquisition.
  • Established Policy and Procedures for Product development and management to allow for continued growth of Product.
  • Facilitated initial cross product development project by providing technical expertise across various product technologies and architectures.
  • Established internal software requirements for strategic program growth.
  • Directed implementations of internal software platforms to support the defined strategic program growth initiatives.
  • Led rebranding efforts for Product as part of overall organizational branding efforts.
May 2007 - Apr 2010

Vice President of Information Technology

HBDC/Insurint

Primary role is to assure the successful execution of the company’s business mission through development and deployment of the company’s technology presence. This requires envisioning the company’s service offerings as a web-based business, leading implementation of web applications, and planning for risk and growth.As a member of the management team, identify opportunities and risks for delivering the company’s services as a web-based business, including identification of competitive services, opportunities for innovation, and assessment of marketplace obstacles and technical hurdles to the business success. Identify technology trends and evolving social behavior that may support or impede the success of the business. Lead strategic planning to achieve business goals by identifying and prioritizing development initiatives and setting timetables for the evaluation, development, and deployment of all web-based services.

  • Directed multiple concurrent development teams, both internal and offshore, across the corporate product portfolio to establish standard development methodologies across the organization to ensure high resource utilization and code reusability.
  • Established and managed a team that redesigned distributed network infrastructure, providing a robust infrastructure for growth and virtually eliminating failures and system downtime.
  • Managed multi-site high volume call center environments and established development and service methodologies to increase performance over 100% and system reliability to over 99%.
  • Initiated and Managed Corporate IT Disaster Recovery and Business Continuity planning and implementation.
  • Led a series of upgrades and application enhancements, including replacement of obsolete hardware and software systems across the organization with new technology.
  • Streamlined the IT governance process to include Sarbanes-Oxley and PCI compliance requirements. 
  • Introduced new software development technologies and processes leading to the development of the company's flagship software product.
2000 - 2004

Senior Consultant, Project Manager & Developer

As a contract consultant, provided technical expertise, project leadership, analysis, project planning and setup, implementation, training and customer support for the Enterprise CRM Initiative. Lead project phases as a Project Manager/Technical Lead role. Functioned as Staff manager for implementation teams.

Jan 2000 - Aug 2001

Senior Consultant

Foreshock

Duties include pre-sales support, analysis, project planning and setup, implementation, training and customer support. Lead project implementations in a Project Manager/Technical Lead role. Functioned as Staff manager for implementation teams. Highly proficient in SQL Server and .NET development platforms. Developed multiple interfaces to Onyx CRM package, including cross platform and multiple database solutions.Proficient in e-commerce and web technologies as well as integration of these technologies into new and existing systems. Provided in-house expertise and training to enhance the consulting skills of colleagues.

1999 - 2000

Senior Consultant

Moss Software

As a contract consultant. provided analysis, project planning and setup, implementation, training and customer support. Lead project implementations in a Project Manager/Technical Lead role. Functioned as Staff manager for implementation teams. Developed multiple interfaces to Company CRM package, including cross platform and multiple database solutions.

Dec 1998 - Dec 1999

Senior Consultant

New Resources Corporation

-Led and contributed to CRM consulting projects, including business process analysis, plan development, solution development, programming, and delivery of application to customers. -Created project plans, functional and technical specifications, entity relationship diagrams, system test plans, and gap analysis for CRM/SFA projects. - Determined prospective client needs, created appropriate cost and work estimates, and presented final proposal. -Interacted extensively with Saratoga Systems (Avenue) and Moss Software (Active Sales).

Dec 1997 - Dec 1998

Database Marketing Specialist/Marketing Systems Analyst

AAL (currently Thrivent Financial)

-Designed, built, and supported various marketing systems to support mailing, fulfillment, and telemarketing functions; planned and led all phases of project life cycle.-Supported all client server and mainframe applications in National Marketing Department. -Assisted Marketing Research staff in mathematical modeling and analysis.-Developed automated data transfer systems and served as lead database specialist on development of enterprise wide marketing data warehouse. -Created and managed all telemarketing and call center applications; facilitated data transfer from outside telemarketing vendors and automated processing of generated leads.

-Designed 1st Web-based marketing enrollment application for field sales force. -Diagnosed and resolved issues regarding client server and mainframe systems.

Education

Education
1992 - 1999

Bachelor of Science

University of Wisconsin - Oshkosh

Primary focus: Linear Modeling and advanced Linear techniques.