Experience

Brandywine Global Investment Management

• United States
• Investment Management
• 100 - 200 Employee

• Chief Information Officer

  • Nov 2017 - Present

  Joined Brandywine Global to drive IT organizational and operational improvement. Developed multi-year strategic plan, a new organizational design aligned with the strategy, and realignment of senior leadership empowered to execute the vision. Multi-year strategic goals were established, followed by defined and measurable objectives with clear and defined accountability for delivery. Transformational efforts include deriving more value from data, moving both infrastructure and applications to a cloud model, moving from an inefficient project process to a nimble and effective agile methodology, introducing new technologies to dramatically improve overall productivity across the company, and finally instilling a level of partnership and transparency with business partners that facilitates significantly improved business outcomes. Show less

• Executive Consultant

  • Feb 2016 - Nov 2017

  Supported the Chief Information Officer and Chief Administrative Officer by preparing a multi-year strategy for software development, cloud computing, Infrastructure & Operations and Information Security. Led the transformation of the Infrastructure & Operations organization into a cohesive team with a clear vision and defined plan for the future.• Conducted a top to bottom analysis of the firm’s technical infrastructure, data centers and software stack. Developed risk and impact ranked recommendations to address known weaknesses, while simultaneously developing a plan to pivot the organization toward leveraging technologies with a better value return.• Defined a comprehensive IT Service Management strategy, built on the ServiceNow cloud solution. Developed key metrics to measure operational efficiency and drive quantitative improvement. Developed a firm-wide service catalog with defined SLAs to improved services while simultaneously improving end-user transparency.• Acted as interim Chief Information Security Officer (CISO). Developed the firm's Information Systems Security Program, including defining the overarching governance practices, incident response plan, and relevant policies and processes. Developed multi-year information and cyber security strategy. Introduced quantitative analytical process, developing prioritized roadmap aligned with regulatory requirements, risk assessment, and industry frameworks.• Developed a comprehensive infrastructure and cloud strategy aimed at improving reliability and resiliency while improving application speed-to-market and reducing overall operating expenses.• Introduced and led new IT governance practices in the areas of Capacity Management, Risk Management, Business Continuity Management and Technology Standards. Show less



Guardian Life

• United States
• Financial Services
• 700 & Above Employee

• Chief Technology Officer

  • Oct 2006 - May 2013

  As Guardian Life’s Chief Technology Officer, developed the technology strategy of the firm, defining the enterprise architecture, directing the engineering of infrastructure technologies, overseeing the information management strategy, leading key IT infrastructure and operations areas, and running IT shared services departments. Responsible for building consensus across IT for cross-organizational technology strategies, bridging IT gaps and finding opportunities between the firms’s various lines of business. Major accomplishments include: • Defined and implemented the IT Governance Strategy for Guardian utilizing the COBIT for general IT controls, ITIL v3 for IT service management and DMBOK for data management. • Developed the enterprise-wide technology strategy and architecture road-maps for all aspects of company technology. • Lead efforts to embrace practical applications of Cloud based technology, including seamless integration of SaaS and IaaS based solutions. • Developed the firm’s end-user computing strategy (“Workplace of Tomorrow”), combining consumer owned devices (BYOD) with traditional corporate owned and deployed devices. • Created an IT expense optimization program, driving iterative reviews of expense management opportunities across multiple dimensions. • Headed the Data Center Modernization and Consolidation effort, reducing the firm’s data centers from 6 down to 2, and moving from a Capital Expense heavy critical infrastructure footprint to a flexible, Operational Expense centric model. • Responsible for all of the company’s Enterprise License Agreements (ELAs), directing the assessment, analysis and negotiations of major enterprise hardware and software licenses (IBM, Microsoft, CA, BMC, HP). • Ran the firm’s shared service technology areas, including centralized ECMt functions, EIM, contact center solution and the Corporate QA Lab. Show less



HFA/Rumblefish

• Musicians
• 100 - 200 Employee

• Consulting Chief Technology Officer

  • May 2004 - Feb 2006

  Transformed failed multi-year year technology project into a well planned, properly architected set of business deliverables. Designed and deployed new technology and application architectures, redesigned the data model and database system, and converted legacy systems into modern, web-based solutions. Transformed failed multi-year year technology project into a well planned, properly architected set of business deliverables. Designed and deployed new technology and application architectures, redesigned the data model and database system, and converted legacy systems into modern, web-based solutions.



Servzone, Inc

• Chief Technology Officer

  • Jul 2001 - Aug 2003

  Lead technology executive for this real-time Message Oriented Middleware company. Lead technology executive for this real-time Message Oriented Middleware company.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Feb 1997 - Jan 2000

  Leader of the Service Technologies Department within the Prudential Institutional business, focused on CRM, IVR and other customer facing solutions. Leader of the Service Technologies Department within the Prudential Institutional business, focused on CRM, IVR and other customer facing solutions.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • 1985 - 1995