Experience

Utilicast

• United States
• Utilities
• 100 - 200 Employee

• ROLE: Digital Energy Solution Architecture Services Lead at Utilicast

  • Aug 2015 - Present

  Western United States As the Architecture Services Lead, I specialize in digital transformation and grid modernization within the energy and utility industries. I successfully implemented Utilicast's utility architecture service across all practice areas, including Digitization, DER, Decarbonization, and Grid Modernization. Thanks to our efforts, our team has expanded to include over 15 talented full-time architects.o Example Engagements: ENTERPRISE ARCHITECTURE: Implemented EA capabilities at several… Show more As the Architecture Services Lead, I specialize in digital transformation and grid modernization within the energy and utility industries. I successfully implemented Utilicast's utility architecture service across all practice areas, including Digitization, DER, Decarbonization, and Grid Modernization. Thanks to our efforts, our team has expanded to include over 15 talented full-time architects.o Example Engagements: ENTERPRISE ARCHITECTURE: Implemented EA capabilities at several Utilities in the Western US focused on Grid Mod/DER/Decarb and Digital Transformation. Developed Capability Planning methodology for EPRI the international industry research institute and Grid Arch primer for SEPA. MICROGRID & DER PRODUCT ARCHITECTURE: Digital platform architecture development for major International Energy Services Companies (APAC & US) focusing on Microgrid & DER product architectures using 2030.5 and Energy IoT reference architecture GRID ARCHITECTURE STRATEGY & IMPLEMENTATION: Lead digital architect that developed $200mm IT modernization strategy for core value chain capabilities (power, transmission assets) for substantial 20,000 MW + US energy utility. UTILIY CLOUD IMPLEMENTATION: Lead architect on multiple large Virtual Data Center in MS Azure for major Western Utilities CLOUD STRATEGY: Led architecture effort to define cloud strategy for major utility ADVANCED DISTRIBUTION MANAGEMENT SYSTEM UPGRADE. Lead architect working with a diverse team created complex ADMS enterprise solution architecture for a $50mm effort. ENERGY MANAGEMENT SYSTEM UPGRADE: As a Lead solution architect, working with diverse teams completed EMS solution architecture $30mm project. LEAD TECHNOLOGY ARCHITECT CAISO EIM MARKET IMPLEMENTATIONs AT SEVERAL MAJOR WESTERN UTILITIES: Typically, projects are 14 months and recoup $20+MM investment in the first year of operation. Show less



NEOM

• Saudi Arabia
• Government Administration
• 700 & Above Employee

• ROLE: Strategic Digital Enterprise Architect NEOM Energy & Water

  • Nov 2021 - Present

  Saudi Arabia As a Strategic Digital Solutions Architect for NEOM Energy & Water ENOWA. My main focus is on developing Digital Architecture for "Energy OS". The scope of "Energy OS" includes Energy Balancing Markets, System Wide Optimization, Central control, Distributed Control, and Operations Technology for ENOWA. NEOM is a planned $500 billion smart city situated in the Tabuk Province of northwestern Saudi Arabia. Our aim is to incorporate smart city technologies and create a destination for tourists. The… Show more As a Strategic Digital Solutions Architect for NEOM Energy & Water ENOWA. My main focus is on developing Digital Architecture for "Energy OS". The scope of "Energy OS" includes Energy Balancing Markets, System Wide Optimization, Central control, Distributed Control, and Operations Technology for ENOWA. NEOM is a planned $500 billion smart city situated in the Tabuk Province of northwestern Saudi Arabia. Our aim is to incorporate smart city technologies and create a destination for tourists. The site is located north of the Red Sea, east of Egypt across the Strait of Tiran, and south of Israel and Jordan. ENOWA is NEOM's energy and water company. It is responsible for developing and operating the world-class, sustainable energy and water systems that will power NEOM. ENOWA will also act as a catalyst and incubator for developing new, sustainable energy and water businesses while creating a robust economic sector regionally. Show less



Collaborative Utility Solutions

• Utilities
• 1 - 100 Employee

• Member of the Board of Advisors

  • Sep 2021 - Present

  United States I am a board advisor working with non profit collaborative utility solutions, an organization dedicated to delivering a CIM-based, not-for-profit DER registry solution for the energy sector https://cusln.org/



Zayo Group

• United States
• Telecommunications
• 700 & Above Employee

• ROLE: Strategic Enterprise Architecture Consultant

  • Jul 2022 - Present

  Boulder, Colorado, United States As a strategic architecture advisor to the VP of Engineering and Enterprise Architect at a telecoms company with over $3 billion in revenue and over 3,000 employees, my focus is on driving growth through the establishment of a clear vision architecture and formal enterprise and solution architecture for the company.



Energy Blockchain Consortium

• United States
• Non-profit Organizations

• ROLE: Strategic Advisor & Chief Architect Energy Blockchain Consortium

  • May 2018 - May 2021

  United States I was a Strategic Advisor with Energy Blockchain Consortium, a non-profit industry group committed to using Blockchain technology to address the critical challenges and opportunities facing the energy industry. The goal of the consortium is to create long-lasting economic and societal impact by sharing these solutions across the industry. As an advisor, I offered guidance to consortium energy companies and industry stakeholders on innovative Blockchain-based energy solutions.



Xpansiv

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• ROLE: Interim CTO Xpansiv

  • Sep 2017 - Dec 2019

  Greater Seattle Area As the interim CTO and strategic advisor for Xpansiv, a thriving ESG platform company, I designed an integrated business and technology architecture for a global commodity platform provider. This architecture encompasses eight functional domains, including IoT, Blockchain, supply chain, and financial services capabilities, all integrated into a new digital platform to support the transition to sustainable industries worldwide. Implementation is currently ongoing and the company is successful



Alvarez & Marsal

• United States
• Business Consulting and Services
• 700 & Above Employee

• ROLE: Senior Director Digital Transformation (Alvarez & Marsal)

  • Dec 2011 - Aug 2015

  San Francisco California, Albuquerque, New Mexico Area Senior Director in the IT Transformation group of Alvarez and Marsal focusing on mission-critical projects and programs. Example engagements: LEAD ARCHITECT ON $30mm PROGRAM SCALING CLAIMS DIGITAL PLATFORM 10X to 2nd LARGEST IN US, HEALTH PLAN IT  Oakland, CA 2013-2014 Scaled Healthcare Provider’s large, complex legacy enterprise health claims processing ecosystem 10X. The system had significant processing limitations that the vendor owner could not solve. The scaling… Show more Senior Director in the IT Transformation group of Alvarez and Marsal focusing on mission-critical projects and programs. Example engagements: LEAD ARCHITECT ON $30mm PROGRAM SCALING CLAIMS DIGITAL PLATFORM 10X to 2nd LARGEST IN US, HEALTH PLAN IT  Oakland, CA 2013-2014 Scaled Healthcare Provider’s large, complex legacy enterprise health claims processing ecosystem 10X. The system had significant processing limitations that the vendor owner could not solve. The scaling solution enabled the system to increase processing volumes from 15 million to 150 million claims per year (significantly exceeding any similar implementation of its kind). Key Results:  Attained federally mandated timetable requirements on budget.  Earned executive-level trust by solving a paralyzing, enterprise-wide problem that other third parties had failed to mitigate.  Bolstered its end-to-end testing capabilities by introducing a "first of its kind" at-scale testing strategy combining IT and business processes and testing scenarios across all key systems.  Expanded the client's architectural capabilities by leading the team to identify scaling strategy, tactical scalability architecture, scaling tactics and implemented them using an "Agile" approach.  Eliminated upstream system defects by uncovering significant issues during end-to-end testing. LEAD ARCHITECT PAYMENTS SCALABILITY STRATEGY Identified critical enterprise payments “processing limitation” problems. Solutions developed enabled a multi-billion-dollar internet financial services company to scale significantly over the next 24 months. Show less



Innovation Discovery Center

• Business Consulting and Services
• 1 - 100 Employee

• ROLE: Chief Business & IT Architect (Dynamic Networks)

  • Mar 2010 - Jan 2012

  Southwest USA Chief Business & IT Architect for Southwest based Innovation Discovery Center (via Dynamic Networks) focusing on developing energy initiatives in New Mexico and beyond. Major focus on how to mitigate hidden risks and costs associated with wholesale renewable energy projects. Up to 25% of wholesale renewable energy project costs are hidden (ancillary services costs, transmission costs, reserve margin costs etc.). These hidden costs are a significant business risk that is slowing the… Show more Chief Business & IT Architect for Southwest based Innovation Discovery Center (via Dynamic Networks) focusing on developing energy initiatives in New Mexico and beyond. Major focus on how to mitigate hidden risks and costs associated with wholesale renewable energy projects. Up to 25% of wholesale renewable energy project costs are hidden (ancillary services costs, transmission costs, reserve margin costs etc.). These hidden costs are a significant business risk that is slowing the adoption of renewable energy. Developed business, operational and financial model for a new type of qualified energy facility “QF +” to co-optimize renewable and non renewable energy generation. Approach designed to eliminate "hidden costs" and provide 12 to 15% ROI. Assisted energy project development client in development of first 80 MW “QF” + plant in New Mexico on 65,000 acre site near Clovis New Mexico. • Energy project strategy development, simulation and optimization • Market analysis, financial planning, generation/demand modeling and optimization, • Conceptualized, modeled and optimized solution that involved combining wind and natural gas based generation to mitigate renewable project risks, providing baseload replacement for local cooperative and optimize revenues. • Assisted energy project development company client in development process for first 80 MW “QF” + plant in New Mexico on 65,000 acre site near Clovis New Mexico. Assisted Texas wind farm with strategic planning, transmission, power purchase agreements and fund raising. MISO - Midwest Independent System Operator: Business and IT architect responsible for assisting MISO in developing business architecture for multi billion $ wholesale electricity settlements processing business area. Responsibilities included driving "As-Is" analysis, "To Be" design, Reference business model development, gaps identification and development of project recommendations. Show less



ERCOT

• United States
• Utilities
• 500 - 600 Employee

• ROLE: Chief Business and IT Integration Architect (Dynamic Networks)

  • 2006 - 2010

  Lead architect on integration of the 5 major applications from 5 different vendors on a $600m program implementing a new $70 billion electricity wholesale market in Texas. For large IT programs greater $50 to $100 million involving multiple heterogeneous applications, the most complex strategic problem is integration. If this could not be solved it would cost $100s millions in delays and project overruns. Implemented flexible SOA based integration architecture with small high performance… Show more Lead architect on integration of the 5 major applications from 5 different vendors on a $600m program implementing a new $70 billion electricity wholesale market in Texas. For large IT programs greater $50 to $100 million involving multiple heterogeneous applications, the most complex strategic problem is integration. If this could not be solved it would cost $100s millions in delays and project overruns. Implemented flexible SOA based integration architecture with small high performance teams. The result was “on time and on budget” project integration for “on time” go live. Solution has proved highly flexible and cost effective approach. • System integration and end to end testing lead on $600m program to implement new $75 billion per year wholesale electricity market in Texas. • Managed the integration & end to end test teams. Conceptualized, designed, built, tested and installed SOA based internal integrations for Settlements system, Risk management system, Market management system, Energy management system and CRR. Designed end to end system testing approach. • Managed team progress, organized project into UML/RUP iterations, developed implementation approach, developed object oriented use cases with users, developed IT and network architecture and detailed design with technical team, supervised business and IT testing teams. Show less



Customer Team

• ROLE: Business and IT Architect (Partner at Customer Team)

  • Apr 2002 - Sep 2006

  San Francisco Bay Area Consulting Partner • Consulting partner responsible for project delivery for major projects at Del Monte and Exxon Mobil and maintenance of company intellectual property. • Developed customer CRM & supply chain re-engineering methodology, processes and artifacts. Implemented balanced scorecard for customer teams at Del Monte. Developed customer cross functional processes and supply chain teams at Del Monte and Exxon Mobil. Worked with client teams on national and international… Show more Consulting Partner • Consulting partner responsible for project delivery for major projects at Del Monte and Exxon Mobil and maintenance of company intellectual property. • Developed customer CRM & supply chain re-engineering methodology, processes and artifacts. Implemented balanced scorecard for customer teams at Del Monte. Developed customer cross functional processes and supply chain teams at Del Monte and Exxon Mobil. Worked with client teams on national and international implementation and rollout. • Worked on M&A IT and business process re-engineering activities for Del Monte and Heinz merger. • Assisted with sales and marketing to existing and new customers. California Energy Commission - Demand response Business Architect - As lead business architect, developed a full multi-enterprise Demand response Business Model "DR Biznet" for a demand response business network for the California Energy Commission. In role as business lead architect he spearheaded the architecture of key demand response processes that spanned multiple companies in a complex energy business network. Show less



B2B E-Commerce Clients - Europe and North America

• ROLE: CEO & CTO (Dynamic Networks)

  • Apr 1998 - Apr 2002

  Greater Los Angeles Area Founder and CEO of funded 10 person startup focused on B2B business network digital platform designed to deliver coordinated customer solutions. Billions of dollars of costs and missed revenue opportunities occur every year because B2B & B2C business networks cannot work well together to deliver customer solutions. Developed a methodology and a SOA based IT framework which can be used by B2B and B2C business networks in order to provide integrated customer solutions. Started company Dynamic… Show more Founder and CEO of funded 10 person startup focused on B2B business network digital platform designed to deliver coordinated customer solutions. Billions of dollars of costs and missed revenue opportunities occur every year because B2B & B2C business networks cannot work well together to deliver customer solutions. Developed a methodology and a SOA based IT framework which can be used by B2B and B2C business networks in order to provide integrated customer solutions. Started company Dynamic Networks and employed 10 people. Implemented B2B & B2C methodology several times over next 10 years at clients that including Del Monte, Exxon Mobil and Furnishnet.com (the largest furniture B2B exchange company in USA) and others. • CEO of 10 person software and consulting company. • Built company business plan, developed company B2B & B2C SOA based software and business consulting product focused on coordinating customer solutions across B2B networks. • Sold customers solutions and oversaw implementations and development. Customers included a successful B2B company Furnishnet.com, a Norwegian B2B fish exchange and the Harry Fox Agency in New York. • Assisted customers with their strategy and sales. Worked on marketing company products and services. Worked on product development, IT and company management. Show less



PwC

• Professional Services
• 700 & Above Employee

• ROLE: IT Senior Strategy Architect (Coopers & Lybrand)

  • Dec 1995 - Nov 1998

  San Francisco Bay Area Managing Architect Coopers & Lybrand IT Strategy Practice: Lead architect on implemenationt entire new $100 million + power exchange from scratch for the state of California $35 billion electricity wholesale market. Solution delivered in 12 months. New state regulation mandated creation and operation of new Power Exchange for the deregulated electricity market. Delay would cost the state of California millions of dollars per day. Assembled core program process and IT architecture team… Show more Managing Architect Coopers & Lybrand IT Strategy Practice: Lead architect on implemenationt entire new $100 million + power exchange from scratch for the state of California $35 billion electricity wholesale market. Solution delivered in 12 months. New state regulation mandated creation and operation of new Power Exchange for the deregulated electricity market. Delay would cost the state of California millions of dollars per day. Assembled core program process and IT architecture team, conceptualized logical architecture, collaborated with business users, selected vendors, customized integrated and installed systems and processes. The power exchange went live 12 months after starting the project. • Lead enterprise architect and IT strategist on $100m California Power Exchange implementation for $35 billion California wholesale electricity market. • Overall IT architect responsible for solution conceptualization, vendor selection, design, integration, testing and implementation. • Led multiple international implementation teams across vendors. Developed architecture blueprints, coordinated architecture, worked on system customizations and integrations. Organized program testing activities. Coordinated defect management. Implemented business processes. Show less



REL Consulting

• ROLE: IT and Supply Chain Architect Amdahl Computers (REL Consulting)

  • Jun 1993 - Aug 1995

  Manager REL Consulting • Sold and managed major supply chain re-engineering project at Silicon Valley mainframe company • Managed the sales and supply chain re-engineering project and subsequent implementation. • Organized cross functional client re-design project teams to develop new IT & business architecture for the company. Led process and IT design sessions. Developed project plans. Led design and implementation teams.



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• ROLE: Senior Consultant PG&E, (Accenture/Andersen Consulting)

  • Apr 1991 - Apr 1993

  San Francisco Bay Area Senior consultant on PG&E Customer information System using Customer/1