Bio
Credentials
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Certified Records Manager
Institute of Certified Records Managers (ICRM) -
Certified Records Manager (CRM)
ICRM - Institute of Certified Records Managers -
CMC Change Management Certified
Acuity Institute
Experience
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Golden Pass LNG
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Houston, Texas, United States
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Information Magament Lead
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Nov 2021 - Present
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Houston, Texas, United States
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Freelance
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Houston, Texas, United States
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Records & Information Governace Consultant
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Aug 2020 - Dec 2021
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Houston, Texas, United States
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Marathon Oil Corporation
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Global
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Sr. Records SME
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Apr 2015 - Apr 2020
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Global
Responsible for the development and oversight of the global records and information resources, policies, procedures and processes, including retention schedules, defensible disposition of structured/unstructured physical and electronic data, taxonomies, classification schemes, data mapping, master metadata, mergers/acquisitions/divestitures, legal hold management, audit/compliance monitoring and privacy oversight.
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McDermott International Inc.
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Houston, Tx
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Senior Principal Manager - Records and Information Management
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Apr 2014 - Apr 2015
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Houston, Tx
Managed records and information resources, including people, retention schedules, defensible disposition of structured/unstructured physical and electronic data, taxonomies, classification schemes, legal hold management, audit/compliance monitoring and privacy oversight.
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St. John's UMC
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Richmond, Tx
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P/T Director of Children's Ministry
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Oct 2011 - Oct 2014
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Richmond, Tx
Part-time position to educate children about God, build relationships, and coordinate Children's Ministry programs
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LyondelBasell
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Houston, Texas Area
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Global Records Manager
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Jun 2012 - May 2014
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Houston, Texas Area
Developed and managed their records and information governance program, including retention schedules, defensible disposition of structured/unstructured physical and electronic data, taxonomies, classification schemes, legal hold management, and audit/compliance monitoring.
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BBVA Compass
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United States
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Certified Records Manager
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Jul 2010 - Jun 2012
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United States
Subject Matter Expert (SME) hired to develop retention schedules and defensible disposition of structured/unstructured physical and electronic data, audit/compliance monitoring and privacy oversight.
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RIM Dynamix
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United States
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Principal Consultant
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Aug 2009 - Jun 2012
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United States
RIM Dynamix is records and information management professional consulting group which links people-process-technology together to successfully manage content lifecycle. RIM Dynamix takes a 360 degree view to incorporate a reasonable and effective Records and Information Management Program by utilizing GARP (Generally Accepted Recordkeeping Practices.
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Past President
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Jun 2006 - Jun 2010
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Immediate Past President
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Jun 2008 - May 2009
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President
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Jun 2007 - May 2008
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Director of Records and Information Management
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Oct 2007 - Aug 2009
Creation and execution of holistic Records and Information Management (RIM) Program with governing policies in accordance with industry practices across the enterprise. Responsible for the oversight, guidance, and RM/IT/Legal collaboration throughout the organization in the areas of physical and digital documents and electronic records for all records and information management governance and compliance including e-mail management and contract/real estate management. Provided leadership and accountability for compliance with the Information and Records Management policies and operating procedures including taxonomy for physical/electronic/e-mail and related retention schedules.Established cross-functional, collaborative relationships with legal, finance, IT, operations, HR and other business partners to establish the RIM Program to incorporate RIM Steering Committee and RIM Working Groups.Implemented Enterprise Content Management (ECM) Open Text RM for records management and contract/real estate. Established and monitored KPI to effectively benchmark and report overall RIM program components. Components included RIM project and daily activities related to physical/electronic records including file room management, electronic scanning of documents, file share and share point cleanup/archiving, contract/real estate management lifecycle migration, email management and ECM BI dashboard activities. Interfaced with Legal and Information Technology on e-discovery/e-readiness procedures and affirmative legal hold process to mitigate RIM risk. Established and maintained the Information and Records Management capital and operating budgets of 2008 4.13M, 2009 3.59M.
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Manager of RIM Compliance
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Nov 2006 - Oct 2007
Manager of Records Management Compliance responsible for the oversight, guidance, and RM/IT/Legal collaboration across the organization in the areas of physical (paper), digital documents, e-mail and electronic records and information for overall records and information management governance and compliance. Sysco Corporation was a client of The INFOTEK Group, Inc. I was the principal consultant who established the RIM Program for SYSCO and they recruited me to join the Company. Developed and implemented the Information and Records Management Programs and Policies in accordance with best practices. Provided leadership and accountability for compliance with the Information and Records Management policies and operating procedures. Established and monitor KPI to effectively benchmark overall RIM program components.Interfaced with Legal and Information Technology on e-discovery/e-readiness procedures and affirmative legal hold process.Establish and maintain the Information and Records Management capital and operating budgets.Established cross-functional, collaborative relationships with legal, finance, IT, operations, HR and other business partners.
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President/CEO
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Aug 1994 - Dec 2006
The INFOTEK Group, Inc. provided high-quality, RIM industry accepted practice services to clients to establish cost-effective RIM Programs. After the RIM Program Components were rolled out, 50% of our client bases would retain The INFOTEK Group to provide compliance and governance oversight in order to mitigate risk within their organizations. Initiated strategic planning to reflect the vision, direction, standard and mission of the Company.Prepared marketing proposals including scope of work, timeline and cost benefit analysis for clients. Created, managed, controlled and directed the records and information management projects for multiple clients by incorporating industry recognized best practices.Collaborated with client key decision makers to determine risk analysis and forecasting models to establish enterprise-wide records management strategic plans. Established priorities and objectives in light of client goals to meet the legal and regulatory requirements of the various organizations.Evaluated and recommended solutions for records management applications, equipment and resources.Planned and developed alternatives to apply effective cost-effective innovative solutions to records management related issues.Developed, researched and implemented records retention/destruction schedules and taxonomies.Developed and authored records management policies and procedures.Conducted record transfers for merger/acquisitions/dissolution to include chain of control and care and custody. Prepared fiscal budgets and financial planning responsibility for projects and the Company.
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Records Manager
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Jan 1992 - Jan 1994
is a multi-faceted corporation that operates in three separate industries: aluminum, forest products, and real estate. MAXXAM, Inc., through its subsidiaries, engages in the real estate investment and development, and racing operations. The company's real estate investment and development operations include investment and development of residential and commercial real estate primarily; and Texas, as well as associated golf course or resort operations. It also owns various commercial real estate properties that are subject to long-term lease arrangements. The company's racing operations comprise ownership and operation of a pari-mutuel horse racing facility in the greater Houston metropolitan area, as well as a pari-; The company was founded in 1955 and is based; Interfaced with consultant to establish a records management program.Prepared departmental objectives in accordance with long-range plans and mission statements set by senior management.Implemented an active records management system.Reviewed company-wide records management policies and procedures.Managed commercial off-site storage archives.Developed databases to manage company records.Worked with user base to evaluate research and recommend records management solutions.
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IRC Coordinator. Lockwood
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Jan 1984 - Jan 1992
LAN is a national engineering firm offering planning, engineering, and program management services. As a subsidiary of LEO A DALY, one of the largest planning, architecture, engineering, and interior design firms in the United States, LAN has access to the expertise of more than 1,100 professionals in 25 offices in 21 cities worldwide.Established an enterprise-wide records management program.Prepared departmental objectives in accordance with long-range plans and mission statements set by senior management.Implemented an active records management system.Developed a records classification system.Reviewed company-wide records management policies and procedures.Managed commercial off-site storage archives.Developed databases to manage company records.Worked with user base to evaluate research and recommend records management solutions.
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Education
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2009 - 2012DeVry University
BS-Management (Magna Cum Laude), Technical Management/Human Resource Management -
2008 - 2009Dale Carnegie Human Relations
Human Relations -
San Jacinto College
Hours, Computer Science -
DeVry University
Bachelor of Business Administration - BBA, Human Resources Management/Personnel Administration, General -
PHS
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Wharton Community College
Elementary Education
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