Experience

CommonWealth One Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• President & CEO

  • Aug 2021 - 2 years 5 months

  Alexandria, Virginia, United States



Trellance

• United States
• Financial Services
• 100 - 200 Employee

• Board Member

  • Nov 2018 - 5 years 2 months

  Tampa, Florida, United States Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions.



Array

• United States
• Financial Services
• 100 - 200 Employee

• Board Of Advisors

  • Jun 2021 - 2 years 7 months

  New York City Metropolitan Area Powerful data + Exceptional UX = deepened bonds with customers



First Entertainment Credit Union

• Banking
• 100 - 200 Employee

• President / Chief Executive Officer

  • Jun 2016 - Sep 2020

  Hollywood, California Leader of one of the fastest growing brands in the Entertainment industry and one dedicated to those creators and supporters of entertainment in the Los Angeles market. As CEO, established a new and progressive executive leadership team with the skills and passion to grow by over 50% and lead double-digit loan growth over a four year period. Led the launch of a progressive and first of its kind partnership with the Los Angeles Lakers, and re-energized a long dormant digital brand to… Show more Leader of one of the fastest growing brands in the Entertainment industry and one dedicated to those creators and supporters of entertainment in the Los Angeles market. As CEO, established a new and progressive executive leadership team with the skills and passion to grow by over 50% and lead double-digit loan growth over a four year period. Led the launch of a progressive and first of its kind partnership with the Los Angeles Lakers, and re-energized a long dormant digital brand to become a strategic partner in the entertainment and financial services industry. Show less



CBC Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2013 - Jun 2016

  Ventura County, California Responsible for overall operations of CBC Federal Credit Union, in the Ventura County, CA marketplace. Accountabilities Include: - CIO / Information Technology: responsible for the Strategic and Operational delivery of technology solutions. - Back of house Operations to include item processing, ACH, Wires, Check 21 and ATM network (100% image enabled) administration. - Chief Compliance Officer - responsible for leadership of BSA/OFAC and overall compliance program. -… Show more Responsible for overall operations of CBC Federal Credit Union, in the Ventura County, CA marketplace. Accountabilities Include: - CIO / Information Technology: responsible for the Strategic and Operational delivery of technology solutions. - Back of house Operations to include item processing, ACH, Wires, Check 21 and ATM network (100% image enabled) administration. - Chief Compliance Officer - responsible for leadership of BSA/OFAC and overall compliance program. - Property management administration to include facilities management, security, tenant management. - Project management office - Information Security Officer. Overall leadership of CBC Business Continuity Program Show less



Partners Federal Credit Union

• United States
• Financial Services
• 200 - 300 Employee

• Chief Information Officer

  • Jun 2003 - Dec 2012

  Orlando / Burbank Reporting to CEO in support of 90,000 Disney employee members for $1.1B institution. Led the strategy, planning, delivery and support of all technology-based platforms, architectures and systems. 25-30 fulltime and contract employees comprising the newly reorganized network, development and eCommerce teams. Responsible for development and execution of IT enterprise risk model for credit union to ensure compliance with regulatory best practices. Additional responsibilities to lead the… Show more Reporting to CEO in support of 90,000 Disney employee members for $1.1B institution. Led the strategy, planning, delivery and support of all technology-based platforms, architectures and systems. 25-30 fulltime and contract employees comprising the newly reorganized network, development and eCommerce teams. Responsible for development and execution of IT enterprise risk model for credit union to ensure compliance with regulatory best practices. Additional responsibilities to lead the reorganization and centralization of the Operations division, following the departure of the COO. Established a new set of organizational roles & processes prior to transition to the new COO Show less



The Walt Disney Company

• United States
• Entertainment Providers
• 700 & Above Employee

• Sr Manager / Director, Technology Strategy

  • 1988 - 2003

  Orlando, Florida, United States Responsible for developing the process, tools, and management framework for aligning technology efforts with business strategies. Led the formation and development of the first IT Strategy group for Walt Disney World. Led the design and implementation of a strategic planning framework that enables WDW to screen, prioritize, and sequence 100+ projects within a $105 million budget Responsible for the strategic direction of seven IT leaders and 35+ staff in the execution of custom development… Show more Responsible for developing the process, tools, and management framework for aligning technology efforts with business strategies. Led the formation and development of the first IT Strategy group for Walt Disney World. Led the design and implementation of a strategic planning framework that enables WDW to screen, prioritize, and sequence 100+ projects within a $105 million budget Responsible for the strategic direction of seven IT leaders and 35+ staff in the execution of custom development and package software implementation projects, leveraging a budget over $25 million, focused on redesigning the company’s Sales, Marketing, and Resorts systems. Oversaw the technology team responsible for the accelerated design and development of the charter Walt Disney World Internet travel site. Partnered with 10+ other key leaders in the company to identify and launch five business/technology projects, driving Walt Disney Word to align business and technology strategies. Created ongoing strategic “think tank” organization for ongoing research, analysis and recommendations around the strategic uses of technology. Recipient of the “Partners in Excellence” award, Disney’s highest achievement for excellence. Show less