Experience

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  Trinity Advisory Services LLC

  • Houston, Texas

  • Managing Principal and Founder

    • 2007 - Present
    • Houston, Texas

    Firm provides strategic planning and merger and acquisition advisory services to companies ranging from $5 to $50M in annual revenue.Currently, also serving as CFO of Magna Imperio Systems, Inc. of Houston.

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  Central Pacific Bank

  • Honolulu, HI

  • EVP/CIO and Exec Office Consultant

    • 2010 - 2013
    • Honolulu, HI

    Central Pacific Bank is the fourth largest bank in Hawai’i with $4.2B in asset and 34 branch locations. Managed a team of ten direct reports, with a staff of 250 employees.

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  Internet America

  • Houston, Texas

  • President/COO

    • 2005 - 2007
    • Houston, Texas

    Internet America is a publicly-traded regional provider of high-speed Wireless, DSL, and dial-up Internet access, e-mail addresses, web site hosting, co-location and other services with 45K clients and $10M in annual revenue. Managed a team of six direct reports with a staff of 45 employees.

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  Academicplanet.com, Inc.

  • Houston, Texas

  • Chairman/CFO/CEO

    • 1999 - 2005
    • Houston, Texas

    Academicplanet.com was an education technology provider and ISP focused on the Texas K-12 education market. 50K clients. $5M annual revenue. Sold to private equity group. Managed a team of four direct reports, with a staff of 30 employees.

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  Silicon Valley Bank

  • Santa Clara, California

  • EVP/CIO/CFO

    • 1993 - 1997
    • Santa Clara, California

    Silicon Valley Bank is a publicly-traded niche bank specializing in venture-backed start-ups. Managed a team of nine direct reports, with a staff of 180 employees.

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  First Interstate Information Systems

  • Des Moines, Iowa

  • President/CIO

    • 1990 - 1993
    • Des Moines, Iowa

    First Interstate Information Systems was a provider of a full range of data processing/item processing/network services to over 100 commercial banks in Iowa. Annual revenues of $35M. Subsidiary of First Interstate of Iowa, Inc. Sold to Fiserv. Managed a team of nine direct reports, with a staff...

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  First Interstate Management Services

  • Milwaukee, Wisconsin

  • President/CEO

    • 1988 - 1990
    • Milwaukee, Wisconsin

    First Interstate Management Services was a provider of a full range of data processing/item processing/network services to over 35 commercial banks in Wisconsin and Michigan. Annual revenues of $26M. Subsidiary of First Interstate of Iowa, Inc. Sold to Fiserv. Managed a team of nine direct repo...

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  Financial Institutions Analysts & Consultants

  • Los Angeles, California

  • Principal

    • 1987 - 1988
    • Los Angeles, California

    Boutique consulting firm that provided regulatory, technology and operational services to commercial banks and thrifts.

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  Results Consulting Group

  • Los Angeles, California

  • Director

    • 1985 - 1987
    • Los Angeles, California

    Results Consulting Group Firm was subsidiary of First Interstate Bancorp and provided marketing, technology and operational consulting services to commercial banks and thrifts. Firm was dissolved by parent.

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  Deloitte

  • Chicago, Illinois

  • Manager, Financial Institutions Consulting

    • 1983 - 1985
    • Chicago, Illinois

    Managed a consulting team providing strategic planning, earnings improvement and technology/operations services to commercial banks and thrifts. Responsible for over 40 engagements.