Experience

Expand Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Owner/President/CTO

  • 2008 - Present

  Littleton, CO Expand Financial, LLC, is a Financial Advisory, consulting, and technology firm, focusing on 401k Plans and Personal Wealth Management. Expand provides Plan Consulting, as well as 3(38) and 3(21) fiduciary service (Advisory services offered by eFiduciary Advisor). Expand provides a “turn-key” solution to help Advisors/Sponsors navigate today’s complex regulatory environment. The firm also offer consulting and technology services to plans and advisors to help offices streamline their… Show more Expand Financial, LLC, is a Financial Advisory, consulting, and technology firm, focusing on 401k Plans and Personal Wealth Management. Expand provides Plan Consulting, as well as 3(38) and 3(21) fiduciary service (Advisory services offered by eFiduciary Advisor). Expand provides a “turn-key” solution to help Advisors/Sponsors navigate today’s complex regulatory environment. The firm also offer consulting and technology services to plans and advisors to help offices streamline their operations. Show less



E*TRADE Advisor Services

• United States
• Financial Services
• 1 - 100 Employee

• CIO

  • 2005 - 2008

  Centennial, CO Responsible for the organizations’ information technology function including product design, architecture, development, operations, audit, safety, security, project management, quality assurance and documentation. Directed new product development teams to ensure retention of technology product leadership. Integral in working directly with clients and prospects in a business growth capacity. Solid business acumen with proven skills managing key business functions partnering with operations… Show more Responsible for the organizations’ information technology function including product design, architecture, development, operations, audit, safety, security, project management, quality assurance and documentation. Directed new product development teams to ensure retention of technology product leadership. Integral in working directly with clients and prospects in a business growth capacity. Solid business acumen with proven skills managing key business functions partnering with operations, finance, marketing, and human resources. Adept at managing extensive compliance aspects of business including multiple internal and external regulatory agencies. Show less



Fiserv ISS

• Financial Services
• 100 - 200 Employee

• CTO

  • 1998 - 2006

  Greater Denver Area Responsible for the organizations’ information technology function including product design, architecture, development, operations, audit, safety, security, project management, quality assurance and documentation. Worked closely with large and influential investment advisors to design migration of client/server software solutions to the emerging Internet. Integral in the acquisition and absorption of existing organizations into Fiserv. Accountable to regulators, clients, and organization to… Show more Responsible for the organizations’ information technology function including product design, architecture, development, operations, audit, safety, security, project management, quality assurance and documentation. Worked closely with large and influential investment advisors to design migration of client/server software solutions to the emerging Internet. Integral in the acquisition and absorption of existing organizations into Fiserv. Accountable to regulators, clients, and organization to ensure data integrity and safety during this phase of increased data compromise by external threats. Show less