Experience

Smith Consulting Group

• United States
• Banking
• 1 - 100 Employee

• Solutions Consultant

  • Feb 2023 - Present

  Remote



IB1 Solutions LLC

• Founder and Principal Consultant

  • Aug 2022 - Present

  Portland, Oregon, United States Works directly with C-Level Management and LOB Management at $5B – $30B community banks to provide consulting services to include project advisory services, core & digital transformation strategies, architectural analysis & solution strategy.



Fiserv

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

• Director of Client Solutions Consulting

  • Dec 2018 - Jun 2022

  Portland, Oregon Area Working with Fiserv’s largest and most complex core processing customers in an advisory and consulting role. In the Bank Solutions, Solution Strategies team, which covers all main Fiserv cores including Signature, Premier, PCS and DNA. My primary role, at least initially, will be working with the largest Premier Banks, partnering with bank LOB management and C-Level executive management to understand the banks culture, strategy and business needs and provide advisory services and solutions… Show more Working with Fiserv’s largest and most complex core processing customers in an advisory and consulting role. In the Bank Solutions, Solution Strategies team, which covers all main Fiserv cores including Signature, Premier, PCS and DNA. My primary role, at least initially, will be working with the largest Premier Banks, partnering with bank LOB management and C-Level executive management to understand the banks culture, strategy and business needs and provide advisory services and solutions architecture recommendations. Show less



IB1 Solutions Consulting LLC

• Founder and Principal Consultant

  • Jan 2016 - Nov 2018

  Portland, Oregon, United States



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• VP - Information Systems Architect

  • Oct 2012 - Jan 2016

  Hillsboro, Oregon Provided an architectural framework for information system development, maintenance, and enhancement efforts. Architected the interactions between core systems, applications, and services within the enterprise environment, and evaluated the impact of changes or additions. Recognized as an advanced individual contributor and subject matter expert conducting complex work critical to the organization. Senior Adviser for technical aspects of Bank Integration Projects including Data… Show more Provided an architectural framework for information system development, maintenance, and enhancement efforts. Architected the interactions between core systems, applications, and services within the enterprise environment, and evaluated the impact of changes or additions. Recognized as an advanced individual contributor and subject matter expert conducting complex work critical to the organization. Senior Adviser for technical aspects of Bank Integration Projects including Data Conversion of Core Banking and ECM Systems. Mentoring and advising more junior technical resources. Interfaced with external business partners, vendors and subcontractors on issues of interoperability.

• VP Strategic Business Solutions

  • Mar 2010 - Oct 2012

  Portland, Oregon Area Responsible for Bank Integration Projects including Data Conversion of Core Banking and Digital Banking Systems. Strategic consulting within the technology division and within enterprise business lines. Senior Adviser on various enterprise projects of strategic importance. Initiated work to develop a Reference Architecture for the Enterprise. Managed Core Banking vendor relationship. Mentored and advised more junior technical resources within the company.

• VP Systems Manager

  • Mar 2005 - Mar 2010

  Portland, Oregon Area Responsible for all aspects of core banking system software applications. Responsible for the purchase and implementation of new systems applications to include project management as necessary. Responsible for Core System vendor management. Managed all service delivery to business units as it relates to system functionality. Act as technical consultant with product management to evaluate new systems and product offerings. Provide application management and leadership to ensure… Show more Responsible for all aspects of core banking system software applications. Responsible for the purchase and implementation of new systems applications to include project management as necessary. Responsible for Core System vendor management. Managed all service delivery to business units as it relates to system functionality. Act as technical consultant with product management to evaluate new systems and product offerings. Provide application management and leadership to ensure high levels of product satisfaction from business units.

• eBanking Manager

  • Mar 2003 - Jun 2005

  Portland, Oregon Area Successfully planned coordinated and implemented new Internet Banking system, merging four systems and 25,000 clients into a single new platform. Coordinated all technical aspects of outsourcing relationship with Internet Banking vendor. Worked with core software provider to create conversion programs and daily batch extracts and implement real-time integration. Worked closely with Operations areas (Wires, ACH, and Treasury Management) to provide systems support for daily operations… Show more Successfully planned coordinated and implemented new Internet Banking system, merging four systems and 25,000 clients into a single new platform. Coordinated all technical aspects of outsourcing relationship with Internet Banking vendor. Worked with core software provider to create conversion programs and daily batch extracts and implement real-time integration. Worked closely with Operations areas (Wires, ACH, and Treasury Management) to provide systems support for daily operations functions. Coordinated all aspects of the eBanking conversion of acquired banks to the Umpqua Bank system.



Centennial Bank

• Banking
• 1 - 100 Employee

• AVP Asst. Manager of Admin. Services

  • Mar 1999 - Jun 2003

  Eugene, Oregon Area Responsible for implementation and Management of centralized Wire Transfer Department using Bankserv GFX software processing up to 500 wires daily. Saving company $100,000 annually. Manage all aspects of ACH origination processing. Management of Business Banking, Investment Services and Branch Services Departments. Responsible for successful implementation of new Treasury Management products and technologies. Successful and timely conversion of purchased institution to the Banks… Show more Responsible for implementation and Management of centralized Wire Transfer Department using Bankserv GFX software processing up to 500 wires daily. Saving company $100,000 annually. Manage all aspects of ACH origination processing. Management of Business Banking, Investment Services and Branch Services Departments. Responsible for successful implementation of new Treasury Management products and technologies. Successful and timely conversion of purchased institution to the Banks Core system. Responsible for Banks Telecommunications Network. Worked with multiple vendors to project manage the complete re-engineering of banks voice systems to include seamless internal dialing and centrally managed voicemail saving in excess of $400,000 annually. Show less



West Coast Bank

• Banking
• 1 - 100 Employee

• IT Support Manager

  • 1982 - 1999

  Salem Oregon Area Managed multiple projects converting acquired Banks data to the Core Banking System ensuring accuracy and timely implementation. Successfully implemented Banks Technology Help Desk. Responsible for phone systems at 35 locations. Managed Help Desk and Systems Support departments. Responsible for development and successful implementation of new core systems and products. Managed and provided training to all individuals affected by systems conversion. Acted as liaison between… Show more Managed multiple projects converting acquired Banks data to the Core Banking System ensuring accuracy and timely implementation. Successfully implemented Banks Technology Help Desk. Responsible for phone systems at 35 locations. Managed Help Desk and Systems Support departments. Responsible for development and successful implementation of new core systems and products. Managed and provided training to all individuals affected by systems conversion. Acted as liaison between branch offices and data processing department to resolve operational issues to the satisfaction of the business. Ensured that operational training was provided to staff. Ensured that Company goals of service quality and product expertise were the primary objectives of the department. Show less