Vice President Information Technology

• Jun 2023 - Present

Chief Technology Officer

• Jan 2021 - Jun 2023

DUTIES: (Post Purchase of TBS) Define architecture and strategy for all companies in Blue Compass portfolio including several platforms and all technology needs for operating/balance sheet companies. • Oversee efforts to draw synergies from across the group and create global solutions • Assess/Recommend strategic technology partnerships and acquisitions. ACCOMPLISHMENTS/PROJECTS: Led global ERP implementations • Led design and implementation of multitenant, multi-currency factoring platform for LATAM • Advised boards of portfolio companies regarding technology strategies • Oversaw design and creation of global fintech and supply chain solutions. • Suggest acquisition targets and participate in all due diligence. Show less

Chief Information Officer

• Oct 2018 - Feb 2023

DUTIES: • Define technology strategy for technology to help facilitate company growth and client acquisition. • Direct development of novel software mobile and web applications including priorities, resourcing. • Review/Assess strategic technology partnerships. • Lead professional development and engagement of staff with an emphasis on job satisfaction and a quest for excellence. • Develop and implement all IT policies and procedures, including those for architecture, security, disaster recovery, standards, purchasing, and service provision. ACCOMPLISHMENTS/PROJECTS: Designed and implemented company’s first ERP • Rebranded a struggling department into one seen as a critical asset to the company. • Lead maturation of team into an enterprise division based on ITIL and Agile frameworks. Show less

Director of Information Technology

• Dec 2012 - Oct 2018

DUTIES: • Maintain company effectiveness and efficiency by defining, delivering, and supporting strategic plans for implementing information technologies. • Develop information strategies based on corporate objectives; communicate regularly with executive management on information technology. • Provide day-to-day management of Information Technology Department; ensure Department is appropriately staffed; hire, manage and train personnel; motivate, develop, and direct people as they work; appraise performance; reward and discipline employees; address complaints and resolve problems. • Manage the deployment, monitoring, maintenance, development, upgrade, and support of all IT systems, including servers, PCs, operating systems, telephones, software applications, and peripherals. • Recommend information technology policies and procedures by evaluating organization outcomes, identifying problems, evaluating trends, and anticipating requirements. • Compile and review records to determine department productivity, quality of output and cost of service; develop methods to continually improve results. • Develop and implement all IT policies and procedures, including those for architecture, security, disaster recovery, standards, purchasing, and service provision. • Ensure all department staff adheres to information security and information assurance policies, principals, and practices. ACCOMPLISHMENTS/PROJECTS: Grew IT department from single technician to an ITIL-based enterprise operation • Implemented NetSuite ERP solution in under 90-days while staying within budget multiple times (once per acquisition). • Directed on-boarding of new acquisitions and migration of their critical business applications during heavy M&A activity which double the size of the company in five years. • Designed integrations between functional applications and ERP. • Designed data warehouse enabling financial analysis across ERP and legacy systems of acquired companies. Show less

Director of Information Technology and Records Management.

• Feb 2010 - Nov 2012

DUTIES: Built department from the ground up. • Moved ambulatory clinic to a completely paperless/electronic operation. • Designed and Implemented first electronic business applications (procurement, tribal records, medical imaging, etc.). • Served as Tribal Administrator (COO) in her absence. • Appointed to FCC taskforce for Native American Broadband Access. ACCOMPLISHMENTS/PROJECTS: Built department from the ground up. • Moved ambulatory clinic to a completely paperless/electronic operation. • Implemented first electronic business processes (procurement, tribal records, medical imaging, etc.). • Served as Tribal Administrator (COO) in her absence. • Appointed to FCC taskforce for Native American Broadband Access Show less

Director of Telecommunications

• May 2003 - Feb 2010

DUTIES: • Define direction, strategy and policy for voice and data communications technology in the Oklahoma State University System. • Oversee all elements of Telecommunications including operations, engineering, plant/facilities, design/development, customer service, billing, etc. • Manage services, rate structures and budgets to achieve positive operational income. • Work with other IT Directors and college/departmental IT representatives to realize long-term synergies and achievement of strategic goals.ACCOMPLISHMENTS/PROJECTS: • Transitioned operations from legacy focus to Voice-over IP • Returned department to profitable status for first time in seven years. • Reorganized department to ensure highest quality of service and quicker implementation of new technology. • Worked with the White House Communications Agency to provide connectivity for President George W. Bush. • Managed $6M annual budget. Show less

Network Architect and Manager of ITS

• Mar 2003 - May 2003

DUTIES: • Develop and implement communications related technologies. • Assist CTO in personnel management and general project management for the division which included software development, LAN administration, system administration, and communications departments. • Develop ITS procedures and policies.ACCOMPLISHMENTS/PROJECTS: • Brought unified approach to communications installations across the division.

Coordinator of Network Operations

• Oct 2000 - Mar 2003

DUTIES: • Manage daily operations, • Develop budget requests • Develop policy and procedures • Serve as lead engineer for data communications. • Also, Served as Adjunct Instructor for the Masters of Telecommunications Management, College of Business.ACCOMPLISHMENTS/PROJECTS: • Completed fastest backbone migration in OSU history.

Various Progressing Positions in Data Commnications

• Jul 1996 - Oct 2000

DUTIES: • Maintain and expand ATM backbone for the campus network • Coordinate work for part-time employees • Evaluate emerging technologies and planned the implementation of related advancements.• Perform troubleshooting of performance problems • Research and recommend possible vendors planning for future needs.ACCOMPLISHMENTS/PROJECTS: • Re-subnetted existing networks • Facilitated upgrade of legacy networks • Worked with ETS to deliver ATM-based video on campus • Installed network backbone for Langston University and OSU Oklahoma City. • Maintained and developed departmental Lotus Notes databases. Show less

Owner and Operator

• Apr 2007 - Dec 2009

DUTIES: • Provide IT assistance to SMBs including website design, installation of cabling and fiber optics, telephone systems, , etc. • Provide PC and server support. ACCOMPLISHMENTS/PROJECTS: Reached target of continued profitability after first quarter. DUTIES: • Provide IT assistance to SMBs including website design, installation of cabling and fiber optics, telephone systems, , etc. • Provide PC and server support. ACCOMPLISHMENTS/PROJECTS: Reached target of continued profitability after first quarter.

Data Analysis Clerk

• Dec 1994 - Jul 1996

ACCOMPLISHMENTS/PROJECTS: • Developed a database that received the Governor’s Commendation for Quality Award and the ODVTE Quality Teams Award. ACCOMPLISHMENTS/PROJECTS: • Developed a database that received the Governor’s Commendation for Quality Award and the ODVTE Quality Teams Award.

Computer Specialist

• May 1994 - Aug 1994

Provide computer support for local businesses. Provide computer support for local businesses.