Experience

Captured Sun
• United States
• Technology, Information and Internet
• 1 - 100 Employee
• Advisor and Investor

  • 2023 - Present


Convene

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Advisory Board Chair and Coach

  • 2022 - Present

  Convene connects and equips Christian leaders who want to achieve industry-leading performance without sacrificing their faith. You experience a multitude of challenges every day. If you’re not testing your decisions and actions with business experts and sharp peers, you are isolated. Isolation is a sure path to defeat. Also, most leaders don’t have opportunities to take off their protective armor or “shell” with others. Therefore, they don’t get the help they *really* need because no one can get enough *real* information from the leader to help. Convene solves both of those obstacles to excellence in business and faith. You will get insights you won’t find in an Internet search. Show less



SoftwareCPR

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Partner

  • 2021 - Present

  Key contributor to SoftwareCPR’s “agile and compliant” process transformation, improvements, and training as well as executive coaching and general process improvement and innovation. Prior to becoming an independent Partner, assisted on many engagements in the last decade as an Affiliated Expert. Also served on the TIR working group that created the AAMI TIR45- 2012 Technical Information Report "Guidance on the use of Agile practices in the development of medical device software." SoftwareCPR® is best known for software, regulatory, risk management, validation, and 21 CFR Part 11 consultation for medical device, pharmaceutical, and blood establishment computer system manufacturers. SoftwareCPR® also provides full FDA enforcement action crisis recovery, premarket submission, and quality system training and consulting services with a focus on client culture, business goals, and efficiency as well as device safety and effectiveness. Show less



Novus Leadership Institute LLC and others

• Executive Coach, Fractional Executive, Entrepreneur

  • 2020 - Present

  Improve results across the quadruple bottom line of customers, employees, owners/shareholders, and significant others (like communities and key vendors). Help leaders and businesses renew and adapt for continued success amid relentless change and issues like: * 80+ % of leaders and managers are underperforming according to research by Dr. Michael O’Connor and Dr. Richard Boyatzis. For organizations, about 4 out of 5 are underperforming when defined by their ability to sustain both success AND satisfaction of all their key stakeholders. * Two-thirds of transformation initiatives fail or dramatically fail to achieve promised ROI. * The majority of people dread going to work … and this despite the fact that work could have been a psychological relief for many after being forced to work from home ... leading to lower productivity and lower business performance. * The lack of business agility as exposed by the pandemic. We partner with world-class firms like Potentia (high performance organizations and people) and A2Agile (transformation and agile coaching and training) to meet specific client needs. Show less



Read-Line

• South Africa

• Advisor

  • 2020 - 2023

  Read-Line reduces needless expense and safety hazards in building maintenance. The company mission is to give buildings an identity and memory by making as-built information ubiquitously available, easily updatable, and socializable at any point in a building’s life cycle. Read-Line reduces needless expense and safety hazards in building maintenance. The company mission is to give buildings an identity and memory by making as-built information ubiquitously available, easily updatable, and socializable at any point in a building’s life cycle.



Arq Bank

• Mexico
• Leasing Real Estate

• Advisor

  • 2021 - 2022

  A borderless bank for a borderless world ... Arq Bank makes exchange rates and hassles virtually disappear. Arq Bank makes it easy for corporate treasury departments: easy and fast to onboard, easy to hedge without a large team or investment, easy to implement, and easy to integrate with existing treasury systems. Coming for individuals: earn, store, spend, save, and borrow in any currency in the world. A borderless bank for a borderless world ... Arq Bank makes exchange rates and hassles virtually disappear. Arq Bank makes it easy for corporate treasury departments: easy and fast to onboard, easy to hedge without a large team or investment, easy to implement, and easy to integrate with existing treasury systems. Coming for individuals: earn, store, spend, save, and borrow in any currency in the world.



Frost Bank

• Insurance
• 1 - 100 Employee

• Chief Operations Officer and Group Executive Vice President

  • 2017 - 2020

  Frost is one of the 50 largest U.S. banks by asset size, consistently winning customer excellence awards like the J.D. Power highest ranking in Texas retail banking for 13 years in a row and the highest number of Greenwich Excellence and Best Brand awards nationwide for 6 years in a row. Frost is one of the 50 largest U.S. banks by asset size, consistently winning customer excellence awards like the J.D. Power highest ranking in Texas retail banking for 13 years in a row and the highest number of Greenwich Excellence and Best Brand awards nationwide for 6 years in a row.



Agile Tectonics LLC and others

• Strategic Advisor, Executive Coach, Board Leader

  • 2009 - 2017

  Trusted advisor to C-level executives and key leaders. Built and spearheaded transformation, agility, leadership/organization development, and culture improvement initiatives. Clients included USAA, Sabre, a top 20 global financial services firm, medical firm Varian, a $1.5 billion global food and beverage equipment manufacturer, Frost Bank, and multiple Internet businesses. Board member and subsequent Chair of 4,000 member, 54-country Agile Leadership Network professional association. Author of the book "Wrong Until Right - How to Succeed Despite Relentless Change". Co-author of the industry reference AAMI TIR45: 2012 - Technical Information Report - "Guidance on the use of AGILE practices in the development of medical device software". Speaker worldwide, including on transformation in regulated/safety-critical environments at the biennial 2016 Irish Medtech Association Global Access conference in Galway, Ireland, and for GE to address transformation, culture change, and agile in regulated environments at their 1st, 2nd and 3rd annual company-wide agile transformation conferences. Lean Startup Week mentor. Show less



ARC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President Product Engineering

  • 2003 - 2009

  ARC provided financial services for $80 billion in payments yearly and data analytics to the air travel industry. CEO-report, executive team member, and head of Tampa office. Designed, formed, and led a new multisite unit responsible for all customer-facing products, enterprise solutions, and Internet operations. Initiated and led product development agile transformation. ARC provided financial services for $80 billion in payments yearly and data analytics to the air travel industry. CEO-report, executive team member, and head of Tampa office. Designed, formed, and led a new multisite unit responsible for all customer-facing products, enterprise solutions, and Internet operations. Initiated and led product development agile transformation.



Surpetition, Inc. and others

• Strategic Advisor, Executive Coach, Board Leader

  • 1998 - 2003

  Improved individual and organizational performance for clients, including Oracle. Engagements included strategic planning; leadership selection, development, and succession; organizational assessment and development; product and project management; culture change; digital transformation; and executive coaching. Board member and chair for non-profit ministry. Graduate level university adjunct instructor. Improved individual and organizational performance for clients, including Oracle. Engagements included strategic planning; leadership selection, development, and succession; organizational assessment and development; product and project management; culture change; digital transformation; and executive coaching. Board member and chair for non-profit ministry. Graduate level university adjunct instructor.



Airlines Reporting Corporation (ARC)

• United States
• Airlines and Aviation
• 700 & Above Employee

• Contract Executive

  • 1996 - 1997

  CEO-report. Took over “do or die” digital transformation and Software as a Service (SaaS) project with 46,000 sales entities, 135 suppliers, and one trillion data items. Launched online product that transformed how the air travel industry settles payments. CEO-report. Took over “do or die” digital transformation and Software as a Service (SaaS) project with 46,000 sales entities, 135 suppliers, and one trillion data items. Launched online product that transformed how the air travel industry settles payments.



KPMG

• Brazil
• Construction

• Manager

  • 1991 - 1994

  Promoted to Manager in KPMG Management Consulting's international Runaway Systems Management® practice, recognized by Gartner Group as the top worldwide provider in IT turnaround project management. Advised projects up to $117 million and clients that ranged from start-ups to global companies and national governments. Contributed to first KPMG project management standard. Promoted to Manager in KPMG Management Consulting's international Runaway Systems Management® practice, recognized by Gartner Group as the top worldwide provider in IT turnaround project management. Advised projects up to $117 million and clients that ranged from start-ups to global companies and national governments. Contributed to first KPMG project management standard.



United States Air Force

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Officer

  • 1979 - 1991

  Multiple leadership roles, including internal management consultant for Space Command and U.S. representative to humanitarian program cooperative discussions with allied countries and the Soviet Union. #1 graduate of competitive admission, 8-month in-residence Department of Defense senior technology leaders’ program class. Distinguished Graduate of competitive admission, 2-month in-residence Air Force leadership program class. #1 graduate of 3-month in-residence software school class. Multiple leadership roles, including internal management consultant for Space Command and U.S. representative to humanitarian program cooperative discussions with allied countries and the Soviet Union. #1 graduate of competitive admission, 8-month in-residence Department of Defense senior technology leaders’ program class. Distinguished Graduate of competitive admission, 2-month in-residence Air Force leadership program class. #1 graduate of 3-month in-residence software school class.