Experience

Tamarack Technology, Inc.

• United States
• Software Development
• 1 - 100 Employee

• VP, Professional Services

  • Jan 2022 - Present

• Sr Consultant/ InfoLease SME

  • Jul 2020 - Jan 2022



Dell Financial Services L.L.C.

• United States
• Investment Management
• 1 - 100 Employee

• BSA

  • Aug 2019 - Jul 2020

  Long-term contract addressing InfoLease 9F and InfoLease 10 projects as well as providing support to teams in multiple regions (e.g U.S, Latin America, Japan, and U.K) Long-term contract addressing InfoLease 9F and InfoLease 10 projects as well as providing support to teams in multiple regions (e.g U.S, Latin America, Japan, and U.K)


Mexico, France, England, Spain
• International Travel

  • 2017 - 2019


Bank of the West

• Banking
• 1 - 100 Employee

• SVP, Senior Business Analyst

  • 2015 - 2017

  ♦Led back-office re-engineering effort to identify inefficiencies and create standardization across seven operational departments. ♦Coordinated and led current state sessions for Finance, Systems, Client Support, Collections, Asset Management, Special Assets, and Managed Services departments and propose high-level future state recommendations.

• SVP, Support Services

  • 2002 - 2015

  ♦Ensured critical internally developed and vendor supported equipment leasing applications (InfoLease and Rapport) and web portals are designed/configured, installed, maintained and function to support Equipment Finance and Managed Services client (fee producing outsourcing services) objectives. ♦Hands-on involvement in all aspects of projects when required including business requirement development, test script documentation, test case development, UAT and SIT testing, and change control.♦Managed help desk and system operations teams responsible for resolving internal systems issues, completing BAU requests, and processing daily production activity including invoicing, ACH processing, mass mailings, nightly aging, reporting, and month end closures. ♦Served as InfoLease SME Show less



Trinity Capital

• Australia
• Investment Management

• VP, MIS and Office Manager

  • 1992 - 2002

  ♦Managed high-performance help desk/systems operations, project, and development teams supporting internal and external managed (fee producing outsourcing services) clients. ♦Ensured internally developed web services, origination system, and multiple instances of complex lease accounting system, InfoLease, function in accordance with each client's requirements and policies. ♦Managed portfolio service relationships building a knowledge base of each client's business, organization, and objectives. Led the conversion of various client portfolios from various lease accounting systems to InfoLease. ♦Served as InfoLease SME Show less



American National Leasing

• United States
• Financial Services
• 1 - 100 Employee

• Systems and Office Manager

  • 1988 - 1992

  ♦Oversaw daily contract on-boarding and all production activity utilizing lease accounting system, InfoLease, and responsible for all report design. Managed office and facility needs. ♦Oversaw daily contract on-boarding and all production activity utilizing lease accounting system, InfoLease, and responsible for all report design. Managed office and facility needs.