Bio
Experience
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Chief Strategy Officer (Cso)
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Intersoft Data Labs/V-Serv Business Solutions Ltd.
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Columbia, Md
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Chief Strategy Officer (CSO)
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May 2019 - Present
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Columbia, Md
At Intersoft, we deliver innovative and intelligent solutions for a wide array of clients across many domains. We create cutting edge technology solutions while delivering exceptional customer service.
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Vice President – Senior Managing Director – Corporate Systems & Services
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2016 - May 2019
Proficiently manage the newly formed Corporate Systems and Services group accountable for providing technology support for the Human Resources, Operational Risk, Legal, Compliance and Finance organizations. Career Accomplishments: Directed the implementation of the Workday HCM system across the 10,000+ person organization, providing for an efficient and cost effective consolidated platform for all human resource related functions Successfully collaborated with the Finance department to consolidate multiple general ledger systems into the Oracle General Ledger platform providing for a scalable, automated solution. Instituted a management control assessment program across the technology organization to assist managers in locating and addressing weaknesses in internal controls.
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Director – Information Technology, Strategy and Planning
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2012 - 2016
Supervised the technology involvement on the OneMain Divestiture Planning Team, including the development of a separation model and go-forward model for the remaining companies. Supported the 18-month program designed to ready the firm for separation from Citi and initial public offering filing. Coordinated all facets of service delivery, including operations, infrastructure, performance monitoring, production support, and capacity management. Developed and refined service level agreements to improve overall customer satisfaction. Supervised the Financial Planning & Analysis Team that managed the development, observation, and reporting of the $125M technology budget and expenses, allocation of expenses back to various businesses, and approval of all technology purchases. Career Accomplishments: Formulated and led a Strategy & Planning Office for the CIO that collaborated with business and technology groups to focus on business value and execution while maximizing the impact of strategic investments. Cultivated a disciplined management approach to drive decision making and delivery from planning to execution through an Agile transformation process. Devised architectural and technology roadmaps that resulted in strong business and technology alignment while driving adoption and usage of technology across the enterprise. Provisioned leadership in architecture, design, and construction of applications and new project initiatives that facilitated the business in driving their modernization initiatives and digital channel expansion.
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Director – Senior Group Manager – Global Consumer Technology
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2008 - 2012
Continuously focused on program governance, application development, quality assurance, infrastructure services, conversion planning, and execution and financial accountability. Career Accomplishments: Led a $120M systems reengineering project as an IT Program Manager to migrate a loan origination, servicing, and collections platform from a decentralized to a service-oriented, architecture-based platform. Provided guidance and coaching as CitiFinancial/OneMain transitioned from the traditional Waterfall development methodology to an Agile Framework.
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Senior Vice President – Systems Managing Director – North America IT
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2006 - 2008
Oversaw the application development and support throughout CitiFinancial; managed a staff of 400 employees and contractors. Career Accomplishments: Formed and supported 100+ applications, including loan origination and servicing platforms, collection systems, the point of sale operations, marketing support, and statement processing. Strategically shared technology resources across data center management, finance, human resources, and telecommunications to attain a resource optimization of 10%. Served as a member of the Technology Review Board, Senior Leadership Team, and CitiFinancial Management Planning Committee from 2004 to 2008.
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CTO – Business Solutions Group – CitiFinancial
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2004 - 2006
Tactically aligned technology solutions with sound business strategies. Executed protocols in key technology areas to ensure alignment with Citigroup application development, software engineering, security, and problem management standards. Career Accomplishments: Inspired a reliable technology environment that supported CitiFinancial’s business strategy to sustain growth organically and through acquisition. Orchestrated the technology implementation for the Washington Mutual Finance acquisition, which added 400 branches to CitiFinancial network and 1M customers. Devised a framework for the cost effective and administration of long-term initiatives, as well as daily tactical activities. Established a management self-assessment program to improve adherence to compliance and quality standards. Implemented the Mercury Interactive Suite of test products to enable the automation of test scripts that resulted in enhanced throughput by 25% and created a 24x7 quality management structure.
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Assistant Chief Informational Officer
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2000 - 2004
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Vice President, Retail Systems
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1997 - 2000
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Vice President, Application Development and Support
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1990 - 1997
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Director, Field Support Services
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1987 - 1990
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Manager, Operations and Technology
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1979 - 1987
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Supervisor, Credit Authorizations
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1973 - 1979
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Education
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1976 - 1979Iona University
BBA, Accounting -
1974 - 1976Baruch College
Accounting
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Industry Focus. “Financial Services”
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