Steve Bone
President and Chief Executive Officer at Member Access Processing- Claim this Profile
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Bio
Jonah L.
I had the privilege to work and learn from Steve at First Entertainment. Steve is a visionary leader who is able to quickly understand complex issues and implement solutions that bring huge value to the business. Steve helped to guide our organization through a challenging period where we supported our credit union members in a 100% remote environment while delivering technology solutions that changed the way we work and collaborate. Steve was instrumental in developing and obtaining board approval for our technology roadmap that greatly enhanced our system availability, security, and cloud infrastructure. Steve demonstrated expert knowledge of front end applications to backend data to deliver end to end solutions that improved lending production and smart marketing to our members. Steve always impressed with me with his ability to translate the business need to the technology solution. Steve's knowledge of financials and explaining the ROI led to a close working relationship with finance that is now driving large cost savings in IT while still investing in leading edge technology. Perhaps Steve's greatest attribute is he truly cares about building up others around him. Steve always made time for everyone in our department and is always eager to share his experience with others. Steve was a fantastic partner as we created career paths for our technology team and delivered on numerous IT promotions in 2021. Steve helped me to grow immensely by giving opportunities to lead, providing guidance when needed, and encouraging me every step of the way. Simply put, Steve is the best technology executive I've ever worked with and he will be a huge addition to any organization he joins. His years of leading large teams in very complex settings along with his positive attitude will not only drive in great results but will build a high performing organization.
James Marcellino
I enjoyed working with Steve as an executive leader. He quickly embraced the challenges related to our technology infrastructure. He did an outstanding job weighing the pros and cons of relocating our Data Center. After an extensive due diligence process, he recommended the best solution for us. It’s happening now. Steve created a roadmap that significantly reduced our cost and risk profile while improving services overall to our members and employees. He led the effort to find an excellent replacement in a short period of time when we were caught off guard by our current provider’s announcement to discontinue services in less than a year. This prevented a disruption of service to our members. Looking back to the beginning of COVID, Steve rallied our team to enhance employee productivity through technology as we navigated moving our entire workforce to remote. Thanks, Steve for bringing your expertise to our organization – we are better for it!
Jonah L.
I had the privilege to work and learn from Steve at First Entertainment. Steve is a visionary leader who is able to quickly understand complex issues and implement solutions that bring huge value to the business. Steve helped to guide our organization through a challenging period where we supported our credit union members in a 100% remote environment while delivering technology solutions that changed the way we work and collaborate. Steve was instrumental in developing and obtaining board approval for our technology roadmap that greatly enhanced our system availability, security, and cloud infrastructure. Steve demonstrated expert knowledge of front end applications to backend data to deliver end to end solutions that improved lending production and smart marketing to our members. Steve always impressed with me with his ability to translate the business need to the technology solution. Steve's knowledge of financials and explaining the ROI led to a close working relationship with finance that is now driving large cost savings in IT while still investing in leading edge technology. Perhaps Steve's greatest attribute is he truly cares about building up others around him. Steve always made time for everyone in our department and is always eager to share his experience with others. Steve was a fantastic partner as we created career paths for our technology team and delivered on numerous IT promotions in 2021. Steve helped me to grow immensely by giving opportunities to lead, providing guidance when needed, and encouraging me every step of the way. Simply put, Steve is the best technology executive I've ever worked with and he will be a huge addition to any organization he joins. His years of leading large teams in very complex settings along with his positive attitude will not only drive in great results but will build a high performing organization.
James Marcellino
I enjoyed working with Steve as an executive leader. He quickly embraced the challenges related to our technology infrastructure. He did an outstanding job weighing the pros and cons of relocating our Data Center. After an extensive due diligence process, he recommended the best solution for us. It’s happening now. Steve created a roadmap that significantly reduced our cost and risk profile while improving services overall to our members and employees. He led the effort to find an excellent replacement in a short period of time when we were caught off guard by our current provider’s announcement to discontinue services in less than a year. This prevented a disruption of service to our members. Looking back to the beginning of COVID, Steve rallied our team to enhance employee productivity through technology as we navigated moving our entire workforce to remote. Thanks, Steve for bringing your expertise to our organization – we are better for it!
Jonah L.
I had the privilege to work and learn from Steve at First Entertainment. Steve is a visionary leader who is able to quickly understand complex issues and implement solutions that bring huge value to the business. Steve helped to guide our organization through a challenging period where we supported our credit union members in a 100% remote environment while delivering technology solutions that changed the way we work and collaborate. Steve was instrumental in developing and obtaining board approval for our technology roadmap that greatly enhanced our system availability, security, and cloud infrastructure. Steve demonstrated expert knowledge of front end applications to backend data to deliver end to end solutions that improved lending production and smart marketing to our members. Steve always impressed with me with his ability to translate the business need to the technology solution. Steve's knowledge of financials and explaining the ROI led to a close working relationship with finance that is now driving large cost savings in IT while still investing in leading edge technology. Perhaps Steve's greatest attribute is he truly cares about building up others around him. Steve always made time for everyone in our department and is always eager to share his experience with others. Steve was a fantastic partner as we created career paths for our technology team and delivered on numerous IT promotions in 2021. Steve helped me to grow immensely by giving opportunities to lead, providing guidance when needed, and encouraging me every step of the way. Simply put, Steve is the best technology executive I've ever worked with and he will be a huge addition to any organization he joins. His years of leading large teams in very complex settings along with his positive attitude will not only drive in great results but will build a high performing organization.
James Marcellino
I enjoyed working with Steve as an executive leader. He quickly embraced the challenges related to our technology infrastructure. He did an outstanding job weighing the pros and cons of relocating our Data Center. After an extensive due diligence process, he recommended the best solution for us. It’s happening now. Steve created a roadmap that significantly reduced our cost and risk profile while improving services overall to our members and employees. He led the effort to find an excellent replacement in a short period of time when we were caught off guard by our current provider’s announcement to discontinue services in less than a year. This prevented a disruption of service to our members. Looking back to the beginning of COVID, Steve rallied our team to enhance employee productivity through technology as we navigated moving our entire workforce to remote. Thanks, Steve for bringing your expertise to our organization – we are better for it!
Jonah L.
I had the privilege to work and learn from Steve at First Entertainment. Steve is a visionary leader who is able to quickly understand complex issues and implement solutions that bring huge value to the business. Steve helped to guide our organization through a challenging period where we supported our credit union members in a 100% remote environment while delivering technology solutions that changed the way we work and collaborate. Steve was instrumental in developing and obtaining board approval for our technology roadmap that greatly enhanced our system availability, security, and cloud infrastructure. Steve demonstrated expert knowledge of front end applications to backend data to deliver end to end solutions that improved lending production and smart marketing to our members. Steve always impressed with me with his ability to translate the business need to the technology solution. Steve's knowledge of financials and explaining the ROI led to a close working relationship with finance that is now driving large cost savings in IT while still investing in leading edge technology. Perhaps Steve's greatest attribute is he truly cares about building up others around him. Steve always made time for everyone in our department and is always eager to share his experience with others. Steve was a fantastic partner as we created career paths for our technology team and delivered on numerous IT promotions in 2021. Steve helped me to grow immensely by giving opportunities to lead, providing guidance when needed, and encouraging me every step of the way. Simply put, Steve is the best technology executive I've ever worked with and he will be a huge addition to any organization he joins. His years of leading large teams in very complex settings along with his positive attitude will not only drive in great results but will build a high performing organization.
James Marcellino
I enjoyed working with Steve as an executive leader. He quickly embraced the challenges related to our technology infrastructure. He did an outstanding job weighing the pros and cons of relocating our Data Center. After an extensive due diligence process, he recommended the best solution for us. It’s happening now. Steve created a roadmap that significantly reduced our cost and risk profile while improving services overall to our members and employees. He led the effort to find an excellent replacement in a short period of time when we were caught off guard by our current provider’s announcement to discontinue services in less than a year. This prevented a disruption of service to our members. Looking back to the beginning of COVID, Steve rallied our team to enhance employee productivity through technology as we navigated moving our entire workforce to remote. Thanks, Steve for bringing your expertise to our organization – we are better for it!
Experience
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Member Access Processing
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United States
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Financial Services
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1 - 100 Employee
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President and Chief Executive Officer
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Sep 2023 - Present
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Trellance
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United States
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Financial Services
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100 - 200 Employee
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Chief Operating Officer
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Jan 2023 - Sep 2023
Acquired by Trellance as the CEO of Ongoing Operations LLC (OGO). Successfully completed the integration of OGO into Trellance ahead of schedule. Acquired by Trellance as the CEO of Ongoing Operations LLC (OGO). Successfully completed the integration of OGO into Trellance ahead of schedule.
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Layer2 Financial
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Canada
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Financial Services
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1 - 100 Employee
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Advisor
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Jul 2021 - Sep 2023
We are a new startup building a Crypto Native Banking Solution for Financial Institutions to provide Custodial, Deposit, Lending and Money Movement products to consumers. We are a new startup building a Crypto Native Banking Solution for Financial Institutions to provide Custodial, Deposit, Lending and Money Movement products to consumers.
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Ongoing Operations, LLC
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United States
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Computer and Network Security
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1 - 100 Employee
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President and Chief Executive Officer
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Apr 2022 - Jan 2023
Led successful turnaround and restructuring of the company resulting in acquisition by Trellance - Rebuilt Sales, Finance and Marketing teams - Reestablished positive EBITDA and cash flow from operations - Closed $5.5mm in new sales and $2mm in active pipeline to close out 2022 - Led financial restructuring and acquisition efforts with 18 suitors over 6 months
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Chief Operating Officer
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Oct 2021 - Apr 2022
Private Cloud and Microsoft Azure "as a Service": Business Continuity, Disaster Recovery, Secure Hosting, Managed Security and Managed Telecom for Financial Institutions and Fintech providers. We handle all of the infrastructure so you can focus on your members or financial institution clients in a secure and regulatory compliant manner. Utilizing the Entrepreneurial Operating System (EOS) model and serving as the Integrator. Delivering advanced technology solutions and… Show more Private Cloud and Microsoft Azure "as a Service": Business Continuity, Disaster Recovery, Secure Hosting, Managed Security and Managed Telecom for Financial Institutions and Fintech providers. We handle all of the infrastructure so you can focus on your members or financial institution clients in a secure and regulatory compliant manner. Utilizing the Entrepreneurial Operating System (EOS) model and serving as the Integrator. Delivering advanced technology solutions and consulting, enabling our financial institution customers to leverage our talent, infrastructure and capabilities to accelerate their Digital and Cloud Transformation roadmaps. Current service lines: • Information Security • Cloud Services and Hosting • Disaster Recovery • Business Continuity Planning (BCP) • Telecom including next-gen SD-WAN with Trustgrid • Qualified Multitenant Hoster (QMTH) • Office 365
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First Entertainment Credit Union
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Banking
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100 - 200 Employee
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SVP, Chief Information Officer
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May 2020 - Jul 2021
Led technology strategy, operations and execution. Hired by a visionary CEO to build “the Netflix of Banking” capability for the credit union. Rapidly assessed current state of IT, Digital and Data capabilities across the enterprise in order to build and execute a detailed, iterative transformation roadmap for a digitally led credit union. Comprehensive plans built in the first 100 days for a 2 year transformation program to deliver best of breed digital banking, key operational scale… Show more Led technology strategy, operations and execution. Hired by a visionary CEO to build “the Netflix of Banking” capability for the credit union. Rapidly assessed current state of IT, Digital and Data capabilities across the enterprise in order to build and execute a detailed, iterative transformation roadmap for a digitally led credit union. Comprehensive plans built in the first 100 days for a 2 year transformation program to deliver best of breed digital banking, key operational scale and efficiency enhancements, and world class information security that would enable the institution to double in size and serve members 24 X 7 X 365 with high availability and reliability. Delivered projects advanced the credit union at the fastest pace in its history, and coupled with the introduction of vendor and contract management processes, the Technology division was able to reduce its annual operational budget by ~$1.25mm (over 20%, recurring). Selected Achievements: - Established 99.9+% SLA's for all critical systems and delivered availability at 99.99+%. - Implemented: - Content Delivery Network, Web Application Firewall, Advanced Threat Protection - Cloud Identity Access Management, Multi-Factor Authentication and Data Loss Protection - Next-Gen mobile / online banking solution - improved Apple App Rating from 2.3 to 4.8 / 5 - 24 X 7 X 365 NOC, SOC and SIEM with state of the art technology and SLAs - Operational Data Store integrated to Core, LOS, CRM, Debit, Credit, Marketing and Online Banking platforms - Finalized due diligence plans for remaining Cloud and Business Transformation initiatives: - Contact Center technology migration to Cloud - Migration of copper based telephony to Unified Communications as a Service (UCaaS) - Network migration from MPLS to SD-WAN - Migration of in-house, virtualized applications and infrastructure to private cloud - Enhanced Endpoint Security and Zero Trust layering Show less Led technology strategy, operations and execution. Hired by a visionary CEO to build “the Netflix of Banking” capability for the credit union. Rapidly assessed current state of IT, Digital and Data capabilities across the enterprise in order to build and execute a detailed, iterative transformation roadmap for a digitally led credit union. Comprehensive plans built in the first 100 days for a 2 year transformation program to deliver best of breed digital banking, key operational scale… Show more Led technology strategy, operations and execution. Hired by a visionary CEO to build “the Netflix of Banking” capability for the credit union. Rapidly assessed current state of IT, Digital and Data capabilities across the enterprise in order to build and execute a detailed, iterative transformation roadmap for a digitally led credit union. Comprehensive plans built in the first 100 days for a 2 year transformation program to deliver best of breed digital banking, key operational scale and efficiency enhancements, and world class information security that would enable the institution to double in size and serve members 24 X 7 X 365 with high availability and reliability. Delivered projects advanced the credit union at the fastest pace in its history, and coupled with the introduction of vendor and contract management processes, the Technology division was able to reduce its annual operational budget by ~$1.25mm (over 20%, recurring). Selected Achievements: - Established 99.9+% SLA's for all critical systems and delivered availability at 99.99+%. - Implemented: - Content Delivery Network, Web Application Firewall, Advanced Threat Protection - Cloud Identity Access Management, Multi-Factor Authentication and Data Loss Protection - Next-Gen mobile / online banking solution - improved Apple App Rating from 2.3 to 4.8 / 5 - 24 X 7 X 365 NOC, SOC and SIEM with state of the art technology and SLAs - Operational Data Store integrated to Core, LOS, CRM, Debit, Credit, Marketing and Online Banking platforms - Finalized due diligence plans for remaining Cloud and Business Transformation initiatives: - Contact Center technology migration to Cloud - Migration of copper based telephony to Unified Communications as a Service (UCaaS) - Network migration from MPLS to SD-WAN - Migration of in-house, virtualized applications and infrastructure to private cloud - Enhanced Endpoint Security and Zero Trust layering Show less
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SVP, Business Strategy, Q2 Open
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Jan 2018 - Jan 2020
Q2 Open - cloud based, API accessible, PCI and regulatory compliant technology driving digital transformation in an immediately accretive business model for our customers. Served as the Business Line Executive for Biller Direct (next generation, card funded payments for biller and digital points of sale) and CardSwap (digital "top of wallet" switch kit for debit / credit cards). Further contributed in business development for CorePro and the Virtual FI platform - enabling… Show more Q2 Open - cloud based, API accessible, PCI and regulatory compliant technology driving digital transformation in an immediately accretive business model for our customers. Served as the Business Line Executive for Biller Direct (next generation, card funded payments for biller and digital points of sale) and CardSwap (digital "top of wallet" switch kit for debit / credit cards). Further contributed in business development for CorePro and the Virtual FI platform - enabling traditional financial institutions, retail brands and fintechs to operate a complete banking platform for a fraction of the cost of the traditional providers. In the first 12 months of our "go to market", we've signed 225 FI's to Biller Direct / CardSwap and expect to triple the business through 2020. Created Product, Business Dev and Go to Market of a Virtual Financial Institution (VFI) banking platform. 100% cloud / API based, integrated solution offering digital banking, MRDC and P2P payments, Visa Debit and deposits core processing. Selected Achievements: - Signed 222 financial institutions and a 7 year, $35mm distribution agreement to the 2 payment products in 18 mos. - Implemented 100 of the 222 signed payments customers into production in 9 months. - Established PCI, Regulatory, SOC-1 and SOC-2 Compliance for the payment product business. - Identified a proprietary, patented Blockchain technology for securing all PII data in the payments products. - Secured agreements with the Blockchain technology supplier to embed the product in all Q2 products. - Developed, signed and Implemented the first VFI banking platform for a $5B bank and its digital bank startup. - Developed, signed and implemented Biller Direct for the largest credit union in the US. - Built a leveraged services model within Q2, taking people, processes and tools to be utilized by newly acquired business units. Show less Q2 Open - cloud based, API accessible, PCI and regulatory compliant technology driving digital transformation in an immediately accretive business model for our customers. Served as the Business Line Executive for Biller Direct (next generation, card funded payments for biller and digital points of sale) and CardSwap (digital "top of wallet" switch kit for debit / credit cards). Further contributed in business development for CorePro and the Virtual FI platform - enabling… Show more Q2 Open - cloud based, API accessible, PCI and regulatory compliant technology driving digital transformation in an immediately accretive business model for our customers. Served as the Business Line Executive for Biller Direct (next generation, card funded payments for biller and digital points of sale) and CardSwap (digital "top of wallet" switch kit for debit / credit cards). Further contributed in business development for CorePro and the Virtual FI platform - enabling traditional financial institutions, retail brands and fintechs to operate a complete banking platform for a fraction of the cost of the traditional providers. In the first 12 months of our "go to market", we've signed 225 FI's to Biller Direct / CardSwap and expect to triple the business through 2020. Created Product, Business Dev and Go to Market of a Virtual Financial Institution (VFI) banking platform. 100% cloud / API based, integrated solution offering digital banking, MRDC and P2P payments, Visa Debit and deposits core processing. Selected Achievements: - Signed 222 financial institutions and a 7 year, $35mm distribution agreement to the 2 payment products in 18 mos. - Implemented 100 of the 222 signed payments customers into production in 9 months. - Established PCI, Regulatory, SOC-1 and SOC-2 Compliance for the payment product business. - Identified a proprietary, patented Blockchain technology for securing all PII data in the payments products. - Secured agreements with the Blockchain technology supplier to embed the product in all Q2 products. - Developed, signed and Implemented the first VFI banking platform for a $5B bank and its digital bank startup. - Developed, signed and implemented Biller Direct for the largest credit union in the US. - Built a leveraged services model within Q2, taking people, processes and tools to be utilized by newly acquired business units. Show less
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Partner
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Mar 2015 - Nov 2017
Financial Services Practice Lead working with Tier 1 North American Banks on Strategic Initiatives. Business Development and Delivery Leader for Strategic Client Engagements: Digital Transformation, Digital Platform Performance and Operability, Transition of Waterfall based Development Lifecycles to DevOps/Agile and Hybrid Models, IT Service Management (ITSM) and Banking Technology Replacement Selection. Corporate Services Leadership for the Canadian Market – Human Capital… Show more Financial Services Practice Lead working with Tier 1 North American Banks on Strategic Initiatives. Business Development and Delivery Leader for Strategic Client Engagements: Digital Transformation, Digital Platform Performance and Operability, Transition of Waterfall based Development Lifecycles to DevOps/Agile and Hybrid Models, IT Service Management (ITSM) and Banking Technology Replacement Selection. Corporate Services Leadership for the Canadian Market – Human Capital (Resources), Recruiting, Finance and Contracts. Market Success: https://www.dimple.ai/blog/2017/8/22/capco-succeeds-by-guiding-banks-into-the-digital-era Selected Achievements: • Leading technology replacement and replatforming of mobile and online banking solutions for a top 10 North American bank. Development of UI, UX and Channel Services layers and integration to mid-tier and back end systems on a unified platform expanding capabilities in cardless cash, real time A2A and P2P payments (Zelle), secure card controls and real time bill pay. • Led recovery of a $150 million bank transformation program in the UK. Build / Run of a real time, end to end Digital Banking Platform (channels, core, integration layer, downstream systems) for a leading UK “Challenger Bank”. ==> Program recognized in American Banker for delivering transformational banking capabilities to market (7 July 2015). • Led recovery, stabilization and optimization of the main securities trading platform for a top 10 North American bank. Successful root cause analysis, remediation and performance improvement during the initial 90 days with long term planning achieved and handed over to the bank over the proceeding 6 month period. Show less Financial Services Practice Lead working with Tier 1 North American Banks on Strategic Initiatives. Business Development and Delivery Leader for Strategic Client Engagements: Digital Transformation, Digital Platform Performance and Operability, Transition of Waterfall based Development Lifecycles to DevOps/Agile and Hybrid Models, IT Service Management (ITSM) and Banking Technology Replacement Selection. Corporate Services Leadership for the Canadian Market – Human Capital… Show more Financial Services Practice Lead working with Tier 1 North American Banks on Strategic Initiatives. Business Development and Delivery Leader for Strategic Client Engagements: Digital Transformation, Digital Platform Performance and Operability, Transition of Waterfall based Development Lifecycles to DevOps/Agile and Hybrid Models, IT Service Management (ITSM) and Banking Technology Replacement Selection. Corporate Services Leadership for the Canadian Market – Human Capital (Resources), Recruiting, Finance and Contracts. Market Success: https://www.dimple.ai/blog/2017/8/22/capco-succeeds-by-guiding-banks-into-the-digital-era Selected Achievements: • Leading technology replacement and replatforming of mobile and online banking solutions for a top 10 North American bank. Development of UI, UX and Channel Services layers and integration to mid-tier and back end systems on a unified platform expanding capabilities in cardless cash, real time A2A and P2P payments (Zelle), secure card controls and real time bill pay. • Led recovery of a $150 million bank transformation program in the UK. Build / Run of a real time, end to end Digital Banking Platform (channels, core, integration layer, downstream systems) for a leading UK “Challenger Bank”. ==> Program recognized in American Banker for delivering transformational banking capabilities to market (7 July 2015). • Led recovery, stabilization and optimization of the main securities trading platform for a top 10 North American bank. Successful root cause analysis, remediation and performance improvement during the initial 90 days with long term planning achieved and handed over to the bank over the proceeding 6 month period. Show less
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SVP Group Executive
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May 2007 - Mar 2015
Large Financial Institutions (LFI) Division - Overall P&L Owner – Services Unit - 1,100 FTE and $250 million in annual revenues. Owned overall responsibility for all Implementations and professional services business in North America. Managed the FIS relationship with 12 Large Financial Institutions (LFIs), and led the Professional Services organization for the Systematics, TouchPoint, Xpress, Auto Finance, and HOGAN lines of business. Led cross-functional teams that… Show more Large Financial Institutions (LFI) Division - Overall P&L Owner – Services Unit - 1,100 FTE and $250 million in annual revenues. Owned overall responsibility for all Implementations and professional services business in North America. Managed the FIS relationship with 12 Large Financial Institutions (LFIs), and led the Professional Services organization for the Systematics, TouchPoint, Xpress, Auto Finance, and HOGAN lines of business. Led cross-functional teams that collaborated as a focused unit to achieve aggressive business goals and drive the evolution of concepts into achievable business strategies. Selected Achievements: • Led the systems’ selection, conversion and integration effort of two merging, $65B Financial Institutions, recovering the program from deep time and cost overruns, delivering the implementation on time and per regulator mandates. • Developed tablet, facial recognition and biometric capabilities into the leading branch customer service platform, delivering new capabilities to the established client base and driving business growth through innovation delivery. • Delivered over 60 projects in 2014 meeting or exceeding all time, cost and quality metrics. • Achieved double digit Compound Annual Growth Rate objectives annually with top customer satisfaction survey results.
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VP, Operations Executive
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Jan 2006 - May 2007
Overall P&L responsibility for the BancWest (Bank of the West, First Hawaiian Bank) relationship, comprised of 148 employees, 40 contractors, and $40 million in annual revenues. Led teams of sales, legal, finance and operations professionals in continuous improvement initiatives for existing service levels, and business development of new product / service opportunities. Responsible for a significant portion of BancWest’s data center infrastructure, including mainframe… Show more Overall P&L responsibility for the BancWest (Bank of the West, First Hawaiian Bank) relationship, comprised of 148 employees, 40 contractors, and $40 million in annual revenues. Led teams of sales, legal, finance and operations professionals in continuous improvement initiatives for existing service levels, and business development of new product / service opportunities. Responsible for a significant portion of BancWest’s data center infrastructure, including mainframe / distributed environments and the Network Operations Center.
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Senior Account Executive
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Jul 2002 - Jan 2006
Overall P&L responsibility for 14 Large Financial Institution relationships, totaling $15 million in annual revenues. Managed a team comprised of 20 employees and 150 contractors. Led teams of sales, legal, finance and operations professionals in continuous improvement initiatives for existing service levels, and business development of new product / service opportunities.
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Account Executive / Engagement Manager
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Nov 2001 - Jul 2002
(formerly ALLTEL Information Services) Overall delivery responsibility for a $6.2 million dollar loan portfolio conversion program. Managed a 50 person team, and all financial / administrative functions of the program. Identified and developed opportunities for additional business within the customer relationship.
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Client Principal / Engagement Manager
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Mar 2001 - Nov 2001
Overall delivery responsibility for a 10 million dollar program to start an Internet Banking services business in the Middle East using Corillian products and professional services. Direct Supervision of a 20 person team, and all financial / administrative functions of the program. Led the Program Executive Steering Committee. Identified and developed opportunities for additional business within the customer relationship. Overall delivery responsibility for a 10 million dollar program to start an Internet Banking services business in the Middle East using Corillian products and professional services. Direct Supervision of a 20 person team, and all financial / administrative functions of the program. Led the Program Executive Steering Committee. Identified and developed opportunities for additional business within the customer relationship.
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Hatcher Associates, Inc.
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United States
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Design
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1 - 100 Employee
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Principal Consultant / Program Manager
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Jul 2000 - Mar 2001
ePROFILE / American Express - PROFILE Core Banking Implementation Overall delivery responsibility for a multi-million dollar program to implement a 100% online / real-time core banking technology platform with full channel access (web, call center, IVR, branch, ATM) and customer statement / fulfillment services. Managed e-Profile’s third party vendor relationships related to supporting technologies and resources utilized in the program. ePROFILE / American Express - PROFILE Core Banking Implementation Overall delivery responsibility for a multi-million dollar program to implement a 100% online / real-time core banking technology platform with full channel access (web, call center, IVR, branch, ATM) and customer statement / fulfillment services. Managed e-Profile’s third party vendor relationships related to supporting technologies and resources utilized in the program.
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Principal Consultant
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Dec 1998 - Jul 2000
As Principal Consultant via Hatcher Associates, Inc. and Andersen Consulting. Lead Consultant responsibility for a multi-million dollar program to develop a core banking technology platform with full channel access. Project Lead for AMP Banking’s acquisition of GIO Building Society, GIO Finance, and GIO Transaction Services, and a loan portfolio purchased from Citibank New Zealand. As Principal Consultant via Hatcher Associates, Inc. and Andersen Consulting. Lead Consultant responsibility for a multi-million dollar program to develop a core banking technology platform with full channel access. Project Lead for AMP Banking’s acquisition of GIO Building Society, GIO Finance, and GIO Transaction Services, and a loan portfolio purchased from Citibank New Zealand.
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Citi
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Mexico
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IT Services and IT Consulting
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100 - 200 Employee
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Senior Project Management Consultant
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Aug 1997 - Dec 1998
As Principal Consultant via Hatcher Associates, Inc. Lead Consultant responsibility for a multi-million dollar program to convert Citibank loan portfolios from in country systems throughout Southeast Asia, the Middle East and Eastern Europe to a regionalized platform at Citibank’s technology hub in Singapore. Project Lead for AMP Banking’s acquisition of GIO Building Society, GIO Finance, and GIO Transaction Services, and a loan portfolio purchased from Citibank New… Show more As Principal Consultant via Hatcher Associates, Inc. Lead Consultant responsibility for a multi-million dollar program to convert Citibank loan portfolios from in country systems throughout Southeast Asia, the Middle East and Eastern Europe to a regionalized platform at Citibank’s technology hub in Singapore. Project Lead for AMP Banking’s acquisition of GIO Building Society, GIO Finance, and GIO Transaction Services, and a loan portfolio purchased from Citibank New Zealand. Show less As Principal Consultant via Hatcher Associates, Inc. Lead Consultant responsibility for a multi-million dollar program to convert Citibank loan portfolios from in country systems throughout Southeast Asia, the Middle East and Eastern Europe to a regionalized platform at Citibank’s technology hub in Singapore. Project Lead for AMP Banking’s acquisition of GIO Building Society, GIO Finance, and GIO Transaction Services, and a loan portfolio purchased from Citibank New… Show more As Principal Consultant via Hatcher Associates, Inc. Lead Consultant responsibility for a multi-million dollar program to convert Citibank loan portfolios from in country systems throughout Southeast Asia, the Middle East and Eastern Europe to a regionalized platform at Citibank’s technology hub in Singapore. Project Lead for AMP Banking’s acquisition of GIO Building Society, GIO Finance, and GIO Transaction Services, and a loan portfolio purchased from Citibank New Zealand. Show less
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FIS
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United States
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Information Technology & Services
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1 - 100 Employee
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Programmer Trainee through to Program Manager
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Dec 1992 - Aug 1997
formerly known as: Systematics and Alltel Information Services Hired out of university into Systematics Programming / Management training program. Ascended through programming ranks supporting the Advanced Loan System (ALS). Performed roles as a programmer, business analyst, project lead, engagement and relationship management, moving from junior to senior roles in each discipline. formerly known as: Systematics and Alltel Information Services Hired out of university into Systematics Programming / Management training program. Ascended through programming ranks supporting the Advanced Loan System (ALS). Performed roles as a programmer, business analyst, project lead, engagement and relationship management, moving from junior to senior roles in each discipline.
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Education
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1989 - 1992
Pepperdine University
BS, Business Administration
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