Summary Objective: Senior Executive, Business Development with Innovative Technology focused on Corporate Transformation

Qualification Summary:

I am an accomplished, successful technology leader, with vision and energy to develop and implement innovative, mission-critical solutions with Business Focus. I have 20 years of IT leadership and experience with a Fortune 50 company, with focus on initiatives around Collaboration, Unified Communication, Social, Messaging, Security, Mobility, Data Storage, Operations and Data Center Optimizations. I am a progressive, strategic visionary and accountable technology leader who brings IT solutions to market addressing a wide range of business requirements.

Areas of Strength & Expertise:

Business Acumen, Senior Leadership, Team Building, Analytical Skills, Innovation Ideation, Infrastructure Architecture, End User Computing, Governance, Problem Solving, Cost Control, Global Program Management, M&A Integration, Global Operations, Disaster Recovery, Product/Vendor Management, Security, Risk, Messaging and Collaboration.

Professional Experience:

Franklin Templeton – IT Director Consumer Engineering January 2015- Present

Manage Infrastructure Engineering for the Consumer Technology areas which include:

• Desktop hardware and core operating systems software

• Mobile devices and management solutions

• Core Email/Messaging Platforms

• Microsoft Office - Platform and Business Integration

• Unified Communications – Lync

• Desktop and Mobile Device Security

• Desktop/Device Software Distribution

• Virtual Desktop Technologies

TaggTeam Systems Advisors - Owner January 2014 - Present

Business and Technical Advisory on Business Security Solutions – PresidioExchange & DigitalArts

Advisory on Corporate Solutions – Consortium Finance – Security Advisory

Development of Security Risk Scorecard – Enterprise

Bank of America: SVP End User Computing Portfolio Manager March 2013 - January 2014

End to end responsibility for Global Messaging and Collaborations Services- Portfolio Management of eMail, Instant Messaging, SharePoint, Social platforms, security, storage, infrastructure, Global Operations, desktop application suites, vendor management, data governance, and managed a budget of over $100MM.

Key Accomplishments:

Product Portfolio Management – Productivity Suite – Strategy, Architecture, Marketing, Roadmaps - eMail, Collaboration, Instant Messaging, Web Conferencing, Budgets, Vendor Management

Completed the Messaging Global Redesign – reducing the 85 global data centers to 15 core sites – resulting in a $10MM savings

Gartner benchmark “Best in Class” for Services

Produced 99.999 availability on messaging platforms for 3 consecutive years

Product Lifecycle Management and Product Management Framework

Data Disposition lead on Email and Collaboration – Life-Cycle Management

Real-time Operation Monitoring with Splunk

Microsoft Contract Review and Verdor Management – $3MM in savings

Optimized Storage for SharePoint

Designed and Architected the Corporate Employee Profile and Collaboration Platform on IBM Connections 2013 – with regulatory archiving

Led Strategy Group for Innovation – OpenStack Cloud Services for SharePoint

Implemented additional DLP scanning for eMail, SharePoint and IM

FireEye eMail Security with Malware Scanning

Enhanced Enterprise Web Conferencing with Video

Enhanced eMail Hygiene Services – malware detection and Cloud Services

Bank of America: SVP Manager Messaging, UC and Collaboration July 2009 - March 2013

Engineering Manager for Messaging and Collaboration Services with responsibility to design, build and operate email, instant messaging, SharePoint and collaboration.

Key Accomplishments

M&A – 2008: consolidated Merrill Lynch messaging and collaboration platforms

oConsolidated Directories, Rebranded Domains, moved all 350K messaging accounts to single platform, consolidated SharePoint and upgraded desktop clients

Global Exchange 2010 platform consolidation – 350K seats

Global Operations “Follow the Sun” platform for Messaging and Collaboration

Enhanced Internal Corporate security framework for eMail and Collaboration (2012-2013)

Innovation Social Network implementation on WebEx Social (2012)

Unified Communication Platform (OCS) – 200K accounts

Deployed “BYO” Mobility Platform on Good Technology – 40K seats (2010)

Bank of America: SVP Messaging and Unified Communications Sept 2001-July 2009

Designed, built and managed the Unified Communication Strategy (2009)

Led the conception and build out of Innovation Environment for Business Integration (2008-2013)

Redesigned and implemented the entire Corporate Message routing layer (2007-2008)

Consolidated all web conferencing to Microsoft LiveMeeting resulting in savings of $8MM, increasing usage by 200% (2006)

Redesigned the Messaging and SharePoint Storage Platform with 12PB of data (2002-2005)

oReceived HP Award of Excellence and was a keynote speaker at StorageWorks (2007)

Designed, built and managed the Secure Messaging Platform - Sigaba – 2MM users (2002-2003)

Designed the Compliance Archiving solution for Sarbanes-Oxley (2001-2003)

WRHambrecht + Co: VP – Engineering March 2000 – September 2001

Responsibility included infrastructure related to back office services, trade floors, network designed, compliance services.

Strategy, Architecture, design/build, and operation of four trading floors located in Boston, New York, San Francisco and Seattle

Designed and Implemented the Network, Switches and Market Data Feeds, Dutch Auction

Data Center Configuration for Power, Fault Tolerance and Disaster Recovery

Bank of America: VP- System Engineering 1994 –2000

Responsible for designing, building and administering the desktop and network platforms for Corporate Real Estate and Commercial Banking.

Designed and built the first Microsoft Exchange platform at Bank of America (1999-2000)

Implemented the first SaaS offering for Compliance and Regulatory Archiving with Zantaz (1998)

Architected, design and built Bank of America’s corporate desktop and server standard on Windows NT. Deployed to thousands of devices (1997-1998)

Education & Credentials

San Francisco State University – B.S. Business Information Systems

Certified Six Sigma Green Belt

Certified in ITIL v3 Foundation

Microsoft MCSE

Bank of America Training – Sarbanes- Oxley Compliance, vendor management, leadership, and management

Advisory Boards –, Sierra Ventures CIO Advisors, Plantronics Innovation, Actiance

Bank of America 1% award of Excellence for achieving $8MM in web conferencing savings (1996)

HP Award of Excellence around storage and keynote speaker at StorageWorks 2007 – 2000 attendees

Chairman, East Bay United Way Technology Golf Event – raised over $250K for breast cancer awareness (2011-2012)

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