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McLean, Virginia, 22101, United States
January 23, 2018

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(703) *** – **** McLean, VA – *****

CHIEF TECHNOLOGY OFFICER CHIEF INFORMATION OFFICER RR&&DD PPRROOJJEECCTT SSUUCCCCEESSSS RRAATTEE –– 110000%% CCTTOO//CCIIOO SSTTRRAATTEEGGYY EEXXEECCUUTTIIVVEE AAGGIILLEE &LLEEAANN LLEEAADDEERR BBUUSSIINNEESSSS TTRRAANNSSFFOORRMMAATTIIOONNSS Consecutive strategic technology wins as a CTO/CIO at the helm of visionary strategies, transformation, pivotal initiatives, and innovative problem solving that propels growing companies to scale and acquire competitive advantages Performance-driven, multi-faceted and forward-thinking, information technology executive with 20+ years of C-level leadership experience in employing end-to-end technology strategies to enhance technology organizations, while cultivating value in alignment with business goals, along with generating $MM revenue and identifying new business opportunities. Operate as concept-to- completion driver, cross-functional team leader, and SME in emerging technologies including Agile, Cloud & DevOps to generate solution design and innovation with the focus on reliably and cost-effectively producing high-quality products that delight customers. IMMEDIATE VALUE OFFERED






- Agile/Cloud/DevOps/ITIL/Azure/AWS

- Enterprise Systems Architecture


- Cross Functional Team Leadership

- Project / Initiatives Management

- IT Strategy & Execution

- $MM Budget Management

- Investment Capital Raising

- Strategic Partnership Development

- Vendor / Contract Management

- Hiring and Training

- Revenue & Profit Increases

- Contact Negotiations & Deal Closing


- Solutions Innovation & Design

- Technology Process Improvements

- Big Data & Machine Learning

- SOC1, SOC2 PII, Code Sec

- Open Source / SQL / NoSQL


- Relationship Building

- C-level Engagements

- Presentations / Public Speaking

- Effective Communications

Industry thought leader for establishing, scaling and growing companies from start-up, to successful IPO's, and large enterprise organizations, while navigating complex business areas regarding start-up, IPO phases, mergers and acquisitions (M&A), mobile & cloud solutions / innovation, and technology process re-engineering

Track record of defining enterprise technology strategies/solutions that reduce costs, improve efficiency, support organizational goals and maximize technology investments

Integrate technology-based activities into the corporate strategy, through effective collaboration and consensus building with key stakeholders, while invigorating business capabilities through the global application of technology integration, migration, and / or transformation of legacy systems

Prominent wins with 100% success rate in R&D projects, thus producing technology solutions which improved revenues & profit margins and reversed underperformance – Integrated commercial off-the-shelf solution into an IRS IT System securing a $MM annual license deal for 4000+ IRS agents

Championed integration of ITIL, DevOps and Agile methodologies to strategically deliver comprehensive quality improvements coupled with a process for managing organizational issues and transformational change

Inspirational, people-oriented leader with a talent for building world class IT teams empowered by best-in-class processes to deliver on common goals while maximizing results ensuring bottom line success PROFESSIONAL WORK HISTORY

BLOOMBERG TAX TECHNOLOGY – ARLINGTON, VA 2001 – 2017 CHIEF TECHNOLOGY OFFICER (CTO), CHIEF INFORMATION OFFICER (CIO), TECHNOLOGY & BUSINESS STRATEGY Brought on board to employ a unique blend of executive acumen and enterprise solutions development expertise coupled with premium ROI and IT operational improvements. Built a responsive IT organization via delivering results by aligning technology initiatives with business goals, thus generating a substantial improvement to service delivery, standardization and business systems performances. Sustained collaborative communications with a dedicated focus on high-priority projects, high-performing IT department and resource management best practices while ensuring support of several first-time enterprise solutions and initiatives.

Championed strategic planning and implementation of IT innovations, designing & developing new profitable solutions, and modernizing legacy solutions, while utilizing emerging technologies to drive business growth

Pivotal technology leader for long-term business assessments, integration support, solution production and IT activities, while delivering targeted technical improvements – Largest profit contributor across the corporation

Recognized for defining enterprise technology strategies reducing millions in costs through high-quality infrastructure, best practice implementation

(Agile/LEAN/continuous improvement), and process re-engineering

Operated as a strategic partner to large enterprises and government departments for actuating data integration and automation engagements

- Built management consensus regarding

$MM product investment turnaround for

an Enterprise SaaS solution

- Standards focused leader, secured SOC1

Certification for production processes

- Hired, trained, coached and mentored a

diverse, performance-focused team across

the US, South America and Canada

- Drove adoption of Agile and Scrum best

practices; chaired scrum meetings and

sprint planning sessions


(703) *** – **** McLean, VA – 22101 PROFESSIONAL WORK HISTORY CONTINUED...


Turned around underperformance and combated negative business growth and profits – Implemented technology & business strategies, thus accelerating operating efficiency and competitive advantages – Grew annual revenues by over 60% while increasing operating profits by a factor of 20

Delivered strategic value across multiple projects while guiding selection, prioritization, balancing, and termination processes for portfolio components in alignment with the organizational strategy

Remained commercially engaged while dealing with vendors for major new technology introductions and subsystems into the solutions line

- Enabled 1st integration of a commercial

off the shelf solution into an IRS IT System,

securing $MM annual license deal for

4000+ IRS agents

- Managed strategic relations throughout

complex technology transitions

- Continually reviewed and managed

business systems for efficient operations

PRINCIPAL VENTURE CAPITAL / TECHNOLOGY CONSULTING - ALEXANDRIA, VA 1999 – 2001 Pioneered project implementations and led IT governance in the areas of Enterprise Architecture while strategically administering technology strategy and implementation as a senior-level technology leader for various clients, including startups. Assumed a consultative, client-facing role, winning buy-ins through customizing technology plans, and delivering presentations to the Board of Directors and Venture Capital firms, thus securing financing and leading start-up organizations through launch activities.

Delivered industry thought leadership and technology expertise to evaluate technology for Venture Capital Firms - Focused on high-priority projects with new governance, security assurance, detection & response and recovery standards, along with M&A due diligence support

Collaborated with the CEO Barry Johnson (former CEO BET and Sony Interactive) to build strategic partnerships with Internet technology companies and secure financing from Venture Capital Firms

- MYOB US, Inc. – Performed technical

analysis of the next generation Internet

technology for the MYOB solution line

- Designed and managed production of

CliqueNet/CliqueNet Studio a multi-media

internet content solution

PRESIDENT/CTO/CIO/STRATEGY BEST SOFTWARE INC., R&D DIVISION – RESTON, VA 1997 – 1999 Served as a strategic business and technology partner to Chairman and CEO, building viable technology and growth plans for the new organization which designed and developed the first internet solution. Facilitated new revenue sources and operational improvements across Best Software, while leading 30 analysts, programmers, technical experts, IT and support staff.

Successfully grew annual revenues to over $55M through visionary technology leadership, launching the largest IPO in the Washington Metropolitan area in 1997, later to be acquired by Sage Software for $500M+

Governed $MM technology planning and strategy, along with cultivating strategic partnerships for profits, funding and/or market expansion – Remained highly persuasive and influential during presenting business cases and prototypes to the Board of Directors to successfully obtain funding

- Credited with launching solutions and

subsequent integration of the spinoff


- Administered solutions evolution via

multiple technology changes, and emerging

technologies to drive business growth

CTO/CIO/STRATEGY BEST SOFTWARE - RESTON, VA 1987 – 1997 Utilized advanced acumen and technology leadership, to meet the challenges of business economics, client needs and technical innovation, thus enabling Best Software to earn recognition as one of the industry’s top 50 software companies, which was publicly traded (NASDAQ:BEST), and operated on an international basis with offices in Canada and Europe.

Built and cultivated talented, high-performing technical teams, producing market leading solutions, through consistent motivation, management and strategic communications

Coached, guided, and mentored analysts, programmers, technical experts, IT and support staff during the development and integration of enterprise-scale solutions while utilizing a variety of DevOps systems

- Administered due diligence for all

mergers and acquisitions (M&A)

- Pioneered design and deployment

regarding the transition of the Corporate

Technology platform


Bachelor of Science (BS) Biology, Pre-Med Studies in Microbiology & Computer Programming - Virginia Tech 1983 Community Involvement: Vestry St. Johns Church Dc, Mclean Youth Athletics Board Member, Founder Mclean Fencing Club, Washington DC CTO Roundtable, Rebuilding Together, Habitat For Humanity, Charity Works, Fishing School

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