Chief Information Officer

JOSHUA LOCH JONES

Hollis, NH, ***** • 617-***-**** • ****@***************.*** • www.linkedin.com/in/joshualochjones CHIEF INFORMATION OFFICER (CIO)

Results-driven Information Technology professional with 20+ years of experience in IT integration and management. Energetic and resourceful leader with extensive international experience and proven record of providing innovative technological solutions in diverse environments on time and under budget. Bridges gap between executive branch and technical tiers with strong communication that builds consensus. Leads teams to operate efficiently and produce results exceeding expectations and adept at hiring and coordinating activities of third-party contractors. Expertise in operations processes, audit preparation, compliance, budgeting, integration, risk, and security, large-scale project/initiative management, software and web development oversight, infrastructure, support, data and network security management. Extensive and successful experience in managing shared technological services across company lines. Key Skills

Software/System Implementation • Strategic Technology Planning • Project Management & Direction • Productivity Improvement Database Design & Management • Data/Business/Systems Analysis • Data Flow & Process Mapping • Systems Integration Financial Systems • Compliance and Unstructured Data Management • Sarbanes–Oxley • ISO 27001:2013, 9000 • PCI KPI and Visualization Deployments • Software Development Management • Technology Integration International Business • Strategic Planning • TCO Reduction • Operations Management • SDLC • ITIL Service Strategy Agile Methodologies • Technology Security • Mergers and Acquisitions (M&A) • Startups • Cloud Migration • Information Security PROFESSIONAL EXPERIENCE

FIDELITY INVESTMENTS. Merrimack, NH 2015–Present

Director of Portfolio Strategy, Enterprise Infrastructure Handled oversight and strategic planning for technology and innovation for Fidelity Associates and customers. Managed over 9,000 associates, goals, targets and direction within EI through strategic planning with EI executive branch. Designed operations model for internal associate application marketing, delivery, and consumption. Collaborated with Enterprise Technology group to develop standardized taxonomy and evaluation process for end to end services across shared services portfolio. Established product steering, management committees, and regular strategic portfolio reviews with senior management. Ongoing demonstration/relationship management, project management, strategic thinking, planning, and execution/delivery related to enterprise technology and IT strategy including services from unified communications, messaging, voice, and video.

Reduced IT spend by 15% and on target to reduce 30% by EOY in 2019 by developing standardized taxonomy and evaluation process for end to end service offerings across technology portfolio.

Established portfolio management process to review with senior management all resources, spend, and activities within enterprise technology gaining insight and better allocation of resources for 7 verticals with $1B annual budget. HARVARD BIOSCIENCE, INC, Holliston, Massachusetts 2014–2015 Chief Information Officer (CIO)

Oversaw all IT matters and managed interrelations with Operations, Sales, Finance, Marketing, Research and Development. Convert various ERP and CRM platforms across organization to single, consolidated platform. Develop consolidated Business Intelligence

(BI) platform. Migrate key infrastructure to secure, dynamic, externally hosted platform to scale with business and demand. Manage PCI, SOX, and ISO certification applications and successful accreditation with KPMG. Formulated strategic business-aligned technology goals. Managed and implemented technology to increase timely actionable information and BI. Handled key initiatives such as e-commerce, Enterprise Resource Planning, ERP strategy and implementation, cybersecurity, contingency planning, O365, PaaS, IaaS, SaaS and Azure migration from strategy to project completion, management, consolidation, and migration. Standardized network infrastructure and software / hardware platforms for end-users. Implemented disaster recovery and risk mitigation hardware, tools, and software. Audit preparation and ongoing management for SEC, PCI and ISO9000~ activity. Procured licensing for and implemented CRM, ERP, and BI Analytics/Reporting integrated solutions and created consolidated data warehouse.

Innovated communications, software and hardware standardization policies for integrated IT shared services platform resulting in $1M+ annual reduced spend, 37% overall decrease in support incidents, and platform availability above 99.9%.

Created standardized ERP offering for all entities, streamlined operational processes enabling centralized way to gain insight into global operations, sales, etc, increased productivity, and reduced fulfillment times.

Established standard set of processes, policies, and internal auditing practices maintaining PCI, ISO9000, SOX compliance. JOSHUA LOCH JONES • Page 2 of 2

Hollis, NH, 03049 • 617-***-**** • ****@***************.*** • www.linkedin.com/in/joshua-jones-73902b7/ DEVONSHIRE INVESTORS. Boston, Massachusetts (Private equity division of Fidelity Investments) 2004–2014 Vice President of Technology Management

Supervised project managers and engineers leading four teams of up 20 employees in developing IT strategy and implementation for Devonshire invested firms. Direct technological initiatives and strategic management within company portfolio of more than 15 companies including building and supply, natural resources, real estate, venture capital, professional services, and agriculture. Prepared for audits and managed activity working with auditors. Performed acquisition due diligence for IT area. Manage IT budgets, operations, infrastructure, vendors, and contracts. Manage shared services to achieve economies of scale when appropriate. Provide oversight for Data Center operations. Centralized all monitoring, firewall, security, remote access, and patch management.

Improved supply chain and other business processes through IT optimizations.

Saved over $4M from 2005 to 2009 by analyzing and optimizing all voice, data, and cellular spend for ProBuild.

Created first-time budgeting process to identify true operational costs Fidelity Capital data center.

Reduced IT total cost of ownership (TCO) by 20% with innovative technology, strategic operations, and infrastructure design development. Successfully outsource in-house operations including hosting, shared-services, and support services.

Designed consolidated, standardized voice and data infrastructure over 500 locations for Professional Building Supply on time and under budget, focused on MPLS, VoIP, and SIP technologies. Reduced communications and data spend $8M.

Established 150+ intranet and collaboration sites based on Microsoft Enterprise SharePoint architecture across Devonshire portfolio between 2007 and 2010 and used for M&A data rooms, document management across entire organization.

Developed big data warehouse incorporating financial and public record feeds, standardized data, and developed data visualization platform allowing better identification of information important to critical business decisions. INSURANCE.COM (Fidelity and Devonshire Investors Venture) 2000–2004 Director, Operations & Engineering Information Security Officer Supervised operations and maintenance management of websites, infrastructure, applications, telecommunications, data security, and support management. Coordinated partnership with other insurance companies to facilitate quoting and underwriting for different types of policies. Spearheaded implementation of SIEBEL CRM solution for base of 2M+ customers. Prepared for audits and ongoing management for PCI, Sarbanes Oxley, and HIPAA compliance in cooperation auditors. Designed and implemented development, QA, and production hosted environments including clustered database solutions, Microsoft Active Directory, load-balanced solutions for services, high-security data infrastructure, and in-house build process for new content and applications.

Integrated infrastructure for over 30 online partners managing high-volume website with 99%+ availability.

Designed and managed infrastructure to support daily operation of high-volume, highly available website. EF EDUCATION, Cambridge, Massachusetts (International leader in foreign study programs and operates language schools) 1997–2000 Infrastructure & Support Manager, North & South America Network Manager Member of technology board that made all global technological decisions. Managed technological support team for North and South America. Supervised Data Center operations at Cambridge office. Managed $3M+ annual budget for global data and telephony contracts. Planned, implemented, and provided technical support for conversion from 100% MacOS environment to 100%Winnt for 2500+ users in over 30 countries. Negotiated international voice and data contract exceeding $8M over three years.

Designed, implemented, and managed global corporate messaging solution using Microsoft Exchange and corporate WAN with 98+% availability.

ADDITIONAL EXPERIENCE

Systems Engineer, Aquent/1800Network, Cambridge, MA Systems Engineer, New England Medical Center, Boston, MA EDUCATION

Business Management & Computer Science, Harvard University, Division of Continuing Education, Cambridge, Massachusetts Computer Science, Colgate University, Hamilton, NY TECHNICAL SKILLS

ERP Deployment • CRM Solutions • Microsoft Dynamics AX • Oracle Solutions • Microsoft Azure • TIBCO Spotfire, S+ • XaaS Data Warehousing • Security Operations Center (SOC) • Microsoft Enterprise Systems and Servers • Salesforce • Tableau Reporting

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