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CIO, CTO, IT Director, Project Manager

Tucson, AZ
October 05, 2018

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** + years of IT management experience.

** ***** ********* ******** ******** on IT topics to Fortune 500 companies.

** ***** ******* ********** ********** in software development, Information Security and Facilities management using Waterfall, Spiral and Agile (Scrum).

PMP Certified since 2011.

Managed Project and Development teams on over 100 mobile, SaaS and Business Analytics applications.


NOVA Home Loans

Chief Technology Officer • March 2015 to July 2018

Reason for leaving: Downsize, offered a contract position.

Overview: Responsible for technology vision and management of leading edge Fintec solutions. Managing eight direct reports and 38 employees in IT, Software Engineering, Facilities, Help Desk and LOS Support. Supported nearly 1000 employees in three affiliated companies.

Executive Highlights

Designed and managed development of a highly secure ERP system including HR/Access Control, SSO, BI Reporting/Business Analytics, Recruiting Tools, Inventory Control, Compliance Tracking and much more. Realized immediate ROI, savings of 50 hours for each run of just one of over 70 BI reports.

Sponsored and managed PII cleanup project that reduced breach exposure risk by 98%.

Implemented project management processes and controls, including Agile (Scrum) for software development, that led to completion of over 150 major projects in the first three years.

Reduced scope creep and improved stakeholder satisfaction by implementing strict processes for change management and Agile methodology for software projects.

Managed 28 to 35 active concurrent projects through distribution of responsibilities to five Business Analysts and a Project Coordinator. This saved from having to hire three more project coordinators.

Managed internal and offshore development team of nearly 30 employees/contractors.

Sponsored and managed two-year project to refresh Encompass loan origination software, unwinding 10 years of undocumented customizations, 3600 custom fields and over 200 business rules.

Catalyst Lending

Chief Information Officer • December 2012 to March of 2015

Reason for leaving: Opportunity at NOVA.

Overview: Managed all IT initiatives and provided vision for technology and information security. Identified and resolved gaps in loan origination processes. Reconfigured infrastructure and built tools to streamline all facets of operations. Assessed vulnerability risks and implement solutions.

Executive Highlights

Reduced monthly IT vendor spend by over 80% while accelerating new projects.

Developed highly secure ERP system including HR/Access Control, SSO, BI Reporting, Recruiting CRM, Trouble Ticket/Loan Scenario system, Employee On-Boarding, Secure eFax, Inventory Control, Scorm Compliant LMS, automated website creation for LOs and more. These tools were used companywide improving efficiency in every department and providing detailed reporting so management can make better decisions, sooner.

Managed internal and offshore development teams using Agile, accelerating project completions and reducing development costs and rework.

Identified and prioritized over 150 opportunities to improve workflow on loan processing and implemented based on benefit/risk analysis, providing significant improvements in loan quality and efficiencies.

Designed and implemented new infrastructure at major offices with MPLS lines for VOIP services and fail-over to minimize downtime. This substantial increase in performance and reliability came in at a monthly cost below previous infrastructure.

Implemented project for security infrastructure, vulnerability scanning, NPI encryption and log management (SEIM) reducing breach risk and exposure.

Fannie Mae (Contractor)

Business Analyst III • July 2011 to July 2012

Reason for leaving: Contract ended. They offered FTE position, but I wanted to return to AZ.

Overview: Split time between New Initiatives Roll Out and Communications teams. Developed internal and external tools for socializing ULDD (Uniform Loan Delivery Dataset) initiative. Supported customer training efforts as SME on new ULDD Loan Delivery application, associated business rules and MISMO V3.0 XML file format. Built and maintained system requirements, rules, calculations, change requests and data structure repository using IBM Rational products (Requisite Pro, Doors, ClearQuest). Perform testing and analysis of business rules using HP Quality Center. Support team requirements using SharePoint (Designer and InfoPath) to create and maintain internal/external websites and lists. Completed SDLC and NPI training. Created online help menu articles using ATG Primus Knowledge Center.

National Information Security Association

President/Owner • October 2010 to July of 2011

Reason for leaving: Closed company after starting with Fannie Mae.

Overview: Developed RISP certification for Realtors. Developed materials for socializing security policies in compliance with regulatory standards for handling NPI. Designed applications and provided project management for multiple web and client/server projects. Consulting with focus on data security.

Thomson Law

Chief Information Officer • September 2008 to October 2010

Reason for leaving: Company closure.

Overview: Managed IT operations and projects to develop MediationNet and HEX Servicing platforms. MediationNet is a SaaS product used as a loss mitigation tool, CRM and accounting system by law firms. HEX Servicing platform is the single repository used for registration, tracking, aggregation, servicing and securities trading for a new asset class of residential equity sharing called HEFI (Home Equity Fractional Interest). This new security instrument was developed in 2003 by financial engineers at UC Berkley and in 2009 was awarded multiple patents. In November of 2010 Congress approved Equity Sharing for use under HAMP.

Artisan Mortgage

Chief Information Officer • March 2005 to September 2008

Reason for leaving: Company closure.

Overview: Managed technology vision for all aspects of the business. Support and maintenance of all IT and telephony equipment for over 200 employees. Managed technology needs for four subsidiary companies totaling 15 locations and facilities for seven locations. Supported banking operations and data mining for marketing, compliance and executive needs. Managed infrastructure and data security initiatives.

Managed migration of over 100 employees and technology during merger with Great Southwest Mortgage.

Implemented new LOS rollout.

Designed and managed full enterprise technology stack rollout.

Alpine Affiliates

Chief Information Officer • September 2001 to December 2004

Reason for leaving: Company closure.

Overview: Build and manage IT department and related functions including technology equipment procurement, infrastructure design, compliance, data security, call center operations and support for 21 offices and 750 employees across five states. Developed technology implementation/growth plans. Assumed additional authority for facilities management activities including project management and procurement for all new locations, location moves and office expansions, averaging one every 45 days. All delivered on time and on budget.

Executive Highlights

Designed and built a highly secure and efficient IT infrastructure from the ground up in just 18 months, with most employees utilizing LOS software and CRM applications within a few months. Recognized as one of industry’s most efficient and technologically advanced organizations while tripling in staffing and revenue. Key actions/results included:

oIncreased call center productivity by 25% through implementation of a predictive dialer.

oBoosted sales by additional 40% for five months by optimizing lead selection and customer demographics lifecycle implementation.

oSlashed paperwork completion time from approximately 1.5 hours per new employee to 3 minutes through creation of an HR onboarding application.

Improved efficiency, business intelligence and security by developing a custom ERP using a hybrid of Waterfall and Spiral project management methodologies. Migrated all paper-based systems to electronic systems.

o Centralized all systems through thin-net before migrating to web-based applications using SDLC.

Enhanced SSO (Single Sign-On) functions by interfacing ERP to other email and web-based logins, with system generating its “own” login and passwords, consolidating logins to a single account. This reduced IT time for new hires from 3 hours to zero. No interaction of IT staff required. Automation managed all new employee account setups.

Earned high praise during IT audit, as part of due diligence by a top 10 bank in negotiations to purchase Alpine. Comments from their CEO to Alpine’s CEO; “We are blown away with the level of technology you have achieved and the low cost in which it was accomplished.” The technology tools and the level of integration we had achieved were cited as contributing factors to their motivations to purchase Alpine.


Phoenix Institute of Technology, Bachelor Degree Computer Science

Graduated with honors.

University of WI, Psychology of Training


PMP Certification # 1394707

Fannie Mae SDLC and NPI Training

Author of “Servicing PC-Based Equipment” Book, Prentice Hall

Author of over 100 published articles

Host of “The Computer Consultant” radio show

IT Industry Expert/Consultant to CBS, NBC, ABC and Fox News

Eagle Scout


Information Security, Cyber Security, Business Intelligence, BI Reporting, Business Analytics, ERP, Enterprise Resource Planning, Contract Negotiations, Vendor Relations, CRM, Contact Relationship Management, MS Project, TFS, Team Foundation Server, Microsoft Dynamics, Telephony, Infrastructure Design, Application Architecture, Software Architecture, Project Management, Scrum, Agile, POS, Business Continuity, Disaster Recovery Planning, Digital Strategy, Communication Skills (Verbal and Written), Point of Sale, SaaS, Software as a Service, MS Office (Excel, Word, PowerPoint, Visio), Vision, Mockup Screens, IT Strategy, Digital Mortgage, Banking, Credit Union, Single Sign On, SSO, Data Mining, Data Warehouse, Data Mart, Big Data, Procurement, SDLC, HRS, Business Intelligence, Detail Oriented, Self-Starter, Technical Solutions, VDI, Workflow Analysis, SQL Applications, VoIP, Azure, AWS, Cisco Unified Communications, Cisco ASA, Palo Alto Firewalls, Fortinet Firewalls, Salesforce, Hyper-V, VMWare, Customer Service, Encompass (LOS), Budget Management, Database Design and Management, Conflict Resolution, Collaboration, Continual Improvement Process, Cloud Based, Software Deployment, Hardware, Change Management, ShoreTel, Cloud Solutions, Cloud Architecture, Compliance (GLBA, PCI, NIST), OWASP, Contract Management


References available upon request.

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