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Management Project

Castle Rock, Colorado, United States
November 24, 2018

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Castle Rock, Colorado



UCLA, Anderson School of Management

BA, Economics

Stanford University



Executive Presentations

Excellent communicator

Financial Domain

Commercial Banking

Investment Banking

Capital Planning

Financial Analysis

Large Picture Thinker

Competitive Market Positioning

Client Needs Assessment

Profitability Reporting

Sensibly Analytic

Building Business Cases

Mergers and Acquisitions

Planning & Budgeting

Account Analysis

Project Management

Leading Technical Teams

Process Improvement Re-engineering

Operating Efficiencies




Advanced Excel

Data Center

Data warehouse

Oracle SQL

Oracle PL/SQL




Data Analysis



SQL Developer

Business Objects

Risk Modeling


Data Migration

Functional Requirements




High Availability

Trend and Time Analysis

Change Management


With an impressive footprint in Project Management, Finance and Information Technology I’ve added exceptional value as liaison between business and technical groups. As a leader and an expert consultant, my experience moves the needle in strategizing, leading cross-functional teams delivering fundamental change, improvements in strategy, processes and profitability increases.

With degrees in Economics from Stanford University and a MBA from UCLA in Finance, I’ve always been instrumental as the link between business and technical staff, C Level Executives in IT, Business Units and Project Management functions including the PMO.

I have benefited from the mentor/protégé system and have always used it to bring my people and teams along. My protégés won both the Chairman’s award and the News Corporation awards at DIRECTV.


Strategic Planning & Operations

Process Improvement

Change Management

IT Service Management

Client and Vendor Relations

Jira, Planview, Visio, MS-Project

Cross-functional Team Leadership

Excellent negotiating and consensus building with teams and vendors

Vendor oversight and control

Infrastructure buildouts

Market Research & Planning

Product Management

Oracle PL/SQL, SQL Developer, Toad

Financial Domain, Budgeting and Planning

Technology Implementation

Financial domain experience in Commercial and Investment banking

Equity and Merger Due Diligence

Debt packaging and securitization.

Operating leases and Tax sale transactions

Advanced Excel

CA Technologies Capacity Management Suite (HyPerformix)

oPerformance Optimizer

oCurrent Capacity Reporter (CCR)

oCapacity Control Center (CCC)

ServiceNow and Oracle messaging


Business Intelligence and Project Management

Highly effective in identifying and analyzing risks and issues, proposing mitigation approaches including establishing contingency plans and providing transparency for projects.

Very experienced with both Waterfall and Agile at GE Capital, Fujitsu, Intuit, DIRECTV, GE Capital ResCom using a wide variety of tools including Jira, GitHub, MS-Project, ServiceNow and Planview.

ServiceNow messaging integration with CA Technologies Massaging subsystem in Oracle at GE Capital.

Highly effective in moving the needle in dozens of instances such as Software acquisitions, platform migrations and systems implementations under both waterfall and agile methods at GE Capital, Fujitsu, Intuit, DIRECTV, GE Capital ResCom.

Designed and implemented about 20 Data Adaptors that provide the ETL functionality across the Oracle and Web environments at GE Capital, Fujitsu and Intuit for over 8 years.

Used Oracle PL/SQL to support business case at GE Capital avoiding $6 Million CapEx hardware spend

Expert Performance tuning PL/SQ, Packages, Stored Procedures, triggers and ETL Code

Excellent understanding of core Business processes and the data needed to drive those processes

Delivered Projects using various execution methodologies; including Agile iterative, waterfall, and others with control tools including MS-Project Jira, Planview, Visio and others.

Lead financial data migration of lease object model from STMS to SAP in aggressive new DIRECTV business model. Completed installation in record time fulfilling aggressive CEO promise and saved $1.1M

Built a ‘Single Pane of Glass’ Reporting Tool on virtual infrastructure including server and storage utilization. Allowed Intuit’s business units to pare costs 50% in 3-year period (over $30 million).

Acquired and Implemented modeling software providing visual and statistical views of physical, virtual, and cloud IT infrastructures. Saved DIRECTV over $155 Million in call center costs and customer saves in a 3-month period

Technical Project Management lead roles on Calidus, Neural Technologies Fraud Management System, Intrusion Detection on, LDAP, Intellectual Property Management and two dozen other products saving DIRECTV over $100 million on piracy costs alone

Led 6-member team in building a 911 certified address database of over 5 Million Addresses with 0% error rate in under 6 weeks


Reduced ARCO’s financial leverage and Bank of America capital ratio and Federal Reserve pressure with innovative Sale/Leaseback plan on LA’s iconic ARCO Towers

Lead several bond issues liquidity facilities, mortgage and other debt securitizations.

Progressive commercial Paper placement for Pacific Lighting in Netherlands Antilles saved $15 million

Fluent in Advanced Finance, Compliance, Legal and HR concepts, enabling fluent communication with business stakeholders

Managed Accounting and Audit Personnel; handled tax and audit issues in the UK, Belgium and Germany

Supervised Law firms’ activities on leasing, receivable discounting and corporate matters

Saved 890,000 DM in complex Kingdom of Belgium split currency transfer

Leveraged FASB 8 opportunity to sell novel 10-year bond offering for AMI. Sold at an amazing 77 basis points under treasuries saving AMI $25 Million



GE Capital through MphasiS Castle Rock, Colorado August 2014 – May 2018

GE Capital was a $26.5 Billion manufacturer, financial services and digital products company

Established a Capacity Management Database; kept applications upgraded to latest versions

Led the ServiceNow integration with CA Technologies Massaging subsystem in Oracle at GE Capital.

Designed and implemented about 20 Data Adaptors that provide the ETL functionality across the Oracle and Web environments at GE Capital, Fujitsu and Intuit for over 8 years.

Wrote relational and multidimensional database Structured Query Language including (DDL,DML)

Fantastically effective in leading project that allowed GE Capital to successful decertification as a Significant Financial Institution under Dodd-Frank.

Calculate and normalize measured resource utilization and usable capacity

Forecasted time-to-threshold issues and marked threshold violations in Service now

Simultaneously managed multiple competing initiatives under tight deadlines


Fujitsu America through NRG Yorba Linda, California March 2014 – August 2014

Fujitsu America offers a full range of technology products, solutions, and services.

Established a Capacity Management Database; kept applications upgraded to latest versions

Expert at native Oracle PL/SQL, SAS, SQL Developer and Toad in producing Business Intelligence (BI) systems that deliver intuitive, accurate reports of historical resource usage, trends and patterns


Intuit through ACS Yorba Linda, California May 2012 – June 2013

Intuit is a $58 Billion business and financial software company

Established a Capacity Management Database; kept applications upgraded to latest versions

Hands on with Oracle, Tomcat Webserver on Linux. Troubleshooting, extents maintenance, mount drives, parallel query and database partitioning to enhance performance


DIRECTV El Segundo, California June 1997 – July 2011

DIRECTV is a $30B satellite digital entertainment company.

Ad-hoc support for DIRECTV’s CAO and CFO concerning why ‘offers’ do better in different markets

Delivered several extremely significant projects with extensive executive involvement such as the ‘Lease’ model conversion, anti-fraud projects like Neural Technologies, intrusion detection and NFL special projects assignments

Lead ‘Lease’ (from Infrastructure stream perspective) in 35% of normal time, on time and at least $2 million under budget

Acquired and lead the implementation of the Planview product in the DIRECTV environments

Developed models of revenues trends, variance and year over year comparisons and various reconciliations of fee income versus subscription revenue

Installed modeling software (HyPerformix) and brought VMWare to DIRECTV

Managed several hardware/software upgrades in co-located and O&O data centers

In earlier roles with The Fuji Bank, IFM Leasing Group and GE-ResCom

Worked, very successfully, in Capital Markets, Commercial Banking, Investment Banging and Alternative products with the Fuji Bank. IFM provided operating leases on IBM main frames. We sold tax benefits on the systems for years 1 through 7 in London through the likes of Kleinwort Benson and years 8 through 15 in New York through a consortium of investment banks and financial managers.

Fuji Bank had all the aspects of consulting; calling on ARCO, Bank Of America, Financial Corporation of America, Pacific Lighting, American Medical, Hilton and other Fortune 500 companies in a Business Development role. To be welcomed in the C Suite I needed to present new, creative and valuable pieces of information, product ideas and programs to improve the client’s profitability

I’ve also had my own estate under wealth management for years. I am quite comfortable with my knowledge of the Capital and Equity markets as a result of my education and experience.

I’ve taken, I believe, almost all the course work necessary for PMP Certification but have never taken the test.

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