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Chief Information Officer

McLean, Virginia, United States
April 27, 2019

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Open to Relocation

Chief Information Officer & Digital Technology Executive Drives enterprise performance and value by leveraging emerging technologies, modernizes and transforms processes, organizations and products. Re-energizes organizations by establishing cultures of excellence and enthusiasm

Establish clear strategy, vision and focus; develop tactical roadmap and lead execution during times of high organizational ambiguity and uncertainty in multi-billion dollar complex businesses and organizations.

Build, lead and inspire focused high-performing teams; fosters learning culture, encourages experimentation and smart risk taking. Improves morale and engagement. Led unranked team to #4 Best Places to Work in IT.

Prototype digital technologies such as artificial intelligence, blockchain, augmented and virtual reality, voice enabled technology and biometrics to scale business and create value. Develop culture of innovation.

Enable new strategic initiatives by achieving rapid $121 million five-year savings for new e-discovery program and $54 million savings in implementation.

Forge organizational consensus; replace conflict with trust and collaboration. Lead with transparency and authenticity. Build partnerships with key research institutions and suppliers to accelerate business value.

Deliver underperforming and at-risk initiatives valued up to $90 million, on time and budget; rescue failing programs and projects.


Business/Cultural/Technology Transformation • Converged Business/IT Strategy Development Information/Cyber Security • Futurecasting • Digital & Disruptive Technologies • Innovation Execution Leadership • Business Process Re-Engineering • Global ERP Optimization • Cloud Migration Startup/Turnaround Leadership • Talent Magnet & Mentor • Organizational Improvement • Risk Management M&A Due Diligence/Integration • Systems/Applications Integration • Agile/DevOps • IT Governance Offshoring/Outsourcing • Digital Technologies • Design Thinking • Cloud Computing • B2B • B2C PROFESSIONAL EXPERIENCE

AARP, Washington, DC 2011 to Present

$2B social mission organization of 38M members; it fights for and equips Americans, over age 50, to live their best lives. Senior Vice President, Chief Information Officer (2015 to Present) Chosen to transform ~550 FTE department by enabling organizational and cultural changes, applying digital technology to scale the mission, improving Information Security posture, increasing productivity and IT delivery rates.

Created digital transformation roadmap that enables rapid development of new business capabilities, products and services through customer experience focused platform development and data integration strategies.

Developed vision and strategy for AARP that employs emerging technology as a business scaling factor.

Completed aggressive Information Security roadmap to materially reduce cyber risk creating defense-in-depth.

Opened university-based innovative prototyping lab to promote business experimentation in digital technologies including blockchain, artificial intelligence (AI), biometrics and Robotic Process Automation (RPA).

Earned Breakaway CIO award in 2018, a CIO peer juried competition that recognizes breakthrough innovation.

Created culture of innovation, experimentation and learning. Trained team in innovation framework co- designed with Ideo. Held experiential workshops on design thinking and customer journey mapping. Created masterclass curriculum for digital technology literacy. Recognized in Computerworld Best Places to Work in IT three consecutive years.

Led cloud migration roadmap, applying next generation architectures to refactor and redesign applications for agility, resiliency and lower cost. On track to close data centers by 2020.

Developed plan to create product based delivery in IT in 2019. Stood up pilot DevSecOps and Agile teams.

Overhauled IT operations and change management, reconfigured national network, reduced outages 95%.

Delivered employee collaboration and productivity initiative, improving effectiveness and use of limited state- level resources in 52 regional offices, by leveraging 2-in-1 devices, O365, Skype and Surface Hub technologies. Vice President, Customer Service & Solution Delivery (2013 to 2015)

Developed strategy to improve management of the volunteer force which operates the third-largest US income tax preparation service by replacing legacy application with, enabling increased functionality, skills cross-pollination with other programs, while avoiding $54 million spend for new custom developed system.

Led architecture of Cloud-based solution that enables AARP to offer flexible member services, content and subscription services. Migrating all other applications to the cloud and retiring data centers.

Established IT governance and project portfolio methodology, improving IT utilization and spending effectiveness by regular re-sequence of priorities. Increased project output 95% year over year

Improved effectiveness and delivery by leading transformation and driving cultural change; redesigned organization, overhauled staffing, created workforce productivity function and optimized Help Desk processes. Vice President, ERP (2012) & Director, Back Office Applications (2011 to 2012)

Increased enterprise productivity and efficiency by rescuing failing $90 million 28-module ERP program and delivering on time and budget. Converted from Lawson /JD Edwards to Oracle and five Oracle Analytics modules. Freddie Mac, McLean, VA 2009 to 2011

Government-sponsored organization that expands the secondary home mortgage market; it sells mortgage-backed securities to investors.

Senior Director, Corporate Systems

Reported to Business Information Officer, sat on CEO Council; hired to optimize IT performance and support, during era of government conservatorship, organizational ambiguity and high employee turnover.

Improved IT performance, outcomes and morale; maintained initiative work levels at 85%, while supporting 104 applications; and held attrition to 7%, or half of enterprise average, under three CIO regimes and four immediate supervisor changes in two years.

Achieved $121 million five-year savings by delivering failing enterprise e-discovery program that was late and 100% over budget. Solution reduced risk of manual document discovery necessary to litigate 300 cases at any given time. It was vendor’s only implementation out of 56 attempts at other US organizations that year.

Delivered on-time and budget against $12 million portfolio in 2010 and $21 million portfolio in 2011.

Stabilized IT team and maintained customer service focus by mentoring and training to develop professional organization; performed campus recruiting and attracted numerous high-potential interns and employees. C&F Financial Corporation, Toano, VA 2009

Retail Bank, Mortgage Bank & Auto Finance Corporation, headquartered in Southeastern Virginia. SVP, Chief Information Officer/Chief Information Security Officer/Head of Banking Operations Reported to CEO; hired to optimize IT departmental performance effectiveness, during era of strong market competition; managed daily check processing and balancing for 18 branches. As enterprise CIO, supported parent holding company, C&F Bank (retail banking), C&F Mortgage (residential mortgage lending) and C&F Financial (sub-prime auto lending).

Achieved most successful FDIC audit in bank history. Overhauled policies and procedures and received individual recognition from FDIC auditors for audit result.

Improved IT departmental performance and effectiveness by implementing processes, policies and standards for project and risk management, business requirements and business analysis; and trained team.

Reduced IT expenses by building business case for outsourcing technology platform. Implemented back counter capture to reduce overall retail banking expenses, developed business case to move to front counter capture within the next year. Upgraded mobile banking platform and company intranet. American Financial Realty Trust, Jenkintown, PA (Company Sold to Gramercy Trust) 2007 to 2008 Operated as US real estate investment trust (REIT); it acquired and operated properties leased to financial institutions. Chief Information Officer

Reported to President; hired to improve IT effectiveness and maturity, implement governance, standardize processes and develop quantitative business case analysis; and served on Executive Management Committee.

Improved IT on-time/budget delivery by 45% within first six months; changed department focus to customer- facing, created first value-driven IT strategy document, coached on project management and delivery skills.

Retained 100% of IT staff, during period of high uncertainty, while company was marketed actively.

Increased IT utilization effectiveness by creating new governance model with active steering committee and quantitative business case requirements. Transitioned ERP support to “power-user” model, re-engaged business users and created ERP Steering Committee to prioritize decisions. Merck & Company, Blue Bell & West Point, PA 2006 to 2007 US pharmaceutical company founded in 1891; it reports $48 billion in revenue. Contract Consultant/Program Manager

Hired to define business analytics strategy for new Client Services organization, in technology function, including improving engagement model and process maturity and meet cultural resistance to quantitative business case analysis.

Established more equitable sales compensation system via development of new algorithms; directed eight sales incentive compensation programs and 15 projects.

Contract Consultant/Project Manager

Hired to high-visibility, business-critical project to integrate all clinical technology applications into new Service-oriented- architecture (SOA) model using TIBCO, in new IT shared services engagement model with immature/undefined processes, high churn levels and tactical focus.

Automated, consolidated and standardized data collection on web portal for FDA approval, using blended internal and outsourced resources for follow-the-sun development. GMAC Commercial Mortgage, Horsham, PA 1999 to 2006 Formerly part of General Motors, GMAC Commercial Mortgage provided commercial mortgage origination, underwriting, securitization, and servicing and loan surveillance services globally. Vice President/Process Information Officer (2005 to 2006) Assistant Vice President, Global ERP Solutions (2002 to 2004) Technology Relationship Manager (1999 to 2001)

Hired as contract consultant and converted to permanent employee within 90 days. During employment, GMAC Commercial Mortgage grew from 100 employees in one office to 5,000 in 15 countries; managed up to 100+ professionals in matrix organization and directed enterprise global projects.

Led process improvement efforts saving 31 work days per month by re-engineering global accounting processes and 400 monthly labor hours by redesigning risk rating process.

Achieved $7 million annual savings by managing and re-negotiating key vendor contracts.

Selected to launch banking operations in the US, Europe and Asia. Selected to serve as Interim CIO for Europe.

Developed business intelligence (BI) strategy and documentation to enable leadership to know financial position of all loans in every loan cycle phase.


MBA (3.7 GPA), Pennsylvania State University, Smeal College of Business, State College, PA BS (3.8 GPA), Pennsylvania State University, State College, PA Certificate, Business Process Engineering, Babson College, Babson Park, MA Certificate, Agile Leadership, Georgetown University, Washington, DC RECOGNITION, SPEAKING & MEDIA

ComputerWorld Best Places to Work in IT - #4 (2017)

ComputerWorld Best Places to Work in IT - #6 (2018)

ComputerWorld Best Places to Work in IT - #16 (2016)

TMC Tech Culture Award, 2017

Breakaway CIO Award, Evanta/Gartner, 2017

Keynote: Forrester Digital Transformation Forum, 2018

Panelist: Grace Hopper Women in Computing

Keynote Interview: Dreamforce, 2017

Executive Advisory Board and Speaker: TechWeekDC

Former: Quest Intl Board of Directors, Executive Director

“The Future of Technology within an Aging Population” International Journal, February 2019

Featured: Forbes, CIO, Q&A, ComputerWorld Magazines

Capital CIO of the Year finalist, 2018

SIM Featured Member: October 2018

Realcomm “35 to Watch”

Speaker: Oracle Open World 2005, 2009, 2013, 2014

Speaker: Collaborate 2011, 2012, 2013, 2014

Speaker: ReConnect 2013, 2014

Panelist: Penn State Women’s Leadership Forum

GMACCM Chairman’s Club Nominee 2000 - 2004

Agile/Certified Scrum Master, Former PMP

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