SUMMARY

A transformative and forward-thinking information technology executive with the wealth of experience to bring in a highly matrixed shared services organization to lead strategy, planning, execution, and metrics driven accountability.

Leverages exemplary leadership, technical, organizational, and communication skills to drive transformative initiatives, control costs, and maximize IT objectives while maintaining industry-leading standards of excellence.

KEY ACCOMPLISHMENTS

Transformational Program from no automation, to interim automation, to competitive long-term automation for national financial services business.

Led Technology for a Financial Services Startup, driving development of competitive products that accelerate lending process, reduce costs, and improve terms and conditions within which providers willingly operate to improve their competitiveness.

New Business Model development to optimize business value for lender in every way possible.

Bel Leadership ranked top among 220 managers across MetLife Bank in process that interviewed staff of twenty-five, management peers, and business stakeholders.

KEY SKILLS

Depth and breadth of experience in commercial and retail financial services.

Strong governance and quality assurance background leveraging technology to enhance accuracy thereby accelerating processes.

Experience in regulated industries with accountabilities for OCC, CFPB, FTC, GLBA, SOX, Solvency II, FCRA, OFAC, HIPAA, and RESPA.

Strong knowledge of database internals (relational, NoSQL, Graph, columnar, snowflake, multi-dimensional OLAP)

Deep knowledge of master data management, reference data, logical data architecture and metadata management

Effective use of analytics to identify and illustrate events and trends essential for executive awareness.

Metrics driven process redesign to optimize business objectives and profitability.

Excellent track record with delivering top projects ahead of schedule and under budget.

Extensive consultative experience and delivery to managing director and C-level executives.

EXPERIENCE

PNC BANK Pittsburgh, PA

Vice President, Enterprise Data Architecture 9/2021 - 12/2023

Began with technology selection and compliance of database platforms, content management, and archival, and then grew to develop future state roadmap for cloud and on premise environments to best support business needs in a compliant manner that appropriately manage technology spend. Provide support to all lines of business for mentoring MIS teams in decisions on technology that align with TCO objectives, which included the strategic direction to achieve future state collaborating across executive team to socialize bank’s direction.

Introduced GraphDB technology stack capabilities into the shared services area to support advanced business capabilities, including sales & marketing, and fraud.

Facilitated the building blocks to support Gen AI.

Performs rationalization of technologies and architectures across hundreds of applications.

KEYSTONEB2B, LLC New Jersey / Florida

Chief Information Officer / CTO 8/2014 - 9/2021

Oversaw 25+ employees and subcontractors, began by heading up technology and then headed up business and technology as positive business results rapidly accumulated.

Identified and implemented the strategic direction in collaboration with senior business executives of Freedom Mortgage.

Provided oversight to the innovation group of Freedom Mortgage and solved complex business problems with customizations that simultaneously enhanced our profitability and that of our customers.

Collaborated with the CIO’s of our provider companies from initial integration to process improvements that enhanced their efficiency and profitability.

KNOWLEDGENT New York / New Jersey / Florida

Management Consultant 6/2013 – 7/2014

Clients: Barclays, Citibank, Catalent Pharmaceutical, Daiichi Pharmaceutical, American International Group (AIG), WellCare (Tampa)

Redesigned and transformed Barclay’s global trading capabilities to simplify and reduce the cost of processing 100M records daily including ingestion, data cleansing, data standardization, data reformatting, integration, 17,500 rule data governance rules engine, and 1,000+ concurrent users with a data governance portal for self-service reporting.

Provided consulting services, usually as ice breaker within new client.

Spoke at conferences and taught classes on technology in the era of big data and quantum computing.

ADDITIONAL EXPERIENCE

INFO ARCH METROPOLITAN LIFE INSURANCE COMPANY, New Jersey, Director, 6/2006 - 6/2013. Oversaw Information Architecture across 64 countries. Developed global risk framework pertinent to company, industry sector, market, national economy and global economy encompassing metrics pertaining to financial, political, environmental, energy, infrastructure, legal, informational, psychological, business and technology risk areas. Turned bank’s business from hostile to eager to engage with IT, building 25-member team of subject matter experts (maximum 75 staff), and being rated one of two top managers across bank. Participated in organizational and capability redesign of MetLife Bank IT; responsible for enterprise architecture in MetLife Bank.

EDUCATIONAL TESTING SERVICE, New Jersey, Data Administrator, 6/2001 – 6/2006. Managed support for natural language processing (NLP) applications and supported most critical systems for company (e.g., all scoring systems) as lead data administrator in data services, promoted metaphorical reasoning assessment techniques for executives.

L&M TECHNOLOGIES, INC., New York and New Jersey, Director of Business Development, 1999-2001. Sold $10M in software services. Developed new database technology, providing management consulting to executives of multiple concurrent clients. Created logical data architecture for large insurance company.

ENTERPRISE ARCHITECT TEACHERS’ INSURANCE (NY), Manager, Planning and Consulting, TIAA-CREF, 1994-1999. Delivered on time every month, including all software components for 3.5-year $7M MDM development effort. Developed management consulting practice within TIAA-CREF, recognized as most successful project in planning and consulting.

BARCLAY’S DE ZOETTE WEDD (BZW) (NY), Management Consultant, 1993-1994. Returned control of commercial lending operation to managing directors.

NASDAQ (NY), 1992-1993. Assumed control of data architecture and database designs supporting new securities exchange system from IT to business. Developed logical data architecture framework that served as basis to evaluate all data engineering design activity.

SHEARSON LEHMAN BROTHERS, 1991-1992. Management Consultant, Returned as a consultant to help close record keeping and processing gaps to address set of Federal Reserve Bank violations involving stock record.

GENERAL DYNAMICS, Information Architect, Data Architect, DB Specialist, BigData Specialist, Artificial Intelligence Specialist, 1988-1991. Redirected largest information system effort in firm’s history. Managed artificial intelligence research program, assisted and then lead company’s largest information system effort, exposed and removed major aerospace subcontractor for non-performance, acquired all corporate data administration staff across enterprise, and all available U.S. Army domain experts to develop twenty-five subject area data model in seven weeks using novel approach.

SHEARSON LEHMAN COMMERCIAL PAPER, INC. (SLCPI), Assistant Vice President, Data Services, 1987-1988. Resolved violations regarding stock record, and developed comprehensive logical data architecture. Served as information architect for domestic trading, supporting fixed income, equities, futures, options, foreign denominated securities, and foreign currency, including automated collateral allocation of mortgage-backed TBA Commitments and Financing agreements. Managed all Data Services for domestic mainframe trading systems, developed logical data architecture and complete data model blueprint for domestic trading, and served as member of central design team for all domestic mainframe applications.

GOLDMAN SACHS, Manager, 1985-1987. Began as consultant, solving problems that most high-priced Cullinet (IDMS) experts could not resolve, then managed database development after performing every position in Data Services with great success, including production support and operations, which further enriched my awareness and approach to other areas of business and technology.

EDUCATION

BROOKLYN COLLEGE, Brooklyn, New York • B.A., Economics

PROFESSIONAL DEVELOPMENT

General Dynamics - Deming’s Total Quality Management (TQM) processes, 1990-1991

Numerous courses - Leadership training, business, business management, software engineering, artificial intelligence, actively engaged in self-development, avid reader averaging book week

LICENSURE & SECURITY CLEARANCES

Series 7, Series 24 (inactive)

DoD Top Secret (inactive)

DMA (inactive)

THOUGHT LEADERSHIP & PUBLICATIONS

Conferences

Speaker and panelist at several conferences specializing in enterprise architecture, data architecture, information architecture, MDM, BigData, Quantum Computing

Publications

Sensitive By Nature: Understanding Intelligence and the Mind (A Guide to Philosophy, Psychology, and Artificial Intelligence) 1st Books Library 2001

Pragmatic Enterprise Architecture: Strategies to Transform Information Systems in the Era of Big Data, Morgan Kaufmann 2014 (Describes the scope of enterprise architecture like no other)

(third book) Artificial Consciousness (Publishing scheduled for 1Q24)

Architecture Made Easy Series - The Data Administration Newsletter (TDAN) www.TDAN.com 2008 to 2013 (14 articles in the series)

Blockchain Has Blockbuster Potential, Scotsman Guide Residential Edition July 2018 https://www.scotsmanguide.com/Residential/Articles/2018/07/Blockchain-Has-Blockbuster-Potential/

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