EDWARD JOSEPH SURGES

**** *** *** **** • Apt **** • Houston, TX 77081

917-***-**** • adb48j@r.postjobfree.com

INFORMATION TECHNOLOGY DIRECTOR & CYBERSECURITY OFFICER Accomplished senior management professional combines MS in Information Science, CISSP and CISM certifications with proven leadership of business and information technology operations, cybersecurity, and project management activities in multiple industries, including fund management, real estate management, education, healthcare, non-profit, and government sector operations. Decisive leader with aptitude for analyzing existing infrastructure and assessing business needs to craft innovative solution strategies. Adept at directing cybersecurity programs, solution deployments, system upgrades, green computing, and enterprise technology integrations using formal development/project management methodologies. Critical change agent with experience managing large- scale deployments, systems conversions and integrations, and application development projects. Strategic Planning • Enterprise Solutions • Infrastructure Management • Team Leadership • Project Management Green Computing • Information Systems Security • IT Strategies • Vendor & Outsourcing Relations Network Optimization • SaaS/IaaS Architecture • Resource/Performance Management • Systems Integration PROFESSIONAL EXPERIENCE

JONATHAN ROSE COMPANIES – New York, New York 2011–Present Real Estate Development, Planning, and Investment firm. Director of Information Technology, Cybersecurity Officer Oversees enterprise technology department, encompassing 7 FTE analysts, 400+ users, 1,200+ end points, 2 corporate offices and 60+ property management offices located in 13 states. Develops, implements and administers the organization’s Data Security Plan, which encompasses cyber security systems and programs, data retention, document management, data loss prevention, incident response protocols, and business continuity planning and testing.

Sponsors technology projects; reviews and approves project scope, schedule, budget, and quality metrics. Monitors key performance indicators (KPl's) for technology operations and support activities to ensure quality of service and to meet service level agreements.

• Led five-year IT roadmap transition plan, which centered on integrating Yardi Voyager accounting with Real Page affordable housing and property management systems, augmented by Microsoft O365 Power BI to provide KPI based dashboards and reports

• Designed, researched, and implemented full enterprise security stack combining Barracuda Security Essentials, Cisco Umbrella, Carbon Black, Malwarebytes, and Okta.

• Manages $3.6M technology budget, including network infrastructure, business systems and application, managed services, special project consulting, and SaaS contracts

• Transitioned company from on premise Exchange and SharePoint services to O365 tenancy

• Implemented Salesforce as CRM system for company’s investor relations group, streamlining investor communications, document distribution, and leads tracking

• Transitioned corporate accounting and ledger system from Timberland to Yardi (self-hosted) in 2011; later transitioned Yardi from self-hosted platform to SaaS platform

• Implemented ClickTime time tracking and resource planning tool to provide enterprise wide budget and forecasting capabilities.

• Replaced analog telephone system with VoIP managed system for corporate and branch offices, realizing 64% annual cost savings and providing scalable, centrally administered capabilities.

• Deployed Zoom enterprise video conferencing system for corporate and branch offices, realizing a 36% decrease in travel expenditures and improving collaboration EDWARD JOSEPH SURGES

Page Two • 917-***-**** • adb48j@r.postjobfree.com

• Implemented Deal Path, a SaaS real estate acquisition management system, for the company’s investment practice group

• Deployed enterprise wide asset management system utilizing Kaseya VMA and Sortly Pro to manage IT inventory

GREEN SPARROW CONSULTING – New York, New York and Rio de Janeiro, Brazil 2008–2011 Niche provider of systems analysis and information technology consulting services. Principal Business Strategy and IT Systems Consultant Direct systems consulting engagements through all lifecycle phases. Interface with key stakeholders to ascertain functional needs. Analyze existing systems and research emerging technologies to devise solution strategies.

• Conducted thorough analysis of IT resources and prepared detailed recommendations for build out of IT infrastructure at new office space for leading green real estate development firm.

• Served as IT Project Director for the Center for Digital Inclusion (CDI) based in Rio de Janeiro, Brazil, advising application and NGO website development, coordinating development of reporting framework to measure social impact, and directing transition for Microsoft Office to Google Apps migration. DOMINI SOCIAL INVESTMENTS – New York, New York 2001–2008 Registered SEC Investment firm

IT Director & Special Projects Manager

Devised and executed high-level business strategies, aligning tactical goals with overarching, long-term corporate objectives. Initiated and managed relationships with technology vendors and partners. Analyzed financial performance and business initiatives to guide executive decision making related to product development, M&A, and profit growth. Led team of internal and third-party resources in all aspects of technology strategy and services management encompassing network operations, telephony systems, databases, content and knowledge management systems, accounting solutions, as well as IT help desk and call center technologies. Served as Project Director to oversee the successful launch of a donor-advised, fund-based charitable foundation; managed multi-company partnerships between the foundation and the United Nations. Managed multiple RFP processes, including selection of bond (DSBFX) and European equity (DEUFX) mutual fund sub-managers. Guided project teams through all stages of the project lifecycle. Ascertained functional business needs to develop solution strategies. Directed application development, code enhancement, network deployment, and infrastructure upgrade projects. Planned and managed technical project and operating budgets.

• Led Green Computing initiatives to reduce costs through development and implementation of IT renewability, sustainability, disposability, and energy efficiency solutions.

• Orchestrated VoIP platform implementation with enhanced network infrastructure that expanded telecommunications capabilities for nearly 70 on-site/remote users while slashing costs by 35%+ annually.

• Instituted robust IT procedures, document retention policies, security protocols, and quality controls to attain 5 consecutive years of “excellent” ratings on third-party audits for SEC/FINRA compliance.

• Directed enterprise network overhaul to meet 3-fold workforce growth requirement, adding redundancy and failover solutions, strengthening network security and reliability, expanding file server capabilities, and improving mobility and portability while reducing monthly support and service costs by 40%.

• Incorporated mission-critical data backup, disaster recovery, and business continuation programs.

• Oversaw development and deployment of shareholder correspondence tracking application that improved response times and client interaction while improving team productivity by 50%.

• Coordinated integration of budget forecasting solution that reduced accounting unit FTE requirements 25%.

• Captured 60% annual savings in Web hosting costs by developing in-sourced solution. EDWARD JOSEPH SURGES

Page Three • 917-***-**** • adb48j@r.postjobfree.com STATE OF TEXAS DEPARTMENT OF HEALTH & HUMAN SERVICES – Austin, Texas 1997–2001 State agency overseeing health & human services programs such as state welfare and other initiatives. IT Services Project Management Consultant

Engaged business stakeholders from the Texas Department of Human Services to identify functional needs, develop technical solution strategies, and guide all project lifecycle phases through contracts with consulting firms Fincher Consulting and Rhodes Consulting. Prepared comprehensive system plans and technical documentation. Identified critical path tasks and presented status reports to client leadership.

• Oversaw $54M TIERS (Texas Eligibility Redesign System) project management program to transform legacy mainframe Welfare Client Eligibility System to innovative Web-based framework. Directed client relationship management, change request management, risk assessment, and problem resolution activities to meet budget, milestone, and deliverable goals.

• Coordinated development and implementation of Web-based Information Clearinghouse to facilitate tracking and management of code remediation projects for state-wide Human Services operations. THE UNIVERSITY OF TEXAS AT AUSTIN – Austin, Texas 1994–1997 Computer Services Manager/System Analyst

• Hired as System Analyst and promoted to Computer Services Manager to lead 7-person team, crafting IT strategies and managing technology infrastructure for the Nursing School with a $250K annual operating budget.

• Led design and deployment of Web-based student information system that integrated IBM mainframe with data repository through client-server architecture to streamline Student Affairs Office activities.

• Developed asset management tracking solution complete with inventory location, assignment, procurement, and licensing details for more than 12K assets

• Programmed mainframe customized reports and forms utilizing NATURAL language EDUCATION & CREDENTIALS

Master of Science in Information Science

Columbia University – New York, New York

Awarded Eugene Garfield Scholarship

Bachelor of Arts in English

Colorado College – Colorado Springs, Colorado

Dean’s List & Alpha Lambda Delta Honor Society Member Certifications

Certified Information Systems Security Professional (CISSP) – ISC2 Certified Information Security Manager (CISM) – ISACA Certified Project Management Professional (PMP) – Project Management Institute (PMI)

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