Professional Experience

E*TRADE / Morgan Stanley (2019-Present)

Executive Director, IT Program Management (2021 - Present)

My current responsibilities are to provide oversight and direction for all program/project activities for the Infrastructure portfolio for the E*TRADE brand, including data & analytics, servers, network, storage, telecom, and video-conferencing. My team also plays a large role across the portfolio in workforce planning, executive reporting, risk tracking and management, and financial measurements.

Senior Director, IT Program Management (2019 - 2020)

My responsibilities encompassed all program/project activities for the Infrastructure portfolio for E*TRADE, including data & analytics, servers, network, storage, cloud, telecom, and video-conferencing.

SunTrust Bank (2016-2019)

Vice-President, Production Services (2019)

Reporting directly to the CTO for Infrastructure, I was responsible for Strategy, Execution, Executive Metrics, Reporting and Communication, Workforce Strategy, and Risk Oversight across multiple portfolios in the Production Services area (Infrastructure, End-User Services, Service Management, Business Management, and Program/Portfolio Management). Functioning as a Chief of Staff, I worked with each portfolio to align strategy to the larger enterprise, and provided business oversight for $375M+ in annual spend (project and operational).

Vice-President, Business Management (2016-2019)

Responsibility for financial management (budgets, forecasts, and cost transparency), vendor relationships (multiple outsourcing contracts providing services for our internal teammates), and driving internal collaboration for our End-User Services strategy. Focusing on teammate satisfaction, I worked with a geographically dispersed team of internal and external resources (450+) providing Service Desk, Deskside Support, Image Management, Software Distribution, and Asset Management services.

ATOS IT Solutions and Services (2010-2016)

Service Delivery Director, Financial Services (2010-2016)

Managed four outsourcing contracts for three separate clients, including the portfolio financial plan (revenue and cost), full scope of IT operations, and service delivery, plus new business development. Focusing on the client relationship, I directed a geographically dispersed team (100+) providing Service Desk, Deskside Support, Mainframe Operations, Image Management, Software Distribution, and Asset Management services.

IBM (1997-2009)

Project Executive, Financial Services Industry (2008-2009)

Directed a portfolio for a Senior Vice President (reporting directly to the CIO) for a very large Financial Services client. Managed remote and international staff of 40+ team members, with an average of over 650 active projects. Provided direction to IT operations and technical personnel delivering approximately $300M in annual revenue.

Project Executive, State & Local Government (2003-2008)

Managed portfolio of IT consulting and operations contracts for various State and Local Government clients. Supervised full scope of new technology implementation, technical operations, portfolio financial plan and service delivery.

Project Executive, Consumer Products Industry (2001-2003)

Managed multiple IT operations contracts for a large Consumer Products company. Directed technical personnel delivering approximately $30M in annual revenue. Managed financial plan (revenue and profit), full scope IT operations, and service delivery, plus new business development.

Project Executive, Retail/Distribution Industry (2000-2001)

Managed the web-based IT operations for a large department store IT division. Managed financial plan (revenue, profit, and forecast), full-scope IT operations, and service delivery, plus new business development.

Other Experience

- Designed, marketed, negotiated and delivered end-to-end system integration solutions to customers, including transition projects from proprietary technology to open systems. Increased revenue by 26% in one year.

- Managed all end-user experience including sales and marketing of a commercial software product, contract development and negotiations, planning and implementation of key client installations (hardware, software and training) and supervision of all help desk personnel. Increased average annual revenue by 39% YTY for eight years.

- Managed all accounting functions (accounts payable, accounts receivable, payroll, financial statement preparation, etc.) for a group of radio stations and cable operations.