Expert Details
Technology Strategies & Solutions: Digital Transformation, Data Modernization, Back Office Streamlining
ID: 740131
Wisconsin, USA
In his current role as a bank's CIO, he provides vision, strategy, guidance, and roadmaps on emerging technologies, digital trends, and infrastructure advances to meet current and future business goals with an annual budget of $52 million. He developed a long-term technology strategy and built a knowledgeable and competent technology organization of over 100 IT staff. His leadership resulted in a culture of transparency, collaboration, and continuous improvement. He implemented Agile processes, established an AI Governance program, and executed a Cloud Smart strategy, optimizing infrastructure and introducing Azure as the cloud platform of choice. He led multiple M&A transitions, managed an 11 bank charter consolidation, and built a strong innovation focus within the organization. His efforts culminated in achieving a rare '1' rating from the 2023 FDIC technology audit.
Prior to his current role as the bank's CIO, he served as the Director of Data & Digital Technology from 2020 to 2022. In this role, he built the Digital Technology department from scratch, focusing on customer acquisition, retention, and experience. He leveraged Salesforce to enhance organizational efficiency and introduced DevOps processes and custom front-end development. He revamped public websites and rebuilt the Data group to support advanced analytics and AI capabilities. He migrated the data warehouse to Snowflake on Azure, established a Data Governance program, and implemented Master Data Management for a unified customer view.
His earlier experience includes a nine-year tenure at Wells Fargo as Director of Digital, Data, Sales, Marketing & Shareholder Servicing. He led multiple teams to deliver critical business value, revitalized stalled projects, and increased net revenue through enhanced Salesforce functionality. He centralized IT Governance, Risk & Control, and implemented a long-term data strategy, cloud strategy, and CRM strategy. His leadership improved stakeholder relationships, implemented AI sales support tools, and drove cloud conversion efforts.
Key Skills: Technology Vision and Strategy; Stakeholder Engagement; Mergers & Acquisitions; Operational Metrics & Efficiency; Agile Transformation; IT Portfolio Management; Digital Transformation; Cloud Computing; Managed Services; IT Governance; Disaster Recovery; Risk Management; Cybersecurity; Data Governance; Data Analytics; Machine Learning; AI & AI Governance; Automation
Technical Skills: Salesforce, Snowflake, Informaca IDCG, IDMC and MDM, OpenAI, Azure, IaaS, PaaS, SaaS, BaaS, Q2, Fiserv Signature, Moody’s CreditLens, Docusign, OnBase, LaserPro, Axiom
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1995 | Degree: BS | Subject: Computer Engineering | Institution: Milwaukee School of Engineering |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2022 to Present | Employer: Undisclosed | Title: CIO & Director – Data & Digital Technology, SVP | Department: |
Responsibilities:Providing vision, strategy, guidance and roadmaps on emerging technologies, digital trends and infrastructure advances to meet current and anticipate future strategic business goals with an annual budget of $52 million. Establish and grow strong stakeholder partnerships by building a business architecture practice to ensure alignment of technology to business direction.Built Digital Technology department from scratch to drive strategic goals – primary focus areas of customer acquisition, retention and experience along with enterprise-wide operational efficiency. Leveraged Salesforce as the primary workflow platform to build out multi-channel capabilities and increase organizational efficiency while introducing DevOps processes and custom front end development to enhance flexibility, reduce time to market, and improve the customer experience. Leveraged Experience Cloud to deliver multiple customer-facing tools and experiences spanning diverse technologies and vendors. Revamped 14 public websites to deliver a modern experience to customers. |
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| Years | Employer | Title | Department |
| Years: 2011 to 2020 | Employer: Wells Fargo | Title: Director – Digital, Data, Sales, Marketing & Shareholder Servicing | Department: |
Responsibilities:Led multiple teams aligned to deliver critical business value to sales, marketing and customer-facing teams.Revitalized and delivered stalled business value projects, resulting in increased net revenue attributable directly to additional capabilities delivered through analytic tools and enhanced Salesforce functionality. Successfully recommended and built a new team from existing personnel to centralize IT Governance, Risk & Control, metrics, BCP/HA/DR, vendor management, application rationalization and audit responses. Increased standardization of custom development tools and efficiency of process across all development groups; driving faster time to market, higher quality and increased business value. |
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| Years | Employer | Title | Department |
| Years: 2002 to 2011 | Employer: Tecnova | Title: Director, Engineering | Department: |
Responsibilities:Complete responsibility from sales to delivery for all implemented software and firmware applications.Responsible for managing hardware design, mechanical design, and transition to manufacturing on projects. The number of concurrent projects under direct management ranged from 15 to 30, totaling over $2,000,000 annually. |
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Career Accomplishments
| Licenses / Certifications |
|---|
| - Microsoft Certified Solution Developer, Microsoft Certified Trainer - SEI CMM (Software Engineering Institute Capability Maturity Model) |
| Professional Appointments |
|---|
| 2012 – Present: Annual volunteer for multiple Habitat for Humanity build projects and fund-raising activities 2018 – 2021: Board Member, I.C. Stars Milwaukee 2016 – 2020: President, Hamilton Athletic Booster Club 2015 – 2020: Chair, Wells Fargo Greater Milwaukee Volunteer Committee |
| Awards / Recognition |
|---|
| Volunteer of the Year – Wells Fargo Milwaukee Volunteer Chapter |
Fields of Expertise
Executive & C-Level Leadership, Technology Vision and Strategy, Stakeholder Engagement, Operational Metrics, Agile Transformation, IT Portfolio Management, Managed Services, IT Governance, Cybersecurity, Data Analytics, AI & AI Governance, automation, team building, employee engagement, operational efficiency, change management, digital transformation, cloud computing, disaster recovery, risk management, Data Governance, machine learning