- Founded a consultancy focused on AI adoption, cloud modernization, and digital product transformation for small and midsize organizations.
- Operate as a hands-on fractional product and technology leader for clients that need senior-level strategy, delivery structure, and technical direction without a full-time executive hire.
- Delivered systems for operations, inventory, workflow automation, and ecommerce support while staying close to product definition and execution.
Profile Summary
A rare hybrid of product strategist, technical executive, and engineering partner.
Senior product and technology leader with 15+ years driving strategy, delivery, and modernization across secure, large-scale financial systems. Known for translating complexity into intuitive products while maintaining deep command of architecture, security, and system behavior at scale.
Experienced in product roadmaps, discovery, customer interviews, journey mapping, Agile ceremonies, and enterprise governance. Adept at building high-performing engineering teams, aligning resources to business priorities, and helping cross-functional groups make clear, confident decisions.
Professional Experience
Leadership across product, engineering, and secure enterprise delivery.
- Directed product strategy, roadmaps, and delivery for enterprise-secure file transfer and transaction platforms serving hundreds of thousands of trading partners and supporting trillions of dollars in annual financial operations.
- Led Agile product delivery teams across planning, backlog refinement, prioritization, stakeholder alignment, and outcome tracking.
- Strengthened governance, risk, and controls while enabling faster delivery cycles and clearer visibility into platform health.
- Built executive communication rhythms including product reviews, steering committees, and technical briefings for senior leadership.
- Managed budgets, vendor relationships, support planning, and headcount strategy while mentoring product and engineering talent.
- Led globally distributed engineering teams responsible for high-throughput, regulatory-bound financial infrastructure.
- Oversaw testing, validation, and compliance processes for enterprise file transfer systems, ensuring resilience and control.
- Led the modernization and retirement of a 15,000-user legacy platform, improving stability, security, and operational efficiency.
- Championed reliability engineering, root cause analysis, and coordinated cross-functional responses to systemic issues.
- Managed global MFT platforms supporting operations across 100 markets for one of the world’s largest clearing agents of U.S. government securities.
- Served as subject matter expert and strategic advisor to client and internal teams, aligning integration solutions with regulatory and market demands.
- Led encryption and compliance initiatives that improved enterprise data protection and operational readiness.
- Directed enterprise-scale integration projects for IBM, MoneyGram, ADT, Kraft, Fannie Mae, Axway, Globalscape, and others.
- Designed and deployed secure transaction systems, automation tooling, and large-scale migration frameworks.
- Led MFT strategy for multi-company mergers, enabling seamless operational consolidation.
- Built long-term client trust through technical clarity, strong communication, and proactive leadership.
Core Competencies
Technical depth, product judgment, and executive presence in one operating style.
Product Leadership
Roadmaps, customer discovery, customer interviews, journey mapping, story writing, OKRs, opportunity solution trees, prioritization, stakeholder synthesis.
Technology Leadership
Architecture, systems integration, cybersecurity, compliance, cloud strategy across Azure, GCP, and AWS, platform modernization, API and event-driven ecosystems.
Execution & Delivery
Agile transformation, sprint ceremonies, backlog management, program leadership, cross-functional alignment, governance, risk, controls, delivery operating cadence.
Leadership & Business
Mentorship, team development, executive communication, budget management, vendor oversight, organizational influence, calm decision-making, TBM and cost visibility.
Technical Skills
Hands-on with the platforms, systems, and tools behind the work.
Product Methods
Customer interviews, journey maps, opportunity solution trees, user stories, backlog shaping, roadmap communication, Agile ceremonies.
Security
PGP/GPG, SSL/TLS, PKI, IAM, encryption strategy, firewalls, proxies.
Cloud
Azure, Google Cloud Platform, AWS.
AI & Automation
LLMs, NLP, GenAI, ML pipelines, workflow automation, AI-assisted operations, practical business process automation.
Systems
Unix/Linux, AIX, VMS, Windows.
Platform & Integration
APIs, secure file transfer, enterprise middleware, Kafka-adjacent event-driven ecosystems, transactional system integration.
Delivery & Operations
Testing and validation, CI/CD pipeline coordination, release coordination, infrastructure automation, root cause analysis, incident response, governance, risk, controls, support planning.
Tools
Jira, Confluence, GitHub, Figma, Miro, Lucidchart, Postman, SQL, Azure DevOps, ServiceNow, product documentation systems, ticketing and workflow platforms, and enterprise monitoring dashboards.
MFT
SFTP, FTPS, NDM, AS2, EDI, and cloud-native tooling such as `azcopy` and `gsutil`.
Certifications
Cloud, AI, and enterprise credentials that reinforce the hands-on work.
- Google Cloud Engineer Associate (2024)
- Azure AI Engineering Associate (2024)
- Certified Technology Business Management Executive, TBM (2024)
- Amelia AIOps Fundamentals (2023)
- Google Cloud Digital Leader (2023)
- Azure AI Fundamentals (2023)
- Azure Fundamentals (2022)
- Axway Secure Transport, Integrator, XFB Gateway, CFT, Sentinel
Community Leadership & Service
Community roles that reflect the same steady, service-minded leadership style.
Corner Lake Middle School
- Chair, School Advisory Council
- Grants & Awards Committee Chair, PTSA
- Recognized by the Orange County Council of PTAs with the Male Mentor Award
East Lake Elementary
- Vice Chair, School Advisory Council
- Grants & Awards Committee Chair, PTA
- Co-Captain, All Pro Dad East Lake Chapter
Cub Scout Pack 617
- Committee Member
- Outdoor Activities Chair
- Camp Card Fundraiser Chair
Education