Executive Technology & Security Leader specializing in FinTech, AI platforms, and enterprise modernization
Denver Metro AreaChief Technology and Information Security Officer36 years experienceExecutiveFinancial ServicesFinTechWealth Management
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About
Technology transformation leader who builds board-approved roadmaps and scales engineering orgs with strong Agile execution. Led large modernization efforts (e.g., Scottrade: 3,000 programs/4M LOC in 18 months) and scaled POCs into enterprise SaaS platforms using Docker, Kubernetes, Helm, and Terraform for high-concurrency workloads.
Experience
Chief Technology and Information Security OfficerEtana Custody
Chief Technology OfficerTupperware Brands
Chief Technology OfficerGetSwift
CTO/Executive Architect, WatsonAIIBM
Senior Vice President of Enterprise Architecture, Product, and Platform EngineeringLPL Financial
Chief Information OfficerTrust Company of America
Chief Information OfficerScottrade
Vice President of Processing Services and Data Center OperationsADP
Education
The University of Oklahomabachelor, Computer Science, Management Information Systems (1986)
Key Strengths
Defined and delivered a tech maturity roadmap with CEO/Board buy-in and milestone execution (Etana)
Built sprint-based Agile program converting business requirements into stories and delivering in 3-week sprints
Scaled engineering org with specialized teams (EA, app, DB, DevOps, test automation, PM, product)
Modernized 3,000 programs / 4M LOC in 18 months into microservices and a new web portal (Scottrade)
Scaled a consultant POC into an enterprise SaaS platform using Docker/Kubernetes/Helm/Terraform
Implemented transparent sprint metrics and accountability across global/distributed teams
Improved hiring throughput by partnering with HR, training resume/skills assessment, and using LinkedIn Recruiter screening
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