Chief Information Officer

••••• L. •••••
•••••
Worthington, Ohio •••••
H: •••••
M: •••••
•••••


SENIOR TECHNOLOGY MANAGER

Highly accomplished professional offering •••••+ years of documented
achievements in:

* Strategic Business Planning
* Project & Program Management
* Business Process Analysis & Redesign
* Systems Development Life Cycle
* Feasibility, Risk & Cost Analysis
* Technology Needs Assessments & Solutions
* Team Building & Leadership
* Client, Team & Partner Relations
* IT Governance & Service Management


Strength in evaluating, recommending, and championing the design and
delivery of technology and process improvement strategies to enhance
productivity, increase profitability and achieve operational
excellence. Successful in partnering with business stakeholders,
management, partners, and teams to effectively align technology
investments with business objectives and produce a strong ROI. Expert
presenter, negotiator and communicator recognized for ability to
cultivate relationships and build an effective network to inspire
innovation across multiple organizational levels. Practiced in
Business Process Management (BPM), Imaging and Workflow, Record
Management, Enterprise Content Management, Client Server
Architecture, Distributed Computing systems, tools, methodologies and
best practices. Previous Secret Clearance.


PROFESSIONAL EXPERIENCE

BEARINGPOINT, INC., Columbus, OH ••••• - Present

Senior Manager - Financial Services Practice

Challenge: Full accountability for planning and ensuring the
appropriate and on-time delivery of Business Process Management and
Enterprise Content Management solutions to global organizations.

Directed multiple, simultaneous projects and programs, including
strategic direction, project plan creation, technology specification
processes, resources and budgeting. Collaborated extensively with
customers, team members and partners to define business needs and
issues, and recommend effective solutions to drive advanced growth.
Scope of accountability spanned business case development, gap
analysis, business critical application and architecture design,
benchmarking, capacity planning, process discovery and
prioritization, business process improvement, client and team
relationship management.

Notable Contributions & Solutions:

* Wells Fargo - Originally retained to provide technical guidance
in the design and implementation of FileNet P8 system to automate and
optimize business processes for the Wealth Management Organization.
Given additional responsibility to redesign and deliver an image
capture solution for Trust Account documents to meet OCC regulations.
Kept on to develop and delivery the future state Wire Transfer
application and associated processes.

Results: Defined architecture and metadata taxonomy for business
process management, providing real-time visibility into key
processes. Led the complete re-engineering of image capture
environment for Trust Account documents, increasing throughput
movement by •••••% while reducing storage and network bandwidth by •••••%.
Managed the creation of Wire Transfer application, meeting OCC
requirements for dual channel control, providing a real-time view
into status of a wire, and reducing end-to-end cycle time of wire
transfers.


* BMW - Chosen to define the architecture and •••••year technology
roadmap of an Enterprise Content Management (ECM) solution for the
Financial Services Organization.

Results: Solution providing organization with the means to re-brand
product utilizing content associated with business documents more
effectively while reducing total cost of ownership.


* World Omni - Recruited to lead team in designing a BPM governance
model, technology roadmap, and business process improvement strategy
within 8 weeks. Guided the selection of tools; cataloging of all
business processes and ownership; and definition of BPM technology
roadmap and governance model for ••••• key processes.

Results: Identified 2 mission-critical processes that delivered
$•••••K in annual savings.


JPMORGANCHASE & CO. / BANK ONE, Columbus, OH ••••• - •••••

Built an impressive record of achievements and advancement through a
series of increasingly responsible positions for these leading
financial institutions. Originally recruited by Bank One and was kept
on and promoted after merger with JPMorganChase.

Director of Desktop and ATM Support (•••••)

Challenge: Selected to enhance the distribution of application
packaging, software, operating systems, marketing messaging, and
patches to •••••,••••• desktops/laptops and 6,••••• ATMs throughout the U.S.
for the Retail Organization.

Conducted a complete assessment of teams and processes; identified
issues; and oversaw the established of effective architecture and
testing environments to increase percentage of success rate.

Notable Contribution & Solution:

* Recognized for improving success rate from •••••% to •••••% while
reducing needed resources by •••••% within 6 months.


Servicing Transformation Director (••••• to •••••)

Challenge: Chosen to turnaround the delivery of an Imaging and
Workflow solution to enhance Corresponding Loan Processes for
JPMorganChase.

Full accountability for overseeing the complete redesign and
customization of FileNet P8 system to digitize manually intensive
paper process, and deliver workflow automation from loan origination
through post-closing process. Established, built and managed team of
••••• in effectively managing, enhancing and optimizing system to meet
evolving business needs.

Notable Contribution & Solution:

* Successfully turned around project and delivered a fully scalable
solution with 7 months, resulting in $1 million annual savings while
minimizing correspondence loan processing by •••••%.


Director of Imaging Operations (••••• to •••••)

Challenge: Requested by senior management to oversee the build out
of a document imaging solution for Bank Ones Mortgage Service
Organization.

Researched, evaluated and drove the design, development, deployment
and on-going enhancement of the award-winning Bank One Retail Imaging
System (BORIS), utilizing FileNet Image Manager technology.
Evangelized new system across the enterprise, gained adoption, and
oversaw the consolidation of multiple imaging systems into BORIS.

Notable Contributions & Solutions:

* Pivotal role in driving the business value of the imaging system
from ••••• users to the common document imaging platform for heritage
Bank One utilized by more than •••••,••••• users across all lines of
business. System was recognized for reducing total cost of ownership,
improving client experience, and delivering tens of millions of
dollars in savings. System subsequently captured the Best Enterprise
Content Management Solution Award from FileNet, •••••

* Defined and implemented system and associated processes to allow
banking customers to view check images on-line, utilizing NCR
technology.

* Led the new operational design, technology selection and
development of policies and procedures to support Check •••••
initiative, and provide a means to exchange check images with other
financial institutions.

* Oversaw the delivery of check capture capability at the Teller
workstation, utilizing leading check imaging technologies from
Alogent, NCR, Digital Check, and Panini.


Distributed Computing Outsourced Program Manager (••••• to •••••)

Challenge: Brought in to establish the outsourced governance model
for Bank Ones distributed computing environment.

Managed cross-functional team of direct reports and partners in
evaluating, defining and recommending governance model for the
outsourcing of •••••,••••• desktops, including processes and standards for
support, service, and communication.

Notable Contribution & Solution:

* Orchestrated the outsourcing analysis and recommendation that
resulted in a •••••year strategic plan embracing a blended
outsourcing/insourcing approach targeted in reducing total cost of
ownership by •••••%.


IT Infrastructure Director (••••• to •••••)

Challenge: Chosen to design and implementation of a desktop
standardized initiative for the Retail line of business.

Led team in deploying, testing and configuring standardized hardware
and software to reduce costs across Bank One Retail. Planned, tracked
and monitored all aspects of rapid deployment projects to meet
stringent deadlines.

Notable Contribution & Solution:

* Credited with overseeing the standardization of more than •••••,•••••
desktops within 9 months, lowering total cost of ownership by •••••%
annually.


Image Operations Manager (••••• to •••••)

Challenge: Recruited to define turnaround strategy for revenue
generating Check Imaging Operations Department.

Provided leadership and framework to actively identify needs and
resolve critical issues. Oversaw the introduction of new
technologies, tools and best practices to ensure the appropriate
delivery of quality check and document imaging services to commercial
customers.

Notable Contribution & Solution:

* Completely turnaround operations and enhancing delivery of
quality services to customers, within one year.


KEY BANK, Cleveland, OH ••••• - •••••

Resource Management Manager

Challenge: Originally brought in to oversee the deployment and
management of change, service level and incident management services
for multi-platform environment. Recruited back by CIO to manage the
integration of Data Centers in support of merger with Society
National Bank.

Notable Contribution & Solution:

* Member of IT Merger Planning team charted with defining
integration strategy, delivering $••••• million in yearly cost savings.


PHH CORPORATION, Hunt Valley, MD ••••• - •••••

Global Information Data Center Director

Challenge: Full accountability for managing and optimizing U.S.
Data Center; and subsequently for establishing and directing Global
Command Center.

Notable Contribution & Solution:

* Designed and implemented Global Command Center enabling the
management of multiple U.S. and European Data Centers from one
central location, improving services, increasing efficiency, and
reducing costs.


Citicorp U.S. Card Products & Society Bank ••••• - •••••
Capacity Planner

United States Marine Corps ••••• - •••••
Non-Commissioned Officer (E4) / Production Data Technician with
Final Secret Clearance


EDUCATION & CREDENTIALS

Business Degree with Concentration in Computer Science
CUYAHOGA COMMUNITY COLLEGE

Certifications & Achievements

* BPMN Process Design Certification
* Gartner Group Distributed Computing TCO Certification
* ITIL Service Management Certification
* FileNet P8 BPM Sales Certification
* FileNet ECM Essentials Certification
* CompTIA Document Management SME & Co-Author of CDIA+ Certification
* CDIA+ Certification


Speaking Engagements

* ••••• IBM IOD Conference
* ••••• FileNet UserNet Customer Keynote Speaker
* ••••• Gartner Application Integration & Web Services Summit Speaker


Keywords:
CIO, CTO, IT Director, IT Vice President