President & Chief Executive Officer

• Position requires operating two distinct operations; a Utah LLC, which is responsible for providing actual financing to customers, and a Texas LLC that operates as a marketing and customer facing organization.  Role includes leading both management teams in identifying and correcting critical problems; reducing and streamlining overhead expenses, strengthening product gross margins, overhauling and improving operating processes and systems, resolving quality and warranty issues, and differentiating product lines.
• Solely responsible for P&L, operations, strategy, financing, creation of company culture, human resources and compliance. Role will oversee and direct sales and marketing efforts.  Role also requires working with existing investment group to increase corporate valuation and assist, as necessary, to raise additional growth capital for the organization.

Interim CEO and Executive Services

• Recently retained by investment group to work as a change agent and advisor to the president of a global supply chain management firm.  Created a turn-around plan that has enabled the company to return to profitability for the first time in three years.
• Retained by investment group to work as interim CEO for pharmaceutical company.  Created a turn-around plan to optimize operations and significantly reduce expenses.  
• Management consultant reporting to marketing department executives at AT&T to define the strategy and technology requirements to coordinate and optimize marketing campaigns across the entire AT&T enterprise (wire line, wireless, and U-verse).  Team utilized both six sigma and Lean methodologies to design and optimize solution.  05/10 – 11/10
• Enterprise Program Manager at CVS/Caremark for eleven 2012 HIPAA compliance initiatives. Responsible for $6.5 million P&L for these initiatives.  Managed a team of 65 which included both full-time CVS employees as well as on-shore and off-shore consultants provided by IBM Global Services.  2/09 – 04/10
• Led team of 20+ delivery consultants for Prime Therapeutics optimizing operations for rapid growth.  Created a comprehensive list of business and IT metrics based on industry best practices and the ITIL framework for the CEO and executive team.  In addition, created an enterprise Communications Plan and Balanced Scorecard to tie each metric to corporate objectives and to track approved initiatives to accomplish each strategic and tactical goal.  Utilized both Lean and Theory of Constraints (TOC) process methodologies.  2/08-2/09
• Led management consulting team for KaleidaCare working directly with the CEO.  Primary responsibility was to provide insight to optimize current operations and review M&A opportunities.  Managed the technical team to architect new business intelligence solution utilizing Microsoft Technologies.   10/08 to 12/08
• Worked as interim COO at Mudigi managing a team of 80 IT and sales professionals reporting directly to the CEO.  Increased overall business efficiencies over 200% in four months.  Responsible for increasing internet traffic 50x in less than three months.  Implemented Salesforce.com.  Responsible for P&L for entire company.   05/07 to 1/08
• Management Consultant reporting directly to the CEO of Transplace and his direct reports to optimize customer on-boarding process and organizational design utilizing both six-sigma and ITIL methodologies.  11/06 to 5/07

• Directed the work of over 250 IT professionals and 85 off-shore developers.
• Responsible for all financial analysis, budgeting, and reporting to company president and creating capital plan.
• Responsible for Project Managers, Business Analysts and entire Quality Assurance team for the Internet Division.
• Created and implemented full PMO; utilized Microsoft SharePoint to build comprehensive program/project management platform – grew project management team from 3 to 30 in less than a year.
• Managed all Custom Application Development and System Integrations for Internet Division including:
  • Custom Applications,
  • Business Intelligence and Data Warehousing,
  • ERP and CRM Solutions utilizing Oracle, PeopleSoft, Business Objects, and Hyperion, and
  • Various mobile solutions including Verizon’s SuperPages On The Go.
• Initiated Six-Sigma quality training program resulting in doubling the number of Verizon’s Black Belts.

• Responsible for application development and systems integration including Data Warehousing and Business Intelligence for the Closing Services Division.
• Responsible for the overall business technology planning.
• Directed the work for 110 IT professionals including employees, contractors and off-shore development personnel.
• Oversaw the development of custom applications both on in-house servers and for the Internet
• Business Intelligence and Data Warehousing including advance EIS for the CEO/CFO of LandSafe.
• ERP and CRM Solutions utilizing Siebel, PeopleSoft, Cognos, and Hyperion.
• Various mobile solutions for real estate appraisers and flood inspectors.

• Provided management consulting and technical expertise for an advanced CRM solution that integrated marketing, help desk and call center operations for Asiana Airlines.  03/02 to 10/02
• Lead management consultant for Great Lakes Higher Education.  Responsible for creating a new business strategy and technology plan to help ensure continuous customer satisfaction.  Designed and oversaw the development of a new enterprise data warehouse and CRM solution.  07/01 to 10/02
• Lead management consultant and architect for the GM OnStar system, revision 2 working with California based Chordiant Software and EDS.    03/01 to 6/01
• Management consultant to Nokia and Verizon to assist teams at Scient in the creation of prototypes for customer portals and mobile solutions.  All solutions were required to integrate with enterprise CRM solutions. 1/00 to 3/01
• Lead management consultant responsible for the design and implementation of new global operational strategy for GE Medical under their strict six sigma guidelines managing blended teams in the U.S., France and Japan for Trilogy.  06/99 to 01/00

EDUCATION   

• Global Executive MBA - Duke University, Fuqua School of Business (top 10 graduate)  (2005 - 2006)   
• B.S. Computer Science - Texas A & M University (1981 - 1985)

Board Experience

Specialized Alternatives for Families and Youth, Chairman of the Board; 2006-present
One of the nation’s leading foster care organizations.  SAFY is a $48mm non-profit serving more than 4,300 children each year in eight states so that each child can reach their full potential in life. Personal profile highlighted in 2006 Annual Report.