Nov 2024 – Nov 2025 · 1 yr · Charlotte, North Carolina, United States · Hybrid

• Experienced Consultant | Systems Evolution, Inc. (SEI)
• As an experienced consultant at SEI, I bring over 25 years of expertise in delivering innovative business and technology solutions to clients across diverse industries. At SEI, I am part of a team that thrives on collaboration and empowerment, delivering superior value through strategy and operations, technology enablement, data and analytics, and security and compliance.
• I specialize in:
• Leading transformative technology implementations and process optimizations.
• Partnering with clients to solve complex business challenges with actionable, tailored solutions.
• Driving program and portfolio management excellence using Agile and Lean methodologies.
• SEI’s employee-owned, flat-structure culture allows me to make a real impact for our clients and foster innovation without hierarchy or bureaucracy. I'm excited to contribute to SEI’s mission of delivering world-class consulting services while empowering clients to achieve their goals.

Dec 2023 – Jul 2024 · 7 mos · Charlotte, North Carolina, United States · Hybrid

• Associate Managing Director, brings over 25 years of technology solutions and program delivery specializing exclusively in the financial services industry. Specific focus in custom enterprise software integration, retail delivery and executive / organization / IT strategy.

Jan 2019 – Present · 7 yrs 2 mos · Charlotte, North Carolina, United States · Hybrid

• With backgrounds in finance, technology, and entrepreneurship, we thrive on challenges, united in our mission to reshape the financial landscape. Together, we forge ahead, fueled by creativity and commitment, to redefine the future of finance. As a board member, and treasurer, I support local/regional events dedicated toward connecting, networking and collaborating with other passionate people in financial services, banking, credit unions, and fintechs.

Nov 2018 – Nov 2020 · 2 yrs · Charlotte, North Carolina

• Central Piedmont Community College (CPCC) is commitment to ensuring students have the core skills they need for personal, academic, and professional success. The Computer Technology Institute of CPCC is working to make a difference in Charlotte's economic growth toward information technology advancement by building strong workforce development programs. I'm proud to be a member of this advisory committee.

Apr 2018 – Jan 2019 · 9 mos · Charlotte, North Carolina

• Experienced consulting leader helping banks and credit unions apply strategy, technology, innovation and Agile methods to solve real world challenges. Led research and coordinated Capco Digital Partnerships with fintech solution providers of varying size, age and industry strength. Helped Capco grow brand awareness and banking industry relationships in Charlotte and surrounding area.

Oct 2017 – Present · 8 yrs 5 mos · Charlotte Metro

• Involved with Agile Carolinas "meetup" organization promoting and sharing benefits and lessons of Agile and Scrum across the Carolinas. https://www.meetup.com/agile-26/

Sep 2017 – Jan 2024 · 6 yrs 4 mos · Charlotte Metro · Hybrid

• Providing executive technology leadership and resource alignment to Curu Credit, a financial education and credit management startup helping students and millennials establish a sound financial foundation through education, gamification and automation.

Mar 2017 – Present · 9 yrs · Charlotte Metro

• Carolina Fintech Hub is building an regional network of emerging talent, banks, Fintech startups, consulting firms, regional universities and local, state and federal legislative groups in the Carolinas providing a rich ecosystem for companies and individuals looking to build, learn or grow in the field.
• https://carolinafintechhub.org

Mar 2017 – Present · 9 yrs · Charlotte Metro

• RevTech Labs is a non-profit fintech accelerator providing fintech startups access to world class mentors, capital, and leading financial services organizations; all in the heart of global banking hub Charlotte, NC. I advise and mentor startups enrolled in the RevTech Labs accelerator program sharing expertise/experience in banking and credit union business concepts and connections.

Jan 2008 – Jan 2013 · 5 yrs

• Manager at Carlisle & Gallagher Consulting Group with over 20 years of Technology, Architecture and Project/Program Leadership Consulting in the Financial Services industry. Focusing primarily on Custom Enterprise Software Integration, Technical Design and Delivery, Software Architecture Analysis and Technology Management. Consulting experience dedicated solely in the banking industry including development leadership, technology management and project management. Delivery expertise in Client/Server Technology and distributed Computing Systems for mid to large scale Banking and Financial institutions. Responsible for overall design and technical quality of large enterprise banking solution delivery.

Jul 2007 – May 2008 · 10 mos

• Technology Management Consultant on USTrust Transition responsible for coordinating performance testing initiatives for 35 highest priority applications. Coordinated performance and capacity requirements gathering for each initiative, building teams using resources from various areas in the bank, overseeing execution of performance tests, and driving initiatives to final results and signoff. All 35 initiatives over 4 major release periods all completed successfully and all applications were successfully deployed to production. Additional responsibilities included reporting overall performance testing status across all initiatives to executive leadership and advising management teams on technology challenges.

May 2000 – Present · 25 yrs 10 mos · Charlotte, North Carolina, United States · Hybrid

• Consulting leader in the banking industry providing digital innovation leadership and project/program management. Delivery expertise applying Agile principles in client-server architectures, distributed systems, omni-channel, payments and digital banking solutions for mid to large scale Banking and Financial institutions.

May 2000 – Jul 2007 · 7 yrs 2 mos

• TouchPoint Solutions Architect with area focus in Client/Server Technology and distributed Computing Systems for mid to large scale Banking and Financial institutions. Responsible for overall design and technical quality of TouchPoint solution delivery. TouchPoint is an integrated solution consisting of browser-based frontend, XML web services, host transactions and database integration. Strong problem-solving and communication skills with a heavy focus on CRM.

Jan 1998 – Apr 2000 · 2 yrs 3 mos

• Development lead responsible for porting data warehouse utility to non-Microsoft platforms.

Jan 1990 – Jan 1998 · 8 yrs

• Sr. Enterprise Integration Consultant responsible for design, implementation and integration of enterprise distributed solutions for financial institutions.