Dec 2018 – May 2025 · 6 yrs 5 mos · Dallas-Fort Worth Metroplex · Remote

• FDX is an international, nonprofit technical standards body dedicated to unifying the financial industry around a common, interoperable, royalty-free standard for the secure access of permissioned consumer and business financial data, the FDX API. It has over 200 member organizations on 4 continents.
• This role involves executive leadership of the organization: serving as primary liaison with the board and primary external evangelist. It also requires acting as a chief operating officer - driving FDX API adoption, full P&L management, operational leadership, member satisfaction, product evangelism and supporting a dedicated and growing team of highly skilled professionals.

Dec 2017 – Dec 2018 · 1 yr

Apr 2016 – Dec 2017 · 1 yr 8 mos

• Cyber Threat Intelligence and Customer Protection team.
• Responsible for the enterprise DMARC anti-phishing implementation, communication routines with enterprise fraud teams, authentication vendors, and account aggregators
• Key areas of focus are customer education strategies and operationalizing cyber security in ecommerce.

Jul 2008 – Apr 2016 · 7 yrs 9 mos

• Product manager for Customer Protection, supporting authentication and anti-phishing. Responsible for 6 security vendors. Liaison with Global Information Security, Fraud, Authentication Technology and Strategy teams. 8/14 – 4/16
• Senior member of Digital Banking initiative governance team. 7/11 to 8/14
• Managed OLB Deposits, Credit Cards, and Home Loans team (6 FTE). 11/09 to 7/11
• Countrywide customer transition lead for eCommerce. 7/08 to 11/09

Oct 2004 – Jul 2008 · 3 yrs 9 mos

• Head of Digital Banking for Military Bank Online and Community Bank Online. Responsible for translating executive goals into e-commerce strategic initiatives. Responsible for site performance, staffing, vendor management of a large community of vendors, managing a $3MM operating budgeting, project management for both business and technology initiatives, production support and change management. Key initiatives resulted in a three-fold increase in site availability, reductions in back office error rates and staffing levels for key functions, and the establishment of change and communication routines within the line of business

Sep 2001 – Oct 2004 · 3 yrs 1 mo

• Military Banking Division. Led several project implementations for operational and technology improvements. Implemented and maintained the first divisional database, replacing ad-hoc reporting via green-bar paper with real-time queriable data via MS Access.
• Chaired the Deposits Pricing Committee - responsible for pricing recommendations on $1.25B in deposits to bank senior leadership team.
• Concurrently served as Privacy Officer tasked with GLBA and USA PATRIOT Act compliance. Also acted as business continuity planner.

Aug 2000 – Sep 2001 · 1 yr 1 mo

• Duties included various audits, the division-wide SAS-70 Audit (precursor to the SOC2), change initiative monitoring, preparation of technology risk assessments, ad hoc analysis of areas of technological risk to the bank. Familiar with audit plans for Unix and Wintel systems and the related COBIT standards.

Dec 1998 – Aug 2000 · 1 yr 8 mos

• Led several application/platform upgrades and, hardware implementations in multi-user environments. Coordinated with several areas of the bank technology division from staff through senior management to obtain services and resources to meet and exceed service goals. Provided regional user technology support.

Sep 1995 – Dec 1998 · 3 yrs 3 mos

• Prepared fiduciary and specialty tax returns at the state and federal level. Forms 1041, 1042, 1041A, 5227, 990, 990PF
• Installed and supported trust tax department applications on the department LAN. Liaison with LAN/WAN operations. Troubleshot local hardware and software issues and was point of contact for the bank PC support staff. Coordinated the acquisition of computers and peripherals for 13 offices around the US.

Apr 2012 – Nov 2015 · 3 yrs 7 mos · San Antonio, Texas Metropolitan Area · On-site

• Adjunct faculty for Accounting and Information Systems in the School of Professional Studies.
• Key courses taught: Information Systems, Fraud and Forensic Accounting, Ethics for Accountants, Principles of Accounting