OBJECTIVE:    To assist a company through transformation and that is looking for an impact executive to lead that change with its customer base and internal operations. Acquisition assessment and integration, cloud technology management, staff transformation, customer service, application development, data center operations, and financial achievement are components of my skill set. I have succeeded in large global organizations and growing organizations and can assist with transitions to the next performance level. Business unit assessment and remediation plans for efficient operations that support service delivery are a key strength of mine.

Company characteristics include Lending, Community Banking, Investment Banking, Financial Transaction Processors, Card/Pin based transaction processors, Secondary Lending, Settlement and NAV production requirements, and other associated industries.

NOTE: Company names have been redacted and will be provided as required

EXPERIENCE     

WLJcs LLC, OWNER, CONSULTING SERVICES, FINANCIAL SERVICES & TECHNOLOGY    (November 2017 – Present)

FINANCIAL TECHNOLOGY  COMPANY, CIO Global  & Cloud TECHNOLOGY OPERATIONS  (2014- 2017) 

Global technology operations, low-cost location transformation. acquisition due diligence, integration planning and execution in the financial services technology space. Strategy leadership with C‐level team and technologists. Communication of integration points, customer support, and transition services, budget analysis, service delivery and structure analysis. Cloud Adoption, Operations and Cost Management.

Staff: 450+ Budget: $129M Labor, Hardware and Software

 WLJcs LLC, OWNER, CONSULTING SERVICES, FINANCIAL SERVICES & TECHNOLOGY   (2013 – 2014)

Acquisition due diligence, integration planning and execution in the financial services technology space. Interaction with C‐level executives and technologists. Communication of integration points, customer support, and transition services agreement planning and negotiation, budget analysis, service delivery and structure analysis.

GLOBAL FINANCIAL INSTITUTION, GLOBAL PRODUCTION ASSURANCE,/SECURITIES AND FUNDS SERVICES, (2007 – 2013)

Securities and Funds Services business unit integration following acquisition to Citi operations, data center and operations processes. Transitioned systems and staff (on and off shore) and established a global support model to ensure production stability and availability for Funds (Long and Hedge), Custody, Issuer Services, and Securities Lending across North America, Europe, and Asia Pacific.

Staff: 235+ Budget: $89M Labor and Software

NATIONAL OUTSOURCER1  , CUSTOMER ON‐BOARDING, CUSTOMER SERVICE, DATA CENTER OPERATIONS (2006 ‐ 2007)

As the transition executive following acquisition of the Banking Unit from The Group, I was responsible for integrating the service, data center, and on‐boarding units for the software business and the service unit. This included major account relationships, and system conversions. I was the sole Banking unit executive to join the acquiring company from the 4 member banking executive team.

Staff 100-400+ Budget $5M ‐ $200M

NATIONAL OUTSOURCER2, EXECUTIVE VICE PRESIDENT‐OPERATIONS/SERVICE DELIVERY(1981‐2006)

I joined this company when it was a business unit within a larger corporation, I participated in the LBO in 1989 and subsequent public offering in 1991. I then focused on the banking services unit and performed corporate assignments in the technology assessment of planned acquisitions, remediation of  acquisition operations, and was a member of the 4 person team marketing of the Banking Business unit when The Group sold the unit in 2006. As part of that sale I was obligated to spend a year assisting the new owners (OSI) with the transition. During my tenure I ran Software Development, Data Center Operations, Customer Service, and Client Onboarding. Prior to that sale, I was a member of the 4 person executive team that fostered profitability, customer retention and service. The business unit grew from $35M in 1991 to $200M+ in 2006.

Staff: 100 ‐435 Budget: $50M‐$220M‐400+

COMMUNITY BANK , EXECUTIVE VICE PRESIDENT, DATA CENTER OPERATIONS/SERVICE DELIVERY (1977‐1981)

Data center operations, software development, and service delivery for a $2B savings bank.

Staff: 25