Advisory
Strategic guidance for technology, data, AI, cybersecurity, and operating-model decisions that drive growth, resilience, and efficiency.
Explore Advisory ServicesFinancial ServicesFintechAICybersecurityTransformation
Technology leadership
for strategic
advantage.
I help CEOs, boards, founders, and investors across financial services navigate consequential technology decisions that shape growth, resilience, risk, and enterprise value.
EVP / CIOFinancial Services Executive
Board DirectorPublic & Private Companies
Forbes
Technology CouncilMember
25+ YearsFinancial Services Technology
Board Leadership
Independent perspective for boards and committees on technology risk, innovation, investment, governance, and digital transformation.
Learn More About Board WorkSpeaking
Thought leadership on technology, artificial intelligence, cybersecurity, governance, and the future of financial services.
View Speaking TopicsDelivering Measurable Value
$3.1B+
Deposits Enabled
Across API banking, B2B integrations, digital growth initiatives, and financial-services innovation.
7
Bank Mergers & Acquisitions
Executed seven bank mergers and acquisitions, completed multiple core banking platform conversions, and developed a successful Branch in a Box strategy.
$50M+
Annualized Cost Savings
Through technology modernization, contract renegotiation, and disciplined expense analysis.
$1B+
First-Year Originations Enabled
Through a greenfield financial-services platform build.
Representative outcomes achieved across executive leadership roles and broader organizational teams.
Featured Insights
View all insights Featured Insights
Leadership
Technology Is Not the Strategy
The CIO’s real job is to translate business ambition into capability, execution, and measurable value.
Read Article
Financial Services Technology
From Digital Transformation to Digital-to-Dollars
A practical framework for connecting technology investment to growth, relationship depth, operating leverage, and enterprise value.
Read Article
Board Governance
The Questions Every Board Should Ask About AI
Good AI governance starts with clarity about purpose, data, decision rights, risk, human oversight, and accountability.
Read Article
Cybersecurity
Cyber Resilience Is a Business Strategy, Not an IT Program
Resilience is an operating model that connects critical services, architecture, recovery, decision rights, third parties, and executive accountability.
Read ArticleTechnology is not the strategy.
It is what makes the strategy possible.
The organizations that thrive are those that align technology with business purpose, manage risk with discipline, and invest with clarity. My role is to help leaders make those connections—and act on them.