SUMMARY PROFILE
High-energy executive with demonstrated success in turn around situations that require the rebuilding of profitable business processes and technical solutions in a financial or technology environment.
LEADERSHIP TRAITS AND STRENGTHS
· Visionary · Proven Track Record · Problem Solver
· Turnaround Oriented · Results Oriented · Change Agent
· “Start-up” / New Ventures · Entrepreneurial · Customer-Centered
· Leadership by Example · “Out of Box” Thinking · Mergers & Acquisitions
· Talent Manager, Mentor & Coach · P&L Management · Strong Ethics and Values
PROFESSIONAL EXPERIENCE
6th Largest Financial Services Institution 1999 - Present
Recruited as a senior leader to formulate and integrate the new Technology vision and strategy for the new company formed from the merger; effectively communicated this vision and strategy to all levels within the organization and institutionalized it into the operating fabric of the business and technology divisions; Operating budget of $70M with 1000 personnel
Executive Vice President
· Crafted a dynamic joint business and technology strategy, vision, architecture, and blueprint for the Technology division and business lines, such as Retail, Wholesale, Internet, Commercial & Business Banking, Mortgage, Insurance, Home Equity, Investment, Trust, Cash Management, Brokerage and Small Business, to broaden the charter of the current businesses and broke new ground into other markets, such as wireless, eCommerce, and 3rd party.
· Led a joint Senior Business and Technology Steering Committee to ensure compliance, conformity and technology investment leverage in meeting the corporate business goals and objectives, which reduced costs; increased productivity and achieved a 30% efficiency gain through the elimination of duplicative or competing efforts within Technology and across business lines (e.g., Mortgage and Home Equity sales force automation; co-branding, etc.).
· Transformed the technology-centered culture towards a business-centered/technology-enabled culture, which resulted in a 600% improvement in time to market delivery of technical solutions for financial services products and services to increase business line and corporate market share.
· Built high-performance teams by matching talent between the position and the person; providing clear expectations, direction; fostering the development and growth of the talent; systematically promoted the development of the staff by collaborating with them on development plans and provided assignments to effectively challenge their growth to the next levels; made people believe what they accomplished contributed to the success of the company; Employed different leadership styles to optimize participation;
· Successfully translated business needs and strategies into IT business solutions, which streamlined focus, reduced costs by 30-60% and improved productivity and efficiency by 20%. Specific business lines included Retail, Wholesale and Internet Banking as well as Insurance, Mortgage and Home Equity.
· Improved time to market delivery of financial services products and services by 600%, by reducing development of technical solutions from 18 months to 90 days. This improvement contributed to the 30% increase in profits.
· Established the vision and refined the non-bank Merger and Acquisition Technology P&L Model to strike the balance between investment and risk around non-bank acquisitions and mergers, which resulted in a 60% increase in non-bank acquisitions and the achievement of the Wall Street earnings per share commitments.
· Established the technology direction and vision for the Insurance business line to sustain its continued contribution to the corporate bottom-line, as well as attain its portfolio growth and diversification goals and objectives.
· Integrated the Mortgage business line with its $80M budget and staff of 650 into the centralized enterprise-wide information technology strategy, which streamlined efficiencies and reduced operating costs by $50M.
· Spearheaded the establishment of the Intellectual Capital Patent Council to protect the corporation’s intellectual property investments and future patent infringement claims.
Pacific Coast Banking School, Seattle, WA 2001 - Present
Graduate School Professor
Developed the technology courseware and provided the classroom instruction to all students enrolled in the Executive MBA “Banking” Program.
Financial Services Consulting Practice , Scottsdale, AZ 2001 - Present
Chief Executive Officer/President
Successfully launched a high tech services-based Information Technology consulting practice focused on assisting financial services institutions and technology firms in the determination, and implementation of information technology investment to further current market position or penetrate new markets.
Largest Sub-Prime Leader, Sacramento, CA 1995 - 1999
Hired to bridge the technology and business gap to catapult the business lines to emerge as leaders within their respective markets. Managed the corporate-wide enterprise information technology functions:
· Network & Telephony · Internet/Intranet/eCommerce Application Development
· Systems Administration · Computer /Data Center Operations
· Imaging · Database & Data Administration
· Security · Corporate Data Warehouse/Marts
· Application Development · Operating budget was $60M; 650 personnel
Chief Technology Officer
· Crafted a dynamic business strategy with the Chief Information Officer (CIO) on the long-term corporate information technology architecture and application development strategy, which broadened the business model of the legacy business and propelled it into a leadership position. Specific business lines included Small Business, Mortgage, Home Equity, Auto Lending, Leasing, Administration, Payroll, Accounting and Finance and Human Resources.
· Provided vision, direction and leadership to accelerate the delivery of competitive information technology solutions for business lines to support their continued or future competitive market position.
· Transformed an organization from one focused on products to one capable of moving up the value chain and bringing tangible bottom line impact on its customer base, which reduced operating costs by 30%.
· Streamlined and optimized product/service delivery to internal and external customer-base to satisfy time-to-market and competitive demands. Shrank 18-month development schedule to 90-day incremental deliveries.
· Provided executive oversight for the continued review, pilot, and proofs of concept for new technology prior to its adoption into the technology architecture, all aimed at expanding the business’s market position.
· Re-examined run rates and operational costs continually to drive technology infrastructure and overhead costs down and operational quality and efficiencies up.
· Initiated activity based costing to encapsulate technology costs and investment.
· Set and enforced corporate policies for all information technology matters.
Aerospace and Information Technology Consulting Firm, Sacramento, CA 1990 - 1995
Vice President
Successfully launched a high tech information technology services-based consulting practice into the Sacramento marketplace, which was profitable within its 1st year of operation. Annual revenue was $20M. Office growth to 40 personnel.
Battelle Memorial Institute, Sacramento, CA 1988 - 1990
Vice President
Successfully launched a high tech information technology services-based consulting practice into the Sacramento marketplace, which was profitable within its 1st year of operation. Annual revenue was $8M. Office growth to 15 Personnel.
Dept of Defense, Sacramento, CA 1978 - 1988
Systems Design Engineer
· Designed, developed and integrated computer applications to support the needs of the business.
· Developed the first Ethernet corporate wide area networks for use by a 15,000-person organization.
EDUCATION
· MBA - Banking, Pacific Coast Banking School, University of Washington - 2002
· MBA - Concentration in MIS, Golden Gate University, Magna Cum Laude - 1991
· Bachelors - MIS, Chapman University, Summa Cum Laude - 1990
PATENT
Intellectual Capital Patent - “Anywhere Computing”
Corporate Bio
Executive Vice President and Chief Technology Officer for Wireless. Responsibilities included the end-to-end design of the wireless delivery channel, which would make available the financial services institution's products and services to customers. This focus includes the determination, in collaboration with business lines, of products which would yield revenue plays as well as further business line presence within the wireless channel, as well as, the integration of wireless into the fabric of the technology enterprise to drive efficiencies up and operating costs down. The underlying design of the wireless channel supports spinning it off as a separate business, or continuing its incorporation into the fabric of the company's portfolio.
Prior to accepting responsibility for Wireless, Executive managed the n-tiered application development efforts for both the Internet and eCommerce channels. All aimed at furthering business lines presence and revenue enhancement. Executive also managed the Enterprise Architecture and Emerging Technologies groups. Responsibilities included defining the information technology blueprint for the enterprise; defining the information management strategy for managing information as a corporate "asset;" defining the "Any-to-any" Interoperability Strategy which would enable any customer to access any product or service within the enterprise, via any channel or device they choose; and defining the Enterprise-wide Processes to create efficiency and improve effectiveness around the customer experiences. Executive holds an intellectual capital patent for “Anywhere Computing.”
Executive has over 23 years in the Information Technology field. Prior to joining the sixth largest financial services institution, Executive was the Chief Technology Officer for the largest sub-prime lender. Prior to joining the largest sub-prime lender, Executive established and built successful California Aerospace and Information Technology Consulting Practices for two companies. Executive graduated Magna Cum Laude in her undergraduate degree in MIS; and Summa Cum Laude in her Graduate MBA. Executive is currently enrolled in her second Master's in Banking from Pacific Coast Banking School, at University of Washington in Seattle and will achieve this degree in September 2002. |
