BGSSAFE

Professional Summary

Accomplished technology executive with 20+ years of progressive leadership experience driving IT strategy, operational excellence, information security, and digital transformation within the financial services industry. Proven track record in leading large-scale initiatives, managing multi-million-dollar budgets, and optimizing enterprise systems to support business growth and resilience. Adept at fostering cross-functional collaboration, leveraging frameworks, and implementing innovative solutions that improve efficiency, reduce risk, and align with corporate objectives. Recognized for strategic vision, strong leadership, customer service with commitment to constant improvement and people development.

Small businesses

Allow me to help you get started or assess your current approach to leveraging IT that uses the SSAFE Framework and includes Information Security Assessment based on the NIST Cyber Security Framework 2.0.  If your needs are outside of my expertise, I have great connections who share my passion for delivering value.

Financial Institutions

Over 30 years working for small to large credit unions, I have found that member value is delivered in 3 main ways; Rates, Experience and Community. 

Better than market rates is delivered through good balance sheet management over a period of time. 

A good member experience is delivered through hiring good people and selecting good technology partners.

Community Impact is delivered through finding ways to connect with those in your community and provide them the means to further connect, invest and benefit locally.  

I am convinced that small to medium sized community credit unions can thrive in today's environment and economy.  I am also convinced that the how and not the what is where the focus needs to be for today's leaders. 

Every single credit union is primarily in the business of helping their members Store, Transact and Borrow money.  Differentiation takes place when proper thought is given to how that is done for their local community. 

Churches and Non-Profits

Allow me to help you establish a baseline of Information Security by providing a robust Incident Response Plan (IRP), Conducting a high-level tabletop exercise, and facilitating a scan of your website to help identify any vulnerabilities. As part of my commitment to delivering value, this is a FREE service with no strings attached in partnership with FRSecure.