Professional Experience
Professional Experience
Financial Services | Payment Processing | SaaS Platforms | Regulated Industries | SMB Technology Services
Data Security | Cybersecurity | Enterprise IT Security | Risk Management | Compliance | PCI-DSS | NIST | ISO | SOX
Cloud Infrastructure | Azure Architecture | Microsoft 365 Migrations | SaaS Infrastructure | Cloud Migration | DevOps CI/CD
Server/Network Architecture | Virtualization | Data Center Operations | Disaster Recovery | Systems Admin | Vendor Management
Azure Solution Architect
Paygen Corp.
02/2022 to Present
Led enterprise cloud infrastructure, security, and operations for a cloud-based electronic bill presentment and payment platform serving regulated industries, including financial services, insurance, healthcare, and utilities.
Established and documented the organizational structure for Customer Support, Data Center Operations, Cloud Engineering, and Regulatory Compliance departments, enabling efficient team scaling and streamlined operations for the Azure-based EBPP SaaS platform.
Supported pre-sales and pre-seed investor calls as Azure Solution Architect for an Electronic Bill Presentment and Payment (EBPP) SaaS platform, delivering technical demonstrations of Azure-based architectures, scalability, security, and integration capabilities to drive client engagements and investor interest.
Information Technology Director
PlanITROI Inc.
03/2022 to 02/2024
Directed enterprise IT infrastructure, operations, and support for a technology services and solutions firm serving small and mid-sized businesses, including cloud, network, and end-user environments. Optimized cloud and network infrastructure supporting 500+ SMB clients, achieving 15% improvement in system uptime (to 99.9%), reducing operational costs by 25%, and decreasing average ticket resolution time by 45% while maintaining high client satisfaction.
Led IT strategy and cross-functional teams to deliver key initiatives, including Azure and M365 cloud migrations, strategic planning, and budget management, resulting in improved system performance, operational efficiency, and alignment with organizational growth objectives.
Served as primary IT leader and escalation point for Helpdesk and support teams while revitalizing workflows through automation and modern tools, significantly increasing productivity and ensuring swift issue resolution.
Fortified security posture and compliance by implementing network security controls, directing audits, and optimizing onboarding/offboarding processes to support regulatory requirements and deliver seamless employee lifecycle experiences.
Vice President, Technology, Compliance/Risk, Customer and Operations Manager
BNY Mellon (ClearTran)
06/2000 to 01/2021
Led enterprise infrastructure, operations, and security for a major financial services environment, supporting on-premises servers, networks, data center facilities, compliance programs, and technology support functions across the organization.
Advanced through progressive leadership roles from Technical Support Manager to IT Operations Manager and Systems/Network/Facility Architect at ClearTran, building and scaling technology infrastructure from startup through its 2007 acquisition by BNY Mellon.
Architected and managed robust on-premises data centers, 100+ physical/virtual servers, network infrastructure, and automated deployment routines, ensuring 99.9% availability, performance, and security for the company’s SaaS platform.
Directed compliance and risk management programs, maintaining PCI-DSS compliance, leading information systems audits and remediation efforts, while serving as primary escalation contact for customer support, help desk, and operations teams and providing SME support to sales and product initiatives.
Principal and Founder
Managed Service Provider
01/2008 to Present
Delivered vCIO and Service/Help Desk solutions tailored to small to medium-sized businesses, ensuring optimal IT performance and client satisfaction.
Provided comprehensive support across all business technology needs, including cloud solutions, hardware/software research, and vendor management, enhancing operational efficiency.
Consulted on diverse technology projects, serving as Project Manager or Lead Engineer for systems, networks, applications, SaaS solutions, and databases, ensuring successful project delivery and client objectives.
Led information systems audits, identifying vulnerabilities and leading efforts to strengthen security posture and ensure compliance with regulatory standards.
Effectively managed vendor relationships, fostering strategic partnerships and negotiating contracts to optimize service delivery and support business objectives.