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Over thirty years experience primarily as a manager and consultant in information and networking, and telecommunication technology, with a strong emphasis on financial services industry. Strong management and technical skills on "break through" projects aligning business needs to technologies to increase competitiveness, boost performance, and reduce costs. |
| Current Boards: |
Elected member, Board of Assesors, Weston, MA Member, Elderly Housing Committee, Weston, MA Chair, Weston Democratic Town Committee, Weston, MA |
| Previous nonprofit positions | |
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2002 - 2007 |
Board Member Brain Injury Association of Massachusetts |
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1995 - 2003 |
Board Member & Chair The Evergreen State College Foundation |
1989 - 1991 |
Board Member & Chair
Courtyard Condominium Trust
Condo Board - 78 units
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Evergreen State College Foundation
Board of Governors - Chair
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Apr 2017 - present |
Since 1976 the The Evergreen State College Foundation has supported the College by raising private gifts from our remarkable and generous donors. While public funds maintain the college, private gifts provide an additional margin of excellence through donor-funded scholarships, fellowships, program endowments, and other opportunities that enrich the Evergreen experience. |
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Jan 2015 - present |
Boston Harbor Angels is a group of proven business leaders interested in investing a portion of our assets in high-growth, early-stage companies. |
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1995 - present |
Web site development & hosting services, consulting, e-commerce for commercial and non-profit enterprises. |
HMG
Independent Consulting
| 1994 - present | Small Business - Strategic planning, brand development, financing, marketing, distribution for start up firms. |
| Financial Services - Assisted First Union National Bank in its evaluation of financial marketing workstations and other customer Service technologies, Explored options for developing connectivity between 'back end' production systems and client workstations. | |
| Information Technology - Designed CIO symposium on new user interfaces for mainstream business applications for Cambridge Technologies Partners to build client relationships. | |
| Telecommunications - Research new product distribution channels for networking device startup. |
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Systems Integration Bureau -
Office of Management Information Systems (OMIS) |
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1992 - 1993 |
Responsible for introducing new technology, including client/server, CASE and relational databases, to a traditional data processing organization which depended largely on 1970's technology and practices. |
| Directed re-engineering and development efforts for PARIS (Personnel Administrative Reporting Information System), $2.4 million annual budget. | |
| Managed multimillion dollar projects providing design and implementation support to a large scale Information Technology effort to reengineer most of the Commonwealth's statewide systems, supported by a $100 Million plus bond bill. Implemented State's first statewide client/server system. | |
| Created "Open" access to enterprise information stored in mainframe systems (e.g. through the use of middleware) to both "empower" information owners and get "the data out of jail" for the Commonwealth's managers. | |
| Directed over thirty systems professionals of Office of Systems Integration in introducing new technologies to state government by pioneering the application new techniques and tools. |
Fidelity Investments
STRATEGIC SYSTEMS CONSULTANT
- Retail Marketing / Strategic Systems
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1989 - 1991 |
Conceived, designed and supervised marketing strategy and technical direction for Financial Advisors Workstation , targeted to "high end" investment advisor . |
| Product Manager for Fidelity Investors Express <terminal based> and Fidelity Online Express <PC based> - online brokerage systems | |
| Designed, developed and managed Fidelity Investments Customer Information Server (FICIS). Provides information from Fidelity's production information systems directly to distributed customer applications, using client server architecture. Draws information from 20+ production systems in three cities, and to customers through PC, fax machine and automated voice systems. |
| Arthur D. Little | MANAGEMENT CONSULTANT - Information & Telecommunication Systems |
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1988 -1989 |
Managed case advising on conversion from single site database, operations, and data processing architecture to a dual (3090) site distributed architecture for 650 branch Brazilian bank. Achieved excellent technical solution to strategic banking challenges. |
| Designed and developed "state of the art" office automation system and 1,000 plus workstation local area network for new headquarters campus facilities of major international bank in Jeddah, Saudi Arabia. Resulted in complete office automation design, reports and analysis, blueprints, and bidding specifications. |
Bankers Trust
VICE PRESIDENT
- Credit Policy
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1987-1988 |
Managed development and operation of the RAROC Facility System , global portfolio management system for all credit assets of the bank's $50 plus billion asset portfolio. RAROC (Risk Adjusted Return On Capital) is Bankers Trust's risk evaluation methodology, similar reserve requirement techniques later adopted by Federal Reserve and FDIC. |
| Coordinated development of mainframe portion of $1 million plus system which collects information from all operational credit and MIS systems of the bank for RAROC . | |
| Implemented reporting and inquiry of RAROC databases on the mainframe, on workstation local area network: using a fourth generation language, and an executive information system. |
Arthur Young
MANAGEMENT CONSULTANT
- Information & Telecommunications Technology
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1983-1987 |
Original Manager of the Distributed Data Processing effort for the firms National Office. In charge of team that developed and implemented the strategy for decentralizing data processing. |
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Design and development work on primary online brokerage system for major investment bank, using ADABAS and NATURAL in an IBM mainframe environment. Designed and supervised Systems and User Acceptance Testing process of microcomputer based Store Manager's Business System for large chain of stores. |
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| Coordinated operational review of technical services (e.g. CICS, MVS, IMS, etc.) for "Fortune 100" MIS Department which untangled a system software environment nightmare. |
New Hampshire -
Office of State Planning
PLANNER/MODELER
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Economic Development
VICE PRESIDENT - Operations
Education:
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1979 - 1981 |
Major activities focused on economic research and planning for executive branch of state government. Including: Municipal finance database and analysis programs; Computerized models and grants tracking program; Programs for fiscal impact of tax exempt property for special legislative committee. |
VICE PRESIDENT - Operations
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1978 - 1979 |
Revived family specialty steel business dealing in rail and caraway materials. Developed and implemented marketing strategy; bought out principal competitor; reduced large inventory; produced first catalog, returned to healthy profitability. |
Education:
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M.S. Computer and Information Systems |
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Dartmouth College , Hanover, NH |
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[Hybrid graduate degree combined MS Computer Science with MBA] |
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B.A. Economics and History |
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The Evergreen State College , Olympia, WA |