Summary

Proven technical leader with experience implementing, managing, and supporting FIS retirement products for 31+ years (17+ in FIS management).  Directed multiple teams responsible for technical architecture, installation, configuration, and development for a wide variety of FIS Retirement Platform/Omni applications.  Leads all phases of project execution: estimation, pre-sales, implementation planning, scheduling, execution, and support.  Recruits, develops, enables, and trains directors and senior managers across our organization. Successfully engages with client leadership and executives.

Proficiencies

Project and Resource Planning
Scope Management
Risk Remediation
Delivery Management
Program Estimation / Execution
Resource Development
Leadership
Directing Multiple Teams
Solution and Technical Design
Persuasive Communication
Reliable Judgement

Technical skills

FIS Retirement Platform (FRP)
Enterprise Architecture
Windows / Unix / Mainframe
Omni Scripting / COBOL
Shell Scripting / JCL
Web Services / Application Integration
Client-Server and Web Based Applications
Performance Optimization

Employment History

FIS (1998 – Present)

2026 – Present; professional services consultant principal, fis

• Lead large FIS Retirement Platform (FRP) implementation and modernization programs involving multiple workstreams, business functions, departments, solutions, and technologies.

2021 – 2026; Senior Director, FIS Professional Services Retirement Technology Development; FIS Professional Services Wealth and Retirement Technology

Continuing 25 years of technical leadership with SunGard/FIS serving multiple leadership roles across concurrent projects while also directing a technical operations organization. Remains focused on our Clients, Colleagues, and Community.

• Directed technical professional services teams for wide range of Wealth and Retirement practices, including: FIS Retirement Platform (FRP), Omni (suite), Global Plus, WealthWare, TrustDesk, AddVantage, and Charlotte.
• Implemented consistent leader development, performance management, succession planning and coaching practices for an organization with 70+ members, with 5-11 direct reports at director and senior manager levels.
• Served on Steering Committee for multiple key wealth and retirement customers.
• Led multiple retirement technical implementation programs with integrity.

2015-2021; Director, Professional services retirement technology

• Designed, implemented, and led a technical operations team with 13-35 system engineers, application specialists, application developers, and 2-5 managers
• Continuously assess utilization, productivity, and team member engagement
• Serve as technical solution architect, technology lead, program manager, or implementation manager for concurrent, large projects
• Define implementation project technical role requirements and responsibilities
• Created tools to project development execution and resource requirements
• Review, interview, and hire candidates for individual and leadership positions
• Continuously coach leaders and consultants across the organization
• Document and implement repeatable best practices and process improvements to accelerate project execution
• Enable new sales; consult on estimation, contract negotiation, and proposals
• Invented, designed, developed, and tested a transformational tool for automatically calculating GAIN LOSS adjustments, reducing costs by 10-20 BPaaS FTE’s and helping salvage a damaged client relationship

2012-2015 Senior Manager, Consulting, Sungard WEalth management global services (now FIS);

• Advised customers providing strategic product integration consulting
• Designed detailed technical solutions for a wide variety of FIS applications
• Acted as technical lead for several large customer implementation projects
• Managed a team of 15+ members supporting the entire FIS retirement product suite for the world’s largest defined contribution plan
• Acted as the primary contact for our customers technology experts
• Filled Senior Solution Architect and Senior Development Manager roles for various projects.

 2010-2012; Manager, Consulting; sungard wealth management (now FIS)

• Successfully managed a team of five developers and system engineers using an application and technology (EXP AG Workflow, Doc XP, VB6)
• Assessed resource utilization, measured employee performance, provided code reviews, and delivered meaningful feedback
• Implemented several Omni products at various customer sites
• Provided Omni expertise to quality assurance, development, and support teams

2007-2010; consulting project technical lead; sr technical analyst; sungard wealth management (now FIS)

• Provided technical and OmniScript expertise for Omni upgrade projects
• Led major upgrade and modernization project for an international customer, requiring an OmniPlus upgrade, remediation of 600+ COBOL programs, extensive customization, and introduction of Admin Web
• Designed optimization service for OmniScript customers

2000-2007; consulting project technical lead; sr technical analyst; sungard wealth management (now FIS)

• Invented multiple tools still in use today, including the comprehensive automated regression testing system (CART), OmniScripts that generate OmniPlus documentation, and OmniScript Analyzer.
• Led support teams comprised of 8 business analysts and developers, responsible for all phases of SDLC, customer support, training, and documentation; lead 4 technical support analysts, accountable for installation and application support on mainframe, Windows, and Unix platforms

1998-2000; lead consultant; sungard omni consulting (now FIS)

• Led a team of consultants on a 2-year OmniPlus implementation project
• Designed, programmed, or reviewed over 1500 pages of OmniScript

Prior Employment

1997-1998, wachovia retirment plan services, OmniPlus Support Team Lead

1995-1997; bank of oklahoma trust division; lead recordkeeper, recordkeeper, reconciliation analyst

Volunteer / Non-Profit (Partial List)

• Non Profit executive search committee chair; 2020-2021
• Finance committee chair, organization with 600k annual budget; 2011-2013
• School Board Member, 2018-2022
• Local Church Deacon, 2014 – present
• Small Group Leader, 2010-present

Education

Biola University, La Mirada, California

BA, Public and Interpersonal Communication, cum laude