
Helping financial institutions accurately forecast budgets, effectively manage risk and measure corporate performance
Greater Atlanta Area

Helping financial institutions accurately forecast budgets, effectively manage risk and measure corporate performance
Greater Atlanta Area
I solve market and business problems facing financial institutions via innovative technology solutions and services.
I am an excellent communicator comfortable with executive management, stakeholders and clients in a small business or global enterprise setting and am successful in applying strategic and highly analytical skills to deliver valuable business solutions.
I am also a Certified Specialist of Wine (CSW), publisher and winemaker and educate and enlighten on various wine-related topics via my WineTonite! Wine blog (see Links). Call me if you need help with a Wine Tasting Event.
Currently a student in the UC-Davis Winemaking Certificate Program.
Recently published in American Banker: "Payoff for Customer Profitability Analysis": http://ow.ly/83Lp
(Wine and Spirits industry)
August 2008 — Present (1 year)
Sharing the world of wine from a social and approachable perspective via an online community where our goal is to educate each other in the basic characteristics and styles of wine as well as the social aspect (i.e. tastings, dinners, wine country vacations, wine clubs, etc.) by sharing stories as average, everyday wine drinkers like you
(Public Company; FISV; Information Technology and Services industry)
December 2006 — Present (2 years 8 months)
Define consistent strategy and focus for creating solutions that benefit the Risk, Planning and Profitability business plans. Responsible for driving overall success of ALM, Budgeting, Planning and Profitability product lines and extensions from a P&L perspective and defining and communicating the strategic path for the product lines from cradle to grave (idea initiation, feasibility analysis, development, release, marketing, sales and support) through a quality-focused software development methodology and execution.
(Computer Software industry)
April 2005 — November 2006 (1 year 8 months)
Oversaw business plan of design, project management, consulting and application development teams consisting of over 65 Associates and off-shore contractors. Responsible for development, implementation and support of custom automotive finance/accounting and risk management solutions for over 70 top-tier global financial institutions in 22 countries. Successful implementation and management of off-shore software development program of 30+ professionals saving $2 million annually.
(Privately Held; 201-500 employees; Computer Software industry)
May 2003 — April 2005 (2 years)
Managed 20+ software development professionals in Business Analysis, Consulting and Software Testing. Responsible for strategic direction, management and design of market-leading financial accounting and risk management technology solutions.
(Privately Held; 201-500 employees; Computer Software industry)
September 2000 — May 2003 (2 years 9 months)
Managed a team responsible for product feature analysis and design for a suite of client-server and web-based financial accounting and risk management solutions used by wholesale financiers and their customers.
(Privately Held; 201-500 employees; Computer Software industry)
September 1998 — September 2000 (2 years 1 month)
Proposed and established a team of business analysts and software designers to improve product quality and better meet customer needs. Responsible for requirements analysis, design, documentation and training of finance and accounting solutions.
(Computer Software industry)
September 1995 — September 1998 (3 years 1 month)
(Privately Held; 501-1000 employees; Hospitality industry)
1993 — 1995 (2 years)
Winemaking Certificate Program 2008 — 2011 (expected)
MBA , Finance , 2002 — 2005
Program focus on Mergers & Acquisitions, Financial Analysis and Modeling, Corporate Valuation, Capital Structure, Global Market Research and Analysis, Investment Banking and Strategic Planning
BSBA , Computer Science , 1988 — 1992
CSW , Certified Specialist of Wine , 2009
Amateur (Ham) Radio: NE4L, Triathlons, Cycling, Wine
Technology Association of Georgia (TAG)