Chief Technology Officer and hands-on financial technology executive who translates commercial strategy into scalable platforms, high-performing organizations, and measurable growth. Leads an approximately 60-person organization spanning engineering, architecture, UX, design, and QA at Savana, where a banker-facing servicing product was repositioned into an end-to-end banking platform across digital, branch-assisted, and back-office channels. Experience spans digital banking, brokerage, payments, alternative-asset trading, identity and risk controls, enterprise data platforms, cloud-native systems, and governed AI/ML delivery. Known for modernizing mission-critical regulated platforms through API-first architecture, data-centric engineering, automation, observability, security, and resilient operating models. Track record includes building a global 50+ engineer organization at GloriFi; leading $125M application integration and $50M infrastructure transformations at Capco; generating $40M in new business; and managing $28M in annual revenue. Combines board- and executive-level communication with the technical depth to architect platforms, lead re-platforming, and build AI-enabled engineering capabilities.
Experience
Chief Technology Officer (formerly Chief Product Officer), Savana Inc.
Jan 2023 to Present | Malvern, PA
Joined as Chief Product Officer to expand a banker-facing servicing product, then moved to Chief Technology Officer to define the technology strategy and rebuild the foundation required for an end-to-end banking platform. Lead an approximately 60-person organization spanning engineering, architecture, UX, design, and QA.
- Repositioned a back-office component into a full-stack banking platform spanning origination and servicing across digital, branch-assisted, and back-office channels, expanding the addressable market and creating new-logo and installed-base growth paths.
- Architected vendor-agnostic platform orchestration across five core systems—Finxact, Temenos, Fiserv Premier, Fiserv DNA, and Signature—and 20+ payment, card, identity, and risk providers, reducing coupling while enabling modular adoption.
- Extended the platform into alternative-asset trading and custody workflows covering precious-metals pricing, order handling, settlement, customer-initiated physical delivery, NDIP disclosures, chain of custody, and BSA/AML controls.
- Lead a contract-first re-platform from low-code to .NET and Flutter using parity testing and complexity-tiered sequencing while strengthening DevOps, observability, reliability, FDX-aligned data contracts, and ISO 27001, PCI DSS, and SOC 2 controls.
- Built a governed internal AI engineering platform with custom MCP servers, machine-readable architecture knowledge, and approximately 30 agent skills for requirements grounding, code review, risk calibration, change-impact analysis, test planning, and living documentation.
- Established federated identity and partner-embedding patterns using OIDC, OAuth2, SAML, token exchange, custom claims, MFA step-up, and secure session and context handoff.
- Designed channels for independent or full-platform adoption, allowing financial institutions to coexist with incumbent providers, replace individual surfaces, or execute a broader platform modernization.
Chief Engineer, GloriFi
Feb 2022 to Dec 2022 | Dallas, TX
Built and led a global, geographically distributed engineering organization delivering consumer financial services at scale; the mobile app reached the Apple App Store Top Financial Apps list.
- Scaled an onshore/offshore organization to 50+ engineers across banking, brokerage, insurance, and mortgage products, establishing a distributed delivery model across product domains.
- Designed a cloud-native Azure and Cosmos DB platform with data-driven recommendation and personalization capabilities, including SlateQ-based decisioning.
- Integrated 50+ external providers through a custom API gateway, improving interoperability, partner onboarding, and control over a complex financial-services ecosystem.
- Applied behavioral economics and analytics to deliver personalized news, insights, and engagement experiences.
Managing Principal, Capco
Apr 2016 to Feb 2022 | Washington, D.C.
Held P&L, sales, and delivery leadership across consulting and engineering, building high-performing teams and modernizing complex platforms for regulated financial institutions.
- Led a multi-year, $125M integration program spanning 50+ applications, representing technology to C-suite stakeholders and establishing cross-functional governance, dependency management, and operational risk controls.
- Directed 100+ infrastructure engineers through a 12-month, $50M transformation, delivering a virtualized environment through disciplined milestones, dependency sequencing, and risk management.
- Generated $40M in new business and managed $28M in annual revenue across a diversified technology and transformation portfolio.
- Led global product and engineering delivery across the United States, Eastern Europe, and India to launch a digital financial institution spanning banking, mortgage, and insurance capabilities.
- Designed policy-based access control aligned to ISO 27001, improving least-privilege enforcement, data protection, auditability, and institutional control maturity.
- Built and commercialized offerings in API ecosystems, cloud modernization, digital delivery, and platform transformation while mentoring 70+ consultants and engineers.
Project Management, Professional, Freddie Mac
May 2014 to Apr 2016 | McLean, VA
Delivered transformation initiatives in Multifamily with a dual remit across project management and software engineering.
- Cut delivery timelines by creating reusable frameworks and a repeatable execution model.
- Delivered $10M+ in projects with improved predictability and stakeholder satisfaction.
- Directed build-out of the Multifamily Origination and Underwriting System to improve accuracy and throughput.
- Stood up a Rapid Execution Delivery team to attack urgent priorities and reduce backlog risk.
Skills
Executive Technology Leadership: Global Technology Strategy, Commercial Alignment, Executive Partnership, Board & Client Engagement, P&L Leadership, Portfolio Strategy, Digital Transformation, Organizational Scale
Data, AI & Automation: Data Engineering, Enterprise Data Architecture, Analytics Platforms, AI/ML Decision Support, Automation, Agentic Engineering, MCP, RAG, LLM Evaluation & Governance, OpenAI Models, Anthropic Claude, Meta Llama
Hands-On Engineering: .NET / C# / ASP.NET, Flutter (iOS / Web), Python, TypeScript / Deno, SQL / PostgreSQL, REST / GraphQL / gRPC, Kafka, CI/CD
Cloud Architecture & Reliability: Cloud-Native Architecture, AWS / Azure / GCP, API-First Platforms, Event-Driven Architecture, Enterprise Integration, Contract-First Migration, Platform Modernization, Observability, Operational Resilience, Docker / Kubernetes, Zero Trust
Global Organization & Delivery: Distributed Engineering Teams, Workforce Scaling, Agile Delivery, DevOps, Cross-Functional Leadership, Delivery Governance, Talent Development, Vendor Ecosystems
Governance, Security & Controls: Enterprise Governance, Audit Readiness, Risk Infrastructure, Data Governance, Identity & Access Management, ISO 27001 / SOC 2 / PCI DSS, BSA/AML, Regulation E, Privacy by Design
Financial Markets & Platform Domains: Financial Markets Technology, Digital Banking, Brokerage, Alternative-Asset Trading, Payments, Core Banking, Risk & Identity Systems, Front-to-Back Workflows, Platform Orchestration
