About Us: Experience, Perspective, and Capability

For a federally regulated fintech lending operation, led the end-to-end creation of the business by architecting and implementing its technology platform, operational infrastructure, and regulatory framework. This included the design and deployment of Loan Origination Software (LOS), pricing engines, credit integration, and end-to-end lending processes, while establishing full compliance with CFPB, NMLS, ECOA, and RESPA requirements.

For the biometrics division of a globally recognized technology company, established and led a Global Project Management Office (PMO) responsible for overseeing more than thirty concurrent biometric technology initiatives through a team of ten portfolio and program managers. Introduced enterprise governance, Earned Value Management (EVM), executive reporting, and portfolio management disciplines that restored executive visibility, strengthened delivery performance, and helped convert previously underperforming programs into successful client engagements generating approximately $150 million in initial revenue, with ongoing recurring support services.

For the biometrics division of a globally recognized technology company, played a key role in preparing the organization for strategic divestiture by helping establish the operational discipline, governance, and program execution capabilities required to support a successful acquisition. Following the transaction, continued supporting the business through its transition to the acquiring organization and again through its subsequent acquisition, providing continuity across two successive M&A activities involving the same business.

For the biometrics division of a globally recognized technology company, directed cross-organizational integration activities supporting the continuity of enterprise operations and PMO governance as the business transitioned through two successive acquisitions under new corporate ownership. Responsibilities included coordinating ERP integration, standardizing PMO processes and procedures, and establishing a consistent operational framework that enabled effective program execution throughout the post-acquisition transitions.

For a nationally recognized financial technology company, directed a team of six program managers responsible for delivering regulated consumer banking and financial technology products within a complex enterprise environment. Led cross-functional execution across engineering, product management, and compliance organizations while aligning Agile delivery practices with organizational governance and execution objectives, improving delivery consistency across multiple initiatives.

For a Northern California-based Internet security company specializing in distributed denial-of-service (DDoS) mitigation, served as Chief Operating Officer (COO) and Vice President of Software Development as part of a consulting engagement to lead a comprehensive operational transformation and prepare the business for strategic acquisition. Established the organization's core operating capabilities, including the Project Management Office (PMO), engineering, and security operations, while strengthening execution through governance, operational discipline, and organizational alignment. Developed acquisition positioning materials, implemented a seven-patent intellectual property strategy to strengthen enterprise value, supported due diligence and acquisition negotiations, and designed transition plans that contributed to the successful acquisition of the company by a Fortune 500 technology company within twelve months.

For a Beverly Hills law firm and its entrepreneurial clients, transformed a regulated business concept into a secure operational platform supporting investor qualification under SEC Regulation D Rule 506(c). Working closely with the firm's legal and financial professionals, translated regulatory requirements into business workflows, designed the end-to-end operational model, and developed the supporting business process documentation, software requirements, quality assurance plans, and traceability needed to ensure a disciplined implementation.

Designed and implemented a highly secure, auditable web-based platform hosted on Amazon Web Services (AWS) that guided prospective investors through qualification and document collection workflows while providing flexible submission options, automated communications, and administrative tools supporting the firm's internal review and approval process.

For the Office of Inspector General (OIG) of one of the nation's largest public school systems, analyzed and redesigned the end-to-end workflow used to report and investigate allegations of fraud, waste, and abuse. Working closely with investigative personnel, documented existing operational procedures, identified opportunities to strengthen information collection and case management, and developed an enhanced operational model supporting more effective investigation workflows.

Translated the approved business processes into comprehensive software requirements documentation, providing the organization's internal development team with a structured implementation blueprint. All workflow documentation and software requirements deliverables were accepted on their initial submission, supporting the successful completion of the engagement.