Fractional Experts Who've Crossed This Bridge Before

As the President and Chief Operating Officer (COO) at Digital Align Inc., I am a dynamic technology and operational leader driving transformative change and innovation. My role encompasses a multifaceted set of responsibilities: Leading Business Transformation: I spearhead the implementation of cutting-edge business transformation solutions, where our flagship product, AlignXcel, takes center stage. Product Innovation: My focus is on the continuous development and seamless deployment of AlignXcel, leveraging AI and ML to pioneer innovative solutions for our clients. Client Engagement: I actively engage with client IT and Technology teams, fostering robust discussions on architecture and integration of AlignXcel with their internal systems. My goal is to ensure a perfect fit with their unique requirements.

Executive Coach, Life Coach, and Leadership Consultant. #1 International Bestselling Author. Motivational Speaker. Former COO with 21 years of financial services experience. During my 10+ years as a COO and Regional Director, I drove a culture of passion around member experience. Created routines that drove operational soundness in our business through controlling expenses and costs, limiting losses, and lowering risk. I've developed and coached talent at all levels, ensured rigor around routines for associate advancement, growth and learning. Groomed the most knowledgeable and educated financial advisors & sales and service staff in the industry. Partnered effectively and collaborate with all business partners, area partners, and other lines of business to ensure we can bring the full value of our all services and products to each member, every time. Improved results in all situations, raised bar for performance against tangible sales and service goals, while maintaining operational excellence in a fast-paced environment, ensuring associate engagement and satisfaction, while lowering attrition. Outstanding communication skills, proactive, aggressive desire to succeed and help teams achieve common goals, vision to see the future, and anticipate future changes in business. Specialties: •Coaching, teaching, developing, inspiring, and motivating diversified teams •Excellent sales and communication skills; the ability to transfer these skills to others •Management of various goals (deposit growth, loan volume, income and revenue drivers, P&L) •Strong understanding of audit and compliance risks, •Highly organized: orchestrate daily one-on-ones with staff, morning huddles, frequent check-ins •Cultivating a highly-charged, competitive environment that prides itself on success

I help leaders shift from reactive IT oversight to deliberate, proactive governance that reduces risk and supports sustainable growth. With 30+ years in technology, including 20 years in Financial Services IT and 10 years advising banks and credit unions, I specialize in helping organizations make clear, informed technology decisions that improve profitability, strengthen compliance, and enhance the client experience. As Founder & CEO of iTech Governance Consulting, I serve as a trusted, independent advisor to financial institutions and SMB leadership teams. My work focuses on IT governance, cybersecurity oversight, regulatory alignment, and executive decision-making. I do not sell tools or services. My role is to ensure technology decisions are aligned to business strategy, risk tolerance, and long-term objectives. I’m also the author of the forthcoming book Strategy Before Tools, which reflects my core belief that governance and strategy must come before structure, execution, or technology selection. I’m known for cutting through technical complexity and helping executives replace uncertainty with clarity, confidence, and accountability in their technology decisions.

Three times (3x) CISO with experience managing large public/private companies in financial, real estate, healthcare and consulting; with direct regulatory risk reporting experience for audit risk committees and external board member’. More than 26 years’ demonstrated experience as an Information Technology (IT) professional with strong expertise in IT Security management establishing and implementing large cyber security programs. Performed a complete turnaround of the Information Security strategy from ground up. Overcome corporate inertia to achieve conformance through executive education, strong and regular communication using metrics and risk-based framework. Create cohesion among geographically dispersed and cross-functional teams through building trust, knowledge, and mutual respect and understanding. Foster team spirit by recognizing and leveraging individual skills. Rewarded and motivated team during times of rapid change while addressing critical business needs. Maximized effectiveness of existing staff and improved relationship with business teams. Mentor and coach who attracts, retains, and develops high-performing teams. Demonstrated Designed and implemented GRC , Global Security Operations, Network & Application Security Engineering, Service Delivery and Global Regulatory affairs team that continuously monitors and detects Cybersecurity threats and vulnerabilities. Expert in advising and recommending changes to cyber portfolio companies within investment banking. Performed several third-party security vendor evaluations and co-development programs. In depth experience in compliance implementations for global cybersecurity regulatory requirements with SEC, CME, CFTC, FINRA, FCA , NFA, SEBI, NYDFS and standards such as NIST 2.0 framework, GDPR, PCI, ISO 27001/BS7799, Sys Trust –SOC3, GLBA, SSAE-16 and VISA-AIS. Certified Cyber Intelligence Tradecraft Professional, GIAC from the Sans Institute & FINRA SIE & Series 99 certification.