Experience & Credentials

20+ years of proven technology leadership across multiple industries

Wharton-educated frameworks meet real-world executive experience

By The Numbers

20+

Years of Experience

100+

Successful Projects

50+

Companies Served

12+

Industries

Industry Expertise

Healthcare & Life Sciences

  • • HIPAA compliance & security
  • • EHR/EMR system implementations
  • • Telehealth platform development
  • • Healthcare data analytics

Financial Services

  • • SOC 2 & regulatory compliance
  • • Payment processing systems
  • • Fraud detection & prevention
  • • Financial data security

Manufacturing

  • • Supply chain optimization
  • • IoT & industrial automation
  • • Quality management systems
  • • ERP implementations

Professional Services

  • • Practice management systems
  • • Client portal development
  • • Document management
  • • Workflow automation

Retail & E-Commerce

  • • E-commerce platforms
  • • Inventory management systems
  • • Customer analytics & CRM
  • • Omnichannel strategies

Technology & SaaS

  • • Platform architecture
  • • API development & integration
  • • DevOps & CI/CD pipelines
  • • Cloud infrastructure

Core Technical Competencies

Cloud & Infrastructure

AWS Azure Google Cloud Docker Kubernetes Terraform CloudFormation

AI & Machine Learning

OpenAI / ChatGPT Google Gemini Claude AI TensorFlow PyTorch ML Ops

Databases & Data

PostgreSQL MySQL MongoDB Redis Snowflake Data Warehousing

Security & Compliance

HIPAA SOC 2 ISO 27001 GDPR PCI-DSS Zero Trust

Development & DevOps

CI/CD Pipelines GitHub Actions Jenkins GitLab Monitoring & Observability

Enterprise Systems

Salesforce Microsoft 365 SAP Oracle ServiceNow Workday

Professional Certifications

Leadership & Management
  • CTO Certification - Wharton - Aresty Institute of Executive Education
Cloud & Infrastructure
  • AWS Cloud Practitioner
Data Analytics
  • Google Data Analytics Certificate
  • Google Advanced Data Analytics Certificate
Salesforce Platform Expertise
  • Salesforce Administrator
  • Salesforce Platform App Builder
  • Salesforce Marketing Cloud Administrator
  • Salesforce Marketing Cloud Email Specialist
  • Salesforce Marketing Cloud Developer
  • Salesforce Marketing Cloud Consultant
  • Salesforce Pardot Specialist
  • Salesforce Associate
  • Salesforce AI Associate
Continuous Professional Development

Maintaining cutting-edge expertise through ongoing learning:

  • AI (Anthropic - Claude, ChatGPT, Copilot, Google Gemini)
  • AWS Training and Certifications
  • Coursera Certifications
  • Executive Education Programs
  • Google Grow
  • Microsoft Learn
  • Salesforce Trailhead
  • Udemy Professional

Representative Engagements

Examples of successful fractional CTO engagements (client names confidential)

Healthcare
$12M Revenue

Digital Transformation for Regional Healthcare Network

Challenge: Legacy on-premise systems, HIPAA compliance gaps, limited IT leadership capacity

Solution: 12-month fractional CTO engagement to lead cloud migration, implement SOC 2 compliance, modernize EHR integration

Results:

  • 60% reduction in infrastructure costs
  • Achieved SOC 2 Type II certification
  • Improved patient data access by 80%
FinTech
$8M Revenue

PE-Backed Payment Processor Scale-Up

Challenge: Rapid growth overwhelming existing infrastructure, security concerns, no technology roadmap

Solution: Strategic advisory + fractional CTO services to build scalable architecture, implement security framework, hire technology team

Results:

  • 3x transaction volume capacity
  • Zero security incidents during growth
  • Built and led 15-person tech team
Manufacturing
$18M Revenue

AI-Powered Supply Chain Optimization

Challenge: Manual processes, inventory management issues, lack of data visibility

Solution: 6-month transformation engagement to implement AI-driven forecasting, IoT sensors, real-time analytics platform

Results:

  • 40% reduction in inventory carrying costs
  • 95% order fulfillment accuracy
  • $1.2M annual operational savings
Professional Services
$6M Revenue

Law Firm Technology Modernization

Challenge: Paper-based processes, no remote work capability, outdated practice management system

Solution: Strategic advisory to evaluate and implement cloud-based practice management, document automation, secure client portal

Results:

  • 100% remote work capability
  • 70% faster document turnaround
  • Enhanced client satisfaction scores

Let's Discuss Your Technology Challenges

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