NERD (Retired)
Professional Profile
Retired senior level executive passionate about delivering technology based solutions to business challenges. I bring over 35 years of energetic leadership, project management, solution design, and engineering in a broad spectrum of industries including Healthcare, Biotechnology, Financial Services, Hospitality, Retail, and Education.
My proven track record includes multiple engagements as CIO, IT Director, and Project Lead. I excel at building, motivating, and leading teams of exceptional people.
Experience
Retired
Jubilacion!
2022 – Present
Aspiring maximalist. Jubilacion is the Spanish word for retirement and sounds celebratory and appropriate!
Chief Everything Officer
Brian Lee, Inc.
2018 – 2021
Advisor to senior management for IT Strategy, Policy, Governance, and Compliance.
Chief Technology Officer
Forte Systems, Inc.
2016 – 2018
Lead consultant on strategic IT projects including architecture, design, policy, procedures, compliance, and best practices after the sale of the company.
Chief Everything Officer
Forte Systems, Inc.
1985 – 2016
Founder, owner, and CEO of an IT Consulting company delivering technology solutions to leading San Francisco Bay Area companies. Core competencies include LAN/WAN connectivity, network infrastructure, security, wireless, data center, virtualization, storage networking, VoIP, cloud, data protection, disaster recovery, business continuity, and compliance. I sold the company in May, 2016.
Director, Product Development
Broderbund Software
1984 – 1985
Manage the acquisition and development of consumer software products for the personal computer market. This included productivity, creativity, entertainment, and educational software products for the IBM PC, Apple, Macintosh, and Commodore 64 platforms.
Vice President, Product Development
Synapse Software
1982 – 1985
Responsible for setting product direction and managing software development for consumer software market. Designed, developed, and published a successful line of home productivity software products for the Atari, Apple, and Commodore 64 platforms.
Manager, Budgets and Expense Control
The Gap Stores, Inc.
1981 – 1982
Prepare store operations budgets and control expenses for a leading national clothing retailer. Produced budgets in 25% of the time previously taken by pioneering the first use of personal computers.
Education
BS, MBA in Finance
California State University, Hayward
1978 – 1981
With highest honors. Additional coursework in mathematics, forecasting, and quantitative methods. Lectured undergraduate Finance courses.
Certifications
Projects
Strategy / Governance
- Data flow analysis and documentation for a global scale biotechnology company
- Process design for policy governed lifecycle management of computing endpoints and image deployment
- Policy framework and departmental structure for ITIL based IT service management for healthcare equipment provider
- Security risk assessment for a national mechanical engineering and construction company
- Interim CIO or IT Director for multiple healthcare and biotechnology companies
Network Infrastructure
- High availability WAN supporting 45 locations for healthcare provider
- VPN backup to MPLS WAN for national medical equipment company
- Cisco Catalyst switch upgrade for San Francisco TV station
- Cisco Catalyst and Meraki switching for national CPA firm
Compliance
- Deployed HIPAA compliant networks for multiple healthcare providers, insurers, and medical equipment companies
- Prepared SOX compliance materials leading to successful compliance audits
- Deployed PCI compliant networks for multiple financial services companies
Enterprise Wireless
- Cisco controller based WiFi for private high school campus in San Rafael
- Meraki WiFi for one of the largest CPA firms in the country
- Enterprise WiFi optimization for major university law college
- Meraki WiFi for regional healthcare insurance provider
Executive
- Contract Interim CIO for West Dermatology, 2015-2016
- Cisco SMB Advisory Board Member, 2007-2013
Data Center
- Cisco UCS/Nexus, NetApp, VMware Primary/DR data centers for financial services company
- Cisco Nexus and Catalyst switch deployment for large semiconductor firm
- Data center relocation and expansion for major San Francisco TV station
- VMware server consolidation for numerous small businesses and medium enterprises
References
Other
- US Patent 5,450,078 for Membrane Computer Keyboard and Method
- Certified Calibration Engineer, Imaging Science Foundation
- Author, “The New Print Shop”, a Best Selling Home Software product
- Certified High Performance Driving Instructor, Porsche Club of America
- Certified High Performance Driving Instructor, BMW Car Club of America
PHOTOGRAPHER
The act of creating a photograph makes me see things more mindfully and experience life more deeply.
DRIVING INSTRUCTOR
I have had the good fortune to drive many famous race tracks in both the US and Europe in Porsches, BMWs, and MINIs. For more than 26 years I have been a Certified High Performance Driving Instructor for the Porsche Club and BMW Club. I am a graduate of the Russell Racing School and BMW Club Racing School.
COOK
I am passionate about making food that delights and sustains us and that brings friends and family around the table.
