Insightful Advisory Consultant with expertise in strategic planning, risk management, and client relationship building. Known for high productivity and efficient task completion, excelling in communication, problem-solving, and adaptability for optimal outcomes in consulting engagements.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Advisory Consultant
Fairway Independent Mortgage Corporation. NMLS
Carrollton, TX
09.2023 - Current
Provided strategic guidance to executive team on operational decisions and initiatives.
Established key performance indicators to track progress against organizational objectives.
Developed new policies and procedures to increase efficiency in all departments.
Collaborated with senior management on long-term planning initiatives that aligned with corporate goals.
Identified potential risks and developed contingency plans accordingly.
Ensured compliance with applicable laws, regulations, policies, and procedures.
Consultant Data Security
eImagine Technology Group
Indianapolis, IN
08.2015 - Current
Assisted in developing new methods for data collection and analysis techniques.
Developed and implemented customized strategies to meet client needs.
Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
Collaborated with clients to develop action plans to address specific challenges and objectives.
Analyzed complex information from multiple sources to identify patterns or trends that could be used as a basis for decision-making.
Identified potential risks associated with proposed solutions or projects.
Drafted proposals outlining solutions to identified issues in the organization.
Maintained positive working relationships with fellow staff and management.
Senior Vice President Shared Services CISO/CSO
Fairway Independent Mortgage Corporation. NMLS
Carrollton, TX
01.2013 - 09.2023
Managed relationships with external partners, vendors, and stakeholders to ensure successful collaborations.
Established key performance indicators to track progress against organizational objectives.
Recruited, trained, mentored, and evaluated staff members in order to optimize their effectiveness.
Collaborated with senior management on long-term planning initiatives that aligned with corporate goals.
Identified potential risks and developed contingency plans accordingly.
Ensured compliance with applicable laws, regulations, policies, and procedures.
Maintained a comprehensive understanding of trends within the industry landscape.
Negotiated contracts with suppliers while ensuring competitive pricing structures.
Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
Built top-performing teams by training in areas of expertise and through effective coaching and mentoring.
Hired, trained, and mentored staff members to maximize productivity.
Senior Vice President IT Shared Services
Nationstar Mortgage DBA Mr. Cooper
Irving, TX
04.2011 - 07.2012
Directed annual budgeting process and oversaw financial performance of departmental operations.
Managed relationships with external partners, vendors, and stakeholders to ensure successful collaborations.
Established key performance indicators to track progress against organizational objectives.
Developed new policies and procedures to increase efficiency in all departments.
Recruited, trained, mentored, and evaluated staff members to optimize their effectiveness.
Led cross-functional teams in the implementation of innovative projects across multiple divisions.
Identified potential risks and developed contingency plans accordingly.
Ensured compliance with applicable laws, regulations, policies, and procedures.
Negotiated contracts with suppliers while ensuring competitive pricing structures.
Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
Executed on-time, under-budget project management to adhere to the project roadmap.
Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
Director Financial Services Consulting
eImagine Technology Group
Indianapolis, IN
12.2009 - 04.2011
Led cross-functional teams in developing innovative solutions for clients' needs.
Coordinated with internal stakeholders to develop proposals for potential clients.
Developed and implemented strategic plans to support the growth of consulting practice.
Identified opportunities for new business development and client engagement.
Provided leadership and guidance on complex projects, ensuring successful outcomes.
Maintained relationships with existing clients by providing ongoing support and advice.
Oversaw recruitment processes for new staff in order to build a strong team.
Monitored performance of consultants and provided regular feedback.
Established key performance indicators to measure success of consultancy activities.
Owner/Operator
CertaPro Painters
Lewisville, TX
12.2008 - 12.2009
Developed business plan and budget to maximize profitability.
Managed daily operations of the business, including staff, sales, inventory, and accounting.
Maintained relationships with vendors and suppliers in order to secure favorable terms on materials and services.
Resolved customer complaints promptly and professionally in order to maintain a positive reputation for the business.
Developed strategic partnerships with other businesses in order to expand reach into new markets.
VP Technical Servcies
Michaels Stores Inc
Irving, TX
11.2003 - 07.2008
Gathered and analyzed data to identify areas for improvement in operations and processes.
Implemented cost reduction initiatives to enhance profitability.
Cultivated relationships with key stakeholders, including customers, vendors, and partners.
Monitored internal controls to protect assets against loss or misuse while ensuring compliance with applicable laws and regulations.
Negotiated contracts with suppliers to secure favorable terms for the organization.
Developed and implemented strategic plans to achieve company objectives.
Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
Vice President, ET Technical Servcies
First Horizon Home Loans
Irving, TX
09.1999 - 11.2003
Developed and executed strategic plans to support the vision of the organization.
Established performance standards for staff members in order to drive productivity levels up.
Implemented process improvement procedures that resulted in cost savings across the board.
Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
AVP Technical Services
Policy Management Services Corporation
Indianapolis, IN
06.1996 - 09.1999
Managed day-to-day operations of the consulting team, including hiring, training, and performance management.
Provided guidance and mentorship to staff members on best practices for client service delivery.
Facilitated regular meetings with stakeholders to review progress towards pre-established goals.
Participated in trade shows and networking events representing the company's consulting services.
Provided technical consultation services to clients regarding software, hardware and networking solutions.
Developed strategies for implementing new technologies within organizations.
Designed systems architecture and implemented custom solutions tailored to client needs.
Created detailed reports outlining findings from technology assessments.
Assisted customers with installation, configuration and usage of IT products and services.
Implemented data security measures to protect confidential information from unauthorized access.
Consulted and advised clients on tailored technology solutions to fulfill business needs and user demands.
Developed data security and disaster recovery procedures.
Education
Master of Science - Computer Science
Midwestern State University
Wichita Falls, TX
06-2020
Bachelor of Science - Computer Science
Chapman University
Orange, CA
05-1988
Skills
Cloud Security
Compliance auditing
Cybersecurity frameworks
Security risk assessment
Developing security plans
Security assurance
Application security
Business continuity planning
Certification
Certified Information Systems Security Professional
Certified Cloud Security Professional
Certified Scrum Manager
Languages
English
Native/ Bilingual
Spanish
Professional
References
References available upon request.
Timeline
Advisory Consultant
Fairway Independent Mortgage Corporation. NMLS
09.2023 - Current
Consultant Data Security
eImagine Technology Group
08.2015 - Current
Senior Vice President Shared Services CISO/CSO
Fairway Independent Mortgage Corporation. NMLS
01.2013 - 09.2023
Senior Vice President IT Shared Services
Nationstar Mortgage DBA Mr. Cooper
04.2011 - 07.2012
Director Financial Services Consulting
eImagine Technology Group
12.2009 - 04.2011
Owner/Operator
CertaPro Painters
12.2008 - 12.2009
VP Technical Servcies
Michaels Stores Inc
11.2003 - 07.2008
Vice President, ET Technical Servcies
First Horizon Home Loans
09.1999 - 11.2003
AVP Technical Services
Policy Management Services Corporation
06.1996 - 09.1999
Certified Information Systems Security Professional
Certified Cloud Security Professional
Certified Scrum Manager
Master of Science - Computer Science
Midwestern State University
Bachelor of Science - Computer Science
Chapman University
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