Professional Experience

Arthur J. Gallagher & Co
Information Technology Advisor
April 2022 to Present
Rolling Meadows, IL

Independent non-executive responsible for providing senior management advisory services on broad range of information technology topics including strategy, business alignment, organizational design, and architecture.

Global Chief Information Officer, Corporate Vice President
April 2015 to March 2022
Rolling Meadows, IL

Responsible for leading the company’s technology organization, strategy and initiatives for this global leader in insurance, risk management and related consulting services with $8B in annual revenue and 32,000 colleagues in over 1,000 offices worldwide. Oversees the 3,000 technology professionals responsible for the development and deployment of enterprise-wide solutions, defining standards for applications and infrastructure, and aligning technical objectives with corporate strategies. Direct focus on streamlining the technology infrastructure, processes, and operations to achieve efficiencies as well as support the company’s acquisition strategy and rapid growth, all while ensuring consistent service levels and operational reliability across the global enterprise.

Guggenheim Partners
Global Chief Information Officer, Senior Managing Director
June 2001 to March 2015
Chicago, IL

Technology leader for the privately-held diversified financial services organization with over $300 billion in assets under management. Headquartered in Chicago, the firm provided investment management products as well as investment banking, broker-dealer, capital markets, and investment advisory services in North America, Europe, and Asia. Responsible for all aspects of technology organization including application development, technical services, and quantitative analytics.

Key achievements include:

• Defined the technical architecture and directed the development and deployment of a best in class platform to provide scalable and redundant automation capabilities that enabled annual revenue growth from $70M to $750M.
• Recruited and hired talented managers, engineers, and analysts, building the technology organization from an initial 5 headcount to 150 technology professionals. Created an effective organization designed to provide both day-to-day support as well as enable long term business objectives.
• Key member of the corporate integration team involved in both acquisitions and divestitures. Accountable for all technical aspects of merger-related activities.

Related Payroll Services
Chief Information Officer
August 1999 to October 2000
Oak Brook, IL

Hired to drive advances in the technology units of the payroll services organization in preparation for aggressive regional growth using the traditional business model and subsequent national expansion as a virtual payroll provider. The major duties of the position included directing the application development and infrastructure organizations focusing primarily on establishing an electronic commerce presence providing payroll services. Played a key role in the successful sale of the company as an exit strategy for the ownership group.

Amerin Guaranty Corporation
Chief Information Officer
January 1996 to July 1999
Chicago, IL

Responsible for all technology for this NASDAQ listed Mortgage Insurer with a market capitalization of approximately $700 million. Reporting directly to the President, the duties of the position included directing the internal applications development and infrastructure organizations with a major emphasis on electronic commerce as well as serving as a member of the Executive Committee. Managed external technology vendors, interacted with trading partners, and worked with clients to identify long-term technical and operational relationships. Led the technology component of the merger with CMAC to form the successor organization Radian Guaranty.

Prudential Home Mortgage
Vice President
June 1987 to December 1995
Minneapolis, MN | Frederick, MD | St. Louis, MO

Held a variety of positions with increasing levels of responsibility in both the technology and business units of the Prudential Home Mortgage Company. Originally hired in Minneapolis to perform systems analysis and application development for the retail Mortgage Origination business. Accepted a relocation to Maryland to manage an application development team supporting both retail and wholesale Origination. Subsequently became a founding member of the enterprise advanced technology group. Later transferred to the corporate headquarters in St. Louis to direct the technical organization providing both application development and technical services to the Capital Markets group.

J.C. Penney Company
Application Engineer
April 1985 to May 1987
Milwaukee, WI
Developed and maintained telephony modeling applications used in the planning and expense management processes for JCPenney's 14 national catalog telephone centers.

Activities

Indiana University
Institute for Business Analytics, Board of Advisors

2018 to Present
Bloomington, IN

Participate as an active member on the Board of Advisors of the Institute for Business Analytics in the Kelley School.  Presented topics at the Forum on Finance Analytics primarily targeted at MBA students including Factor Analysis of Information Risk (FAIR) and Analytics in Portfolio Management.

Education

Indiana University
Bachelor of Science, Kelley School of Business
1984 to 1989
Bloomington, IN

Concentration in Decision Sciences and Operations System Management with outside minor in Computer Science.  Graduated with Distinction.  Activities included Delta Sigma Pi business fraternity and intramural athletics.