Enterprise technology strategy
Business-aligned investment and architecture across P&C, banking, life, investment, and retirement.
JMCTE
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CIO / CTO | Enterprise Financial Services | Transformation, Architecture, Operations, Resilience and AI
Enterprise financial-services CIO and CTO with 25+ years leading technology strategy, architecture, shared services, operations, and transformation. Most recently led a 3,200-person global workforce with direct accountability for a $1.2B budget while shaping strategy and execution across an approximately $4B technology portfolio.
Texas, USA
3,200
Employees + partners led
$1.2B
Direct budget accountability
$415M
Departmental budget reduction
Leadership map
Architecture, operations, resilience, and modernization.
Scope
Global regulated enterprise
Mode
Disciplined execution under pressure
Professional channels
Operating lanes
Business-aligned investment and architecture across P&C, banking, life, investment, and retirement.
Infrastructure, cloud, recoverability, reliability, and modernization at regulated-enterprise scale.
Technology economics, material risk, OCC and Federal Reserve engagement, and disciplined execution.
Technology diligence, integration strategy, venture review, AI, and patented platform innovation.
Career trajectory
Clearview Management Consultants
Consultant
Jan 1999 – Dec 2000
Accenture
Consultant
Dec 2000 – Dec 2003
LSG Sky Chefs
Director, Standards & Architecture
Jan 2003 – Sep 2004
Honeywell
2 leadership roles; most recently Director, Enterprise Infrastructure Architecture and Standards Management
Sep 2004 – Aug 2007
USAA
7 leadership roles; most recently Senior Vice President, CIO
Aug 2007 – Jun 2026
Patent record
Publicly listed grants cover machine-learning service routing, image-based estimation, dynamic resource allocation, and rapid data access.
Listed grants
15
Title families
5
Active years
2019-2024
Recent grants
Learning based metric determination and clustering for service routing
US 12184814
Estimation using image analysis
US 11836910
Learning based metric determination for service sessions
US 11272057
Estimation using image analysis
US 11176659
Learning based metric determination for service sessions
US 11146682
Learning based metric determination and clustering for service routing
US 11140268
Selected work
OpenClaw deployment operations toolkit
Public operations playbooks and scripts for reliable Synology-hosted deployments with strict validation loops.
Capability mix
Explore
AI development activity
Combined token usage from Claude Code, Codex, and OpenCode, including archived Codex sessions and Qwen models recorded by OpenCode, for Sep 2, 2025 - Sep 2, 2026.
Ollama coverage: 745 successful local inference requests in retained logs (Aug 19, 2026 - Sep 1, 2026). Those server logs do not expose token totals, so request counts are reported separately and are not added to the chart.