MEMO · §4STEWARDSHIPChapter 4 of 7 · The Regulated Leader
§4 · Stewardship
The Regulated Leader
CFP Services — executive oversight spanning the CIO and CRO functions inside a regulated enterprise: governance, risk, and compliance as a technology operating model, not a checkbox.
2024 – nowExecutive Director — Enterprise Systems & IT GovernanceCFP Services · Current
Lead a 10-person technology organization (3 direct reports) inside a 55-employee regulated enterprise
Manage the annual technology budget, capital plans, and vendor relationships — full-stack enterprise IT at roughly $7K per employee, a lean right-sized spend
Direct enterprise onboarding/offboarding and HR technology integrations with HR leadership
Sustain SOX, SOC 2, and PCI-DSS posture; lead HIPAA-compliant AI/ML adoption aligned to NIST AI RMF and ongoing GRC programs
2018 – 2024Senior Director — IT & Digital TransformationCFP Services
Directed enterprise-wide digital transformation — 25%+ efficiency gains and 60% compliance-gap reduction via ITIL 4 + Azure DevOps / Entra ID modernization
Directed enterprise risk, cybersecurity, governance, and compliance programs aligned to business strategy as the organization's senior risk and security leader
Led CAP, RCA, and audit-readiness remediation; deployed MS Dynamics 365; architected the enterprise IT roadmap
Enterprise proof
Executive oversight spanning the CIO and CRO functions
Executive oversight spanning the CIO and CRO functions — strategy, security, and risk under one operating model
25%+ efficiency gains and 60% fewer compliance gaps — sustained through every audit cycle
Operational AI value delivered audit-ready — governed under NIST AI RMF in a regulated environment
Founder proof
Run like an owner
~$7K per employee for full-stack enterprise IT — lean, right-sized, no waste
10-person org · 3 direct reports · 55-FTE enterprise — accountable to every dollar
Budget, capital plans, vendor relationships governed personally