Making Security a Sales Asset in Fintech
External attestations, documented controls, and a recurring threat-intelligence offering turned security from a deal-blocker into part of the pitch.
Roles, scope, and outcomes from 30 years in technology building security and platform programs in regulated, high-growth environments.
2022 - Present
SavvyMoney
fintech · 1,500+ financial institutions
Full-time · San Francisco Bay Area
Lead the information security and DevOps functions for SavvyMoney, a fintech platform serving 1,500+ financial institutions as they deliver credit and financial-wellness products. A dual mandate — owning both the pipelines and cloud architecture that ship the product and the controls that protect it.
2022 - Present
SavvyMoney
fintech · 1,500+ financial institutions
Full-time · San Francisco Bay Area
Lead the information security and DevOps functions for SavvyMoney, a fintech platform serving 1,500+ financial institutions as they deliver credit and financial-wellness products. A dual mandate — owning both the pipelines and cloud architecture that ship the product and the controls that protect it.
2020 - 2022
Altais
a Blue Shield of California company · healthcare
Full-time · Oakland, CA
Dual leadership role with enterprise-wide responsibility for platform operations, cloud security, corporate infrastructure, and IT governance — progressing from Head of Platform Operations & Information Security. Reported into the executive leadership team and engaged the board and compliance stakeholders on risk posture, technology strategy, and regulatory readiness.
2020 - 2022
Altais
a Blue Shield of California company · healthcare
Full-time · Oakland, CA
Dual leadership role with enterprise-wide responsibility for platform operations, cloud security, corporate infrastructure, and IT governance — progressing from Head of Platform Operations & Information Security. Reported into the executive leadership team and engaged the board and compliance stakeholders on risk posture, technology strategy, and regulatory readiness.
2019 - 2020
Xolv Technology Solutions
healthcare services · cloud-first
Full-time · San Francisco Bay Area
Brought in on the leadership team to modernize IT strategy, scale infrastructure for aggressive growth, and build a secure, compliant cloud-first foundation for a fast-evolving healthcare services organization.
2019 - 2020
Xolv Technology Solutions
healthcare services · cloud-first
Full-time · San Francisco Bay Area
Brought in on the leadership team to modernize IT strategy, scale infrastructure for aggressive growth, and build a secure, compliant cloud-first foundation for a fast-evolving healthcare services organization.
2017 - 2019
Easterseals Northern California
nonprofit · disability & community services
Full-time · Dublin, CA
Grew from running cloud operations into leading the information-security and infrastructure functions — owning the security program and the systems and cloud environment behind the organization, and advancing from Director, Cloud Operations to VP.
2017 - 2019
Easterseals Northern California
nonprofit · disability & community services
Full-time · Dublin, CA
Grew from running cloud operations into leading the information-security and infrastructure functions — owning the security program and the systems and cloud environment behind the organization, and advancing from Director, Cloud Operations to VP.
2016 - 2017
Captricity
ML/AI data-as-a-service · reported to the CEO
Full-time · Oakland, CA
Recruited to lead security and DevOps transformation for a cloud-native, data-as-a-service company using ML/AI to convert handwritten forms into structured data. Reported to the CEO with full accountability for cybersecurity, compliance, DevOps, infrastructure, and IT operations.
2016 - 2017
Captricity
ML/AI data-as-a-service · reported to the CEO
Full-time · Oakland, CA
Recruited to lead security and DevOps transformation for a cloud-native, data-as-a-service company using ML/AI to convert handwritten forms into structured data. Reported to the CEO with full accountability for cybersecurity, compliance, DevOps, infrastructure, and IT operations.
2014 - 2016
Starwood Waypoint Residential Trust
NYSE: SWAY · publicly-traded REIT
Full-time · Oakland, CA / Scottsdale, AZ
Led infrastructure, cybersecurity, and IT operations for a publicly-traded real estate investment trust — $2B+ in assets and 600+ employees across 27 locations — with end-to-end accountability for IT strategy and an eight-figure operating and capital budget.
2014 - 2016
Starwood Waypoint Residential Trust
NYSE: SWAY · publicly-traded REIT
Full-time · Oakland, CA / Scottsdale, AZ
Led infrastructure, cybersecurity, and IT operations for a publicly-traded real estate investment trust — $2B+ in assets and 600+ employees across 27 locations — with end-to-end accountability for IT strategy and an eight-figure operating and capital budget.
External attestations, documented controls, and a recurring threat-intelligence offering turned security from a deal-blocker into part of the pitch.
Automated the repetitive core of security operations with scheduled, structured briefings — humans review the exceptions, machines handle the recurring work.
Moved from point-in-time certification to continuous assurance: SOC 2 Type II, CSA STAR Level II, and NIST CSF maturity above the industry average.
Architected a multi-region cloud environment with a warm-standby region ready to take over, balancing the cost of redundancy against the cost of downtime.
A multi-year strategic track: tracking offensive AI capability, evaluating defensive tooling, and building AI governance for automated decisions.