Executive ITSM & Service Management Leader
Driving Enterprise Stability, Transformation, & Operational Excellence
Delivering resilient, scalable, and business‑aligned service management across global financial institutions.
I’m an Enterprise Technology Executive specializing in IT Service Management, operational resiliency, and large‑scale transformation across highly regulated industries. My career has been defined while leading organizations through complexity by stabilizing critical environments, modernizing ITSM capabilities, and building governance frameworks that strengthen reliability, transparency, and customer experience.
I believe ITSM is not just a set of processes, but that it is the operational backbone of the enterprise. When done well, it accelerates business outcomes, reduces risk, and creates a culture of accountability and continuous improvement. My leadership approach blends strategic vision with operational discipline, enabling teams to deliver consistent, measurable results at scale.
Across roles at LPL Financial, Wells Fargo, Truist Financial, BNY Mellon, Barclays, and NBCUniversal, I’ve built and led high‑performing teams, unified platforms, and delivered enterprise‑wide improvements that directly support business growth, regulatory expectations, and customer trust.
Signature Achievements & Enterprise Impact
A selection of enterprise‑scale outcomes demonstrating leadership, transformation, and measurable impact across IT Service Management, Service Operations, and operational resiliency, including the large‑scale modernization of incident, problem, change, and support ecosystems. Collectively, these initiatives unified fragmented operational environments, platforms, and processes, and drove dramatic reductions in MTTR, system wide failures, and support friction, and established resilient, scalable operating models that strengthened enterprise stability, elevated customer and employee experience, and increased executive confidence.
Achievement 1 – Enterprise ITSM Transformation & Maturity
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The Challenge: The merger of equals between BB&T and SunTrust created a combined enterprise with fragmented processes, inconsistent governance, and two disparate ServiceNow platforms. Truist inherited the challenge of unifying these divergent Service Management ecosystems, each with their own tooling, data models, and operational behaviors. This fragmentation introduced inefficiencies, elevated compliance and audit risk, and created significant operational friction across the technology organization, demanding an enterprise‑scale transformation to restore alignment, control, and resiliency.
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Role & Contribution: Reporting directly to the Chief Technology Officer, restructured the Service Management Office and led the unification of the two heritage ServiceNow platforms and their associated processes. Aligned stakeholders across technology, risk, and operations to optimize licensing, eliminate redundant capabilities, and establish enterprise‑wide ITSM governance and maturity, creating a single, disciplined, and scalable operating model for the combined organization.
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Impact & Outcome: You Delivered a fully unified platform and operating model, strengthened risk posture, and reduced budget spend year‑over‑year. This consolidation became a foundational enabler for Truist’s post‑merger technology integration strategy.
Achievement 2 – Major Incident & Problem Modernization and MTTR Reductions
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The Challenge: LPL’s Major Incident and Problem Management processes was fragmented, slow to mobilize, and heavily dependent on manual escalation paths. This created prolonged outages, inconsistent engagement, and unnecessary customer and advisor impact.
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Role & Contribution: Led a full modernization of Major Incident Management and Problem Management, redesigning escalation logic, integrating automation, enforcing more stringent SLAs, and leveraging AI‑driven correlation to accelerate detection, response, and resolution. Defined the operational vision, secured cross‑functional alignment, and drove disciplined execution across operations and shared services teams.
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Impact & Outcome: The team delivered a 52% YoY reduction in MTTR, along with a significant YOY reduction of Advisor Impacting minutes and incident recurrence, that materially improving platform stability and strengthening enterprise resiliency. This became a cornerstone achievement for LPL’s broader stability initiative.
Achievement 3 – Enterprise Service Desk Transformation and Significant Call Wait Reductions
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The Challenge: The Truist Service Desk was plagued by extreme hold times, often exceeding two hours, creating employee frustration, productivity loss, and reputational damage for technology that reached the Board of Directors Level.
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Role & Contribution: Rebuilt the support model end‑to‑end, establishing true 24x7x365 operations by deploying chatbot capabilities, renegotiating vendor contracts, and redesigning staffing and workflow structures. Instilled discipline, operational rigor, and a customer‑obsessed culture into a function that had been chronically underperforming.
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Impact & Outcome: Hold times dropped from two hours to under two minutes, a 98% reduction. This transformation restored confidence in the support organization, improved employee experience, and demonstrated measurable operational excellence.
Achievement 4 – ServiceNow Strategic Portfolio Management (SPM) Implementation
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The Challenge: Wells Fargo required the ServiceNow Strategic Portfolio Management platform to bring transparency, strengthen risk alignment, and modernize how Enterprise Change would be governed, beginning with a Consumer Lending pilot and ultimately scaling enterprise‑wide. The organization lacked a cohesive strategy for centrally managing fragmented and inconsistent change processes, creating gaps in risk oversight, operational readiness, and collision prevention.
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Role & Contribution: Directed the end‑to‑end delivery of the ServiceNow SPM MVP, driving RFP/SOW development, assisting with vendor negotiations, and orchestrating cross‑functional execution. Built a new Agile development team from the ground up, established SAFe delivery practices, and served as the technical liaison to multiple business lines. Owned the ServiceNow SPM product strategy and delivery, ensuring alignment, velocity, and enterprise‑grade execution.
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Impact & Outcome: Delivered the ServiceNow SPM MVP into production, establishing enterprise‑wide portfolio visibility, strengthening risk posture, and creating a scalable foundation for future capability expansion. Executed an enterprise roadmap that improved workflow efficiency and ensured technology investments were tightly aligned with business priorities.
Achievement 5 – Critical Batch Failure Reductions
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The Challenge: Mission‑critical batch operations were plagued by chronic instability, unclear issue ownership, and recurring failures driven by poor application coding and flawed data injection practices. These defects triggered downstream business disruption, frequent database failures, and broad platform impacts—eroding reliability and exposing the enterprise to sustained operational risk.
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Role & Contribution: Instituted a rigorous governance model, strengthened monitoring and alerting, and enforced true service‑owner accountability. Partnered with engineering teams to begin the deployment of next‑generation hybrid on‑premise/cloud scheduling and ingestion tooling, ensuring the environment could scale reliably and support sustained growth. Modernized the staffing model, held SOW partners accountable for delivering adequate support, and secured the funding required to meet merger, acquisition, and organic platform expansion demands.
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Impact & Outcome: Delivered a comprehensive operational overhaul that drove an 80% year‑over‑year reduction in batch incidents, restoring predictability, stabilizing mission‑critical money‑movement and end‑of‑day processing, and materially reducing enterprise business risk.
Enterprise ITSM Leadership Portfolio
A comprehensive view of the capabilities, frameworks, and leadership disciplines I bring to executive ITSM roles.
ITSM Strategy & Governance
- Enterprise process ownership
- KPI/KRI frameworks
- Audit & regulatory alignment
- Operating model design
ServiceNow Platform Leadership
- Platform governance
- Workflow modernization
- Service Delivery and Implementation Strategy
- Vendor licensing and relationship management
Operational Resiliency & Stability Engineering
- Major Incident modernization
- Problem Management maturity
- Automation & AI‑enabled operations
- Change Enablement and Release Management optimization
Organizational Transformation
- Cross‑functional executive influence
- Organizational Change leadership
- Culture and capability uplift
- Mergers and Acquisitions
Service Operations Leadership
- 24x7 global operations
- Enterprise & Shared services oversight
- Customer and user experience enrichment
- Performance and availability management
Career Timeline & Leadership Journey
A career built on transformation, stability, and enterprise‑scale leadership.
LPL Financial — VPII, Head of IT Service Operations
Wells Fargo — Executive Director, Product Management and Service Delivery
Truist Financial — Group Guild Director, Service Management Office
VP, Service Management, Process Assurance & Improvement
Barclays — Change Manager & Service Recovery Manager
NBCUniversal — Director, Service Operations
Thought Leadership & Executive Voice
Perspectives on the future of ITSM, operational resiliency, and enterprise service excellence.
Featured Insights
- AI‑Ops and Observability as the New Backbone of Enterprise Stability
How intelligent telemetry, automated detection, and predictive insights redefine operational excellence. - The Future of ITSM in a Hybrid Cloud World
Why ITSM must evolve from process management to experience‑centric, data‑driven service delivery. - Operational Resiliency as a Competitive Advantage
How stability, governance, and transparency strengthen business trust and protect enterprise value. - Modernizing Major Incident Management
A blueprint for faster recovery, clearer communication, and stronger cross‑functional accountability. - Availability Management in a Real‑Time Enterprise
Why proactive capacity planning, dependency mapping, and service health engineering are essential for always‑on operations. - ServiceNow Governance Done Right
How platform strategy, lifecycle discipline, and data integrity accelerate business outcomes. - The Next Era of ITSM Leadership
What organizations need from their service management executives as automation, resiliency, and platform governance reshape the operating model.