EXECUTIVE SUMMARY

Enterprise Chief Data Officer with a 30-year record modernizing data, analytics/AI, architecture, governance, and responsible data across Higher Education, Financial Services, Investment Management, and Digital Consumer organizations. Known for unifying data strategy, analytics/AI readiness, and enterprise decision-making; modernizing complex data ecosystems; and creating governance and operating models that improve data quality, accountability, compliance, and executive clarity.

Direct experience leading teams of 120+, managing $25M+ budgets, delivering $1.2M–$20M projects, establishing data councils governing 100+ critical data sets, and driving measurable improvements in reporting accuracy, cycle time, and organizational stability across global and multi-unit enterprises.

Lead the university’s enterprise data function as its inaugural CDO, integrating Institutional Research, Data & Analytics, and Data Governance into a unified organization delivering high-quality data, trusted reporting, and AI-ready infrastructure. Known for aligning stakeholders, simplifying complex decision pathways, and delivering actionable insights for executives and boards.

Recognized advisor, speaker, and thought leader on data strategy, governance, culture, and organizational transformation.

CORE CAPABILITIES

• Enterprise Data & Analytics Leadership
• Data, Analytics & AI Governance
• Data Quality, Privacy & Compliance
• Data Architecture & Systems Modernization
• Cross-Functional Alignment & Orchestration
• Decision Pathways & Operating Models
• Communication & Decision Support
• Strategic Planning & Operational Rhythm

CHIEF DATA OFFICER EXPERIENCE

William & Mary, Williamsburg, VA – Chief Data Officer | 2021–Present

• Advance institutional priorities by clarifying decision pathways, strengthening enterprise data and AI readiness, and improving campus-wide data consistency and transparency for better decision-making.
• Established a university-wide governance and stewardship framework with 50+ stewards and 250+ participants across six schools, creating shared policies, standards, and accountability. Improved data consistency and advanced institutional capability from CMM Level 1 (Initial) toward Level 2 (Managed) over three years.
• Integrated Institutional Research, Data & Analytics, and governance functions to streamline reporting across 100 Qlik apps and 8 Factbooks. Formalized KPIs and built strategic ranking analytics by analyzing national methodologies and institutional levers, delivering insights that guide strategy, scenario modeling, and academic investment decisions.

CONSULTING & STRATEGIC ADVISORY LEADERSHIP

B4th Consulting, Laguna Hills, CA – Fractional Data Executive| 2019–2021

Delivered CDO-level strategic leadership for clients developing data strategy, strengthening governance, and advancing analytics adoption.

• Clarified priorities, mapped processes, strengthened governance, and advanced analytics/AI readiness for executives.
• Experian Consumer Services (ECS): Led 360/CDP vendor selection, drove RFP with six vendors, aligned eight marketing and three technical teams and delivered materials that informed the final decision.

PRIOR ENTERPRISE DATA LEADERSHIP

Capital Group, Irvine, CA – Senior Manager (VP), Principal Architect | 2011–2017

• Co-led a multi-million-dollar Enterprise Information Management program advancing analytics, data quality, and governance. Drove 18-month Data Management/Governance programs with integrator.
• Chaired the enterprise Data Governance Council governing 100 data domains across six business areas; set standards, stewardship roles, and decision pathways and improved cross-functional alignment.
• Delivered 20+ modernization initiatives in data, analytics, and processes, enabling scale in transactions and asset types for Investment Management, Digital Marketing and Compliance.

Fidelity Investments, Boston, MA – Vice President, Multiple Leadership Roles | 1987–2008

Held multiple senior roles across Finance, Customer Services, and Technology.

• Directed finance analytics and modernized budgeting/planning across 15 decentralized units, delivering consistent, enterprise-ready insights for strategic decisions.
• Founding member of Fidelity Enterprise Data Council; authored standards, models and architecture shaping cost-focused enterprise data strategy.
• Managed 120 staff and $25M budget; oversaw 100+ enterprise databases across Sybase, Oracle, DG2, Microsoft and Informix reducing technology spend by $8M in two years.
• Championed global IT alignment across U.S., Europe, and India for a $1.8B annual budget; resolved crises and aligned technology investments. Mitigated a 200% spike in Fidelity.com complaints by assembling a cross-functional team and implementing 12 code fixes in six weeks.

General Electric – Information Systems Management Program (ISMP)

Selective leadership program with rotations in Marketing, Engineering, and Information.

EDUCATION

MIT – Certificate, Artificial Intelligence: Implications for Business Strategy

UCLA – Certificate, Chief Information Officer Program

Syracuse University – B.S. Information Management Systems, Marketing, and German

SELECTED AWARDS & PROFESSIONAL ENGAGEMENTS

• Global Data Power Women (2024, 2025) – CDO Magazine
• Co-Chair, EDUCAUSE Chief Data Officer Group (2025)
• Speaker: Women Data Leaders Global Summit; IBM CDO Forum; Virginia Procurement Institute.
• Podcast Guest: ‘The Fuss About Data Debt’ with John Ladley
• Topics: Data Governance; Ethical AI; Data Fabric & Mesh; Organizational Alignment