Candidate ID: #1
Location: Williamsburg, VA

EMPLOYMENT SUMMARY

• Current/Most Recent: 5 years (2021 – Present) as inaugural Chief Data Officer at William & Mary, integrating Institutional Research, Data & Analytics, and Data Governance into a unified enterprise data organization delivering trusted reporting and AI-ready infrastructure
• Past: 30-year record across Higher Education, Financial Services, Investment Management, and Digital Consumer organizations, including Fractional Data Executive (B4th Consulting, with Experian engagement), Senior Manager/Principal Architect at Capital Group, and 21 years at Fidelity Investments in VP-level roles – GE ISMP alum; MIT AI certificate

ACCOMPLISHMENTS

• Governance at Scale – Established a university-wide governance framework with 50+ stewards and 250+ participants across six schools, advancing institutional data maturity from CMM Level 1 toward Level 2; previously chaired Capital Group’s Data Governance Council over 100 data domains
• Enterprise Cost & Operations – At Fidelity, managed 120 staff and a $25M budget over 100+ enterprise databases, reducing technology spend by $8M in two years, and championed global IT alignment for a $1.8B annual budget across the US, Europe, and India
• Modernization Delivery – Delivered 20+ modernization initiatives at Capital Group and streamlined reporting at William & Mary across 100 Qlik apps and 8 Factbooks, with strategic ranking analytics guiding academic investment decisions
• Industry Recognition – Named to CDO Magazine’s Global Data Power Women (2024, 2025); Co-Chair of the EDUCAUSE Chief Data Officer Group (2025); frequent speaker on data governance, ethical AI, and data fabric/mesh