SUMMARY

38 years IT/Business experience.  Designed and taught classes on both internals and externals for the following languages: PL/1, IMS, COBOL, JCL, FORTRAN, Assembler, Basic, and ALGOL. Senior level management experience in marketing, securities and technical consulting. Project Management experience dealing with the Year 2000 issue and IS Controls. Expert witness in Federal and Texas district courts. MCSE, MCP+Internet.

HARDWARE

IBM mainframe, PC-servers/workstations, Embedded Systems

OPERATING SYSTEMS

MVS, Windows NT, Windows 95/98, DOS

SOFTWARE

IMS, Access, Excel, Word, Project, Visio, Lotus Notes, Exchange, Illustrator

1998
through
Present

PROJECT MANAGER

SIG, Inc.

Provided Year 2000 project management services to three Houston based corporations. Created the world-wide technical hardware and software inventory for National Oilwell, Inc. Performed the Discovery phase of the Year 2000 project at the headquarters location of American General Corporation.  Managed both the Discovery and Evaluation/Planning phases of the embedded systems project for Chevron’s North American Exploration And Development sites. Assignments included executive level status presentations, managing a staff of consultant specialists, planning, data analysis, educating and interfacing with business unit executives, and the tracking third-party vendor and other party Year 2000 compliance status and plans. Most recently assigned as Special Examiner for the Texas Department of Insurance performing examinations of IS Controls and Year 2000 projects undertaken by insurance companies doing business in this state.

1989
through
present

PARTNER

The Master Strategy Group

Consulting on business and finance issues, franchising, data processing, and various creative enterprises. Since 1989, published specialized commercial software for the printing industry. Wrote, sold and installed interactive business software for new clients in New York and Texas. Provided consultant services under retainer contracts. Developed a capitalization plan for a Houston business used for its sale. Interconnected HAM radio equipment to be used with Internet to traditional MS-DOS, Windows, and Windows NT applications. Recommended, purchased, and installed numerous computer system upgrades (firewalls, WINS, DNS, Access, HTML, Lotus Notes, MS Exchange) for clients. Served as expert witness and consultant for law firms regarding technology issues.

1987
through
1989

CONSULTANT

Treasury Advisory Services Group

Institutional portfolio management and analytical services for banks. Devised methods and strategies to utilize computer models to improve the financial performance of zero-coupon bonds and portfolio position swaps.

1985
through
1986

CONSULTANT

Robert Thomas Securities, Yield Enhancements Strategy Group

Portolio management and analytical services for securities firm. Designed and implemented computer models using both PL/1 and FORTRAN needed to track, analyze and recommend US Treasury bond portfolio transactions. The application provided banking specialists a tool to recognize and take advantage of trading opportunities.

1978
through
1984

EXECUTIVE LEVEL POSITIONS

PARTNER-MicroMethods, Inc.
Specialized in interactive business systems in LAN environment.

VP-Equities Northwest, Inc.
Marketing of securities in public and private offerings.

EVP-Pilgrim Exploration, Inc.
Chief Financial Officer for an oil exploration company.

PRESIDENT-Owens Equities, Inc.
Chief Executive Officer for a securities firm marketing private placements.

1961
through
1977

PROJECT DEVELOPMENT

IBM Corporation

Extensive technical experience, including terms as a customer engineer, responsible for both hardware and software maintenance; a course author; and an instructor of software internals and externals. Languages taught included PL/1, COBOL, IMS, JCL, FORTRAN, Assembler, Basic, and ALGOL. Diagnostic programmer and other programming in Assembler, PL/1, FORTRAN, COBOL, and other languages. Designed and managed the development of several PL/1 programs used in the testing of systems support personnel working on mainframe Time Sharing Systems (TSS/67, MVS). In DP division, served as Staff Services Manager, Industry Product Support Manager and Financial Industry Strategist. As a salesman I made the largest non-governmental sale in IBM history to Western Bancorp, creating First Interstate Bank.