The record

Experience

1. Chief AI Officer

   Current

   Opmodi

   Aug 2026 — PresentCredit union‑owned CUSONational

   Opmodi's first Chief AI Officer, leading the AI Center of Excellence that helps credit unions adopt AI safely and at scale.

   • Set the technical and governance direction for industry‑wide AI enablement
   • Lead AI maturity assessment and peer benchmarking across member institutions
   • Advise executive teams and boards on AI strategy, risk, and regulatory posture
   • Translate emerging capability into practices a cooperative institution can safely operate

2. SVP / Chief Information Officer

   Mid-Hudson Valley Federal Credit Union

   Aug 2022 — Aug 2026$1.7B in assets · team of 25Kingston, New York

   Led technology, project management, data analytics, artificial intelligence, and digital services for one of New York's top credit unions, voted Forbes' best in the state in 2024.

   • Created and led award‑winning AI platform initiatives with partner organizations
   • Wrote the organization's AI policy and the system controls that enforce it
   • Built AI tooling for governance and data‑leak prevention across software engineering teams
   • Implemented AI cost optimization: token cost controls, model routing, and local LLM deployment
   • Led the digital banking transformation, lifting satisfaction and adoption among business members and corporate partners
   • Modernized infrastructure to a cloud‑centric model, saving over $100,000 a year in operating expense
   • Reorganized technology, data, project management, and digital teams — $50,000 a year in savings, with succession established for key roles
   • Maintained a clean audit record: no major risk findings and a consistent CAMELS 1 rating
   • Established the credit union's first strategic technology planning process

3. Vice President, Information Technology

   Hudson Valley Credit Union

   Feb 2012 — Aug 2022Nearly $8B in assets · team of 40Poughkeepsie, New York

   The top technology role at one of the thirty largest credit unions in the country, across a decade of core, digital, and automation work.

   • Led evaluation, selection, and conversion to the Symitar core in 2015 — over $500,000 a year in combined staff and operating savings
   • Converted digital banking from DI/NCR to Q2 and Alkami, improving mobile app satisfaction ratings by 20%
   • Ran Lean Six Sigma process improvement work worth more than $500,000 a year in operating savings
   • Led adoption of open banking, opening core services to third parties and expanding member self‑service
   • Deployed robotic process automation across the organization, saving over 1,000 hours of process time a year
   • Introduced self‑service kiosk technology, reducing branch staffing requirements
   • Deployed retail teller check capture, cutting 30 to 45 minutes from nightly branch closing

4. IT Operations Supervisor

   Visions Federal Credit Union

   Oct 2009 — Feb 2012$3.5B in assets · team of 8

   Ran IT operations for a top thirty credit union through a platform modernization and two mergers.

   • Led the Symitar core modernization onto virtualized platforms and storage area networks, reclaiming over 500 square feet of data center space
   • Wrote the first formal information security procedures and introduced next‑generation security tooling
   • Merged the technology of two acquired credit unions in New Jersey and Pennsylvania into the core infrastructure
   • Provided technology counsel directly to the CEO and Board of Directors

5. Manager of Information Technology

   Montgomery County Teachers Federal Credit Union

   Apr 2007 — Oct 2009$450M in assets · team of 9Maryland

   My first technology leadership role in credit unions, covering the data center, branch technology, and audit.

   • Designed, built, and moved the primary data center to a new facility on all‑new infrastructure
   • Restructured the technology organization, removing two FTE positions from annual operating expense
   • Deployed teller cash recyclers and check capture across the entire branch network
   • Led technology build‑out for two new branch locations
   • Carried the organization through internal, state, and federal technology audits

6. Project Manager / Technology Lead

   E-site Marketing, LLC

   Jul 2005 — Apr 2007Team of 9 engineers

   Built web applications for hospitality clients, coordinating the front end and back end development teams.

   • Built distributed management software used across hundreds of golf resort properties worldwide
   • Delivered the marketing site for one of Colorado's best‑known luxury hotel brands
   • Led the company's expansion into Microsoft development technologies for client work