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Summary

Passionate about leading people and companies to success with open source. Extensive experience managing open source compliance, security, and risk, launching successful projects and communities. Pragmatic policy management. Leading innovative, large-scale initiatives that improve technology ecosystems and a company's bottom line. Seasoned enterprise architecture, public speaking, and collaboration. 

Work Experience

U.S. Bank
2020present

Open Source Engineering, Technology, and Security

Senior Vice President, Head of Open Source. Established and led the Open Source Program Office, driving compliance, security, and technology modernization initiatives.

  • Develop and implement policies, procedures, and controls to ensure open source license compliance for 80 mobile apps, SDKs, software embedded in hardware, and software publications; addressing legal and security risks.
  • Direct the Software Bill of Materials (SBOM) program for IT Asset Management and Third Party Risk Management, enhancing transparency and accountability in software development processes. Create, analyze, and inventory thousands of SBOMS for internally developed applications in compliance with regulatory frameworks including PCI, FFIEC, NIST-800,
  • Lead a cross-functional team to develop tools and processes to efficiently remediate application vulnerabilities at scale, reducing security risks and improving overall software quality. Run a CVE triage and Asset-based prioritization processes to address open source security and obsolescence risks.
  • Operate the formalized InnerSource program, enabling teams to collaborate on shared software dependencies and fostering a culture of knowledge sharing and innovation. Supporting InnerSource activities in eight product lines that have intersecting technology platforms.
  • Provide internal consulting services to Legal, Risk, Product, Security, and Innovation teams, offering expertise and guidance on open source concerns and best practices. Participate in the bank's Intellectual Property Executive Strategy Council.
  • Maintain clear and effective communication with stakeholders, ensuring a shared understanding of open source policies and procedures.
  • Consistently stay updated with industry trends and best practices in open source engineering, technology, and security, driving continuous improvement and innovation within the organization.
Verizon / Yahoo
20102020

Head of the Open Source Program Office

Sr. Director of Open Source and Open StandardsDeveloped and implemented comprehensive open source and standards policies and strategies encompassing all brands and products.

  • Managed inbound license compliance, contribution licenses, and outbound code publication for over 500 projects, ensuring adherence to legal and licensing requirements.
  • Oversaw license compliance for 180 mobile apps, 1200 SDKs, and distributed products, minimizing legal risks and ensuring compliance with open source licenses.
  • Provided legal and business development support for M&A due diligence, divestitures, and contract issues related to open source, contributing to the successful completion of over 50 deals.
  • Cultivated and managed relationships with key open source foundations, including the Apache Software Foundation, Linux Foundation, OpenStack Foundation, TODOgroup and the W3C Advisory Committee.
  • Led the Engineering Standards Group at Yahoo, driving the establishment and enforcement of engineering best practices and standards.
  • Managed the Yahoo Developer Network, overseeing external technology services and partnerships through APIs, SDKs, and open source products.
  • Collaborated with internal teams and external companies on value-generating projects, including Dev/Rel marketing campaigns, developer tools, and metrics.
  • Oversaw the technical documentation team responsible for publishing tech docs for internal platforms, ensuring the accuracy and accessibility of technical information.
  • Managed quarterly hackday innovation fairs, fostering a culture of creativity and collaboration among engineers.
  • Created the Open Source Champions program to recognize excellence in open source citizenship inside and outside the company.
  • Led the digital transformation project to refresh the corporate intranet and enhance engineering collaboration activities, improving communication and knowledge sharing within the organization.
Forrester Research / Independent Analyst
20082010

Senior Industry Analyst

  • Published industry research reports targeting Information and Knowledge Management professionals, providing valuable insights and strategic guidance to enhance business outcomes using emerging social media technologies.
  • Conducted strategic consulting engagements with US, Canadian, and UK commercial and government clients, delivering tailored recommendations and solutions to leverage social media technologies on intranet and internet platforms.
  • Led workshops, executive briefings, and consulting services, equipping clients with the latest market research and analysis to support informed decision-making and drive business success.
Fidelity Investments
19932008

Director of Technology

Technology Innovation Director at Fidelity Center for Applied Technology / Fidelity Labs

    • Organized and executed innovation events to support strategic initiatives for internal innovation groups, resulting in an increase in programs from 18 to 24 and employee participation from 5,800 to 15,000.
    • Implemented social collaboration technologies within the enterprise, facilitating improved communication and knowledge sharing among employees.

Director of Enterprise Architecture at Fidelity Investments Systems Company

    • Led a cross-company initiative and technology architect team representing 10 internal business units, ensuring alignment and collaboration across departments.
    • Managed an internal consultancy servicing over 1,000 developers, coordinating training, support, and vendor management.
    • Reduced development costs by $10 million per year and measurably reduced code failures and operational costs.
    • Developed an IT governance program, coordinating the selection of over 200 technology vendors and product versions.
    • Authored performance guidelines and security policies for .NET development, ensuring adherence to best practices and industry standards.

Senior Developer / Product Manager at Fidelity Brokerage Services

    • Served as technology consultant for a cross-divisional CRM platform
    • Coordinated workflow processing system handling 60,000 customer correspondence daily
    • Developed a cross-platform imaging system used by 4,000 customer service representatives

Additional Experience

Cambridge Technology Partners: Information Technology Consultant, Cambridge, MA

Xerox: Knowledge Based Systems Competency Center, Knowledge Engineer, Rochester, NY

Education

Bachelors of Science, Artificial Intelligence
Scholar's degree, honors cum laude. Undergraduate Scholars Program
Case Western Reserve University

My Superpowers

Open source governance, licensing, security and risk mitigation. Collaboration, community, and organizational culture initiatives. Technical product management. IT strategy and governance. Non-profit board / foundation leadership. Corporate educational event production.

Recognition

Highly recommended

See LinkedIn profile recommendations

Quora Top Writer

Awarded 2013, 2014, 2017, and 2018 

Industry accolades

  • All Star Influential Voices in Enterprise 2.0 (Seek Omega)
  • Nifty 50 in Technology (Webbiquity and Blue Focus Marketing)
  • Top 10 Industry Analysts on Twitter (Edelman Research)

Giving Back

President of the Board of Directors, Yahoo Employee Foundation (YEF). YEF was a donor-advised fund that collected the talents, time, and financial resources of Yahoo employees to serve the needs of communities around the globe. We granted more than $44M of employee-donated funds to over a thousand causes. YEF amplified employee generosity, creating deeper engagement with important causes, and ensuring the company met corporate social responsibility goals. We invested in ambulances, bicycles, career placement, disaster response, education, food, housing, and many other diverse causes brought to our attention by our employees. We even established and operated an elementary school. 

Yahoo Tech for Good. Working with the Corporate Social Responsibility and Business and Human Rights teams, I advised and supported using technology for social causes. Represented Yahoo at the White House's Champions of Change event. Led the effort to improve a national suicide prevention hotline website. Oversaw accessible technology initiatives. Managed a 40-person team to create open source and open data tools tracking COVID-19 data. 

Publications. Published a corporate open source guide,  answers about open source, software licensing, and open source management, and contributed to Linux Foundation's Open Source Guides.

Lectures and talks. Delivered keynotes and session talks at the UN's Open Source events, OSCON, Linux Foundation Leadership Summit, Open Source Strategy Summit, GitHub Universe, ApacheCon, JiveWorld, and TechPulse. Lectured at New York University, Columbia University, and Hunter College. Recorded podcasts for Open Source for Business, OpenTeams, Sustain Open Source, and Dash Open.

Advisory Board Member. Brandeis University - Graduate Professional Studies. Served as an Advisory Board Member for an initiative to provide open source technology management micro-courses.

The Arts. Produced classical music concert with the Boston Pops at Berklee School of Music; acted in Boston University theater production.