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I have a passion for leading people and companies to success with open source. Extensive experience managing open source compliance 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. Broad background in enterprise architecture, public speaking, and collaboration. 

Work Experience


Head of Open Source Engineering and Technology

U.S. Bank

SVP, Open Source. Responsible for executive-level coordination and building a new open source program to support compliance, security, and technology modernization. Coordinating existing services in Enterprise Architecture, Legal, InfoSec, and Risk Management functions to align with an enterprise-wide technology modernization initiative. Building an InnerSource program, an externally facing tech branding initiative to support recruiting, and an internal license compliance initiative leveraging a new DevOps toolchain. 


Sr. Director of Open Source, Standards

Verizon Media / Yahoo

Head of the Open Source Program Office. Responsible for Verizon Media's open source and standards policies and strategies. This included all brands (Yahoo, AOL, Verizon, Verizon Digital Media, Flurry, and more). 

  • Open Source: Managed ibound license compliance, contribution licenses, outbound code publication (over 500 projects), GitHub site, and license compliance for more than180 mobile apps, 1200 SDKs, and distributed products
  • Legal and Business Development: Supported M&A due diligence, divestitures, and contract issues related to open source (over 50 deals)
  • Software Foundations: Managed the relationships with Apache Software Foundation, Linux Foundation, OpenStack Foundation, TODOgroup, and other open source foundations
  • Open Standards: Member of the W3C Advisory Committee
  • Engineering Standards: Ran the internal Engineering Standards Group at Yahoo

Head of Developer Services Program. Responsible for engineering services.

  • Yahoo Developer Network: Managed external technology services and partnerships via APIs, SDKs, and open source products. Provided web hosting, project management, and technical services to new technology products
  • Developer Relationships and Partnerships: Partnered with internal teams and external companies on value-generating projects. These include Dev/Rel marketing campaigns, developer tools and metrics, as well as InnerSource policies and processes
  • Technical Documentation: Managed the technical documentation team responsible for publishing tech docs for internal platforms
  • Hackdays: Managed quarterly hackday innovation fairs where hundreds of engineers compete to demonstrate product ideas
  • Engineering Collaboration: Led the digital transformation project refreshing the corporate intranet and engineering collaboration activities

Industry Analyst and Web Strategist

Provided strategic consulting and insight to clients looking to improve business results by using social technologies on the intranet and internet. Published custom research, and provided workshops, executive briefings, and consulting services.


Senior Analyst

Forrester Research

Published research for Information and Knowledge Management professionals on enterprise collaboration topics.

  • My reports earned an average customer rating score of 9.1 on a scale of 10
  • Delivered lectures, briefings, and workshops at industry events in the US and UK for commercial and government clients
  • My research focused on emerging technology trends for leveraging collaboration technologies in business settings

Director of Technology

Fidelity Investments

Technology Innovation Director

Fidelity Center for Applied Technology / Fidelity Labs

Produced events supporting strategic initiatives for internal innovation groups.

  • Increased programs from 18 to 24, and employee participation from 5,800 to 15,000
  • Implemented social collaboration technologies within the enterprise
  • Published reports on virtual worlds, collaboration, technology readiness, and XBRL

Director of Enterprise Architecture

Fidelity Investments Systems Company

Led cross-company initiative and technology architect team representing 10 internal business units.

  • Managed internal consultancy servicing over 1000 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 versions for all business units
  • Authored performance guidelines and security policies for .NET development

Senior Developer / Product Manager

Fidelity Brokerage Services

  • Technology Consultant for a cross-divisional CRM platform
  • Product Manager for workflow processing system handling 60K customer letters daily
  • Developed cross-platform imaging system used by 4k customer service representatives

Additional Experience

Cambridge Technology Partners: Information Technology Consultant, Cambridge, MA

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