
Investment Banking Division of a Global, European Headquartered Bank
Stabilized the primary derivatives trading platform, stopping operational losses in excess of $2.5 million during the preceding two years.
US Headquartered Global Investment Bank
Provided project, test, and cut over management for the divestiture of the personal investment management group. Project covered 6 new data centers globally, offices in 65 countries, and over 6,000 employees. Transition to new firm completed successfully in 33 hours.
Investment Banking Division of a Global, European Headquartered Bank
Designed and implemented processes to manage the US outsourcing vendor. Regulatory authorities released €30 million of €80 million in VAT taxes being held in escrow. Recovered €12 million in performance penalties and over billings from vendor.
Mid-Sized Insurance Company
- Led the development and testing of new Business Continuity Plans and Disaster Recovery Plans that were later successfully executed in a real disaster situation.
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Major IT Equipment Manufacturer
- Developed a packaged Business Continuity Plan Assessment and Disaster Recovery Test Audit service for the professional services unit.

- Advizex
- ABN AMRO (now Royal Bank of Scotland)
- Blue Cross/Blue Shield of Rhode Island
- Commonwealth of Massachusetts
- Dollar Tree Stores
- EMC
- Evergreen Data Continuity
- Innovapost (IT unit of Canadian Post Office)
Farm Family Insurance - Hasbro, Inc.
- HSBC
Maji Systems - Members United Federal Credit Union
- Merrill Lynch (now Bank of America)
- Monster Worldwide
- National Commercial Bank (Saudi Arabia)