Teams at CBIZ

Leads the separation and modernization of infrastructure and security operations, including cloud, networks, end-user computing, service desk, telecommunications, security operations, disaster recovery, and zero-trust controls. Oversees CBIZ carve-out execution, TSA exits, MSP/MSSP partners, vendors, budgets, compliance, service metrics, and team development. Enables safe AI adoption while protecting sensitive data and supporting SOC 2, PHI, and PII requirements.

Leads the application technology organization for a newly independent Benefits and Insurance business. Owns application strategy, modernization, integrations, ERP selection and implementation, Salesforce and SaaS platforms, custom development, AI enablement, data warehousing, security, compliance, budgets, and technology prioritization. Directs carve-out execution from CBIZ, including data separation, TSA exits, and Day-One readiness. Builds and manages an onshore/offshore development team and partners with business leaders to deliver measurable operational value.

Conduct small- and mid-cap equity manager research and due diligence across mutual funds, ETFs, CITs, and SMAs. Evaluate investment managers, strategies, portfolios, performance drivers, capacity, and style consistency. Develop recommendations for preferred fund lists, present findings to investment committees, analyze market and economic trends, and create client-ready memos, commentary, white papers, reports, and strategic analysis.