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Suite 1407, 170 East Keith Road
                                                                  North Vancouver, BC, V7L 1V2
                                                                                   (778) 867-6567
                                                                               dbellamy@shaw.ca

 B. Douglas Bellamy


EXPERIENCE & SKILLS OVERVIEW

       5 ½ years of senior managerial experience in the financial sector leading IT departments
        ranging in size from 7 to 35 technical, administrative and supervisory staff.
       15 years IT services in the SMB sector: project management, infrastructure, databases, and
        software development. Owner of a software development company with a worldwide
        customer base.

IT INFRASTRUCTURE:

   ᵒ    Rack mount systems: HP and Dell                       ᵒ    Rack APC UPS systems
        servers                                               ᵒ    Tier 1 Data Centres (INTERAC certified)
   ᵒ    Enclosures: HP blade servers                          ᵒ    HSM transaction encryption devices
   ᵒ    SAN's: HP and Dell (pooled)                           ᵒ    WAN: Fiber, T1, T3, DSL, public cable
   ᵒ    Routers: Cisco, Vyatta                                     modem. LAN: TCP/IP on Ethernet 10,
   ᵒ    Managed switches: Cisco, Dell                              100, 1000. Wireless A/B/G/N
ENTERPRISE OPERATING SYSTEMS, APPLICATIONS, AND APPLIANCES

   ᵒ   VMware ESX 4.x tools: vCenter Server &           ᵒ   Symantec Backup Exec, Trend Micro
       VMware Standard.                                     (Virus/anti-spam, web filtering, device
   ᵒ   Various VMware tools: player, workstation,           scanning).
       converter, vSphere client.                       ᵒ   VPN: Cisco VPN client, OpenVPN, IPsec.
   ᵒ   Clustered hosts in HA configurations with        ᵒ   Alerts/Monitoring/Intrusion detection:
       virtualized routing and sub-netting, iSCSI           Zabbix, Prelude SIEM, AlienVault OSSIM.
       datastores, iSCSI traffic isolation.             ᵒ   Other systems: Ubuntu, Vyatta (routing),
   ᵒ   Microsoft: Server 2000/03/08 R2, Exchange            Bazaar (source code control), Track-It (Help
       2000/07/10, SQL server 2003/8, SharePoint,           desk/Work order generation), Visual
       Terminal Server, AD management. RIM: BES             Intercept (Code development), Redmine –
       server.                                              integrated issue and project management
   ᵒ   SANS: Dell EqualLogic, HP LeftHand.                  application.

CORE IT FUNCTIONAL PROCESSES

   ᵒ   Project management for IT                        ᵒ   Infrastructure architecture design, fault
       infrastructure/application rollouts.                 tolerant capable or seamless fail over at
   ᵒ   Code development/deployment: Business                each physical or logical point.
       Analysis, Development, SIT, QA and UAT           ᵒ   Infrastructure/Operation of: banking
       environments.                                        system production environments including
   ᵒ   Help desk and on-call operations, tier 1, 2, 3       production databases, reporting, external
       support for IT functions.                            transaction gateways to switch providers,
                                                            data mining and financial analysis systems
                                                            (SQL) and off site disaster recovery systems.

DESIGN / PROMOTION OF PRODUCTS AND SERVICES

   ᵒ   Marketing strategies/campaigns,                  ᵒ   “Managed Services” program (SaaS and
       application design, user interface design,           PaaS), promotion to current and
       code development, product distribution               prospective customers.
       and support.
COMPANY / DEPARTMENT ADMINISTRATION, BUDGETING AND HR

   ᵒ   Regulatory administration, audit                          ᵒ    Organizational / departmental capital and
       compliance, signing officer.                                   operational budgeting, cash flow, pro forma
   ᵒ   Customer and client management.                                statements, financing and project financing.
                         rd
   ᵒ   Management of 3 party suppliers: Telco,                   ᵒ    Staff hiring, performance reviews, training,
       transaction switching, subcontractors.                         salary and bonus programs


MANAGEMENT / PRODUCTIVITY TOOLS

   ᵒ   Microsoft Excel, Access (SQL), Word, Visio, Project, Power Point, SharePoint.


CAREER OBJECTIVES

      Work with strategic planning initiatives and goals, pursuing their successful implementation
       in the overall corporate and IT setting.
      Successful management of projects and organizational objectives requiring the buy in of
       stakeholders to a change management process that produces the desired results.
      Utilize my strong communication skills to establish and represent the organization effectively
       at all levels, internally and externally.
      Use trust and integrity to build synergistic teams around projects and processes to produce
       measurable and exemplary results.

PROFILE HIGHLIGHTS

      Strong interpersonal skills provide the ability to work comfortably and communicate
       appropriately with senior executives, managers, highly skilled technology professionals and
       non IT based staff.
      Ability to consistently lead groups of IT professionals in a department or cross department
       setting using synergistic team based approaches.
      Strong writing and reporting skills used to provide effective project plans and status reports.
      Ability to thoroughly research topics and provide implementation plans that fit within
       organizational goals and objectives.
      Professional accounting and finance training has provided the skill sets to work effectively
       with budgets, create and utilize cash flow analysis and utilize financial and management
       reporting techniques.
      Hands on experience at the technical level for end user devices, server hardware, network
       configurations, troubleshooting / repair and tier three support for mission critical data
       centre production and operations.
EXPERIENCE


CUTASC (CU TECHNICAL AND ADMINISTRATIVE SERVICES CORP) HTTP://WWW.CUTASC.COM/
January 2010 to May 2012
Campbell River, Vancouver, Prince Rupert BC

CLIENTS: Bridgewater Bank, Northern Savings Credit Union, Sunshine Coast Credit Union, Cumberland and District
CU, Community Savings CU and a number of other financial sector clients in British Columbia and Alberta.

ROLES: Senior Manager, IT Services. Redefine IT Services for CUTASC, reorganize IT Services in order to provide a
managed service model to the client base. Work closely with Marketing and Sales resources to identify target
markets and provide internal infrastructures to deliver products and services. Report to the CEO, CUTASC.

AREAS OF RESPONSIBILITY:

    ᵒ   Banking systems: primary data centre and                  ᵒ   3rd party vendor management
        secondary warm DRP centre, operation of                   ᵒ   Oversight of technical system architectures
                                         rd
        production systems hosted at 3 party sites                    for WAN’s, LAN’s, subnets, routing,
    ᵒ   Provisioning and management of                                switching, design of physical platforms
        development, QA and UAT environments                          including processing servers, SAN and NAS
        for development group, BA group and                           devices. Also for host level hypervisors,
        clients                                                       guest level VM’s, server OS’s, and various
    ᵒ   Back office infrastructure and application                    VM and Linux appliances and platforms,
        suites for clients and internal operations                    Active Directory and security policies.
    ᵒ   Help Desk functions for clients: specialized              ᵒ   Oversight of comprehensive monitoring,
        banking system support and standard                           alert and intrusion detections systems
        desktop and technology infrastructure                         utilizing Zabbix and Prelude.
        support to the client base                                ᵒ   Oversight of provisions for banking system
    ᵒ   IT procurement and estimation services for                    environments including production,
        clients                                                       reporting, recovery, gateway servers and
    ᵒ   Annual IT capital budgeting for CUTASC and                    DR systems
        NSCU

TECHNOLOGIES UTILIZED:

    ᵒ   VMware 4.X, VMware Standard, VMware                       ᵒ   Dell and HP SAN technologies
        vCenter Server, VMware tools (various).                   ᵒ   Dell and CISCO switching
    ᵒ   MS Server through 2008R2, MS Exchange                     ᵒ   OpenVPN, MS Office productivity tools
        through to 2010, MS SQL Enterprise                        ᵒ   Open Solutions Banking system
        through to 2008R2, MS SharePoint                              environments
    ᵒ   Linux distributions (Vyatta for routing,                  ᵒ   Backup Exec, Acronis, Trend Micro and
        Ubuntu as a platform)                                         other miscellaneous enterprise tools.
    ᵒ   Dell and HP rack and blade enclosure                      ᵒ   Zabbix/Prelude/AlienVault alert, intrusion
        technologies                                                  detection and monitoring.
MAJOR PROJECTS AND INITIATIVES:

    ᵒ   Enterprise end to end upgrade of all server           ᵒ   Ongoing production releases to multiple
        platforms for Northern Savings Credit Union               client banking system production
        and CUTAS from a 32bit software and                       environments.
        hardware computing environment to a fully             ᵒ   Development of CUTASC’s managed service
        virtualized 64 bit based processing and SAN               model in close cooperation with the VP
        based architecture: Initial conception,                   Sales, acquisition of initial client site
        planning, budgeting, project planning,                    remediation project leading to a full
        procurement, project management and roll                  managed service package including all tier
        out.                                                      one through tier three support,
    ᵒ   Transition planning for transfer of current               management of all on site server and
        Data Centre operations to Tier 2+ Data                    applications systems, WAN and LANS for a
        Centers.                                                  significant BC financial institution with
                                                                  multiple branch locations.


RED PILLAR SOFTWARE LTD.

February 2006 to 2010
North Vancouver, BC
CLIENTS (PARTIAL): Sylvan Vale Reforestation Nursery, McGarvey Law Offices, BC Shellfish Growers
Association. On behalf of Tsunami IT Services: Autogas Propane Ltd., BC Trucking Association, UBC
Pension Administration, UBC BioImaging Facility, UBC Health, Safety & Environment, and Associated
Lock & Supply.
ROLES: Owner, IT Consultant, developer, project management, client management, business
development, change management, supply and install hardware and software.

PROJECTS AND INITIATIVES:

    ᵒ   Client management requirements for                        platforms for a large BC propane distributor
        support and project customers, contract                   requiring the co-ordination of three outside
        negotiations, supervision of field team                   vendors.
    ᵒ   Development of long term vision plan for              ᵒ   Leading conceptualization and development
        client with 5 year goals                                  of a cost effective onsite NAS based backup
    ᵒ   Identified gaps in organization’s structure               strategy in conjunction with daily offsite
        and possible paths to remediate over the                  datacenter copy in order to transition the
        short, medium and long term                               company (and other medium size
    ᵒ   Participate in various strategic partnering               organizations) away from tape based
        initiatives                                               backup solutions.
    ᵒ   Project conception and management a                   ᵒ   Compliance with C-TPAP requirements and
        transition to a VMware based IT                           best practices for supply chain security
        infrastructure during a version upgrade of                requirements for cross border trade with
        GP and SQL involving the migration of                     the USA. Solutions require a multi-vendor /
        various Terminal Services servers, DC’s,                  provider approach.
        industry and client specific card lock
PICTURE EXPRESS SOFTWARE

1998 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February
2006, doing business as Picture Express Software.
Courtenay, BC.
ROLE: Owner and distributor of the Speech-Language Pathology client intervention tool “Picture
Express” throughout Canada, USA, England, Australia and New Zealand.
Partnered with a local Speech Language Pathologist to develop the first commercially available client
intervention tool specifically designed for SLP’s.

AREAS OF RESPONSIBILITY:

    ᵒ   Initial design of the user interface                         of CDROM based trials to identified
    ᵒ   Product distribution methodologies                           Canadian SLP’s
        (technical, licensing, installation routines)            ᵒ   Development of financing sources, budgets
    ᵒ   Beta testing program through Health Units                    and cash flow models for marketing
        in British Columbia                                          campaigns
    ᵒ   Development of a direct marketing                        ᵒ   Creation of results tracking for marketing
        campaign utilizing the creation and shipping                 campaigns: order and offer tracking, results
                                                                     measurement, call logging and analysis
PROJECTS AND INITIATIVES:

    ᵒ   Mass (20,000 piece) trial mail outs, state by            ᵒ   Development of an internal custom order
        state expansion of product to markets in                     fulfillment system to manage all aspects of
        California, Texas and then the rest of the                   orders, customer trials, and customer
        continental USA.                                             database
    ᵒ   Further expansions include sales into                    ᵒ   Expansion of additional personal included
        Australia, New Zealand and England.                          two programmers and a full time office
    ᵒ   Development of a product Web site for                        administrator, casual workers in support of
        product, utilization of site to further                      mail out campaigns
        distribute a modified version of the product
        trial

BREAKAWAY BUSINESS SOLUTIONS

1995 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February
2006.
Courtenay, BC
CLIENTS: Brown Bay Packing and Englewood Packing Company (part of Bachelor Bay Group), Apple
Electric, K&K Electric, Community First Insurance and Comox Valley Credit Union (now Coast
Community Credit Union), Ahmed McGarvey Law Offices, Olstead & Holekamp Law Offices, Child
Development Centre, Bottom Line Bookkeeping and Ledgers Bookkeeping, Sylvan Vale Reforestation
Nursery, Janitors Warehouse, Aquatec Seafood, Comox District Consumers Co-Operative, Complete
Auto Clinic, Marin Link Transportation.
ROLES: IT Consultant, Project Management, Software Developer (Access and SQL), vendor
management, supplier of hardware and software, Owner.
PICTURE EXPRESS SOFTWARE

1998 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February
2006, doing business as Picture Express Software.
Courtenay, BC.
ROLE: Owner and distributor of the Speech-Language Pathology client intervention tool “Picture
Express” throughout Canada, USA, England, Australia and New Zealand.
Partnered with a local Speech Language Pathologist to develop the first commercially available client
intervention tool specifically designed for SLP’s.

AREAS OF RESPONSIBILITY:

    ᵒ   Initial design of the user interface                         of CDROM based trials to identified
    ᵒ   Product distribution methodologies                           Canadian SLP’s
        (technical, licensing, installation routines)            ᵒ   Development of financing sources, budgets
    ᵒ   Beta testing program through Health Units                    and cash flow models for marketing
        in British Columbia                                          campaigns
    ᵒ   Development of a direct marketing                        ᵒ   Creation of results tracking for marketing
        campaign utilizing the creation and shipping                 campaigns: order and offer tracking, results
                                                                     measurement, call logging and analysis
PROJECTS AND INITIATIVES:

    ᵒ   Mass (20,000 piece) trial mail outs, state by            ᵒ   Development of an internal custom order
        state expansion of product to markets in                     fulfillment system to manage all aspects of
        California, Texas and then the rest of the                   orders, customer trials, and customer
        continental USA.                                             database
    ᵒ   Further expansions include sales into                    ᵒ   Expansion of additional personal included
        Australia, New Zealand and England.                          two programmers and a full time office
    ᵒ   Development of a product Web site for                        administrator, casual workers in support of
        product, utilization of site to further                      mail out campaigns
        distribute a modified version of the product
        trial

BREAKAWAY BUSINESS SOLUTIONS

1995 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February
2006.
Courtenay, BC
CLIENTS: Brown Bay Packing and Englewood Packing Company (part of Bachelor Bay Group), Apple
Electric, K&K Electric, Community First Insurance and Comox Valley Credit Union (now Coast
Community Credit Union), Ahmed McGarvey Law Offices, Olstead & Holekamp Law Offices, Child
Development Centre, Bottom Line Bookkeeping and Ledgers Bookkeeping, Sylvan Vale Reforestation
Nursery, Janitors Warehouse, Aquatec Seafood, Comox District Consumers Co-Operative, Complete
Auto Clinic, Marin Link Transportation.
ROLES: IT Consultant, Project Management, Software Developer (Access and SQL), vendor
management, supplier of hardware and software, Owner.
PROJECTS AND INITIATIVES:
Multi-year database application development project with a major Vancouver Island reforestation
nursery:
    ᵒ    Conception, development, to staged                          product lots from initial seeding, movement
         implementation to ongoing maintenance                       through the green house system, processing
    ᵒ    Client interface with backend database                      hot lift orders or winter cold storage,
         with user access throughout site and                        shipping and invoicing to payment receipt
         administration offices                                 ᵒ    Also manages shipping and invoicing,
    ᵒ    Full integration allowing the customer to                   provides numerous reports on stock and
         record, track, manage, and report on                        cash flow forecasting

Migration of a banking system for a Comox Valley Credit Union, from CGI the service bureau to an in-
house data centre:
    ᵒ    Responsibilities include developing a                  ᵒ    As “conversion master” developed and
         documentation packages for System                           oversaw the implementation of the
         Security, Data Centre Production manuals,                   “conversion week-end” plans to
         Disaster Recovery Plan, Computer Use                        successfully implement the system
         Policy Framework, and development of the                    migration.
         Integrated Systems Testing Plan for site
         certification.

Other:
    ᵒ    Application maintenance and or                         ᵒ    Provide all aspects of IT service to a regional
         development of various custom database                      Child Development organization which
         applications for clients in the coastal marine              provide co-locations services to a number
         business, large scale fish packing plants,                  of government funded agencies.
         bookkeeping firms and customer co-ops.                 ᵒ    Value added supplier of hardware and
    ᵒ    Development of DRP’s scaled to medium                       software solutions to numerous clients as
         size business with routine annual full scale                well as other small task targeted custom
         testing and revisions.                                      applications.

RICHMOND SAVINGS CREDIT UNION (NOW COAST CAPITAL SAVINGS)

Richmond, BC
ROLES:

        Manager, Technology and Information Systems: June 1990 to August 1993
        Supervisor, Information Technology: 1989 to 1990
        Systems Accountant: 1987 to 1989

UNIQUE ENVIRONMENT:

        Richmond Savings Credit Union partnered with an innovative software developer (Prologic) that designed
         and implemented one of the first instances of a fully integrated PC based banking system.
        Transition from service bureau based mainframe systems to PC architecture that distributing processing
         between a client workstation, branch server and central host server and database.
        All aspects of ongoing development, maintenance and support were transitioned to the credit unions in-
         house IT department.
AREAS OF RESPONSIBILITY:

   ᵒ   Manager for department of 35 composed of         ᵒ   Represented the IT function and corporate
       three supervisors, 24 technical and 7                IT objectives of the organization to the
       administrative staff.                                individual departments. Promoted
   ᵒ   Management of a 7x24 production banking              organizational successes that leveraging the
       system and transaction gateways. 350                 new technology platforms in order to help
       workstations, 10 branch locations.                   foster the movement away from a static
   ᵒ   Staff performance reviews, staff                     banking environment to a dynamic “we can
       development and hiring processes.                    do that” environment that embraced
   ᵒ   Reporting to the Senior Vice President IT,           change.
       responsible for department budget of $3.3        ᵒ   Participated in the HR departments “job
       million, composed of $1.2 million in                 board” for the Hayes evaluation process
       salaries, $700,000 in operating expenses             that was applied throughout the
       and $1.4 million in capital expenditures             organization.
       annually.

PROJECTS AND INITIATIVES:
   ᵒ   Restructured the banking system                      “gateway” connections in order to be one
       operations group and developed a                     of the original adopters of the “debit card”.
       structured help desk function                    ᵒ   Conceptualize/ developed/implement a
   ᵒ   Initiated a documentation process for help           business intelligence system that migrated
       desk, day and overnight operations.                  paper based reporting at the retail branch
   ᵒ   Identified the first service level targets for       and department level to an online based
       the operations center, measured and                  system.
       distributed results to “users” or internal       ᵒ   IT aspects for three new retail branch
       clients and stakeholders                             locations in downtown Vancouver,
   ᵒ   Initiated a structured approach to                   Richmond and Coquitlam.
       programming maintenance duties of the            ᵒ   Corporate wide workstations “refresh”
       banking system applications. Measured and            involving 300 workstations.
       provided results to stakeholders                 ᵒ   Oversaw the development and
   ᵒ   With support from HR developed a cross               implementation of a “Product Information”
       disciplinary and department team based               system for all employees detailing all retail
       approach for projects, work flows and other          products sold or launched by the institution
       department tasks                                 ᵒ   New role of “Systems Accountant”,
   ᵒ   Utilized a rapid design and implementation           leveraged accounting and finance skill set
       process with key stakeholder                         developed in a Chartered Accounting firm.
       representatives: marketing, retail, business         Using early PC technology and Lotus 1-2-3
       analysts, programming, and quality                   developed and maintained financial and
       assurance                                            budgeting reporting system for credit union
   ᵒ   Development of one of the industry’s first           based on extracts from the banking system
       “touch tone” banking system for end user             database, responsible for placing overnight
       customers to access account information,             cash surpluses with BC Central and
       transfer funds and pay bills                         supporting IT systems at the insurance
   ᵒ   Application and rigorous internal procedure          subsidiary
       development of one of the first Interac
LAVENTHOL & HORWATH CHARTERED ACCOUNTANTS

September 1984 to June 1987
Vancouver, B.C.
ROLES: Articling student and staff.
AREAS OF RESPONSIBILITY
    ᵒ   Client accounting, audit, tax return preparation, budget development, report preparation, issue analysis,
        and staff supervision. Participated corporate bankruptcy and insolvency engagements for the firm.
    ᵒ   The CA firm was an early adopter of mobile PC technology and used it to computerize aspects of its
        practice. This provided early exposure to powerful financial tools previously only available on mainframes
        computers.

AMOCO PETROLEUM CANADA LIMITED

Full time May 1982 to August 1983, summer student employment during university, 1979 to 1981.
Calgary, Alberta
ROLES: Computer Operations.
AREAS OF RESPONSIBILITY
Operator for seismic mapping systems that created seismic data from field recording and produced
large scale high resolution photographic “plots” for oil and gas exploration.



COMMUNITY CONTRIBUTIONS

    ᵒ   Served as a long time director for a community based swim racing club, initially as the director of
        “computer stuff” then as a VP where a vigorous restructuring of the organization and board was
        undertaken. Completed responsibilities for the club as President.
    ᵒ   Participated as an in-class parent assistant for elementary school classes, typically taking a break out
        group to focus on math skills. Acted as a “backstop” to provide transportation for school kids to many
        tens of tens of out of school events as called on by.
    ᵒ   Numerous fund raising events for ballet school, rep soccer teams and PAC.

EDUCATION

    ᵒ   Certified General Accountants of British Columbia: June 1987 to June 1989 - Achieved Fourth Level
    ᵒ   British Columbia Institute of Chartered Accountancy: May 1984 to June 1987 – graduate admission
        program
    ᵒ   University of Calgary, Bachelor of Arts - April 1982: Major, political science. Minor, business management.
    ᵒ   Carson Graham Senior Secondary, North Vancouver, B.C.: Senior matriculation, June 1977

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Douglas Bellamy Resume June 2012

  • 1. Suite 1407, 170 East Keith Road North Vancouver, BC, V7L 1V2 (778) 867-6567 dbellamy@shaw.ca B. Douglas Bellamy EXPERIENCE & SKILLS OVERVIEW  5 ½ years of senior managerial experience in the financial sector leading IT departments ranging in size from 7 to 35 technical, administrative and supervisory staff.  15 years IT services in the SMB sector: project management, infrastructure, databases, and software development. Owner of a software development company with a worldwide customer base. IT INFRASTRUCTURE: ᵒ Rack mount systems: HP and Dell ᵒ Rack APC UPS systems servers ᵒ Tier 1 Data Centres (INTERAC certified) ᵒ Enclosures: HP blade servers ᵒ HSM transaction encryption devices ᵒ SAN's: HP and Dell (pooled) ᵒ WAN: Fiber, T1, T3, DSL, public cable ᵒ Routers: Cisco, Vyatta modem. LAN: TCP/IP on Ethernet 10, ᵒ Managed switches: Cisco, Dell 100, 1000. Wireless A/B/G/N
  • 2. ENTERPRISE OPERATING SYSTEMS, APPLICATIONS, AND APPLIANCES ᵒ VMware ESX 4.x tools: vCenter Server & ᵒ Symantec Backup Exec, Trend Micro VMware Standard. (Virus/anti-spam, web filtering, device ᵒ Various VMware tools: player, workstation, scanning). converter, vSphere client. ᵒ VPN: Cisco VPN client, OpenVPN, IPsec. ᵒ Clustered hosts in HA configurations with ᵒ Alerts/Monitoring/Intrusion detection: virtualized routing and sub-netting, iSCSI Zabbix, Prelude SIEM, AlienVault OSSIM. datastores, iSCSI traffic isolation. ᵒ Other systems: Ubuntu, Vyatta (routing), ᵒ Microsoft: Server 2000/03/08 R2, Exchange Bazaar (source code control), Track-It (Help 2000/07/10, SQL server 2003/8, SharePoint, desk/Work order generation), Visual Terminal Server, AD management. RIM: BES Intercept (Code development), Redmine – server. integrated issue and project management ᵒ SANS: Dell EqualLogic, HP LeftHand. application. CORE IT FUNCTIONAL PROCESSES ᵒ Project management for IT ᵒ Infrastructure architecture design, fault infrastructure/application rollouts. tolerant capable or seamless fail over at ᵒ Code development/deployment: Business each physical or logical point. Analysis, Development, SIT, QA and UAT ᵒ Infrastructure/Operation of: banking environments. system production environments including ᵒ Help desk and on-call operations, tier 1, 2, 3 production databases, reporting, external support for IT functions. transaction gateways to switch providers, data mining and financial analysis systems (SQL) and off site disaster recovery systems. DESIGN / PROMOTION OF PRODUCTS AND SERVICES ᵒ Marketing strategies/campaigns, ᵒ “Managed Services” program (SaaS and application design, user interface design, PaaS), promotion to current and code development, product distribution prospective customers. and support.
  • 3. COMPANY / DEPARTMENT ADMINISTRATION, BUDGETING AND HR ᵒ Regulatory administration, audit ᵒ Organizational / departmental capital and compliance, signing officer. operational budgeting, cash flow, pro forma ᵒ Customer and client management. statements, financing and project financing. rd ᵒ Management of 3 party suppliers: Telco, ᵒ Staff hiring, performance reviews, training, transaction switching, subcontractors. salary and bonus programs MANAGEMENT / PRODUCTIVITY TOOLS ᵒ Microsoft Excel, Access (SQL), Word, Visio, Project, Power Point, SharePoint. CAREER OBJECTIVES  Work with strategic planning initiatives and goals, pursuing their successful implementation in the overall corporate and IT setting.  Successful management of projects and organizational objectives requiring the buy in of stakeholders to a change management process that produces the desired results.  Utilize my strong communication skills to establish and represent the organization effectively at all levels, internally and externally.  Use trust and integrity to build synergistic teams around projects and processes to produce measurable and exemplary results. PROFILE HIGHLIGHTS  Strong interpersonal skills provide the ability to work comfortably and communicate appropriately with senior executives, managers, highly skilled technology professionals and non IT based staff.  Ability to consistently lead groups of IT professionals in a department or cross department setting using synergistic team based approaches.  Strong writing and reporting skills used to provide effective project plans and status reports.  Ability to thoroughly research topics and provide implementation plans that fit within organizational goals and objectives.  Professional accounting and finance training has provided the skill sets to work effectively with budgets, create and utilize cash flow analysis and utilize financial and management reporting techniques.  Hands on experience at the technical level for end user devices, server hardware, network configurations, troubleshooting / repair and tier three support for mission critical data centre production and operations.
  • 4. EXPERIENCE CUTASC (CU TECHNICAL AND ADMINISTRATIVE SERVICES CORP) HTTP://WWW.CUTASC.COM/ January 2010 to May 2012 Campbell River, Vancouver, Prince Rupert BC CLIENTS: Bridgewater Bank, Northern Savings Credit Union, Sunshine Coast Credit Union, Cumberland and District CU, Community Savings CU and a number of other financial sector clients in British Columbia and Alberta. ROLES: Senior Manager, IT Services. Redefine IT Services for CUTASC, reorganize IT Services in order to provide a managed service model to the client base. Work closely with Marketing and Sales resources to identify target markets and provide internal infrastructures to deliver products and services. Report to the CEO, CUTASC. AREAS OF RESPONSIBILITY: ᵒ Banking systems: primary data centre and ᵒ 3rd party vendor management secondary warm DRP centre, operation of ᵒ Oversight of technical system architectures rd production systems hosted at 3 party sites for WAN’s, LAN’s, subnets, routing, ᵒ Provisioning and management of switching, design of physical platforms development, QA and UAT environments including processing servers, SAN and NAS for development group, BA group and devices. Also for host level hypervisors, clients guest level VM’s, server OS’s, and various ᵒ Back office infrastructure and application VM and Linux appliances and platforms, suites for clients and internal operations Active Directory and security policies. ᵒ Help Desk functions for clients: specialized ᵒ Oversight of comprehensive monitoring, banking system support and standard alert and intrusion detections systems desktop and technology infrastructure utilizing Zabbix and Prelude. support to the client base ᵒ Oversight of provisions for banking system ᵒ IT procurement and estimation services for environments including production, clients reporting, recovery, gateway servers and ᵒ Annual IT capital budgeting for CUTASC and DR systems NSCU TECHNOLOGIES UTILIZED: ᵒ VMware 4.X, VMware Standard, VMware ᵒ Dell and HP SAN technologies vCenter Server, VMware tools (various). ᵒ Dell and CISCO switching ᵒ MS Server through 2008R2, MS Exchange ᵒ OpenVPN, MS Office productivity tools through to 2010, MS SQL Enterprise ᵒ Open Solutions Banking system through to 2008R2, MS SharePoint environments ᵒ Linux distributions (Vyatta for routing, ᵒ Backup Exec, Acronis, Trend Micro and Ubuntu as a platform) other miscellaneous enterprise tools. ᵒ Dell and HP rack and blade enclosure ᵒ Zabbix/Prelude/AlienVault alert, intrusion technologies detection and monitoring.
  • 5. MAJOR PROJECTS AND INITIATIVES: ᵒ Enterprise end to end upgrade of all server ᵒ Ongoing production releases to multiple platforms for Northern Savings Credit Union client banking system production and CUTAS from a 32bit software and environments. hardware computing environment to a fully ᵒ Development of CUTASC’s managed service virtualized 64 bit based processing and SAN model in close cooperation with the VP based architecture: Initial conception, Sales, acquisition of initial client site planning, budgeting, project planning, remediation project leading to a full procurement, project management and roll managed service package including all tier out. one through tier three support, ᵒ Transition planning for transfer of current management of all on site server and Data Centre operations to Tier 2+ Data applications systems, WAN and LANS for a Centers. significant BC financial institution with multiple branch locations. RED PILLAR SOFTWARE LTD. February 2006 to 2010 North Vancouver, BC CLIENTS (PARTIAL): Sylvan Vale Reforestation Nursery, McGarvey Law Offices, BC Shellfish Growers Association. On behalf of Tsunami IT Services: Autogas Propane Ltd., BC Trucking Association, UBC Pension Administration, UBC BioImaging Facility, UBC Health, Safety & Environment, and Associated Lock & Supply. ROLES: Owner, IT Consultant, developer, project management, client management, business development, change management, supply and install hardware and software. PROJECTS AND INITIATIVES: ᵒ Client management requirements for platforms for a large BC propane distributor support and project customers, contract requiring the co-ordination of three outside negotiations, supervision of field team vendors. ᵒ Development of long term vision plan for ᵒ Leading conceptualization and development client with 5 year goals of a cost effective onsite NAS based backup ᵒ Identified gaps in organization’s structure strategy in conjunction with daily offsite and possible paths to remediate over the datacenter copy in order to transition the short, medium and long term company (and other medium size ᵒ Participate in various strategic partnering organizations) away from tape based initiatives backup solutions. ᵒ Project conception and management a ᵒ Compliance with C-TPAP requirements and transition to a VMware based IT best practices for supply chain security infrastructure during a version upgrade of requirements for cross border trade with GP and SQL involving the migration of the USA. Solutions require a multi-vendor / various Terminal Services servers, DC’s, provider approach. industry and client specific card lock
  • 6. PICTURE EXPRESS SOFTWARE 1998 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February 2006, doing business as Picture Express Software. Courtenay, BC. ROLE: Owner and distributor of the Speech-Language Pathology client intervention tool “Picture Express” throughout Canada, USA, England, Australia and New Zealand. Partnered with a local Speech Language Pathologist to develop the first commercially available client intervention tool specifically designed for SLP’s. AREAS OF RESPONSIBILITY: ᵒ Initial design of the user interface of CDROM based trials to identified ᵒ Product distribution methodologies Canadian SLP’s (technical, licensing, installation routines) ᵒ Development of financing sources, budgets ᵒ Beta testing program through Health Units and cash flow models for marketing in British Columbia campaigns ᵒ Development of a direct marketing ᵒ Creation of results tracking for marketing campaign utilizing the creation and shipping campaigns: order and offer tracking, results measurement, call logging and analysis PROJECTS AND INITIATIVES: ᵒ Mass (20,000 piece) trial mail outs, state by ᵒ Development of an internal custom order state expansion of product to markets in fulfillment system to manage all aspects of California, Texas and then the rest of the orders, customer trials, and customer continental USA. database ᵒ Further expansions include sales into ᵒ Expansion of additional personal included Australia, New Zealand and England. two programmers and a full time office ᵒ Development of a product Web site for administrator, casual workers in support of product, utilization of site to further mail out campaigns distribute a modified version of the product trial BREAKAWAY BUSINESS SOLUTIONS 1995 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February 2006. Courtenay, BC CLIENTS: Brown Bay Packing and Englewood Packing Company (part of Bachelor Bay Group), Apple Electric, K&K Electric, Community First Insurance and Comox Valley Credit Union (now Coast Community Credit Union), Ahmed McGarvey Law Offices, Olstead & Holekamp Law Offices, Child Development Centre, Bottom Line Bookkeeping and Ledgers Bookkeeping, Sylvan Vale Reforestation Nursery, Janitors Warehouse, Aquatec Seafood, Comox District Consumers Co-Operative, Complete Auto Clinic, Marin Link Transportation. ROLES: IT Consultant, Project Management, Software Developer (Access and SQL), vendor management, supplier of hardware and software, Owner.
  • 7. PICTURE EXPRESS SOFTWARE 1998 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February 2006, doing business as Picture Express Software. Courtenay, BC. ROLE: Owner and distributor of the Speech-Language Pathology client intervention tool “Picture Express” throughout Canada, USA, England, Australia and New Zealand. Partnered with a local Speech Language Pathologist to develop the first commercially available client intervention tool specifically designed for SLP’s. AREAS OF RESPONSIBILITY: ᵒ Initial design of the user interface of CDROM based trials to identified ᵒ Product distribution methodologies Canadian SLP’s (technical, licensing, installation routines) ᵒ Development of financing sources, budgets ᵒ Beta testing program through Health Units and cash flow models for marketing in British Columbia campaigns ᵒ Development of a direct marketing ᵒ Creation of results tracking for marketing campaign utilizing the creation and shipping campaigns: order and offer tracking, results measurement, call logging and analysis PROJECTS AND INITIATIVES: ᵒ Mass (20,000 piece) trial mail outs, state by ᵒ Development of an internal custom order state expansion of product to markets in fulfillment system to manage all aspects of California, Texas and then the rest of the orders, customer trials, and customer continental USA. database ᵒ Further expansions include sales into ᵒ Expansion of additional personal included Australia, New Zealand and England. two programmers and a full time office ᵒ Development of a product Web site for administrator, casual workers in support of product, utilization of site to further mail out campaigns distribute a modified version of the product trial BREAKAWAY BUSINESS SOLUTIONS 1995 to February 2006, Partnership then Proprietorship, rolled into Red Pillar Software Ltd. February 2006. Courtenay, BC CLIENTS: Brown Bay Packing and Englewood Packing Company (part of Bachelor Bay Group), Apple Electric, K&K Electric, Community First Insurance and Comox Valley Credit Union (now Coast Community Credit Union), Ahmed McGarvey Law Offices, Olstead & Holekamp Law Offices, Child Development Centre, Bottom Line Bookkeeping and Ledgers Bookkeeping, Sylvan Vale Reforestation Nursery, Janitors Warehouse, Aquatec Seafood, Comox District Consumers Co-Operative, Complete Auto Clinic, Marin Link Transportation. ROLES: IT Consultant, Project Management, Software Developer (Access and SQL), vendor management, supplier of hardware and software, Owner.
  • 8. PROJECTS AND INITIATIVES: Multi-year database application development project with a major Vancouver Island reforestation nursery: ᵒ Conception, development, to staged product lots from initial seeding, movement implementation to ongoing maintenance through the green house system, processing ᵒ Client interface with backend database hot lift orders or winter cold storage, with user access throughout site and shipping and invoicing to payment receipt administration offices ᵒ Also manages shipping and invoicing, ᵒ Full integration allowing the customer to provides numerous reports on stock and record, track, manage, and report on cash flow forecasting Migration of a banking system for a Comox Valley Credit Union, from CGI the service bureau to an in- house data centre: ᵒ Responsibilities include developing a ᵒ As “conversion master” developed and documentation packages for System oversaw the implementation of the Security, Data Centre Production manuals, “conversion week-end” plans to Disaster Recovery Plan, Computer Use successfully implement the system Policy Framework, and development of the migration. Integrated Systems Testing Plan for site certification. Other: ᵒ Application maintenance and or ᵒ Provide all aspects of IT service to a regional development of various custom database Child Development organization which applications for clients in the coastal marine provide co-locations services to a number business, large scale fish packing plants, of government funded agencies. bookkeeping firms and customer co-ops. ᵒ Value added supplier of hardware and ᵒ Development of DRP’s scaled to medium software solutions to numerous clients as size business with routine annual full scale well as other small task targeted custom testing and revisions. applications. RICHMOND SAVINGS CREDIT UNION (NOW COAST CAPITAL SAVINGS) Richmond, BC ROLES:  Manager, Technology and Information Systems: June 1990 to August 1993  Supervisor, Information Technology: 1989 to 1990  Systems Accountant: 1987 to 1989 UNIQUE ENVIRONMENT:  Richmond Savings Credit Union partnered with an innovative software developer (Prologic) that designed and implemented one of the first instances of a fully integrated PC based banking system.  Transition from service bureau based mainframe systems to PC architecture that distributing processing between a client workstation, branch server and central host server and database.  All aspects of ongoing development, maintenance and support were transitioned to the credit unions in- house IT department.
  • 9. AREAS OF RESPONSIBILITY: ᵒ Manager for department of 35 composed of ᵒ Represented the IT function and corporate three supervisors, 24 technical and 7 IT objectives of the organization to the administrative staff. individual departments. Promoted ᵒ Management of a 7x24 production banking organizational successes that leveraging the system and transaction gateways. 350 new technology platforms in order to help workstations, 10 branch locations. foster the movement away from a static ᵒ Staff performance reviews, staff banking environment to a dynamic “we can development and hiring processes. do that” environment that embraced ᵒ Reporting to the Senior Vice President IT, change. responsible for department budget of $3.3 ᵒ Participated in the HR departments “job million, composed of $1.2 million in board” for the Hayes evaluation process salaries, $700,000 in operating expenses that was applied throughout the and $1.4 million in capital expenditures organization. annually. PROJECTS AND INITIATIVES: ᵒ Restructured the banking system “gateway” connections in order to be one operations group and developed a of the original adopters of the “debit card”. structured help desk function ᵒ Conceptualize/ developed/implement a ᵒ Initiated a documentation process for help business intelligence system that migrated desk, day and overnight operations. paper based reporting at the retail branch ᵒ Identified the first service level targets for and department level to an online based the operations center, measured and system. distributed results to “users” or internal ᵒ IT aspects for three new retail branch clients and stakeholders locations in downtown Vancouver, ᵒ Initiated a structured approach to Richmond and Coquitlam. programming maintenance duties of the ᵒ Corporate wide workstations “refresh” banking system applications. Measured and involving 300 workstations. provided results to stakeholders ᵒ Oversaw the development and ᵒ With support from HR developed a cross implementation of a “Product Information” disciplinary and department team based system for all employees detailing all retail approach for projects, work flows and other products sold or launched by the institution department tasks ᵒ New role of “Systems Accountant”, ᵒ Utilized a rapid design and implementation leveraged accounting and finance skill set process with key stakeholder developed in a Chartered Accounting firm. representatives: marketing, retail, business Using early PC technology and Lotus 1-2-3 analysts, programming, and quality developed and maintained financial and assurance budgeting reporting system for credit union ᵒ Development of one of the industry’s first based on extracts from the banking system “touch tone” banking system for end user database, responsible for placing overnight customers to access account information, cash surpluses with BC Central and transfer funds and pay bills supporting IT systems at the insurance ᵒ Application and rigorous internal procedure subsidiary development of one of the first Interac
  • 10. LAVENTHOL & HORWATH CHARTERED ACCOUNTANTS September 1984 to June 1987 Vancouver, B.C. ROLES: Articling student and staff. AREAS OF RESPONSIBILITY ᵒ Client accounting, audit, tax return preparation, budget development, report preparation, issue analysis, and staff supervision. Participated corporate bankruptcy and insolvency engagements for the firm. ᵒ The CA firm was an early adopter of mobile PC technology and used it to computerize aspects of its practice. This provided early exposure to powerful financial tools previously only available on mainframes computers. AMOCO PETROLEUM CANADA LIMITED Full time May 1982 to August 1983, summer student employment during university, 1979 to 1981. Calgary, Alberta ROLES: Computer Operations. AREAS OF RESPONSIBILITY Operator for seismic mapping systems that created seismic data from field recording and produced large scale high resolution photographic “plots” for oil and gas exploration. COMMUNITY CONTRIBUTIONS ᵒ Served as a long time director for a community based swim racing club, initially as the director of “computer stuff” then as a VP where a vigorous restructuring of the organization and board was undertaken. Completed responsibilities for the club as President. ᵒ Participated as an in-class parent assistant for elementary school classes, typically taking a break out group to focus on math skills. Acted as a “backstop” to provide transportation for school kids to many tens of tens of out of school events as called on by. ᵒ Numerous fund raising events for ballet school, rep soccer teams and PAC. EDUCATION ᵒ Certified General Accountants of British Columbia: June 1987 to June 1989 - Achieved Fourth Level ᵒ British Columbia Institute of Chartered Accountancy: May 1984 to June 1987 – graduate admission program ᵒ University of Calgary, Bachelor of Arts - April 1982: Major, political science. Minor, business management. ᵒ Carson Graham Senior Secondary, North Vancouver, B.C.: Senior matriculation, June 1977