Jeff leads the financial institution management consulting team for RSM. He is focused on transformative change to help clients implement technology and organizational change to support optimal customer experiences, efficient processes, and optimized productivity. Jeff is a specialist in the financial services industry with over 35 years of experience working for and consulting with financial institutions. He has a strong background in all aspects of technology management, as well as vendor management, risk management and information security.
As a management consulting principal at RSM, Jeff has a proven track record of developing strategies and implementing solutions for financial institutions. He delivers consultation to clients regarding complex business and technology matters that drive value in the organization. Additionally, he provides hands-on leadership of management consulting engagements to ensure client delivery value.
Jeff’s areas of focus include, digital transformation solution selection technology management contract negotiation, financial institution operations, business process optimization, strategic planning, organizational change management, project management and product development.
Professional affiliations and credentials
- Information Technology Association of Georgia
- ICBA IT Institute Program Development
- RSM Innovation Challenge Coach
Education
- Bachelor of Science, computer science, Georgia Institute of Technology