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Bruce O’Dell
6616 Stevens Av S
Richfield, MN 55423-2468
Cell phone: 612-309-1330
Email: bodell@digitalagility.com
CANDIDATE SUMMARY
A versatile consultant with deep expertise in multiple domains of IT, with more than twenty years
experience in application, solution, security and enterprise architecture roles.
SKILL SUMMARY
• Experienced strategic technology planner – defining baselines, desired end states, and transition
planning, often in the Spewak/Zachman framework.
• Deep expertise creating and evolving conceptual, logical and physical process, data, application and
infrastructure models in the financial services, retail, manufacturing, medical products distribution,
and consumer goods domains, at the project, portfolio and enterprise levels.
• Familiar with e-Commerce, mobile, service-oriented, cloud-based, client-server, batch and ERP
architectures, BPM and workflow, ETL, master data management, and BI platform evaluation.
• Familiar with best practice patterns and anti-patterns for custom software development in
complex .NET and Java environments, and in applying architecture to agile methods.
• Worked with multiple architecture frameworks and SDLC methodologies, agile and traditional
custom development, secure SDLC, performance engineering, and package-based development.
• Familiar with software procurement, vendor evaluation, and technical due diligence.
• Proven expertise in proactive performance engineering as part of the SDLC, and in performance
testing and performance tuning of complex systems in cloud-based and internal applications.
• In-depth knowledge of application security patterns, SOA security, identity federation, development
of security architecture threat models, creation and governance of security standards, management
of security exceptions, and engaging project teams proactively in a secure SDLC.
• Experienced mentor and trainer, with decades of experience transforming technical complexity into
understanding and insight.
EXPERIENCE HIGHLIGHTS
• Developed and executed strategic technology plans for Fortune 100 companies.
• Has started up new enterprise architecture groups, and has both defined and participated in
multiple enterprise governance processes.
• Created enterprise-level security, process, information and application frameworks.
• Has led enterprise-wide identity and access management deployments, designed identity
management web services supporting tens of millions of registered users, and implemented claims-
based architectures.
• Has integrated B2C identity management services with cloud-based applications.
• Has nearly fifteen years experience architecting, designing, implementing, integrating and
supporting Service-Oriented Architectures, and developing and implementing SOA transition plans.
• Co-created novel business rules engine-based architecture for custom mortgage bond underwriting.
Work History
6/2011 – present Digital Agility Incorporated Richfield MN
Architecture Consultant
Solution Architect at
Fortune 100 retailer
• SOA architecture: Architecture, design, implementation oversight
and production support for ongoing enhancements to B2C
identity management and authentication web services.
• SOA integration: Architecture and design assistance to project
teams integrating with B2C customer data web services.
• BI platform evaluation: Architectural evaluation of vendor options
for a new customer analytics master database and analytic
platform.
• ETL performance: Performance tuning of Informatica Data Quality,
locating and removing the root cause of a persistent, critical
performance bottleneck impacting customer analytics
• Performance: Performance engineering, performance testing and
performance tuning of cloud-based and internal B2C e-
Commerce web sites, REST and SOAP web services, and bulk data
migrations.
• SOA transition planning: Design and implementation of a custom
program to analyze WSDL for a large portfolio of legacy web
services, to extract and populate a custom database schema
containing input and output attributes and data types, in support
of SOA transition planning
Security Architect at
Fortune 100 retailer
• SSO Migration: Architected, designed and supported the
implementation of a user profile data migration involving more
than twenty million customer identities; consolidating two B2C
customer directories to a single repository with OAuth 2.0 single
sign on, without disrupting the client applications dependent on
the web services managing either directory during the transition.
• SOA security: Designed the integration of a Layer7 SecureSpan
policy server with an external OAuth 2.0 platform, for high-
volume REST service authentication and authorization processing.
• SOA security: Architecture, design and implementation of
custom authentication and authorization protocols for high-
volume REST services providing access to consumer confidential
personal and transactional data.
• Identity Federation: Architecture, design and implementation of
e-Commerce single sign on and single log in protocols for online
purchase of digital content to be consumed by both thick client
and browser-based applications.
• Identity Federation: Design of security mechanisms for Apigee
Usergrid cloud-based API platform, Ping Federate security token
service and Layer7 policy manager enabling interoperability of
REST OAuth 1.0a, OAuth 2.0 and SAML security tokens across a
6/2011 – present Digital Agility Incorporated Richfield MN
Architecture Consultant
portfolio of new and legacy SOA-enabled e-Commerce
applications.
• Secure SDLC: Integration of automated security penetration
testing tools into continuous integration development processes,
and mentoring development teams in application of agile
methods.
Strategic Technology
Planning role
at Fortune 500
manufacturer
• Technology strategy: Architecture assessment of legacy B2B, B2C
and B2B2C e-Commerce portfolio
• Technology strategy: Package evaluation of replacement e-
Commerce platform (assessing IBM WebSphere Commerce,
Oracle ATG Commerce/Endeca, SiteCore/Insite, and Hybris)
• Technology strategy: Transition planning for migration to new e-
Commerce platform
3/2008 – 5/2011 Aeritae Consulting Group St. Paul, MN
Senior Consultant
Solution Architect at
Fortune 100 retailer
• SOA Architecture: Pioneered the architecture and design of the
client's first set of internet-facing web services that managed
confidential data, using .NET, SOAP and SAML security tokens.
The SOA architecture enabled internet access to master customer
profile and transaction data.
• SOA Architecture: Provided code reviews and implementation
oversight for SOA development teams.
• SOA Operations: Provided production support for internet-facing
web services.
• SOA Governance: Participated in enterprise SOA standards-
setting and governance processes.
• SOA Architecture: Provided architecture and design support for
SOA performance engineering, performance tuning and security
evaluation/remediation projects.
Security Architect at
Fortune 100 retailer
• B2C Identity Federation: Evaluation, recommendation,
architecture and design of a consumer-facing federated identity
management platform able to support tens of millions of
registered users.
• B2E Security: Created the security architecture for a global
employee portal based on Microsoft Identity Framework and
ADFS 2.0.
• SOA Security: Architecture and design of message level
authorization and authentication mechanisms for internet-facing
service-oriented architectures (SOA) for B2C, B2B and B2E web
sites.
• Identity Federation: Development of a strategic road map for
integration of a large portfolio of B2C websites with federated
3/2008 – 5/2011 Aeritae Consulting Group St. Paul, MN
Senior Consultant
identity management
• Identity Federation: Architecture and design of social identity
federation mechanisms for B2C e-Commerce sites utilizing the
Janrain Engage framework.
• B2C Security: Developed an integration strategy for third party
authentication and attribute service providers.
• PCI Compliance: Assessment of compliance with Payment Card
Industry - Data Security Standards (PCI - DSS) requirements for
B2C e-Commerce applications, with remediation options.
• Application Security: Provided application security assessment
services, including classification of data; development of security
threat models; identification and prioritization of risks to be
mitigated; development of remediations; and identification of
compensating controls.
• Security governance: Helped draft, edit and approve
foundational information security standards and guidelines.
10/2002 – 3/2008 Digital Agility Incorporated
Richfield, MN
Architecture Consultant
Security Architect at
incentive program
management client
• Security governance: Helped draft, edit and approve
foundational information security standards and guidelines.
• SOA Transition Planning: Application architecture transition
planning for enterprise migration to service-oriented architecture
• Technology strategy: Strategic data requirements analysis, data
warehouse and analytics implementation planning
• SOA Security: Design and implementation of security and data
access web services
• Application Security: Design and implementation of secure
“virtual cash” e-commerce protocols
• Identity Federation: Design of partner web site Single Sign On
(SSO) mechanisms
• PCI Compliance: Planning and implementation of a Payment
Card Industry - Data Security Standards (PCI - DSS) compliance
program, including development of security policies and
procedures; changes to encryption key management; changes to
internal access control policies and procedures; selection,
evaluation and implementation of logging, monitoring, and
security vulnerability scanning tools; development of a credit
card data protection strategy; and development and
implementation of security program governance processes.
10/2002 – 3/2008 Digital Agility Incorporated
Richfield, MN
Architecture Consultant
Application Architect at
mortgage secondary
market client
• Solution architecture: Co-architect of a mortgage bond
underwriting application with stringent requirements for security,
scalability and flexibility, capable of underwriting billions of
dollars of collateral per year.
• Innovative application architecture: Developed novel application
architecture incorporating iLog business rules engine and high
volume asynchronous XML messaging. New and modified
business rules could be deployed as often as business needs
determined, without requiring any changes to application source
code.
• Performance: Led performance engineering activities that
detected several major problems in time to develop proactive
solutions.
Security Architect at
medical products
distributor client
• Enterprise security: Combined role of lead architect and director
of quality assurance for an enterprise access and identity
management implementation at a Fortune 25 client.
• B2B/B2E Security: Led the architecture and design of an
enterprise-wide access and identity management deployment for
a portfolio of B2B web sites and intranets with a combined
population of more than 100,000 registered users.
• Performance: Led performance engineering activities for
SiteMinder security platform implementation.
• Coordination: Provided technical coordination and quality
assurance for geographically-distributed project teams working
concurrently in several locations in the US and India.
Application /
Security Architect at
mortgage secondary
market client
• Enterprise security: Combined role of project manager and
security subject matter expert in a project to select an enterprise
identity and access management platform. Led product
evaluation activities. In collaboration with multiple business unit
and enterprise stakeholders, developed an implementation plan
to deploy the recommended security platform at a B2B e-
Commerce site.
• Application architecture: Conducted an IT assessment of a
mortgage bond trading unit and developed recommendations for
improvements in financial controls.
• SDLC strategy: Created an offshore development proposal and
assisted with formulation of an offshore development strategy.
• Application architecture: Created a J2EE architecture framework
for a B2B and B2C mortgage origination portal.
10/2002 – 3/2008 Digital Agility Incorporated
Richfield, MN
Architecture Consultant
Strategic Technology
Planning role at franchised
services client
• Technology Strategy: Performed technical and architectural due
diligence in a project to select a business process management
(BPM) software package for a franchised services organization.
Strategic Technology
Planning role at consumer
goods client
• Technology Strategy: Led a pioneering strategic technology
planning project using the Spewak enterprise architecture
planning methodology and Zachman enterprise architecture
framework.
• Enterprise Governance: Assisted with the chartering of an
enterprise architecture practice.
• Enterprise Governance: Proposed an architecture governance
model and recommended enterprise CASE tool vendors.
• Enterprise architecture: Created an enterprise application
architecture framework that was formally approved through the
new governance process.
• Technology Strategy: Evaluated the B2B e-Commerce site and
developed strategic recommendations for future enhancements.
Application Architect at
independent financial
services software vendor
client
• SOA Architecture: Developed a web services-based architecture
for financial services system integration.
• Application architecture: Evaluated open source and web
services-based workflow products.
10/2001 – 10/2002 American Express Financial Advisors Minneapolis, MN
Director
Portfolio Architect
(employee)
• SOA Architecture: Key role in pioneering work to design and
deploy enterprise component services architecture.
• SOA Architecture: Led architecture, design and implementation
of enterprise account aggregation component services. Member
of enterprise CRM component services development team.
• Enterprise architecture: Key role in designing enterprise security
point of arrival architecture.
• SOA Architecture: Provided architecture and design leadership to
teams developing enterprise security components - linking
multiple web, mid-tier and legacy systems.
• Enterprise governance: Participated in enterprise architecture
governance processes.
• Coordination: Several weeks experience working at vendor
offshore development center in India.
e-Commerce Portfolio
Architect
• Portfolio architect for US Retail Investments e-Commerce Portfolio
(B2C applications except Online Brokerage, B2B Financial Advisor
client account transaction and query)
10/2001 – 10/2002 American Express Financial Advisors Minneapolis, MN
Director
(employee) • Solution architecture: Provided architecture guidance to multiple
financial services B2B and B2C e-commerce initiatives and related
legacy systems integration efforts.
• Technology strategy: Developed portfolio-level strategic
technology plans, including point of departure analysis, point of
arrival depiction, and transition plans.
• Coordination: Member of technical and management teams
coordinating and overseeing development groups working
concurrently in US and India.
Portfolio Architect -
American Express ONE
Financial Account
(employee)
• Portfolio architect for ONE Financial Account (integrated view of
American Express brokerage, banking, mutual fund, and card,
plus aggregated third-party investments).
• Technology strategy: Developed portfolio-level strategic
technology plans, including point of departure analysis, point of
arrival depiction, and transition plans.
• Coordination: Member of technical and management teams
coordinating and overseeing development groups working
concurrently in US, UK and India.
• Performance: Designed portfolio performance test approach,
worked with business partners to develop volume and capacity
plans, and led performance testing and tuning activities.
1/1999 – 10/2001 Digital Agility Incorporated Long Lake, MN
Architecture Consultant
Solution Architect at
financial services client
• Technology strategy: Participated in strategic planning for
technology point-of-arrival for enterprise online financial
services strategy.
• Application architecture: Provided application architecture
services for a portfolio of B2B and B2C financial services e-
commerce applications.
• Solution architecture: Led architecture, design and technical
implementation of a financial account aggregation utility on a
J2EE platform.
• Security architecture: Developed data and security integration
architecture for several co-hosted and co-branded web sites,
including brokerage statement download, online brokerage
investment analysis, and online customer service and account
aggregation.
• Coordination: Provided architecture and development
coordination for geographically-distributed, multi-vendor rapid
development projects at several sites in the US and India.
• Performance: Devised approach, planned, and executed
1/1999 – 10/2001 Digital Agility Incorporated Long Lake, MN
Architecture Consultant
automated performance and stress tests for e-commerce
applications.
• Solution architecture: In a CRM implementation using the Clarify
eFront Office versions of Clarify Clear Support and Clarify Clear
Call Center: Participated in vendor due diligence, gap analysis,
vendor selection, analysis and design of package
customizations, legacy systems integration, and test case
development. Designed service case management forms and
business rules. Created capacity plan. Designed and executed
automated performance tests. Detected and corrected
performance bottlenecks.
7/1997 – 12/1998 Solid Logic Computer Solutions Incorporated
Eden Prairie, MN
Senior Consultant
Solution Architect at
financial services client
• Technology strategy: Participated in strategic technology
planning process for customer service group, coordinating with
enterprise-wide planning process.
• Technology strategy: Created an architectural assessment of the
customer service organization’s distributed systems portfolio,
working with users and technical staff to define workflow-based
restructuring plans.
• Application architecture: Application architect for electronic
workflow and imaging implementation for brokerage account
setup using Plexus Technologies workflow products. Developed
Method/1 design and architecture models and blueprints;
design and code reviews. Mentored development staff on
Microsoft object and component development techniques.
• Technology strategy: Developed point-of-departure and point-
of-arrival architecture framework and transition plans.
• SDLC enhancements: Developed Windows NT distributed
configuration management processes; received Chairman's
Quality Award for development of best-practice release
management process.
• Performance: Championed performance engineering and
benchmarking.
8/1995 – 6/1997 GMAC Residential Funding Corporation Bloomington, MN
Director/Technology Architect
Technology Architect
(employee)
• Enterprise architecture: Helped to create and administer an
enterprise architecture governance process.
• Coordination: Responsible for technical coordination and
implementation of a very large enterprise-scale infrastructure,
technology and methodology transformation project.
• SDLC enhancements: Contributed to development of object-
oriented component design extensions to corporate
methodology.
• Technology strategy: Provided architectural support for
development tools selection; and assisted with the comparative
evaluation of CORBA and DCOM middleware
• Application architecture: rapid application development project
for a 3-tier client-server system for underwriting, pricing and
funding mortgage loans. Led an infrastructure team consisting
of four developers and three architects.
• Performance: Led distributed systems benchmarking and
performance engineering efforts.
• SDLC enhancements: Helped set and enforce change control
procedures, peer review design and code quality review
standards and procedures.
4/1992- 7/1995 Computer Sciences Corporation Minneapolis, MN
Principal Consultant
Marketing and practice
development roles
(employee)
• Marketing: Served on proposal development and marketing
teams. Led technical side of a pursuit team on a successful bid
for a large-scale development project for a mortgage originator.
• SDLC enhancements: Participated in the nationwide team
selected to roll out a new systems development methodology.
• Training and mentoring: Certified data and process modeling
instructor. Developed curriculum on performance engineering.
• SDLC enhancements: Contributed to development of object-
oriented component design extensions to corporate
methodology.
SDLC trainer/mentor role at
mortgage secondary
market client
• Training and mentoring: Provided methodology training and
mentoring, coaching client through four pilot projects at two
locations, served as methodology mentor, taught client/server
technology, data distribution, application distribution, technical
infrastructure design and performance engineering.
• Technology strategy: Helped set and enforce change control
procedures, peer review design and code quality review
standards and procedures; provided architectural support for
development tools selection; and assisted with the comparative
evaluation of CORBA and DCOM middleware
4/1992- 7/1995 Computer Sciences Corporation Minneapolis, MN
Principal Consultant
Application Architect at
medical professional
liability insurance client
• Development team management: Led a technical team of eight
PowerBuilder developers, five other architects, and numerous
business users and testers in a rapid development project to
create a new policy management system.
• Solution architecture: Integrated a third-party accounts
receivable and payable package system with the new policy
management system.
• Application architecture: Created a novel "event server" 3-tier
architecture with multiple print and computation servers and
loosely coupled, easily modified interfaces which was
nominated for a national technical quality award.
Application Architect at
commodity products client
• Application architecture: developed architecture and design
models for Corporate Accounting projects utilizing CASE
technology.
• SDLC enhancements: Defined standards, methods and
procedures for the successful corporate roll-out of
KnowledgeWare CASE tool.
• Application architecture: Designed a distributed decision-
support system with secure access to extremely confidential
corporate financial records.
• Training and mentoring: Mentored client staff in systems
integration and architecture and design techniques.
11/1991- 4/1992 ITT Consumer Finance Plymouth, MN
Project Manager
Project Manager
(employee)
• Project management: Responsible for planning, systems analysis
and design, programming, staff assignments, internal and
external contact, budgeting and cost analysis for the IS team
providing operational reporting and EIS support.
6/1984 – 11/1991 HEMAR Service Corporation St. Paul, MN
Systems Specialist
Programmer,
Programmer/Analyst
(employee)
• Performance: Implemented an order of magnitude
improvement in critical batch job processing times.
• Innovation: Created and implemented a statistical disk space
forecasting model.
• Software development: Progressive program maintenance,
development and operations responsibilities; promoted seven
times.
6/1984 – 11/1991 HEMAR Service Corporation St. Paul, MN
Systems Specialist
Application Architect
(employee)
• Application architecture: developed architecture and design of
the financial processing subsystem of a student loan servicing
application. Responsible for design and implementation of
interfaces to the project's other five major subsystems;
participated in walkthroughs, designed the high-level logic of
the most complex processes, assisted in debugging. Liaison
with CASE tool vendor.
• Project management: led a team of twelve programmers and
analysts. As chief liaison to the financial system skateholders,
documented issues and coordinated their resolution.
• Performance: Participated in DB2 and application performance
and stress testing.
1/1980 – 6/1982 Control Data Corporation Bloomington, MN
Associate Programmer Analyst
Programmer
(employee)
• Developed image processing applications including satellite
imagery analysis and robotic vision systems for industrial
inspection.
• Developed and implemented complex pattern recognition
algorithms.
• Designed and implemented a custom database schema to
support image object recognition.
• Created LISP compiler mathematical utility routines.
• Created a mechanism to extend LISP with custom verbs.
• Created a real-time bi-directional interface between a special-
purpose video computer and scientific mainframe.
Education:
Brown Institute, Minneapolis, MN
Certificate of Programming, 1980
Skills:
Business rules engines: iLog Business Rules for .NET
e-Commerce Technologies: ASP.NET; .NET; SAML, OAuth 1.0a and OAuth 2.0, J2EE, EJB, JSP, Java Servlet,
JDBC, container and bean-managed persistence, WebLogic 8-9, WebSphere 2 – 6, Tomcat, JBOSS,
Apache , AXIS, SOAP, Internet Information Server; comparative technical evaluation and assessment of
Oracle ATG Commerce/Endeca, IBMWebSphere Commerce, Hybris, and SiteCore/InSight e-Commerce
platforms
e-Commerce, Security and Systems Integration architectures: social identity federation; identity and access
management product evaluation and procurement; cross-site internet security integration; internal
security integration and Single-Sign-On (SSO); state management techniques, session management
techniques; clustering; custom TCP/IP sockets; MSMQ; MQ Series and MQ Systems Integrator; customized
XML messaging protocols; XML messaging and HTTP/SOAP-based web service designs, OAuth 1.0a and
2.0, SAML 1.1 and 2.0, Layer7 SecureSpan SOA Gateway, Amberpoint SOA Gateway, CA/Netegrity Site
Minder and Identity Minder, Oracle/Sun Directory Server Enterprise Edition, Microsoft Active Directory,
Ping Federate Security Token Service (STS), Apigee Usergrid SOA Framework
Application service provider integration: financial account aggregation, equity risk scoring, proprietary
market research, credit score, property appraisal, and credit risk vendors, Amazon EC2.
Workflow: K2.NET Workflow; jBPM open-source workflow engine; Clarify Clear Support; Plexus
Technologies FloWare and Image First Office; Action Technologies Process Manager and Metro; several
custom-developed macro- and micro-workflow implementations; comparative technical evaluation and
assessment of Metastorm e-Work and Handysoft Bizflow
Data architecture and DBMS: XML services, XML data binding, entity-relationship modeling, DB2, MS SQL
Server, MySQL, Sybase , Oracle, Cassandra (NoSQL)
Design and Development Tool Environments: IBM Eclipse, Poseidon CE UML Editor, Visual Studio .NET,
Visio, Rational Rose Modeler Edition, Enterprise Architect, Casewise Modeler
Methodologies: Agile development, Zachman Enterprise Architecture Framework, Spewak Enterprise
Architecture Planning, applied architecture and design patterns, performance engineering, performance
testing and capacity planning, technical infrastructure design, Accelerated Application Development (XAD),
package-based development, Method/1, CSC Catalyst, re-engineering, component design, UML
References available upon request
Professional Affiliations
Association for Computing Machinery (ACM), ACM Special Interest Group in Software Engineering
(SIGSOFT), ACM Special Interest Group in Artificial Intelligence (SIGART), ACM Special Interest Group in
Metrics and Evaluation (SIGMETRICS)
National Strategy for Trusted Identity in Cyberspace, ID Ecosystem Steering Group voting member and
member of Security, User Experience and Financial Working Groups, August 2012 to present

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ODell - Resume

  • 1. Bruce O’Dell 6616 Stevens Av S Richfield, MN 55423-2468 Cell phone: 612-309-1330 Email: bodell@digitalagility.com CANDIDATE SUMMARY A versatile consultant with deep expertise in multiple domains of IT, with more than twenty years experience in application, solution, security and enterprise architecture roles. SKILL SUMMARY • Experienced strategic technology planner – defining baselines, desired end states, and transition planning, often in the Spewak/Zachman framework. • Deep expertise creating and evolving conceptual, logical and physical process, data, application and infrastructure models in the financial services, retail, manufacturing, medical products distribution, and consumer goods domains, at the project, portfolio and enterprise levels. • Familiar with e-Commerce, mobile, service-oriented, cloud-based, client-server, batch and ERP architectures, BPM and workflow, ETL, master data management, and BI platform evaluation. • Familiar with best practice patterns and anti-patterns for custom software development in complex .NET and Java environments, and in applying architecture to agile methods. • Worked with multiple architecture frameworks and SDLC methodologies, agile and traditional custom development, secure SDLC, performance engineering, and package-based development. • Familiar with software procurement, vendor evaluation, and technical due diligence. • Proven expertise in proactive performance engineering as part of the SDLC, and in performance testing and performance tuning of complex systems in cloud-based and internal applications. • In-depth knowledge of application security patterns, SOA security, identity federation, development of security architecture threat models, creation and governance of security standards, management of security exceptions, and engaging project teams proactively in a secure SDLC. • Experienced mentor and trainer, with decades of experience transforming technical complexity into understanding and insight. EXPERIENCE HIGHLIGHTS • Developed and executed strategic technology plans for Fortune 100 companies. • Has started up new enterprise architecture groups, and has both defined and participated in multiple enterprise governance processes. • Created enterprise-level security, process, information and application frameworks. • Has led enterprise-wide identity and access management deployments, designed identity management web services supporting tens of millions of registered users, and implemented claims- based architectures. • Has integrated B2C identity management services with cloud-based applications. • Has nearly fifteen years experience architecting, designing, implementing, integrating and supporting Service-Oriented Architectures, and developing and implementing SOA transition plans. • Co-created novel business rules engine-based architecture for custom mortgage bond underwriting.
  • 2. Work History 6/2011 – present Digital Agility Incorporated Richfield MN Architecture Consultant Solution Architect at Fortune 100 retailer • SOA architecture: Architecture, design, implementation oversight and production support for ongoing enhancements to B2C identity management and authentication web services. • SOA integration: Architecture and design assistance to project teams integrating with B2C customer data web services. • BI platform evaluation: Architectural evaluation of vendor options for a new customer analytics master database and analytic platform. • ETL performance: Performance tuning of Informatica Data Quality, locating and removing the root cause of a persistent, critical performance bottleneck impacting customer analytics • Performance: Performance engineering, performance testing and performance tuning of cloud-based and internal B2C e- Commerce web sites, REST and SOAP web services, and bulk data migrations. • SOA transition planning: Design and implementation of a custom program to analyze WSDL for a large portfolio of legacy web services, to extract and populate a custom database schema containing input and output attributes and data types, in support of SOA transition planning Security Architect at Fortune 100 retailer • SSO Migration: Architected, designed and supported the implementation of a user profile data migration involving more than twenty million customer identities; consolidating two B2C customer directories to a single repository with OAuth 2.0 single sign on, without disrupting the client applications dependent on the web services managing either directory during the transition. • SOA security: Designed the integration of a Layer7 SecureSpan policy server with an external OAuth 2.0 platform, for high- volume REST service authentication and authorization processing. • SOA security: Architecture, design and implementation of custom authentication and authorization protocols for high- volume REST services providing access to consumer confidential personal and transactional data. • Identity Federation: Architecture, design and implementation of e-Commerce single sign on and single log in protocols for online purchase of digital content to be consumed by both thick client and browser-based applications. • Identity Federation: Design of security mechanisms for Apigee Usergrid cloud-based API platform, Ping Federate security token service and Layer7 policy manager enabling interoperability of REST OAuth 1.0a, OAuth 2.0 and SAML security tokens across a
  • 3. 6/2011 – present Digital Agility Incorporated Richfield MN Architecture Consultant portfolio of new and legacy SOA-enabled e-Commerce applications. • Secure SDLC: Integration of automated security penetration testing tools into continuous integration development processes, and mentoring development teams in application of agile methods. Strategic Technology Planning role at Fortune 500 manufacturer • Technology strategy: Architecture assessment of legacy B2B, B2C and B2B2C e-Commerce portfolio • Technology strategy: Package evaluation of replacement e- Commerce platform (assessing IBM WebSphere Commerce, Oracle ATG Commerce/Endeca, SiteCore/Insite, and Hybris) • Technology strategy: Transition planning for migration to new e- Commerce platform 3/2008 – 5/2011 Aeritae Consulting Group St. Paul, MN Senior Consultant Solution Architect at Fortune 100 retailer • SOA Architecture: Pioneered the architecture and design of the client's first set of internet-facing web services that managed confidential data, using .NET, SOAP and SAML security tokens. The SOA architecture enabled internet access to master customer profile and transaction data. • SOA Architecture: Provided code reviews and implementation oversight for SOA development teams. • SOA Operations: Provided production support for internet-facing web services. • SOA Governance: Participated in enterprise SOA standards- setting and governance processes. • SOA Architecture: Provided architecture and design support for SOA performance engineering, performance tuning and security evaluation/remediation projects. Security Architect at Fortune 100 retailer • B2C Identity Federation: Evaluation, recommendation, architecture and design of a consumer-facing federated identity management platform able to support tens of millions of registered users. • B2E Security: Created the security architecture for a global employee portal based on Microsoft Identity Framework and ADFS 2.0. • SOA Security: Architecture and design of message level authorization and authentication mechanisms for internet-facing service-oriented architectures (SOA) for B2C, B2B and B2E web sites. • Identity Federation: Development of a strategic road map for integration of a large portfolio of B2C websites with federated
  • 4. 3/2008 – 5/2011 Aeritae Consulting Group St. Paul, MN Senior Consultant identity management • Identity Federation: Architecture and design of social identity federation mechanisms for B2C e-Commerce sites utilizing the Janrain Engage framework. • B2C Security: Developed an integration strategy for third party authentication and attribute service providers. • PCI Compliance: Assessment of compliance with Payment Card Industry - Data Security Standards (PCI - DSS) requirements for B2C e-Commerce applications, with remediation options. • Application Security: Provided application security assessment services, including classification of data; development of security threat models; identification and prioritization of risks to be mitigated; development of remediations; and identification of compensating controls. • Security governance: Helped draft, edit and approve foundational information security standards and guidelines. 10/2002 – 3/2008 Digital Agility Incorporated Richfield, MN Architecture Consultant Security Architect at incentive program management client • Security governance: Helped draft, edit and approve foundational information security standards and guidelines. • SOA Transition Planning: Application architecture transition planning for enterprise migration to service-oriented architecture • Technology strategy: Strategic data requirements analysis, data warehouse and analytics implementation planning • SOA Security: Design and implementation of security and data access web services • Application Security: Design and implementation of secure “virtual cash” e-commerce protocols • Identity Federation: Design of partner web site Single Sign On (SSO) mechanisms • PCI Compliance: Planning and implementation of a Payment Card Industry - Data Security Standards (PCI - DSS) compliance program, including development of security policies and procedures; changes to encryption key management; changes to internal access control policies and procedures; selection, evaluation and implementation of logging, monitoring, and security vulnerability scanning tools; development of a credit card data protection strategy; and development and implementation of security program governance processes.
  • 5. 10/2002 – 3/2008 Digital Agility Incorporated Richfield, MN Architecture Consultant Application Architect at mortgage secondary market client • Solution architecture: Co-architect of a mortgage bond underwriting application with stringent requirements for security, scalability and flexibility, capable of underwriting billions of dollars of collateral per year. • Innovative application architecture: Developed novel application architecture incorporating iLog business rules engine and high volume asynchronous XML messaging. New and modified business rules could be deployed as often as business needs determined, without requiring any changes to application source code. • Performance: Led performance engineering activities that detected several major problems in time to develop proactive solutions. Security Architect at medical products distributor client • Enterprise security: Combined role of lead architect and director of quality assurance for an enterprise access and identity management implementation at a Fortune 25 client. • B2B/B2E Security: Led the architecture and design of an enterprise-wide access and identity management deployment for a portfolio of B2B web sites and intranets with a combined population of more than 100,000 registered users. • Performance: Led performance engineering activities for SiteMinder security platform implementation. • Coordination: Provided technical coordination and quality assurance for geographically-distributed project teams working concurrently in several locations in the US and India. Application / Security Architect at mortgage secondary market client • Enterprise security: Combined role of project manager and security subject matter expert in a project to select an enterprise identity and access management platform. Led product evaluation activities. In collaboration with multiple business unit and enterprise stakeholders, developed an implementation plan to deploy the recommended security platform at a B2B e- Commerce site. • Application architecture: Conducted an IT assessment of a mortgage bond trading unit and developed recommendations for improvements in financial controls. • SDLC strategy: Created an offshore development proposal and assisted with formulation of an offshore development strategy. • Application architecture: Created a J2EE architecture framework for a B2B and B2C mortgage origination portal.
  • 6. 10/2002 – 3/2008 Digital Agility Incorporated Richfield, MN Architecture Consultant Strategic Technology Planning role at franchised services client • Technology Strategy: Performed technical and architectural due diligence in a project to select a business process management (BPM) software package for a franchised services organization. Strategic Technology Planning role at consumer goods client • Technology Strategy: Led a pioneering strategic technology planning project using the Spewak enterprise architecture planning methodology and Zachman enterprise architecture framework. • Enterprise Governance: Assisted with the chartering of an enterprise architecture practice. • Enterprise Governance: Proposed an architecture governance model and recommended enterprise CASE tool vendors. • Enterprise architecture: Created an enterprise application architecture framework that was formally approved through the new governance process. • Technology Strategy: Evaluated the B2B e-Commerce site and developed strategic recommendations for future enhancements. Application Architect at independent financial services software vendor client • SOA Architecture: Developed a web services-based architecture for financial services system integration. • Application architecture: Evaluated open source and web services-based workflow products. 10/2001 – 10/2002 American Express Financial Advisors Minneapolis, MN Director Portfolio Architect (employee) • SOA Architecture: Key role in pioneering work to design and deploy enterprise component services architecture. • SOA Architecture: Led architecture, design and implementation of enterprise account aggregation component services. Member of enterprise CRM component services development team. • Enterprise architecture: Key role in designing enterprise security point of arrival architecture. • SOA Architecture: Provided architecture and design leadership to teams developing enterprise security components - linking multiple web, mid-tier and legacy systems. • Enterprise governance: Participated in enterprise architecture governance processes. • Coordination: Several weeks experience working at vendor offshore development center in India. e-Commerce Portfolio Architect • Portfolio architect for US Retail Investments e-Commerce Portfolio (B2C applications except Online Brokerage, B2B Financial Advisor client account transaction and query)
  • 7. 10/2001 – 10/2002 American Express Financial Advisors Minneapolis, MN Director (employee) • Solution architecture: Provided architecture guidance to multiple financial services B2B and B2C e-commerce initiatives and related legacy systems integration efforts. • Technology strategy: Developed portfolio-level strategic technology plans, including point of departure analysis, point of arrival depiction, and transition plans. • Coordination: Member of technical and management teams coordinating and overseeing development groups working concurrently in US and India. Portfolio Architect - American Express ONE Financial Account (employee) • Portfolio architect for ONE Financial Account (integrated view of American Express brokerage, banking, mutual fund, and card, plus aggregated third-party investments). • Technology strategy: Developed portfolio-level strategic technology plans, including point of departure analysis, point of arrival depiction, and transition plans. • Coordination: Member of technical and management teams coordinating and overseeing development groups working concurrently in US, UK and India. • Performance: Designed portfolio performance test approach, worked with business partners to develop volume and capacity plans, and led performance testing and tuning activities. 1/1999 – 10/2001 Digital Agility Incorporated Long Lake, MN Architecture Consultant Solution Architect at financial services client • Technology strategy: Participated in strategic planning for technology point-of-arrival for enterprise online financial services strategy. • Application architecture: Provided application architecture services for a portfolio of B2B and B2C financial services e- commerce applications. • Solution architecture: Led architecture, design and technical implementation of a financial account aggregation utility on a J2EE platform. • Security architecture: Developed data and security integration architecture for several co-hosted and co-branded web sites, including brokerage statement download, online brokerage investment analysis, and online customer service and account aggregation. • Coordination: Provided architecture and development coordination for geographically-distributed, multi-vendor rapid development projects at several sites in the US and India. • Performance: Devised approach, planned, and executed
  • 8. 1/1999 – 10/2001 Digital Agility Incorporated Long Lake, MN Architecture Consultant automated performance and stress tests for e-commerce applications. • Solution architecture: In a CRM implementation using the Clarify eFront Office versions of Clarify Clear Support and Clarify Clear Call Center: Participated in vendor due diligence, gap analysis, vendor selection, analysis and design of package customizations, legacy systems integration, and test case development. Designed service case management forms and business rules. Created capacity plan. Designed and executed automated performance tests. Detected and corrected performance bottlenecks. 7/1997 – 12/1998 Solid Logic Computer Solutions Incorporated Eden Prairie, MN Senior Consultant Solution Architect at financial services client • Technology strategy: Participated in strategic technology planning process for customer service group, coordinating with enterprise-wide planning process. • Technology strategy: Created an architectural assessment of the customer service organization’s distributed systems portfolio, working with users and technical staff to define workflow-based restructuring plans. • Application architecture: Application architect for electronic workflow and imaging implementation for brokerage account setup using Plexus Technologies workflow products. Developed Method/1 design and architecture models and blueprints; design and code reviews. Mentored development staff on Microsoft object and component development techniques. • Technology strategy: Developed point-of-departure and point- of-arrival architecture framework and transition plans. • SDLC enhancements: Developed Windows NT distributed configuration management processes; received Chairman's Quality Award for development of best-practice release management process. • Performance: Championed performance engineering and benchmarking.
  • 9. 8/1995 – 6/1997 GMAC Residential Funding Corporation Bloomington, MN Director/Technology Architect Technology Architect (employee) • Enterprise architecture: Helped to create and administer an enterprise architecture governance process. • Coordination: Responsible for technical coordination and implementation of a very large enterprise-scale infrastructure, technology and methodology transformation project. • SDLC enhancements: Contributed to development of object- oriented component design extensions to corporate methodology. • Technology strategy: Provided architectural support for development tools selection; and assisted with the comparative evaluation of CORBA and DCOM middleware • Application architecture: rapid application development project for a 3-tier client-server system for underwriting, pricing and funding mortgage loans. Led an infrastructure team consisting of four developers and three architects. • Performance: Led distributed systems benchmarking and performance engineering efforts. • SDLC enhancements: Helped set and enforce change control procedures, peer review design and code quality review standards and procedures. 4/1992- 7/1995 Computer Sciences Corporation Minneapolis, MN Principal Consultant Marketing and practice development roles (employee) • Marketing: Served on proposal development and marketing teams. Led technical side of a pursuit team on a successful bid for a large-scale development project for a mortgage originator. • SDLC enhancements: Participated in the nationwide team selected to roll out a new systems development methodology. • Training and mentoring: Certified data and process modeling instructor. Developed curriculum on performance engineering. • SDLC enhancements: Contributed to development of object- oriented component design extensions to corporate methodology. SDLC trainer/mentor role at mortgage secondary market client • Training and mentoring: Provided methodology training and mentoring, coaching client through four pilot projects at two locations, served as methodology mentor, taught client/server technology, data distribution, application distribution, technical infrastructure design and performance engineering. • Technology strategy: Helped set and enforce change control procedures, peer review design and code quality review standards and procedures; provided architectural support for development tools selection; and assisted with the comparative evaluation of CORBA and DCOM middleware
  • 10. 4/1992- 7/1995 Computer Sciences Corporation Minneapolis, MN Principal Consultant Application Architect at medical professional liability insurance client • Development team management: Led a technical team of eight PowerBuilder developers, five other architects, and numerous business users and testers in a rapid development project to create a new policy management system. • Solution architecture: Integrated a third-party accounts receivable and payable package system with the new policy management system. • Application architecture: Created a novel "event server" 3-tier architecture with multiple print and computation servers and loosely coupled, easily modified interfaces which was nominated for a national technical quality award. Application Architect at commodity products client • Application architecture: developed architecture and design models for Corporate Accounting projects utilizing CASE technology. • SDLC enhancements: Defined standards, methods and procedures for the successful corporate roll-out of KnowledgeWare CASE tool. • Application architecture: Designed a distributed decision- support system with secure access to extremely confidential corporate financial records. • Training and mentoring: Mentored client staff in systems integration and architecture and design techniques. 11/1991- 4/1992 ITT Consumer Finance Plymouth, MN Project Manager Project Manager (employee) • Project management: Responsible for planning, systems analysis and design, programming, staff assignments, internal and external contact, budgeting and cost analysis for the IS team providing operational reporting and EIS support. 6/1984 – 11/1991 HEMAR Service Corporation St. Paul, MN Systems Specialist Programmer, Programmer/Analyst (employee) • Performance: Implemented an order of magnitude improvement in critical batch job processing times. • Innovation: Created and implemented a statistical disk space forecasting model. • Software development: Progressive program maintenance, development and operations responsibilities; promoted seven times.
  • 11. 6/1984 – 11/1991 HEMAR Service Corporation St. Paul, MN Systems Specialist Application Architect (employee) • Application architecture: developed architecture and design of the financial processing subsystem of a student loan servicing application. Responsible for design and implementation of interfaces to the project's other five major subsystems; participated in walkthroughs, designed the high-level logic of the most complex processes, assisted in debugging. Liaison with CASE tool vendor. • Project management: led a team of twelve programmers and analysts. As chief liaison to the financial system skateholders, documented issues and coordinated their resolution. • Performance: Participated in DB2 and application performance and stress testing. 1/1980 – 6/1982 Control Data Corporation Bloomington, MN Associate Programmer Analyst Programmer (employee) • Developed image processing applications including satellite imagery analysis and robotic vision systems for industrial inspection. • Developed and implemented complex pattern recognition algorithms. • Designed and implemented a custom database schema to support image object recognition. • Created LISP compiler mathematical utility routines. • Created a mechanism to extend LISP with custom verbs. • Created a real-time bi-directional interface between a special- purpose video computer and scientific mainframe. Education: Brown Institute, Minneapolis, MN Certificate of Programming, 1980 Skills: Business rules engines: iLog Business Rules for .NET e-Commerce Technologies: ASP.NET; .NET; SAML, OAuth 1.0a and OAuth 2.0, J2EE, EJB, JSP, Java Servlet, JDBC, container and bean-managed persistence, WebLogic 8-9, WebSphere 2 – 6, Tomcat, JBOSS, Apache , AXIS, SOAP, Internet Information Server; comparative technical evaluation and assessment of Oracle ATG Commerce/Endeca, IBMWebSphere Commerce, Hybris, and SiteCore/InSight e-Commerce platforms e-Commerce, Security and Systems Integration architectures: social identity federation; identity and access management product evaluation and procurement; cross-site internet security integration; internal security integration and Single-Sign-On (SSO); state management techniques, session management
  • 12. techniques; clustering; custom TCP/IP sockets; MSMQ; MQ Series and MQ Systems Integrator; customized XML messaging protocols; XML messaging and HTTP/SOAP-based web service designs, OAuth 1.0a and 2.0, SAML 1.1 and 2.0, Layer7 SecureSpan SOA Gateway, Amberpoint SOA Gateway, CA/Netegrity Site Minder and Identity Minder, Oracle/Sun Directory Server Enterprise Edition, Microsoft Active Directory, Ping Federate Security Token Service (STS), Apigee Usergrid SOA Framework Application service provider integration: financial account aggregation, equity risk scoring, proprietary market research, credit score, property appraisal, and credit risk vendors, Amazon EC2. Workflow: K2.NET Workflow; jBPM open-source workflow engine; Clarify Clear Support; Plexus Technologies FloWare and Image First Office; Action Technologies Process Manager and Metro; several custom-developed macro- and micro-workflow implementations; comparative technical evaluation and assessment of Metastorm e-Work and Handysoft Bizflow Data architecture and DBMS: XML services, XML data binding, entity-relationship modeling, DB2, MS SQL Server, MySQL, Sybase , Oracle, Cassandra (NoSQL) Design and Development Tool Environments: IBM Eclipse, Poseidon CE UML Editor, Visual Studio .NET, Visio, Rational Rose Modeler Edition, Enterprise Architect, Casewise Modeler Methodologies: Agile development, Zachman Enterprise Architecture Framework, Spewak Enterprise Architecture Planning, applied architecture and design patterns, performance engineering, performance testing and capacity planning, technical infrastructure design, Accelerated Application Development (XAD), package-based development, Method/1, CSC Catalyst, re-engineering, component design, UML References available upon request Professional Affiliations Association for Computing Machinery (ACM), ACM Special Interest Group in Software Engineering (SIGSOFT), ACM Special Interest Group in Artificial Intelligence (SIGART), ACM Special Interest Group in Metrics and Evaluation (SIGMETRICS) National Strategy for Trusted Identity in Cyberspace, ID Ecosystem Steering Group voting member and member of Security, User Experience and Financial Working Groups, August 2012 to present