Faster detection & response
Built the security operations function from scratch, then set its service objectives, wrote the playbooks it runs on, and engineered detections mapped to MITRE ATT&CK across the XDR, SIEM, and network detection stack. Cut the noise so analysts see the alerts that matter, added threat hunting guided by threat intelligence, and turned every post-incident review into new detections and control changes. These changes cut mean time to detect by 52% and mean time to respond by 47%, bringing response down to within minutes of an alert across 12,000+ users in 150+ offices.
Incident response effectiveness & positive attribution
GCIH-certified incident commander for significant security events, coordinating Legal, HR, IT, and executive leadership from the first alert through containment and recovery. Lead investigations through complete analysis, root-cause determination, and positive attribution, including third-party and supply chain compromises, and write the formal IR reports for executives, Legal, and regulators. I also guide the legal side of each investigation, covering discovery, limits on investigation scope, legal and regulatory requirements, legal holds, and chain of custody for evidence, so findings stand up to legal scrutiny. Layered controls, continuous monitoring, and fast containment keep events limited in scope, and every post-incident review feeds lessons learned back into detections and controls.
Board reporting that won funding
Partnered with the CISO on the security reporting that goes to the Board. Defined the program's metrics, KPIs, and key risk indicators (MTTD/MTTR, incident trends, vulnerability remediation, audit findings, vendor risk scores, and phishing results), built the dashboards behind them, and used MITRE ATT&CK, MITRE ATLAS, and OWASP to connect threats to business impact. Those briefings helped secure a 45% increase in security funding and approval to expand the security team.
M&A security at scale
Lead security due diligence and integration for 50+ acquired firms, guided by a repeatable M&A security playbook I wrote that cut time-to-compliance by about 40%. Each firm is assessed before close, then brought under the company's monitoring, controls, and governance after it. The most complex integrations included Marcum LLP (the largest), RAFFA, Friedman, and Skoda Minioti, each bringing 500 to 5,000 users and together spanning dozens of major datacenters and thousands of servers and websites, all integrated while keeping the business running.
Largest accounting deal in 25+ years
Currently working on the security side of Grant Thornton's pending acquisition of CBIZ, the largest transaction of its kind in the accounting space in more than 25 years. I bring the same due diligence and integration discipline proven across 50+ acquisitions to a combination of far greater scale and scrutiny, protecting client data and keeping security operations steady through the transition.
Data protection
Built the company's data protection program around a tiered data classification scheme, enforced through DLP and sensitivity labels across a hybrid multi-cloud environment: email, endpoints, cloud collaboration, and hosted file platforms. Extended the same controls to data that generative AI tools can reach, and fed DLP alerts straight into the SOC's automated triage workflow. That reduced unmanaged sensitive data exposure by about 55% and gave the business clear visibility into where client and company data lives and who can reach it.
Security automation
Designed and built the automation behind the SOC's daily workflow: low-code and API-driven integrations across security, ITSM, and collaboration platforms that route DLP and security alerts, standardize incident intake, enrich each alert with context before an analyst picks it up, and page the on-call responder automatically. That cut analysts' manual triage work roughly in half, made after-hours escalation consistent, and shifted the team's time from sorting alerts to investigating real threats.
Built a global organization
Built a new security team and matured it into a multi-team organization covering eight security disciplines, hiring for potential and developing people from within. Led the program's international expansion, including three offices in India, hiring and managing security staff outside the U.S. and bringing global security assets under the same monitoring, controls, and governance. Set training and certification standards, career paths, and knowledge transfer so no capability depends on one person. Now leading a restructure into six functions with dedicated leads, giving emerging security leaders a clear path into management.
Vendor & supply chain risk management
Built the company's Vendor & Supply Chain Risk Management Program from scratch, scoring every vendor and business partner on SOC reports, vulnerability scans, security scorecard ratings, and a custom questionnaire, and declining any that fell below the acceptable threshold. What began as a program I ran myself is now a critical business function with its own dedicated team and manager.
Proofs of value & contract review
Throughout my career I've run proofs of concept, now often called proofs of value, to test security products against real requirements before the company commits to buying. At CBIZ I also lead the negotiations that follow and give Legal a first-pass review and redlines on NDAs, purchase agreements, master service agreements, technical service agreements, and other contracts that need legal review. That first pass makes sure every commitment, especially service level agreements, matches what we can actually deliver, so we never overpromise, and it takes much of the heavy lifting off the legal team before they finalize the agreement.
Governance & compliance
Own governance and compliance end to end. Write and maintain the enterprise security policy library; own SOC 1 and SOC 2 audits from control design and evidence collection through the auditor relationship; support HITRUST and ISO 27001 readiness; and run enterprise risk assessments aligned to NIST CSF, NIST SP 800-53, CIS Controls, and ISO 27001/27002, prioritizing remediation by business impact. Maintain compliance with SOX, PCI DSS, HIPAA, GLBA, GDPR, PIPL, and CCPA, support FISMA requirements on government work, and bring working knowledge of FedRAMP, CMMC, and NIST SP 800-171.
AI governance, security & testing
Built and own the AI governance program: acceptable-use policy, AI system inventory, and a risk review every AI tool must pass, with 50+ AI tools and vendors reviewed against NIST AI RMF, ISO/IEC 42001, OWASP LLM Top 10, and MITRE ATLAS. Red-team AI applications for prompt injection, data leakage, and excessive agency; monitor prompts, agentic AI activity, and the non-human identities AI uses for misuse; and extend sensitivity labels and DLP to the data AI tools can reach, so the business can adopt AI quickly and still keep control of its data.