Nexla

Manager, Sales Development

500+ connectors for data integration leads to faster data products and RAGs

Nexla unifies:
→ data integration
→ data preparation
→ monitoring
→ governance
and delivering trusted data to users in their preferred systems and formats. 

Check out https://nexla.com and the offering on GenAI and RAG. 

Companies like DoorDash, LinkedIn, Johnson & Johnson and LiveRamp rely on Nexla for mission-critical data that drives their analytics, machine learning and business operations.

Sales Development Representative

Chasing Monday Coaching LLC

- Coached entrepreneurs and business leaders in developing and achieving short- and long-term business goals
- Developed a marketing strategy utilizing LinkedIn content to obtain passive leads
- Utilized email and LinkedIn messages to communicate with potential clients and “close the loop” on services

Business Development Consultant

Bank of America

- Ability to communicate with peers, managers, and executives spanning nine U.S states and three foreign countries
- Developed and documented policies and procedures to meet the evolving demand of operational and regulatory risk requirements
- Negotiated business requirements with 3rd Party Vendors to ensure timeliness, accuracy and completeness of information flowing into the organization

Assistant Vice President

- Mitigated a critical disruption of confidential communication between Bank of America and a Third-Party Vendor supporting consequential harm remediation efforts as a member of the Pre-Paid Card Unemployment Program in response to an OCC Consent Order serveing as lead technical advisor to internal and external stakeholders on AWS and Business to Business pathway technical requirements
- Automated data extraction, sanitization, and presentation processes, saving 10-man hours per week and enhancing the quality and accuracy of weekly high-level reports
- Educated leaders on system capabilities and broke down communication barriers, improving payment process flows
- Led process management team working with Sanctions Center of Excellence (SSCoE) and Global Financial Crimes partners to document the Bank of America Sanctions process end-to-end, and identify metrics and controls while recommending new controls to mitigate gaps and spillage
- Documented and tracked risks, results, and issues for a pre-paid card unemployment remediation project, working with internal partners and third-party vendors to ensure compliance and mitigate risk
- Created and presented technical documentation for Unemployment Pre-Paid Card claims investigation processes, leading to a contingency of operations for personnel turnover

Project Manager

National Gypsum Company

- Managed mill operations for a drywall manufacturing plant, overseeing 12 employees and raw material delivery. Ensured quality, safety, and efficiency standards were met and maintained.
- Ensured the purity of raw materials by conducting quality testing using various analytical methods and instruments. Compared the test results with the pre-established specifications and standards and reported any deviations or non-conformities to the quality control (QC) unit.
- Led a board reclaim project to recycle imperfect gypsum board for reuse, reducing waste disposal costs and increasing raw material availability.

Mill Supervisor

US Army

- Senior advisor to the Squadron Commander for all Communications and IT related projects
- Used phone and email to coordinate mission planning with sister squadrons as well as external civilian and federal organizations
- Presented for approval and implemented a remote work environment for all IT support staff during COVID-19
- Managed day-to-day operations and risk for help desk, information systems, and communications teams, providing reliable and secure network operations, information services, and data management for 500+ military and civilian personnel
- Created and instructed information security training regarding the proper use and risk measures of handling classified and unclassified data for an organization of 300 users while deployed to Afghanistan 
- Led and oversaw various IT/communications projects, including infrastructure re-cabling, SharePoint migration, tactical communications establishment, data lifecycle management, and multiple IT Network Device End of Lifecycle operations. Projects were delivered on time, within budget, and in accordance with quality standards and stakeholder expectations
- Ensured functionality and mission readiness of communications, computer, and network equipment across the organization, valued at over 10 million USD. Managed the security, care, and maintenance of the equipment, following best practices and DoD and NIST Standards for 2 years with zero incidents
- Developed monthly Unit Status Report (USR), compiling all unit inventory, personnel, equipment, and training metrics to be presented to the Department of Defense (DoD) for use in identifying units for future deployment

Senior Consultant (Captain)

Operations Manager | Assistant S3

IT and Communication Lead | Platoon Leader

As a Former Army Captain I'm passionate about helping individuals and teams unlock their full potential. 

Having worked in the Military, Manufacturing, and Financial Services industries I have continued to search for what truly makes organizations successful. From my experience this goal is enabled by organized and useable data. 

Proper use of data assets does more that just allows you to present and inform at all levels of the organization. It allows you to:

- Tell a story
- Take strategic action
- Focus on wins while mitigating losses 

Most organizations face an enormous problem when it comes to organizing, structuring, and using their data in a meaningful way. 

Nexla is primed to solve this problem by streamlining data process to quickly transform raw data into actionable insights. We do this by automating data workflows to enhance responsiveness to business needs. 

This not only speeds up decision-making, but allows for more frequent iterations of data products. 

If you are finding yourself in situations where you have mass amounts of data, but cannot use it to its fullest potential it might be time to reach out for some help.

You can get in contact with us at nexla.com (link in my profile), or send me a message and I'll be in touch.

Lets find some time to talk today!

Casey J. Klein

Rick S.

SVP, Information Security

NYU Tandon School of Engineering

Serve on the Tandon School Cyber Fellows Strategic Advisory Board

Cyber Security Strategic Advisor

UNC Charlotte College of Computing and Informatics

Advisory Board Member

Developed overall organization strategy.
¨ Created and drove a coalition of Europol resources, creating an open source intelligence bulletin capturing and sharing with the public/private sector intelligence relating to cyber crime, terrorist financing, human trafficking, crypto fraud, and other financial and cyber crimes. 
¨ Represented the CISO on the Institute for Security and Technology Ransomware Taskforce. Producing white papers, frameworks, mini pilots with a coalition of private sector experts. 
¨ Produced an industry white paper around the policies and implications of ransomware.
¨ Produced 3 different threat assessments on the cyber implications of Covid-19, the CARES Act and the Payroll Protection Program.
¨ Developed company profiles and cyber risk assessments for more than 25 companies.
¨ Built out and maintained ransomware statistics and the impact to the banks customer.
¨ Built out fraud themes for the rampant unemployment fraud for senior level executive review.
¨ Built out a global strategy for cyber-crime regulations and policies.
¨ Formed a partnership and drove open source analysis of 12 threat actor groups for the World Economic Forum.
¨ Built a resource plan and strategy for the Cyber Crime Atlas for the World Economic Forum.
¨ Created the process and drove out the overall approach to the gathering of intelligence for the Europol Financial Sector Public Private Partnership.
¨ Created the strategy and design of the internal ransomware taskforce.

Vice President, Cyber Crime Sr. Specialist - Cyber Crime Defense

Built out University Strategy, including building relationships with core universities to drive and develop talent.
¨ Drove out the identification of top cyber programs in the effort to build an executive Cyber Development Program.
¨ Created the process for hiring of military candidates through events and mentoring of active service members.
¨ Sit on the firms Consumer Military retention committee to drive retention of veteran talent.
¨ Partnered with NYU to offer a cyber fellowship for current team members providing a low cost, high success cyber
master’s degree.

Vice President, Workforce Strategy

Develop timeline and plan for Charlotte Fintech Initiative.
¨ Built out crisis management playbook should an industry wide outage occur.
¨ Built out communication templates for regulators, media and financial institutions in the event of an outage
¨ Working on a plan to launch an LGBT focused fintech initiative in New York.
Develop business requirements and user stories for an assessment system of record, in addition to aligning efforts
to complete system’s current backlog.
¨ Manage third party consultants, including contract negotiation, invoice and finance management access control.
¨ Manage creation and maintenance of the independent assessment program run book.
¨ Support the FFIEC CAT/NIST and PCI DSS Vertical Leads through their assessments.
¨ Maintain and manage closure of all remediation items aligned to each assessment.
¨ Provide reporting to senior leaders around remediation items monthly, including updated tracking.
¨ Provide data for presentations to the Board of Directors around the assessment process.
¨ Built out SharePoint for the Cyber Resiliency team, including sub sites for each team and vertical.

Vice President, Cyber Security Public Policy

•	Responsible for the overall functional design for three areas of the new home loans platform replacement, which include Document Generation, Document Imaging and Business Intelligence.
•	Drove out the RFP for the Document Generation Vendor
o	Prepared and sent out RFP
o	Developed scoring model and drove out the vendor selection
o	Wrote the Statement of Work and worked through the overall contract negotiations
o	Responsible for defining infrastructure requirements
o	Working through the document review and overall vendor management
•	Responsible for Business Intelligence and Reporting solution for new platform
•	Reviewed and built out Business Intelligence strategy for the new platform.  Worked with Sr. Leadership in driving out the overall infrastructure adjusting the scope due to budget constraints without sacrificing overall strategy.
•	Managed the report development process reviewing the current state strategy, which included a review of more than 500 current state reports.  Based on the new strategy this number was reduced to 60.
•	Managed the integration of the new imaging platform working with the imaging strategy project to ensure cross project integration was maintained.

VP, Sr. Technology Manager

Develop and sponsor tactics to achieve strategic objectives across the Centralized Sales line of business. Develop and implement programs, projects and processes for Centralized Sales Service Delivery. Provide technical leadership for work teams. Responsible for Relationship Management / Account Management for Centralized Sales in all information technology activities. Serve as a single point of contact for the client managing initiative-based portfolios in a multi-matrixed environment. Escalation point for unresolved problems, complaints and complex service requests. Execute a portfolio using consulting skills and conflict resolution, proactively drive innovative business solutions, and use technical, enterprise, and business knowledge to work across structures to meet customer needs.

Vice President, Sr. Service Delivery Manager

Manage the documentation and development of .Net applications with a team of off shore developers.  

Manage a team of Business/Data Analysts and developers.  Projects include:
•	Cross Divisional support of reporting data and applications.  
•	Internal development of various .NET applications that will increase productivity and decrease Turn Time.  
•	Automation of reports.  
•	Documentation of data needs
•	Creation of Policy and Procedures
•	Creation of documentation standards ensuring that all documentation meets SOX compliance standards.  
•	Creation of both business requirements and functional specifications for various internal applications, ensuring that business needs are met.  
•	Work with business partners in defining requirements and assisting in meeting overall data needs.

AVP, Business Systems Analysis - Business Intelligence

Managed cross divisional relationships with all levels of
management to ensure agreement across all facets of the 
business on technology solutions

Worked with Senior Management on strategic projects
including a reduction in turn time and improved processes
through improved technologies

Managed lead management systems to ensure all leads 
coming from the internet and third party vendors were 
received and distributed correctly.
 
Worked with Business stakeholders on many projects to
improve process, ensure compliance and improve workflow 
through various technology initiatives.

Designed training materials, user guides and 
presentations for both internal corporate help desk 
personnel and external loan specialists ranging from how 
to diagnose internet issues to “how to” guides for using 
corporate standard systems.

Six time Gold and a Platinum recipient of Countrywide’s 
FASTER Process Improvement methodology.

Project Lead

Blue Hammock

Overall management of the entire project including tight timelines, Functional and Technical staff.  This also included management of the overall project budget, project plan and client relationship.

Managed multiple projects at one time ensuring the projects stayed in scope and on track.  Completing projects on time (or early) and on budget.

Worked with a team (both consultants and clients) through scope definition, requirements, design, development, testing, and issue resolution.  This included all documentation of business processes, functional requirements, users guides and training materials.

Facilitated user sessions from Senior Management to end users for discovery of Training Requirements and Siebel Training Design.

Sr. Consultant

Stamps.com

Development and implementation of all Siebel application processes for the outsource company, which included all training materials, quality monitoring procedures and user manuals for technical support staff.

Participated in the design and implementation of Siebel Call Center, which involved the creation of all training materials and user guides for use throughout the organization.

Created and managed the consistency of all knowledge base documentation

Met with business owners an gathered user requirements for Siebel and HP OpenView documenting requirements, process flows and overall project scope.

Project Managed the outsource development and implementation, which included needs analysis, process documentation on-site setup and management and all outsource hiring criteria.

Managed the development and growth of a staff of ten

Training and Documentation Manager

Internet Revenue Network

Built the Customer Support department on paper.  Researched and wrote an RFP for a CRM product.  Reviewed, purchased and implemented the CRM product.  Put together budgets and hired staff.

Director, Customer Support

Disney Interactive

Put together business analysis/design,  gathering needs assessment  and creating training and managed the overall implementation of the internal and outsourced call center

Designed the plan, the gathering of needs and training for an internally developed bug tracking system

Managed the outsource implementation process which included the overall Outsource selection, technology requirements, project plan, contract review and approval, hiring criteria and overall training and development.

Managed an outsource staff in the implementation of all Disney requirements, overall on-site management ensuring that all agents were trained and ready for the influx of calls during the holiday season.

Training and QA

Bank

California Federal Bank

New Accounts

Articulate and inventive leader with a track record of success building and maintaining relationships with key decision makers, vendors and other stakeholders to define data standards, reduce risk and drive process improvements, while educating and maintaining security protocols and policies.  Creative, analytical approach to cost and resource optimization. Natural talent for establishing large-volume, high-profit accounts with excellent levels of retention and loyalty. Recognized for innate ability to capture buy-in and heighten stakeholder engagement across the full project life cycle. Successful collaborator across industry and sector, excelling in building bridges across the public and private sector. 

If interested in skills and experience, please ask.

taplio

The Battle

Casey J. Klein

Rick S.

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