Experienced, results-oriented IT professional with over 17 years of visible achievements leveraging technology to provide unique solutions; thereby increasing the operational effectiveness. Using innovative and analytical problem solving abilities, I have not only met, but exceeded expectations in challenging, fast-paced environments.

This is what I do best.


Extensive experience engaging all levels of an organization – from C-level to team members

Award Winning

Perennially recognized as most valuable team member for dedication, innovation, and results

Diverse Users

Natural ability to bridge the gap between highly technical resources & business stakeholders


Demonstrated managerial success in a team atmosphere by integrating leadership qualities with technical expertise

Outside the Box

Creative problem solver with ability to think outside the box in all aspects of technology – from back to front office

Public Speaking

Accomplished public speaker for small, medium & large audiences

Work Ethic

Unsurpassed work ethic that ensures the task is completed at the highest quality

Team Builder

Flexible team player with successes leading cross functional teams


Spinzo Corporation
2012 - Current | Saint John, NB

Assured the successful execution of Spinzo’s business mission through development and deployment of a custom built web platform and supporting resources.



  • Assured the successful execution of Spinzo’s business mission through development and deployment of a custom built web platform and supporting resources
  • Identified opportunities and risks for delivering Spinzo’s pricing solution including:
    • Identification of competitive services
    • Opportunities for innovation
  • Assessment of marketplace obstacles and technical hurdles to the business success
  • Identified technology trends and evolving social behavior that may support or impede the success of Spinzo
  • Evaluated and identified appropriate technology platforms for service and platform delivery
  • Led strategic planning to achieve business goals by identifying and prioritizing development initiatives and setting timetables for the evaluation, development, and deployment
  • Developed and executed an enterprise-wide information security plan that protects the confidentiality, integrity, and availability of the company’s data and servers
  • Direct development and execution of an enterprise-wide disaster recovery and business continuity plan
  • Established an application deployment process and supervise deployment to staging and production servers
  • Monitored application performance and reviewed any application failures in staging or production
  • Established and monitored a web analytics regime that measures site traffic and application usage relative to business goals
  • Supported the marketing process by providing implementation of technical requirements for Internet marketing and search engine optimization
  • Oversaw all facets of implementation/execution of Spinzo's social media strategy
  • Established a customer service and support process to integrate with the software engineering process to support resolution of customer issues and improve application usability
  • Administered corporate email service
  • Set up and administered a software revision control system and repository [GIT]
  • Performed both Sales and Sales Engeineering roles for SMB and Enterprise clients

Managing Director

UrTek Solutions Inc
2011 - 2012 | Saint John, NB

Create, manage and execute over vision while managing day to day direction & operation of the company.


Managing Director

  • Engaged SMB stakeholders to analyze & advise on technology solutions to increase the technology ROI
  • Clients encompassed various industries that posed unique challenges requiring unique solutions – representative list included real estate, insurance, & medicine
  • Handled tasks of providing technical direction for developing, designing & integrating systems
  • Developed custom web applications utilizing technologies such as PHP, MySQL, & Drupal
  • Leveraged SaaS organizations to provide the most useful and cost effective solution for clients
  • Implemented Cloud Computing model featuring Google Apps – annual client savings of > 30K
  • Coordinated & implemented effective social media strategy for increased brand awareness
  • Responsible for all facets of the business including but not limited to:
    • Identifying & evaluating opportunities
    • Solution design & development
    • Project management
    • Corporate strategy
    • Contract negotiations
    • Sales & marketing
    • Accounting & payroll
    • Business growth & development

Vice President - Global Support Services

Eagle Investment Systems (BNY Mellon)
2008 - 2011 | Newton, MA

Oversaw all aspects of client education experience for the organization -- from sales to support.


Vice President - Global Support Services

  • Increased margins by leveraging new revenue streams based on client analysis
  • Interacted with clients & internals to analyze requirements and create effective education plans for front, middle, and back-office modules
  • Managed team of IT and Financial professionals generating over 750K in revenue
  • Researched, designed & led development on LMS implementation to increase team operational effectiveness and adherence to Bank of New York Mellon corporate compliance
  • Held leading role in corporate knowledge management strategy implementation
  • Led project analysis team for design of software certification program for implementations
  • Implemented and maintained Oracle based environments for internal & external use
  • Provided on-boarding program for new employees to decrease time to become billable and increase level of comfort during the transition period
  • Provided mentorship within group

Manager of Web Based Architecture & Training

Eagle Investment Systems (BNY Mellon)
2002 - 2008 | Newton, MA

Oversaw all facets of the development & implementation of an WBT offering in addition to contributing to larger educational initiatives.


Manager of Web Based Architecture & Training

  • Proposed, implemented & led use of online technologies to increase education based revenue
  • Significantly reduced operational overhead of the group by developing custom web applications to oversee many administrative functions
  • Increased group profits by more than 20% by developing new streams of revenue
  • Architect & developer of e-learning programs utilizing Flash based media
  • Developed web-based participant evaluation solution & online exams utilizing ASP & SQL Server
  • Recipient of Eagle Q3 [2003], Q2 [2005] & Q3 [2006] employee achievement award for outstanding contribution to the company
  • Developed curriculum for modules of the Eagle PACE Data
  • Worked with developers & implementation staff to document system processes/functions
  • Developed / Implemented customized training based on client requirements
  • Management solution including:
    • Eagle ETL [Uploaders / Exporters / Message Center]
    • Financial Reporting Using OLAP & .NET
    • Data Model [Oracle & SQL Server]
    • System Administration / Configuration / Optimization [Eagle Data Steward]
    • Data Warehouse Management [SRM / Data Mart / Best Pricing]
    • Eagle Portal Configuration Using ASP

Senior Technical Trainer / Implementation Consultant

SKYVA International (ABB Ltd)
2001 - 2002 | Medford, MA

Wore several hats that included documentation, training, and implementation with focus on UI.


Senior Technical Trainer / Implementation Consultant

  • Conducted skyva solutions and platform training for internal and external participants
  • Development of all courseware including presentations, instructor scripts, tutorials, and exercises
  • Courseware topics included web application design (JSP,skyva web pages, HTML) and skyva technical infrastructure (J2EE, XML)
  • Built individualized B2B solutions using skyva's Application Framework and intelligent agent technology for Advanced Planning and Scheduling (APS) and Order Execution
  • Performed Quality Assurance activities that included review of functional requirements, design documents, code and QA test plans as relevant to areas of specialization

Senior Technical Trainer

ATG (Oracle)
2000 - 2001 | Cambridge, MA

Developed and offered technical product training for both internal and external participants.


Senior Technical Trainer

  • Successful training of over 300 students on the Dynamo online customer management platform
  • Taught classes with technical [Java/JHTML] and business focus [CRM]
  • Developed courseware [web applications and Customer Relationship Management]
  • Worked with Dynamo technology to develop in-house personalized web applications

Web Content Manager

1998 - 2000 | Halifax, NS

Served as one of the driving forces behind development and release of online immigration solution for Canada.


Web Content Manager

  • Successfully released online immigration solutions using ASP, VB6, & MySQL technology
  • Oversaw content creation and application implementation
  • Team Lead for participation/presentation in Korean Immigration Expo
  • Business model focused on both B2B and B2C commerce
My Formal Education
While I have learned many things on the job, there is still lots of room for formal education.

Information Technology

Dalhousie University

Computer Education

University of New Brunswick

History & Computer Science

University of New Brunswick

Information Technology

Information Technology Institute

What people are saying

He has great poise and composure and is someone I would recommend having in front of your most important clients without hesitation.
- Paul Leone

He is a top-notch employee who is extremely smart, dependable, innovative, and trustworthy. He is extremely adept at working independently, and he consistently seeks out new ways to improve existing processes.
- Sue Dias

He sincerely listens to what you think you need, and then gently pushes you out of the 'box' and shows you what is possible.
- Sarah Alexander

On each occasion he's provided first class educational services and creative out of the box solutions to our business requirements. Joe is very professional, easy going and excellent at explaining complex subjects in a straight forward manner.
- Hugh Livingston
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