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 Expert  729475

Expert in Strategic Sourcing: Identity, Privacy, Security; Business Process Management

Available for your Consulting and Expert Witness Needs

Pennsylvania (PA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert has over 35 years of experience marketing and selling to the government. He is well versed in the US Federal Acquisition Regulations (FARs) and Defense FARs (DFARs) and is responsible for creating legal precedents in the procurement of information technology. He also understands the Internation Traffic in Arms Regulations (ITAR) He is intimately familiar with the federal procurement cycle and regularly advises clients (including major government contractors) on capture strategy and proposal development.

For IBM's Security and Privacy consulting practice, he led development of winning solution for phase II of National Security Agency's High Assurance Platform multi-level security (MLS) for workstations. He also led creation of technology offering to prevent terrorist entry into Federal government buildings and disaster sites. He also managed the transition of a security operations center (SOC) for the Dept. of Homeland Security. After leaving IBM, he developed a framework for trusted identity and currently leads the development of an auditable trust framework for e-commerce as co-chair of the Kantara Initiative Privacy and Public Policy working group. He also assisted in implementing an integrated security solution for the US Patent and Trademark Office.

Expert attained IBM's "expert" certification in process design, optimization, and management. He has leveraged his skills to harmonize service delivery across multiple geographies and address multiple process gaps discovered in a failed security audit for a major client.

Expert developed expertise in strategic sourcing while serving as technical solutions manager at IBM. He designed both generalized offerings and customized IT outsourcing solutoins for several of the world's largest enterprises. As strategic sourcing has moved on, he now advised potential buyers of services that include cloud computing and business process outsourcing. This includes defining requirements, evaluating vendor solutions, as well as providing negoiation assistance.


contract bid evaluation


Federal Acquisition Regulation


federal specification




Standard of Identity


business process management


process assessment


business process re-engineering


process optimization




cloud computing

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Elizabeth, New Jersey;  Trenton, New Jersey;  Philadelphia, Pennsylvania;  Allentown, Pennsylvania;  Reading, Pennsylvania;  and Baltimore, Maryland.

Year   Degree   Subject   Institution  
1974   MA   Economics   Tufts University  
1974   BA   English, Economics   Tufts University  

Work History:
Years   Employer   Title   Responsibilities

2008 to




Principal Consultant


Expert provides clients with expertise and insight in the following areas:

IDENTITY, PRIVACY, SECURITY • Simplifying authentication and authorization while empowering users to control their personal information. • Providing a mechanism to allow people to better control the personal information • Conceived an architecture to enable the next "internet" tsunami and redefine electronic commerce • Working to broker de facto open standards to support the cost-effective incremental build-out of a identity-based Service-Oriented Architecture (SOA) constellation that will provide o Global interoperability o Reduced fraud o Reduced identity theft • User control of Personally Identifiable Information (PII) to enhance privacy. • Developing intellectual property to support implementation of these standards for governments, commercial entities, and end users. • He has three patents (pending) in this area.

BUSINESS STARTUPS • Working with startup businesses to develop compelling business plans to generate equity participation • Providing startups with the programmatic discipline and work products to foster successful business plan execution • Assisting developers of emerging technologies to properly protect their Intellectual Property • Transforming emerging technologies into solutions to tactical client problems.

BUSINESS PROCESS MANAGEMENT • Development and documentation of new business processes • Reconciliation of competing business processes (common in merger and acquisition environments) • Optimization (re-engineering) of business processes

CROSS-CULTURAL PROBLEM SOLVING • Facilitating foreign operations whose effectiveness is constrained by culture, law, or environment • Assisting domestic businesses open effective foreign operations • Facilitating solutions that require interdepartmental cooperation where interdepartmental trust and respect is lacking

STRATEGIC SOURCING • Defining requirements for prospective RFPs • Evaluation of strategic sourcing alternatives including cloud computing and business process outsourcing • Negotiation assistance in sourcing of services.

1996 to 2007




Technical Solutions Manager


Directed development of technical solutions and cost cases for successful global solutions for IBM's leading revenue-generating engagements ($100M-$3B). Managed global teams of architects, financial analysts, account executives, and other TSMs in developing technical proposals.

Devised strategic plans for IT outsourcing business. Identified market requirements, defined new service offerings, and drove enhanced competitiveness into existing service offerings.

1980 to 1996


RMTC Systems


General Manager


Strategized and implemented marketing plans for commercial and government sectors. Directed the development of Request For Proposal (RFP) responses, technical solutions, and product/service delivery. Hired, managed, and coached technical staff.

Personally pioneered industry innovations, including attachment of large hard disks to PCs for IBM Corporation; integrating 9-track tape subsystems with PCs for US West (now Qwest); developing one of the first portable tape drives for the IBM PC XT; and developing a monochrome graphics adapter for the Leading Edge Model D PC.

1974 to 1979


Energy Resources Co. Inc.


Senior Scientist


Identified and secured commercial and government clients for a multidisciplinary research and consulting firm. Developed proposals for energy and environmental policy analysis and engineering technology assessment projects. Led technical solution development and delivery of economic impact analyses. Directed high-level engineering/scientific project teams.

Managed the development of a modular, transportable unmanned, robot-operated, solution for demilitarizing the entire range of chemical weapons in the US arsenal, including small arms ammunition, mortar and canon shells, bombs, and spray tanks.

Career Accomplishments:

Kantara Initiative; International Information Systems Security Certification Consortium, Inc., (ISC)²; Greater Philadelphia Senior Executive Group; Mid-Atlantic Consultants Network.


Certified Information Systems Security Professional (CISSP).

Professional Appointments

Co-chairman of Privacy and Public Policy working group of Kantara Initiative.

Publications and Patents Summary

He has several publications, including numerous technical reports published by agencies of the US Government.

PATENTS (PENDING) 1) Methods and apparatus related to document processing based on a document type. 2) Methods and apparatus related to transmission of confidential information to a relying party. 3) Methods and apparatus for transacting with multiple domains based on a credential.

Selected Publications and Publishers  
 - Technology Review (MIT)  

Government Experience:
Years   Agency   Role   Description
2008 to 2009   US Patent and Trademark Office   HSPD-12 consultant   Expert architected an integrated Physical Access Control System (PACS) and Logical Access Control System (LACS) complaint with the anti-terrorism HSPD-12 mandate. He designed the interfaces between the Siemens PACS and the MS Active Directory. He also architected the process integration among the Security, IT, HR, and Procurement departments necessary to register employees and contractors.
2007 to 2007   US Customs and Border Protection   Transition Operations Manager   Expert managed teh standing up of a Security Operations Center (SOC), Network Operations Center (NOC), and Servie Desk after the separation from Immigration and Customs Enforcement.

Consulting Services:
Selected Consulting Examples:
  • Devised a winning solution for an aerial traffic reconnaissance system capable of identifying vehicles by type (e.g., car, pickup, SUV, semi), direction and velocity in all weather conditions. Leveraged experience in sensor technology, including pattern recognition, to provide a lightweight, all weather solution that could be mounted on small aircraft to provide continuous monitoring. The solution included a data link to a ground station to allow the surveillance to be immediately used and/or stored for later analysis.
  • Devised strategy and managed the development of a proposal to provide a wide range of information technology services to the Dept. of Veterans Affairs. Strategy included customer contact plan, development of Win themes, proposal design and management of the proposal team for a large federal contractor.
  • Provided insight into potential "Do Not Track" regulations being considered by the Federal Trade Commission. The co-chairman of the global Privacy and Public Policy working group of the Kantara Initiative, Expert is an authority on identity and privacy issues and regularly provides insight on this dynamic area.
  • Described the range of go-to-market strategies used in the IT secuirty oursourcing market for prospective new entrant in the market.Also provided insight into the strategies used for a wide variety of managed services.
  • Provided guidance on forthcoming compliance area in data security that will require comprehensive destruction of data. Prompted by increasing costs of holding data resulting from impending privacy regulations, the economics of acquiring personally identifiable information will be transformed from "collect everything" to a strategy of selective collection and regular pruning of data that is no longer cost-justified to maintain.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Testified at public hearings held by US EPA on proposed noise abatement regulations for wheel and crawler tractors.
Recent Litigation Client Requests:
  • Expert for consulting on Facial recognition and matching from security video.
  • Expert in aircraft simulator parts for federal criminal case involving ITAR and aircraft parts.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
to   India   He spends 5 weeks in India every 18 months or so working on various projects with clients both in the US and in India. He has worked in seven different states throughout India, dealing with the variety of India cultures.
1999 to 1999   China   He has made two month-long sojourns (one in 1995 and one in 199) to southern China (Guangdong and Hunan) and continues to work with Chinese ventures based both in the US and in China.
1998 to 1999   Global   Devised a global solution to outsource the desktop IT functions a major pharma in multiple countries in the Americas, Europe, and Asia. Harmonized services levels across the globe, overcoming differences in legal and environmental infrastructures in each country.
2002 to 2002   Global   Harmonized cost-case across 20+ nations around the globe to support the oursourcing of all IT functions for a global auto parts manufacturer. The solution included standing up new systems and segregrating systems as the enterprise was divested from a large parent.
2006 to 2006   Singapore   Invited by local team to provide technical and cost review of proposal technical solution to outsource functions of government agency. Developed marketing strategy assistance to local team.

Market Research:
His client involvement has generally been at strategic levels, providing him with significant insight into the various lines of business including the following commercial and governmental fields:

aerospace & defense, commercial banking, investment banking, consulting, information technology products and services, logistics, manufacturing, large pharma, telecommunications,

Defense, Intelligence, Civil, and State.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Control Objectives for Information and related Technology (CobIT) Foundation Certificate, 2007. Certified Information Systems Security Professional (CISSP), 2006. Advanced Process Architect certification, IBM 2005 Advanced Technology Consultant certification, IBM 2003 Project Management Masters Certification, George Washington University, 2001

Supplier and Vendor Location and Selection

Strategic sourcing is one of the pillars of Expert's consulting practice. In this role, he

defines client requirements for prospective RFPs, evaluates strategic sourcing alternatives including cloud computing and business process outsourcing, and assists in vendor negotiations on the sourcing of services.


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