Jerry focuses on technology-related planning, including strategic planning, risk, business continuity, security and organizational analysis, among other areas for financial institutions. Jerry also specializes in serving as a virtual CIO in financial institutions sizing from 100 million to greater than five billion.

Jerry’s financial institution experience came firsthand while holding key IT, operations and risk positions within a 1.1 billion dollar bank. Jerry led the merger of seven individually chartered banks that included a core and internet banking software change. The merger led to changes in the organizational structure, in which, identifying and implementing newly created positions to help support today’s technology and industry channels were necessary.

Jerry also served as a board member for the bank, SHAZAM, was an Enterprise Risk Committee Chair and is a Graduate School of Banking Colorado alumnus.