Trust

Incubating trust-enabling infrastructures required to realize the potential of e-business.

IT Security - PKI

Planning for the deployment of public-key infrastructures (PKI) to support e-business applications.

B2B e-Business

Planning and managing the deployment of technologies and applications for EDI, document translation, messaging & e-mail, bill presentment & payment, and procurement.

Professional Profile

• Known for innovative strategic leadership and expertise in public-key infrastructures (PKI) and trust enablement;
• Frequent speaker and commentator at information technology seminars and conferences, and author of published thought-leadership papers and courses;
• Motivated by challenge, change, vision for new frontiers and acting as trusted advisor to clients, including C-level executives, needing to translate their business objectives into technology-assisted solutions; and
• Accomplished at achieving extraordinary business results and stimulating new growth opportunities through analysis of markets, industry trends, economic conditions and formation of synergistic business alliances.

Work History

Managing Consultant

Responsible for developing trust, PKI, authentication and electronic signature solutions business opportunities and managing consulting engagements.  Acted as Enterprise of the Future Lead for Trust-enabling Services, a global IGS initiative by IBM Distinguished Engineers to recommend a future services strategy for IGS with a two to five years horizon.

• Aligned the trust enablement vision for e-business to IBM’s newly defined Business on Demand strategy;
• Exclusively engaged by security technology vendors as their "advocate" inside IBM;
• Won and managed first ever Canadian annuity contract for an "on demand" PKI-based security technology solution, worth $1.2m over 5 years; 
• Spearheaded winning of a $400K "on demand" ASP security and privacy assurance engagement with a Canadian provincial healthcare organization;
• Secured two retainer-based engagements for ongoing consulting work; and
• Formulated IBM’s PKI strategy for the entire financial services sector in Canada.

Senior Trust Solutions Consultant - Global PKI Center of Competency

Responsible for incubating the Global Trust Acceleration Center, within the PKI Center of Competency, bringing new points of view to clients worldwide to assist them in pursuing innovative new business models supported by industry-specific trust-enabling solutions (primarily in healthcare, financial services, distribution and public sectors).  Provided subject matter expertise and support to IBM’s marketing, sales and engagement delivery teams.

• Created a vision for Trusted e-Business and formulated the industry’s first, comprehensive Trust-enabling Services Framework and demonstrated how it maximizing value for e-marketplace, e-government, consumer packaged goods and financial services industry initiatives;
• Applied the Trust-enabling Services Framework that defines the services required to establish and ensure trust in electronic information being relied upon throughout the lifecycle of a business transaction to the trust enablement needs of B2B e-marketplaces, healthcare (HIPAA), financial services (payments, fraud and Basel II) and governing bodies;
• Delivered $5 million in PKI business worldwide and opened the doors to numerous opportunities for both the Security & Privacy and other practices throughout IGS;
• Expanded existing client engagements by introducing additional security and trust services that span IGS business units;
• Added value to Account Executive sales calls by delivering a Trusted e-Business message that resonates with C-level executives, outside the IT organization;
• Developed and delivered more than 20 original, thought leadership presentations on PKI and trust for both internal and external audiences, which opened new business opportunities; and
• Influenced IBM’s global marketing message for Security and Privacy by including trust value statements targeted at line-of-business executives.

IT Security Consultant - PKI

Responsible for deliver consulting services to clients on PKI requirements, IT security assessments and design, and privacy policy development.  Accountable for all business consulting activities that included the development of the business strategy, business requirements, business value assessment, legal liability analysis, governance materials, legal framework (including: by-laws, system operating rules, certificate practice statements, certificate policies and contracts), and compliance criteria for the Canadian Payments Association (CPA) PKI engagement.  Managed and conducted IT security controls assessment projects, based on the BS7799 Code of Practice for Information Security Management, for government and financial services organizations in Canada and the United States.

• Successfully devised and executed a novel, winning strategy for securing the Canadian Payments Association root CA PKI engagement by assembling and managing an international consortium of external legal experts.  This was the largest security engagement in the history of the Security & Privacy practice in Canada and the third largest IGS security and privacy engagement in the world.

Product Line Manager

Accountable for maximizing the value proposition of  a suite of business-to-business electronic commerce products, which required inventing cost effective, paradigm shifting solutions.  Service components included web forms documents (incl. EDI), digital certificate security and knowledge asset management.  Performed product development and product management duties from initiation to production, through end-of-life.  Assumed a leadership role and accountable for all phases of a product’s lifecycle: customer requirements acquisition and formalization; concept; investigation; design; production; validation; enhancement; post-production; and end-of-life transition.  Represented product interests as a member of a cross-functional project team that was responsible for product delivery.

• Realigned product development efforts towards strategic components of the product offering.

Executive Vice President

Responsible for managing an international research and development effort for a PKI management software product.   Built and managed a product management team, developed a market strategy, supervised a remote software development office in Israel, contributed to corporate governance initiatives, protected corporate assets from foreign interests and represented the company in domestic and international markets.
 
• Successfully repatriated corporate intellectual property assets and saved the company from losing its core business assets to foreign interests.

Director of Strategic Marketing

PKI-based Internet security market and technology assessment and recommendations on product requirements and market positioning.  Acquired an in-depth knowledge of public-key cryptography applications for encrypted communication via e-mail, access control and digital signatures, as well as issues related to certificate management and establishing trust in public keys.
 
• Repositioned and refocused product development efforts toward the company’s core competencies.

Entrepreneur:  Consulting

Contract trainer and consultant for Data-Tech Institute of New Jersey, for course preparation and delivery throughout North America.  The two-day executive courses were entitled “Doing business on the Internet” and “Marketing on the Internet”.

In partnership with Team Works of Toronto, launched NetVision, an Internet Strategic Planning Workshop, which combined a seminar about the implications of the Internet with a facilitated planning session that helped management participants to set realistic goals for doing business online.

Entrepreneur:  Product Management

1990 January – 1995 February

Designed and developed two software products, called President's Planner and Partner's Planner, and strategically positioned and sold them via a variety of direct selling initiatives that included telemarketing, direct mail and a pioneering electronic commerce initiative on CompuServe (this predated the popularization of the Internet with the World Wide Web).
 

• Invented a proprietary, natural-language expert system that interprets the meaning of statements entered in English, within the context of a personal information manager; and
• Awarded with "a big Chaos Manor Orchid" by Jerry Pournelle, BYTE Magazine, April 1993.; and
• Secured premium price points, the highest market penetration and acceptance and unrivaled customer satisfaction.

Canadian Branch Manager

Established Canadian sales and support office.

Marketing Representative - Reseller Channel

Co-founding member of Lotus' first office in Canada.

Education

Bachelor of Commerce Degree

Authorship

• “Innovative Trust-enabling Services”, whitepaper for IBM Global Services’ Enterprise of the Future initiative, 2003;
• Interviewed for “Trust: Opening up the opportunities of e-business”, by IBM’s Peter Andrews for Executive Tek Report, 2002, available at http://www-1.ibm.com/services/insights/etr_trust.html;
• “Trusting Information – Not the Source”, presentation sponsored by The Canadian Information Processing Society (CIPS) and IBM in 2002;
• “Trusting Information Beyond - Public Keys”, RSA Security Conference, San Jose, February 2002;
• “e-Trust:  Establishing consumer confidence in online commercial transactions”, Electronic Security & Privacy 2001, 2001;
• "Beyond PKI:  Toward a Comprehensive Trust Model for Emerging B2B e-Markets, Entrust SecureSummit 2001;
• “Trust:  The business case for privacy in B2B e-marketplaces”, Zero-Knowledge Privacy by Design Conference, 2000;
• “Trust:  The foundation for value in B2B e-Marketplaces”, Ventro Leadership Forum, 2000;
• “Beyond PKI:  Toward a comprehensive trust model for B2B e-Marketplaces”, SecureWorld 2000;
• Member of the Editorial Advisory Board for CyberSecurity Advisor, published by Aspen Publishing;
• "Public Key Infrastructures (PKIs): Securing transactions in an evolving PKI environment", e-Security 2000;
• Conference presentation: "A PKI Primer:  What every good corporate lawyer should know about today's most advanced approach to security on the Net”, NetLaw 2000;
• “Business Solutions Enabled by PKI –  How to identify a killer application for PKI”, corporate  presentation to a financial institution, 1999;
• "Trust: The equity of the digital economy", paper, 1998;
• "From sales to business facilitation on the Internet", article, 1996;
• "Beyond the web: Doing business as a member of a virtual community", presentation, 1996;
• "Marketing on the Internet", course, 1996;
• "Doing Business on the Internet", course, 1995;
• "Success Strategies for the Internet", course, 1995;
• "Guard your technology investment", security product review article, 1990; and
• "President's Planner" and "Partner's Planner", software, 1990.

Professional Development

Attended consulting training courses.

• Architecting Secure Solutions, 2001
• Speaking with Impact, 2001
• Project Management, 2000
• IT Process Model, 2000
• Professional Consulting Workshop, 1999
• Security Consulting Methodology, 1999
• PKI Deployment Methodology, 1999

Attended RSA Conference.

Attended meetings of IETF and NCSA.

Active Member of the Software Publishers Association.

Personal Achievements

• Received an IBM Special Achievement Awarded for having devised and successfully executed a winning strategy to secure a Canadian financial services industry root CA PKI consulting engagement;
• Promoted to Executive Vice President of Diversinet Corp. within 3 months of being hired as Director of Strategic Marketing;
• Phase III Computing’s President's Planner was awarded "a big Chaos Manor Orchid" by Jerry Pournelle, in the April 1993 issue of BYTE Magazine; 
• Increased sales 400% in Canada for Quarterdeck Office Systems;
• Achieved 3,000% of quota at Lotus Development Canada, upon launch of HAL/1-2-3 Bundle and evaluated "Excellent Performance" for 1987;
• Awarded Lotus’ "Eastern Region Marketing Representative of the Quarter" for the third quarter of 1987 and a "Discretionary Bonus" for creative, new sales activities in the second quarter of 1988;
• Promoted to an upgraded level of Marketing Representative at Lotus, in July 1988;

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Published January 11, 1998; Modified June 4, 2003
Please note that some links lead to dated information.