Executive Summary
I am a Chief Information Officer and operations executive with more than two decades of hands-on experience building and running technology, infrastructure, and operations across distribution, food service, logistics, and rentals businesses. My track record spans 12 M&A integrations, 6 ERP conversions, and the kind of operational continuity work — zero ransom payments, zero data loss, zero failed integrations — that protects equity value in high-stakes environments.
I operate at the intersection of technology and operations — frequently serving in a CIO/COO capacity because the owners and investors I work with need an executive who understands both systems and the business outcomes those systems are supposed to deliver. My current engagement at Julius Silvert Inc. includes full P&L accountability, a Dynamics 365 F&O digital transformation, a US patent-pending AI platform, and the acquisition and integration of a sister company.
I am available for full-time CIO or CIO/COO roles with PE-backed platforms and family-owned operators in distribution, logistics, rentals, and adjacent industries. I am also available for defined fractional and advisory engagements where speed of impact is the priority.
How PE and Family Owners Engage Me
Integration Lead
Brought in pre-close or at Day 1 to own the full technology integration workstream. Systems consolidated, data migrated, operations maintained on a 90-day cycle.
Interim / Full-Time CIO
Embedded executive leadership for companies in transition, growth, or modernization. Available full-time or as a defined interim placement.
ERP & AI Modernization
End-to-end ownership of Dynamics 365 F&O, analytics buildout, and AI deployment from pilot to production with board-ready reporting.
Governance & Technology Audit
Rapid assessment of technology posture, vendor contracts, security exposure, and roadmap alignment — delivered as a board-ready report.
Experience
Julius Silvert Inc. — Chief Information & Operations Officer
- Driving 90%+ completion of Dynamics 365 F&O migration, replacing a legacy ERP in a 110-year-old distribution business
- US Provisional Patent holder for MenuMatch / MenuIQ — AI-powered menu intelligence platform transforming how food distributors serve restaurant clients
- E-commerce platform now drives 50% of all order entry, with a 26% average order value increase post-launch
- Delivering 99% pick accuracy and near-100% on-time delivery — strongest EBITDA performance in the company's 110-year history
- Led acquisition and operational integration of Charm City Prime (custom butchery and provisions), serving as operating executive for both entities
- Comcast Business SD-WAN network modernization — featured in national press release as enterprise technology case study
Charm City Prime — Operating Executive
- Overseeing day-to-day operations following acquisition by the Julius Silvert ownership group
- Building vendor relationships, operational systems, and fulfillment infrastructure from the ground up
- Operating as part of a unified technology and operations leadership model across the combined entity
National Rentals Company — Chief Information Officer
- Served as CIO for a $400M+ national rentals operation across 30+ locations for 15 years
- Executed 12 M&A integrations with full systems consolidation, zero failed conversions, and a 90-day average cycle
- Led 6 ERP platform conversions (SAP, Dynamics NAV, Dynamics 365 F&O) supporting national expansion
- Built IT infrastructure from the ground up: national network, data center architecture, disaster recovery, and security program
- Grew and retained a 25+ person technology team across 28 locations with a 96% retention rate over 15 years
- Preserved $5M+ in capital across 3 cybersecurity incidents through zero-ransom protocols and 24-hour recovery capability
SecureX Advisory — Board Advisor, Technology & Cybersecurity
- Advising technology and cybersecurity strategy for leadership teams and enterprise clients
- Guiding executives navigating AI adoption, technical debt reduction, and modern CIO operating models
Technology & AI Expertise
ERP & Operations Platforms
AI & Automation
Infrastructure & Security
Data & Analytics
Digital Operations
Education
- MBA — University of Phoenix
- MS, Information Systems — University of Phoenix
- BS, Computer Technology and Computer Security — Drexel University
- Executive Education — Harvard Business School
Recognition
- 2025 Philadelphia ORBIE Award Winner — Technology Leadership
- US Provisional Patent Pending · MenuMatch / MenuIQ AI Platform (#63/832,202)
- Featured: Comcast Business Press Release — Julius Silvert SD-WAN Network Transformation
- Co-Chair, PhillyCIO Advisory Board
- Adjunct Professor of Computer Science, Rowan University