Vice President, Head Of Trust Services Technology
CurrentKey role focused on modernizing the TIAA Trust Services (a TIAA wealth management business) technology platform enabling transition to a data driven organization.Developed technology strategy and roadmap to materialize it. Established data and integration strategy and architecture. Led conversion of core record-keeping system from a legacy mainframe system to the real time SEI Wealth Platform (SWP) leading to marked improvements in business agility, operational efficiency, and risk management. Assets have since grown > 50% to $42B.Led development of business case and managed annual budget of $10MM. Negotiated supplier agreements. Formed and managed matrixed teams of > 100 for enterprise-wide data and document integrations. Managed risk with supplier SLAs, multistage testing with end-to-end test environments, and deployments in dark.Integrated TIAA datacenters with SEI’s; and TIAA enterprise applications with SWP. Enabled industry leading client experience (CX) with delightful and performant web and mobile channels. Led data engineering effort for development of 400 interfaces (based on Java based web service APIs for real time data and IBM DataStage ETL) with agile methodology. Established analytics dashboards with Tableau. Supporting AI technologies implementation to improve efficiency in client interactions. Achieved reliability in client and associate experience efficiently by automating systems monitoring, data quality monitoring, and testing. Migrating applications to AWS and Oracle Cloud.Transitioned delivery from projects to product management to efficiently cater to changing business needs. Reallocated IT budget to client facing enhancements by streamlining operations. Optimized Software delivery by adopting agile development best practices and CI/CD. Advised C-Suite on data governance and security. Interfaced with auditors and regulators.Received the highest annual review rating: Exceptional, for successful wealth management core conversion.
