Providing Subject Matter Expertise, Program and Project Management for global financial services organizationsSubject areas include: • Global Securities Processing.• Legal Entity & Operational Model Analysis & Development • Business Process Outsourcing • Tax Reporting and Cost Basis • Regulatory Reporting.• Trust Accounting.• Employee Benefit & Retirement Plan Processing.Clients include Bank of America Merrill Lynch, UBS, Credit Suisse, Deutsche Bank & Broadridge Financial Systems

➢ Achieved rapid expansion within a short time frame after being promoted to President, growing revenue from $ 750,000 to $ 5 million in four years.➢ Spearheaded the design and development of Lumina, HAI’s object oriented, multi-platform, web-enabled financial application platform which served as the backbone of a major project to re-engineer existing ‘legacy’ applications, running on a variety of platforms, to a single, object oriented development platform, enabling the delivery of HAI's suite of applications on the customer’s choice of hardware and database, reducing development cost and time to market.➢ Designed and managed the development, delivery and support HAI’s enterprise level applications including: Global Back Office, Global Mutual Funds, Managed Investment Marketplace, Defined Contributions, Global Money Market Trading➢ Established a world-class service organization to provide real-time remote help desk support and automated defect tracking to HAI’s domestic and international clients, resulting in customer satisfaction at all levels.Representative clients included:HSBC, Barclays, RBC Capital Markets, Scotia Capital Markets, Merrill Lynch Canada, Bank of Montreal, Credit Agricole, Allen & Company, discount broker Quick & Reilly and its clearing division US Clearing, Lewco Securities, the clearing division of Schroder & Company and Hambrecht & Quist.