Product Manager for the Charles River IMS platform working with Compliance, Portfolio Management, Trading, and Operations teams to deliver scalable solutions supporting the mutual fund and asset management business.

Oversee systems and process enhancements, special projects, and strategic initiatives across Investment Operations.

In addition to developing and enhancing the most accurate global rating system in pickleball, DUPR develops and operates the innovative events such as Waterfalls, Flex Leagues, Collegiate Programs, and Minor League Pickleball.

Took the opportunity for a short break from work to travel with family. Visited 20 states, met great people, and had amazing experiences.

Collaborated with business and IT teams to produce updated process, risk, and control inventories for the Accounting and Reporting Modernization effort (PeopleSoft to Oracle Cloud migration).Led team responsible for remediation of IT general control gaps related to applications impacting internal controls over financial reporting (ICFR/SOX), advised the business on process automation.

Leading the middle office team responsible for data integrity across portfolio management, trade order management, compliance, and portfolio accounting systems. Developing and enhancing processes related to security master and trade enrichment, confirms, settlements, and collateral management. Driving roadmap for new capabilities necessary to scale the Asset Management business.

Responsible for the Investments domain technology roadmap as well as oversight for delivery of multi-year multi-million dollar developlment / implementation efforts.Domain includes Retail and Institutional businesses. Retail offerings include Brokerage, Mutual Funds, and Managed Accounts. Institutional portfolios include the USAA family of Mutual Funds, Insurance, and Bank Portfolios.

Finetix was acquired by SunGard Consulting Services in April, 2007.Finetix is a premier project-based consulting firm focused solely on delivering business and technology solutions for the financial industry.We provide end-to-end business consulting and technology services, including business technical planning, project leadership, systems architecture, application development and integration, and software quality assurance. Our clients include global investment banks, national and regional retail banks, asset managers, exchanges and brokerages.