Assumed increasing levels of responsibility via promotion. Maintain simultaneous roles directing the efforts of 2 teams: Advisory Product Services and Client Intelligence Practice. Promoted from Head of Product Management & QA (2006-2009) and Senior Product Manager, IBD & GCM (2003-2006). Vice President, IT Department (1999-2003).Direct the professional efforts of 8 senior leaders and 163 indirect staff throughout New York, London, Montreal, and India as executive director and area practice head for 2 distinct teams. Manage a $24M+ budget and allocate resources across both groups.CLIENT INTELLIGENCE PRACTICE • Equity Sales System – Sales GPS: Led the development and delivery of predictive analytics CRM platform. Precision marketing tool retained, cross-sold and upsold existing customers.o Equities department exceeded revenue targets established for clients in a sluggish market;o Generated improved votes from clients for exceptional service and research;o Tool is under evaluation for expansion to other divisions based on success. ADVISORY PRODUCT SERVICES• Google Transfer Stock Option System (TSO): Led the design and implementation of a unique client-side platform, which enabled Google employees to sell options online via a real-time market.o Innovated a unique SEC-approved program for one of Morgan Stanley's largest institutional clients. o Led risk, legal, equities, and settlement departments to execute the TSO system; o Established the SLA for Google and negotiated the contract on behalf of Morgan Stanley.

Launched a consulting practice to meet the needs of corporate clients, including Morgan Stanley, IBM, and AT&T. Provided strategic advisory and technology product planning / development services, which improved operations and business transparency. MORGAN STANLEY• Guided all aspects of Notes deployment, including purchasing and set-up of hardware, application approval, environment standardization, and training administrators and support staff.• Created a client library system for the investment banking division, which delivered news to bankers’ desktops each morning from major newsfeeds and papers. IBM & AT&T• Built tools for managing large volumes of people to assist in handling security and deployment needs. Designed and documented architecture, replication model, as well as backup and serviceability plans.

Planned and implemented large-scale technology deployments and systems to streamline the flow and management of global data. Supported Arthur Andersen with various complex technical projects, including the strategy to migrate and rollout Notes on a worldwide basis. Developed Lotus Notes databases, applications, and work plans.