I am an accomplished financial services and technology executive who helped drive the growth of a now $1B business with more than 100 clients from only 6 clients. I have a proven track record of delivering across the value chain from pre-sales to implementations to product management and software development. I leverage business process and technology to solve complex problems, drive strategy to evolve products and improve quality, and deliver large strategic projects and technology implementations on time at major asset managers, insurers and banks.To succeed I partner with internal and external stakeholders to establish a strategic vision for and then implement impactful process change and technology development leading to new features and functions, user adoption and efficiency gains and new product support. I collaborate with senior executives, including COOs, department heads and leaders with P&L responsibility to junior employees across organization to effect change and improve corporate governance.I have expertise throughout investment management. This includes expertise with:• Each major asset class including equities, fixed income, foreign exchange, and derivatives• Fund structures including open-end, closed-end, and exchange traded• Investment strategies including liquidity/money market, stable value, index, quantitative and fundamental• Full investment lifecycle including risk reporting, order raising, compliance, trade execution, trade confirmation, custodial notification and settlement, mortgage processing, derivative operations and cash and position reconciliationCore competencies include:Client Engagement:• Business development / pre-sales• Technology implementations• Project management• Business process redesign• Stakeholder relationship managementSoftware Development:• Product management• Software development lifecycle (SDLC)• Agile development• DevOps• Software-as-a-service (SaaS)• Machine learningFinancial Services and General Management:• Asset management• Risk management• Portfolio compliance• Risk and control self-assessment (RCSA)• Corporate governance• Talent management