I lead analysis, planning and oversee execution of a portfolio of large programs for research/trading. A number of these include expanding or improving data available through connections to exchanges and other providers.Additionally, in a COO capacity, I am responsible for annual strategic planning, establishing the book of work and leading business reviews. As part of this, I helped design and monitor key performance metrics. Leveraged Generative AI for automation, insights and efficiency. Additionally, worked with Google and Microsoft to move data, workflows and collaboration tools to the cloud.

Generate sales and lead client engagements. Invested earnings in cryptocurrency via Coinbase Pro account.

Helped build practice and lead international client engagements in large scale transformation, IT risk management and applying regulatory frameworks.

GIBC Digital brings transformation to your business by using the right mix of management consulting, subject-matter, digital-agency, and technology experts. By leveraging core competencies in customer experience, business intelligence, and automation, the solutions we deliver enable our clients to compete in a digital world. Let us help you harness the power of data and insights to make better and faster business decisions, increase brand loyalty and client-lifetime value, and eliminate inefficient, manual-reliant processes.

Worked across divisions including Wealth Management, Investment Banking and Corporate Center consulting as part of the COO team in Treasury/ALM (Asset Liability Management). Led an engagement team initially focused on target operating model design, operational readiness and IT front to back implementation for Enhanced Prudential Standards under Dodd Frank regulatory framework. Helped to extend the scope to include competitor analysis, optimization with new products (Repo, MBS, IRS, OIS, FRAs, Fx Swap) and creation of additional entities for hedging, funding, liquidity and risk management as well as boosting portfolio returns.

- Led a multi-asset class product data, analytics and pricing data initiative for Global Markets - Pitched & sold engagement for a one-year term initially; organically expanded scope & duration to additional business units- Worked collaboratively to influence business heads to adopt platform globally improving data quality and reducing costs- Managed expansion of product coverage to meet trading requirements and enable regulatory reporting- Oversaw successful product enhancements and process changes in order to improve usability and scale

Emerging Markets Fixed Income (2011-2012) - Product Manager and Strategic Change Management Lead within the trading desk COO team: Worked collaboratively with traders, sales, clients, third party vendors and internal groups to research industry trends including competitor analysis, develop strategic roadmap and deliver critical eCommerce and Risk platforms, address foundational data needs, optimize balance sheet usage and reduce costsPrime Brokerage Technology (2009-2011): Managed strategic design/delivery of new Prime Custody and cleared OTC derivatives offerings, operational automation and Tableau reports for managing risk limits. Oversaw Cyber security remediation program. Led client and internal User Experience improvements. Built annual plans. Oversaw team of technical program managers.

Focused on capital management, tax optimization, restructuring, hedging / de-risking portfolios working with the global Treasury team. Assisted with vendor selection for Treasury Management system. Created best practices for project/program management and presentations for senior executives.

Prime Brokerage: Client consulting, product development, technology strategy and product management working with top hedge fund clients. Advised clients with portfolio accounting, performance measurement and risk analytics solutions. Performed competitor analysis and helped analyze client profitability metrics to refine offerings appropriate for each client strategy. Led reorganization of operational areas to improve productivity, reduce costs and improve availability. Product manager for client and internal custody applications. Successfully led build out of digital proxy voting platform complying with regulatory requirements, eliminating manual processes and increasing efficiency for clients and Morgan Stanley. Drove enhancements to Corporate Actions platform to reduce operational risk and improve client service.

Led sales efforts resulting in consulting engagements for numerous clients including Bowne Global Solutions, Private Fintech company Xcitech solutions, JP Morgan Chase, UBS, Freddie Mac, Lazard Freres, Deutsche Bank, Barclays Capital, Merrill Lynch, Bank of NY Mellon, MONY Group (Mutual of NY), Ace Insurance, Societe Generale, Olsten / Adecco, etc. Lead teams of various sizes. Improved profitability for clients and Deloitte by increasing revenue and reducing costs.Projects included: competitive and go to market strategy, vendor analysis and selection, performance improvement, trading technology, merger integration / M&A, treasury, systems integration, payments technology, portfolio accounting/reporting, data warehouse, Eagle Investment Systems, ERP (Enterprise Resource Planning) financials (PeopleSoft, SAP, Oracle), risk analytics/management, performance improvement, Cyber risk/security, best practices, data mining, data visualization, program management, activity based costing and cost management. Product manager for external data service and software offering.

Financial Services Industry consulting including business development, sales proposals/RFP responses, program management, project management, merger integration and financial system development/technology implementations (Trading, Risk, Treasury, Finance). Clients included Cargill (largest privately held US company), Inter-American Development Bank and Chase/Chemical Mortgage Banks