IT consulting company helping companies create and implement practical IT strategies that deliver tangible business results while minimizing their IT cost and footprint. Our practice focuses primarily on helping firms develop IT Strategies leveraging cloud based platforms that enable firms to efficiently leverage powerful tools and platforms to optimize and grow their business. Our emphasis on Business Alignment and Organizational Change Management also helps us support our client with adoption strategies that allow them to maximize the value of their strategic efforts.

Lead multiple business lines within Enterprise Services Division. Spearhead business transformation initiatives, drive strategic planning, manage programs, and align technology with business needs.Sourcing Services (2014 – Aug 2015)Role: Oversee creation of IT Sourcing strategy. Developing 3-year sourcing plan and identifying outsourcing firm to manage application portfolio production support. 4 reports.Key Milestones: Standardized vendor management across all technology lines, paring vendor list from 40+ to 12. Increased transparency, process and risk control, and delivery quality while cutting cost 20%+. Transformed multi-week vendor on-boarding process to day-1 readiness. Optimization Services (2013 – Aug 2015)Role: Drove creation of an Optimization strategy. Partner with Architecture to enhance and leverage application rationalization process. Manage 20.Key Milestones: Established Optimization Services to manage application portfolio. Rationalized and sunset 14 applications reducing portfolio maintenance cost and risk profile. Standardized IT environment and transferred control of Oppenheimer’s technology to IT.Distribution Technology Services (2012 – 2013)Role: Interim Department Head and IT Relationship Manager.Key Milestones: Delivered on Master Data Management initiative and cloud-based CRM implementation (Salesforce.com).Delivery Services (2011 – Aug 2015) Role: Establish Enterprise Delivery Services department and lead transformational initiatives across business lines. Partner with senior executives to build and execute transformational roadmap that identifies business process changes and technology initiatives. Direct 50+ personnel.Key Milestones: Built Enterprise Delivery Services department. Introduced Agile Scrum to replace Waterfall development. Partnered with Sales to deliver cloud-based Collateral Management and innovative Lead Generation systems that helped drive $1B in first-year sales.

Role: Spearheaded technology initiative to upgrade data warehouse, services oriented architecture, business process management, and enterprise content management systems. Defined roadmap, managed vendor relationships, led 100+ personnel, and supported 7M direct accounts and 500K+ daily transactions. Executive Sponsor for Agile Scrum transformation program.Key Milestones: Introduced Agile Scrum methodology improving project delivery. Increased capacity and productivity, improved customer experience, and cut >$1M in operational costs. Mentored colleagues who were promoted into officer-level IT and business unit positions.

Role: Directed New York and Denver data centers and technical services operations. Managed data center and technical infrastructure SLAs, supported all business lines, and partnered with stakeholders to develop more applicable service levels. Key Milestones: Established organizational structure, executed corporate disaster recovery (DR) plan during the East Coast blackout, and reduced enterprise infrastructure costs by millions of dollars.

Role: Led enterprise effort to in-source website development and hosting. Developed post-9/11 DR plan following Oppenheimer’s infrastructure loss at the World Trade Center.Key Milestones: Established internal control over Oppenheimer’s Web development environment. Steered the company through its first full-scale disaster recovery.

Role: establish new distribution channel for 3rd-party administrators in the defined contribution sector of the retirement industry. Served as Product Manager, set department strategy and direction, and negotiated and established alliance relationships. Key Milestones: Established new distribution channel for 3rd-party administrators bringing in $1B+ in new assets.

Role: Led the design and implementation of new back-office trading solution.Key Milestones: Integrated retirement services and 3rd-party administrators. Delivered new 401(k) plan.

Role: Team lead in the analysis, design, and construction of a natural gas marketing system and the conversion of client source files into a proprietary oil and gas production, revenue and marketing system.Key Milestones: Implemented Oil and Gas marketing and production systems at multiple clients.