Joe Rodriguez Email & Phone Number

Santa Clara, California, Us

As Global Financial Services Sector Leader at Cloudera, Lead Cloudera’s global business development activities across the Financial Services Sector. Drive Cloudera's solution vision and GTM strategies, working cross-functionally with Sales, Marketing, Partners/Channels, Product Management, Enablement, CSM and Sales Engineering. Work closely with customers and industry leaders to identify key use cases for driving adoption of the next generation Enterprise Cloud Platform, increasingly investigating how data and analytics can drive transformation within their organizations. Engage with customer CXOs, business development teams and partners globally to shape Cloudera's market leading Enterprise Data Cloud, Machine Learning/AI platform to drive next-generation business insights, competitive differentiation and operational excellence. Drive thought leadership for Cloudera in Financial Services through the development of solution maturity maps, publications, speaking engagements, press interviews and executive workshops. Identify new market opportunities and regulatory challenges with strategic partners, customers, regulators and academic institutions to bring innovative Machine Learning and AI driven solutions to our global customer base.

New York, Ny, Us

COO,Head of Agile/DevOps Transformation for Operations, Head of QA for WM OperationsProvided executive-level leadership with full accountability for all technology initiatives. Oversaw $180mm change budget.Led all aspects of the Agile/DevOps @Scale Transformation for the Operations and Operations IT organizations. Identified 24 Horizontal Platforms, Collaborated with Platform leads to design their organizations based on business outcomes and KPIs. Created enablement programs for each, consisting of training, coaching and enablement team support. Initiated an application rationalization program to standardize architectures, reduce technology debt, and improve resiliency, which will reduce the cost of Operations IT by 10% per annum.Drove all aspects of Strategy, Portfolio Management, Budget Management, and Workforce Strategy. Oversaw all aspects of Technology Risk and Hygiene for Operations IT.Directed QA/DevOps for Operations IT. Restructured and transformed team, moving from functional testing to automated test engineering, which improved overall quality of systems, while reducing the cost of the team by 36% by shifting QA left, changing the profile of the staff from functional testers to Software Engineers in Test and Test Tool Engineers, and reducing the number of staff.Oversaw Production and Change Management. Personally oversaw key high priority incidents and communications with Business and IT stakeholders.Developed and executed on workforce strategy that led to 20% in labor costs while increasing capacity and reducing defects, through improved processes, and negotiating better terms with vendors.

Charlotte, Nc, Us

Program head leading a Technology Expense Management initiative for the business head of Global Markets and Banking. The focus of the initiative was to evaluate business driven technology expenditures to find sustainable reductions while progressing business/technology strategy, with a focus on application rationalization.Developed business case highlighting significant cost savings through application rationalization, market data consumption efficiencies, data management, hosting and storage efficiencies, labor arbitrage and implementation of creative reduction strategies for technology consumables. The program reduced total cost of IT by 30% annualized over 3 years while progressing strategic roadmaps. Developed standardized and automated processes for decommissioning applications, estimating/forecasting savings, and improved tracking, cost transparency reporting, improving analytical capabilities to support the initiative.Developed comprehensive workforce strategy across all of IT, correcting inefficiencies, identifying labor arbitrage opportunities, and renegotiating vendor contracts Developed Idea Tracker website for capturing/tracking/reporting expense reduction ideas, and a process for reviewing, approving, and funding them.Program head leading a traceability initiative for all regulatory mandates for Global Markets and Banking. Program was designed to improve tracking and evidencing of regulatory mandates in an effort to reduce regulatory and reputational risk of non-compliance, improve quality, reduce the cost of evidencing, and significantly reduce fines.Developed business case highlighting significant reduction in risk, and significant cost savings from reduced cost of evidencing and reduction in fines.Defined a full life cycle traceability operating model, workflow, and technical architecture.Managed 3 concurrent POCs with Basel, MIFID, and NFRR (Non-Financial Regulatory Reporting).

New York, Ny, Us

Provided executive-level leadership with full accountability for all technology initiatives ($52mm annual capital project portfolio.) Oversaw $20mm budget and 100 associates. Orchestrated modernization and service-level enhancement initiatives, moving to a business/product aligned organization, with expanded Waterfall SDLC to include iterative and Agile (Scrum) product development. Replaced aging mainframe payment processing for Wholesale Funds, Securities, and ACH significantly improving resiliency, and capacity by moving to a distributed Unix, Java platform.Initiated an application rationalization program to standardize architectures, reduce technology debt, and improve resiliency.Implemented enterprise-wide data management capabilities that enhanced the Bank’s ability to analyze huge volumes of economic data to improve economic policy by utilizing Cloudera Hadoop ecosystem and Tableau for data visualization and analytics. Oversaw Production and Change Management. Personally oversaw key high priority incidents and communications with the Board of Governors, Business Heads and IT stakeholders.

London, Gb

Head of Americas IT (FX, Commodities, Treasury, Sales and Research)Held bottom-line accountability for $47mm budget, and 200 associates in the U.S., Latin American and Canada. Oversaw front, middle and back office IT. Chief architect of systems strategy and road maps for each line of business by country. Rationalized application portfolio across the region to standardize, and reduce technology debt. Replaced KYC and ALM functionality with a single golden source, improving compliance and significantly reducing errors.Oversaw Production and Change Management. Personally oversaw key high priority incidents and communications with Business and IT stakeholders.

New York, Ny, Us

Program lead/owner accountable for building near shore IT development and support team for Algo, Low Latency, and High Frequency Trading businesses. Managed ION replacement initiative, replacing ION with a Morgan Stanley proprietary solution, which improved reliability, flexibility and reduced cost by $12mm annually.

New York, Ny, Us

Head of IT /CIO Latin America and CanadaLed front, middle and back office IT for Global Capital Markets, Wealth Management and Corporate Banking in Latin America and Canada. Oversaw $24mm budget and 140 associates, while defining three-year strategy and roadmaps for each business line per country. Effectively reorganized group by country, line of business and function under country/regional CTOs, dramatically improving service delivery, while expanding capabilities. Rolled out system enhancements to fixed income middle and back office systems in Mexico, which increased execution volume through DMA provisioning, and improved risk management.Established first front-to-back implementation of Fidessa for the Equities business in Brazil, along with other systems enhancements, which increased execution volume from 25k/day to 200k/day through DMA provisioning, improved trading arbitrage, and significantly improved the ability to manage risk.Oversaw Production and Change Management. Personally oversaw key high priority incidents and communications with Business and IT stakeholders.Developed comprehensive workforce strategy, identifying labor arbitrage opportunities, and renegotiating vendor contracts

Zurich, Ch

Director / Global Head of Solutions Delivery Management 2007 - 2010Critical internal change agent, accountable for establishing a global horizontal shared services function to address solutions delivery, quality and consistency in the Americas, EMEA, and Asia Pacific region. Oversaw $22mm budget and 150 associates in global markets. Formed Strategic Project Management team accountable for leading large and complex projects, which restored and elevated organizational support for IT. Reorganized analysis services team into two distinct groups, to better address needs from either a business flow or domain/systems perspective. Launched Quality Assurance Testing Services, a dedicated group within IT accountable for end-to-end QA testing; generated $11mm savings annually, with operational efficiencies. Improved capacity management, systems resiliency and a focus on innovation by deploying a Process Improvement and Quality Management team to resolve existing process issues. Oversaw Production and Change Management. Personally oversaw key high priority incidents and communications with Business and IT stakeholders.COO / Director, IT Equities & Global Arbitrage Trading 2004 - 2007Directed three-year IT development strategy, with financial accountability for $110mm budget and 600 associates globally. Chaired Global Equities and Global Arbitrage Trading Technology Steering Committees. Identified $7mm in annualized savings through a cost transparency project which resolved IT charge backs to the Equities business. Developed comprehensive workforce strategy, correcting inefficiencies, identifying labor arbitrage opportunities, and renegotiating vendor contracts Redesigned team operations to favor a highly-offshored structure, which netted an annualized savings of $20mm.Introduced a business case review and prioritization process that ensured capital investment was in line with strategic plans and they were value add.

New York, Ny, Us

Provided oversight and control of $100mm budget. Built a PMO function to provide program oversight, governance and project management skills.Post 9/11 was part of a small SWAT team in Equities, Equity Linked Products charged with bringing the business back on-line. My role was to project manage and be hands on in all activities necessary to bring the business back on-line as quickly as possible. This included everything from moving critical staff to business continuity sites, to building out trader work stations and telephony turrets, testing systems and infrastucture, and providing trading floor support in the months that followed the restart of business. Managed all cost reduction activities for the group resulting in over $15mm savings by consolidating system development teams supporting redundant systems.Managed all workforce and location strategy activities post 9/11. or contracts

CTO/CIO, COO, Senior Vice President Walker Digital is an idea lab and business incubator. It’s most well known incubation is PriceLine. Responsibilities, Key Achievements:Commercialization of Atlantis Interactive as the COO. Converted the company from an internal software development shop for the Walker companies to a software development house and professional services firm. Commercialization of the e-Commerce Factory as the CTO/CIO. I was responsible for all technology aspects of the company.

New York, Ny, Us

FX & Commodities IT, COO and Head of Program Management1999 - 2000 - FX & Commodities IT, COO and Program Management Responsibilities:• Operational Management• Budget Management and Analysis• Relationship Management with Business COOs, and Finance • PMO - Program Oversight and Governance • Vendor Management 1997 - 2009 - IB IT, Process Improvement ManagerResponsibilities:• Internal consulting and advisory service focusing on program management and methodologies• Implementation of Systems Development Life Cycle best practices and controls across IB IT.