• Worked with a Big Four professional services corporation on developing a shared advanced analytics capability and a Data Management COE • Worked with a mutual life insurance company defining a centralized data management and architecture office • Worked with an online broker corporation on developing a modern enterprise data management operating model to integrate big data technologies with their existing security, warehouse and reporting capabilities • Worked with a hedge fund to define a corporate data organization based on service oriented principles and component-based architecture • Worked with a healthcare payer on technical, architecture and organizational aspects of a new centralized data environment • Worked with a startup hedge fund portfolio analytics platform provider to create a new data management operating model • Worked with several multinational financial services firms on enterprise “Big Data” strategy and end-to-end infrastructure • Worked with a Financial Information Services Company to transform their data supply chain strategy • Worked with a well-respected Mutual Fund company on a future-state organizational and technology strategy

• Concentration working with world-leading financial-services firms to define, staff, and/or optimize enterprise strategy.• Maturity assessments of architecture, methodology, and organizational structures, and corresponding mitigation options and action-plans.• Defined repeatable processes to articulate strategy and translate into actionable work-plans based on reusable business services (SOA leverage).• Implemented processes to manage and report on the evolution of an enterprise-architecture requirement process and the adoption of corporate technology standards• Organizational and staffing plans to encourage and reinforce desired behaviors and interactions; leveraged trusted relationships and common goals across technology, business, and corporate/funding organizations as a strategic differentiator• Introduce innovative ways of managing technology and enterprise architecture and the interactions with stakeholders.• Vendor viability assessments and contract negotiation; dimensions of security, industry-standards leverage, extensibility, maintenance and support profiles, industry and technology trend context.

• Responsible for all Merrill Lynch Enterprise Architecture work in the Global Wealth Management organization as the Director of Architecture. • Work focused on the alignment of technology cost with business objectives through Enterprise Architecture standards, innovation, and exploiting emerging technologies. • Worked to advocate and build concurrence on a new declarative governance model. • Worked with cross-departmental application teams and business leadership on build-vs-buy, impact analysis, data models, vendor relationships, alignment, and adoption of processes, architectures, and methodologies.The Enterprise Architecture team defined enterprise-level capabilities, constraints, configurations, plans, policies, styles, and/or governance for:• Enterprise Content Management (ECM), and common Data Services architecture • Security and Provisioning• Business Process Management (BPM)• Alignment of Online and User Experience Strategies • GRID proof-of-concepts and work sessions

• Responsible for the corporate Enterprise Technology Office’s Service Oriented Architecture (SOA) program to establish and enforce essential industry standards, requirements, and development processes throughout the firm• Matched strategic enterprise requirements with line-of-business sponsors in the context of tactical vendor relationships• Led the team that implemented a shared corporate SOA infrastructure• Worked with the CTO to define well-defined roles and responsibilities and leveraged diverse expertise within a matrixed team• Sponsored a SOA reference architecture effort with the most senior Microsoft, IBM, Oracle, HP and other technology strategy representatives• Played a corporate consultative role to separate vendor hype from realistic expectations• Provided direction on industry standards and consolidated knowledge-sharing and influence-management across the enterprise, an example being the evolving WS-* stack.