- Assembled new team of software and data engineers, tailored to quant and discretionary investment management- Lead modern technology initiatives and practices: Agile Project Management, DevOps, Distributed Computing, Quant Development, Data Science, Cloud Architecture, Database Administration, Web Development, Application Architecture, Technology Governance, Infrastructure Automation, and more- Directly impact firm investment outcomes on $40B+ AUM via technology solutions for alpha signals, alpha models, risk models, portfolio construction, portfolio analytics, and data pipeline quality management.

Role- Solution Architect for Capital Markets, Asset Management, and Private Equity businesses- Member of portfolio leadership team, leading 5 - 7 agile teams, 30 - 40 associates.Key Projects- Designed and led implementation of near real-time capital markets inventory risk monitoring solution- DASH Reg Tech implementation- Quant Development platform implementation using Python, R, Bloomberg, FlexTrade and other tech. - Multiple Asset Management OMS, Data Mgmt., and BI Solutions

Key Projects- GTreasury TMS Implementation- Wealth Management Advisory Platform and Performance Reporting Enhancements

Key Projects- Fidessa OMS Integration- Markit EDM Implementation- Financials Data Mart Implementation- MoneyGuidePro Integration

Key Projects- Albridge Performance Reporting Implementation- Actimize Compliance Data Integration- Quicken OFX and Wall Street Concepts Tax Reporting Data Integration- Asset Classification Master Architecture and Development

• Crafted transformative initiatives modeled to grow revenues by 12% and EBITA by 20%• Acted as strategist and technologist in devising and piloting new freight pricing strategy, improving operational efficiency and order incidence

• Fostered company-wide investment in and adoption of new workflow collaboration technologies, which served over 100 teams or groups, met $3.81M in unmet demand for traditional IT project investment, and did so over a two year period with a $313K investment in technologies such as SharePoint, InfoPath, and K2.• Negotiated new data services provider contract, reducing data feed usage expense by 60%

• Created data integration team and hired developers - Value proposition centered on avoiding functional growth issues with workflow automation - Obtained senior management and executive buy-in

• Automated Sales department budgeting, taking the process from a timeframe of 3 months to 3 hours• Guided key supplier through a $2.3M ERP conversion• Revamped backup supplier management and enhanced supply chain agility in response to stock outs