Manage all back and middle office operations.• Responsible for all IT governance, strategy, and support• Business requirements analysis; Optimizing work flows• Maintain and track GIPS strategic composites• Maintain compliance with Advisers Act of 1940• Performance analysis on strategic models• Portfolio analysis, contribution and attribution reporting• Trade allocations and drift reporting• Custodian reconciliation and maintenance of performance using GIPS standards

• Performance analysis on strategic models• Portfolio analysis• Custodian reconciliation and maintenance of performance using SEC guidelines

Responsible for the strategy and governance of Information Technology in the Tampa Office. Established best practices and reporting set for portfolio construction and analysis of the Growth Equity Product.Regional Technology• Managed all technology and building operations for the Tampa Office• Project Lead for Tampa office build driving project from requirements analysis to completion• Managed relocation of business from rental space to swing space to permanent space• Negotiated vendor contracts • Designed and led the build-out of a central, climate controlled technology room, state of the art conference/media room and trading room• Installed and maintained network appliances including cisco routers, switches, firewalls, and WLAN APs• Developed and managed relationships with internal and external service providers• Created, documented, and maintained the Tampa Office Business Continuity Plan• Level 1,2 and 3 support for all office hardware and softwarePortfolio Construction• Managed and allocated trades across institutional and SMA portfolios• Established best practices to maintain synchronization of a central model portfolio across two order management systems (Blackrock Aladdin & SEI Fiserv APL)• Created work flow process for trade management maintaining an audit trail from order to executionPortfolio Analysis• Developed and maintained daily portfolio reporting• Designed and maintained contribution and attribution reporting • Improved efficiency and accuracy of reporting through automation of custodian holdings feed• Conducted daily performance analysis

Responsible for all technology and building operations for the Tampa Office housing a portfolio management team accountable for more than $26B in assets.• Member of Americas Regional Technology Team consisting of senior IT managers throughout North America.• Project Leader for office expansion program consisting of new office space, conference room and wiring closet.• Project Leader for office restack project consisting of decommissioning office space, and migrating technology room.• Evaluated, installed, and maintained all local hardware including network, telephony, desktop, server and audio/visual.• Installed, configured, and maintained windows 2000/2003 server roles – file/print, application, terminal server and IIS• Remotely supported 50+ virtual desktops in multiple data centers using a combination of VMware Infrastructure Client and Goverlan remote administration.• Designed and maintained a SharePoint site for the business unit increasing productive collaboration amongst the team members.• Developed and maintained real-time dashboard style intraday fund performance reporting.• Created a company price-target database which significantly improved the buy/sell decision making process and was shared across all fundamental equity.• Planned, designed and installed an office wide external Wi-Fi hotspot.• Level 1, 2 and 3 support for local and remote users

Led the merger of all systems into the Goldman Sachs technology environment which included the replacement of all networking LAN/WAN equipment, email, voicemail, file/print servers, and all software.• Level 1, 2 and 3 support for local and remote users utilizing established ticket tracking system.• Developed and maintained real-time dashboard style intraday fund performance report. • Designed and web mastered a business unit specific intranet website for publishing quarterly newsletters and team bios increasing the team’s overall marketing presence throughout the firm.• Developed and maintained a Microsoft Access database to track proprietary company valuations. The reports from this repository were integral in the portfolio construction process.• Designed and created several Microsoft Access databases to track large trading blotters, broker commissions, and inventory of hard copy research.

• Maintained Investment Management System (IM2) on a Sequent Symmetry 2000/200 running DYNIX/ptx and utilizing an Informix database.• Designed, created and produced various portfolio management reports including weighting, transaction, blotter, tax lot, and holdings reports.• Provided technology support and training for all software and hardware.