Over 30 years in the investment research industry, with 20+ years of management experience over-seeing customer-focused service delivery and operations teams. I have a blended background in the areas of technology, quantitative analysis, market data, and project management, having held both staff level and management roles in each.As an engineer, I excel at breaking down objectives into practical pieces and coordinating resources to produce anticipated results. I have successfully directed all phases of key initiatives from strategic planning and analysis through implementation.As a leader, I strive to create an environment which facilitates team collaboration and idea generation, improves processes, and leverages new technology for effective and sustainable solutions.As a mentor, I seek to elevate the people who work for me to help them find their growth, create a positive succession for the company, and foster trust and accountability.Experience includes hiring, mentoring, managing, and developing technical personnel, research analysts, and middle management; budget and forecast planning and tracking; business intelligence reporting; facilities, risk, and compliance oversight including disaster recovery and business continuity management; website product ownership, user experience, and digital adoption.