Specializes in business and technology strategy, solution design and system integrations. Has over 30 years of experience in the financial services and utility industries working across business and technology domains to forge strong partnerships through initiatives involving business change, system implementations, architectural strategy, corporate acquisitions, process improvement and compliance oversight. Combination of business and technology acumen allows for quick analysis and definition of new business solutions while understanding the technical implications.Led operational and technical support teams with demonstrated ability to build and grow the business through the development of creative solutions to complex business problems, leveraging people, process and technology. Managed complex integration efforts related to the acquisition and consolidation of more than 10 mutual fund families over a 20 year period.- Risk Management- Customer Service- Retirement Plan Operations- Project Management- Vendor Management- System / Data Management
Listed skills include Financial Services, Mutual Funds, Process Improvement, Management, and 31 others.