Matthew Dean Email & Phone Number

I collaborated with leaders of primary business lines (retail, institutional, and retirement) and finance, marketing, operations, and regulatory to deliver data and analytics solutions, including board-level reporting and led data management technology. • Led 3-year, $45M customer and account migration of 12M TDA client accounts and $1.3T in client assets, on time with team of 250 LEs driving data platform and application scalability for $1B+ integration.• Managed data analysis and data engineering team of 250 to implement solutions to ingest data from ~200 sources into enterprise data warehouse (EDW).• Directed multiple workstreams of EDW migration from Hadoop and Teradata on-prem solutions to Google Cloud Platform (GCP) and Big Query.

I reported to the CTO and led vital product initiatives and all Advisor Experience Technology including technology applications and platforms; acted as primary technology partner and executive sponsor.• Led 500+ LEs (FTEs, onshore/offshore resources, contractors, and professional services) and oversaw a $50M budget.• Delivered a $100M SAPC product, achieving a next-gen portfolio management system that became a top 10 portfolio management solution, and received the CEO Award in recognition of this accomplishment.• Led organizational transformation, increasing FTEs from 8 to 60, Agile teams from 6 to 17, and project funding from $4M to $12M.

I led 100 LE shared services team, reported to CTO, managed enterprise technology platforms, such as messaging (request-reply, pub-sub), authentication and single sign-on, platform as a service (PaaS), and logging and application monitoring. • Collaborated with vendor management, procurement, and legal to negotiate licensing agreements, hardware and software purchases, and professional services work orders totaling $50M+ annually. • Achieved 99.9% SLA for infrastructure, networking, security, and IT operations. • Built first PaaS, migrating 100+ applications, reducing server footprint by 75%, and standardizing the tech stack.

I assessed, planned, implemented, and supported technical solutions for automotive, resources, and financial services clients. I oversaw the configuration and build of application solutions and technology components to ensure technical performance, scalability, flexibility, operations, and managed onshore and offshore resources. • Led enterprise integration for $250M technology transformation for ATB Financial introducing SAP Core Banking and rewrite of frontend applications and integration layers to modernize bank technology. • Saved Bank of America $40M annually by simplifying 20+ legacy applications and moving to a common integration platform.

J.D., Law

B.S., Business - Computer Information Systems