Michael Allison Email & Phone Number

Washington, Dc, Us

𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐒𝐜𝐨𝐩𝐞:As Segment CIO for Global Investment Solutions & Investor Relations, I align technology strategy with business goals, collaborating with segment heads, department leaders, and cross-functional teams.My focus includes defining and executing technology strategies and roadmaps and driving modernization through DevOps/Agile implementations to enhance organizational excellence.I work with investor relations and business development teams on fundraising, M&A due diligence, and technology integration strategies. Additionally, I present our capabilities to prospective investors for M&As.𝐈𝐓 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 & 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧:I built the strategy and led the transition to a private cloud for IT infrastructure, operations, and security, saving $1M annually and driving the rollout across the Americas, the UK, and Hong Kong in 12 months.This move resolved compliance issues, laying the groundwork for future growth and reinvestment in AI/ML and BI capabilities.Partnering with Legal & Compliance, I designed a compliant architecture, ensuring a smooth transition with no disruption to core services.𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐭𝐨 𝐀𝐈-𝐃𝐫𝐢𝐯𝐞𝐧 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲:I led the investment in Canoe Intelligence, harnessing machine learning to automate GP statement processing.This initiative boosted productivity and reporting accuracy and scaled back-office operations efficiently—without extra headcount.Since June 2023, I've been a Board Observer for Canoe Intelligence.𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐋𝐚𝐮𝐧𝐜𝐡 & 𝐃𝐚𝐭𝐚 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲:I was key in building a technology platform that launched a new retail product in the US and EU, enhancing global investment strategies and valuation processes.Additionally, I established a cloud-based data strategy that improved reporting speed and data analytics by 60% for faster decision-making.

Washington, Dc, Us

𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐒𝐜𝐨𝐩𝐞:I directed the strategic planning and execution of multiyear technology roadmaps across front-, middle-, and back-office departments, managing 200+ FTEs and contractors.Working with the CIO, I developed IT advisory services, supported due diligence efforts, and evaluated IT programs for risks and opportunities. I also managed vendor relationships and the implementation of ITIL frameworks to uphold QA, SOX, and ISAE compliance across 40+ internal controls.𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐯𝐞 𝐈𝐓 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲:I developed and executed a 3-year IT strategy for 4 business lines, shifting IT from a purely operational role to a strategic partner. With $30M in discretionary spending, I focused on enhancing business growth, operational efficiency, and IT capabilities.Major initiatives included:𝐵𝑜𝑜𝑠𝑡𝑖𝑛𝑔 𝐼𝑛𝑣𝑒𝑠𝑡𝑜𝑟 𝐸𝑛𝑔𝑎𝑔𝑒𝑚𝑒𝑛𝑡:Expanded LOB capabilities through the buildout of global real estate and investment lifecycle management platforms.𝐸𝑛𝑡𝑒𝑟𝑝𝑟𝑖𝑠𝑒 𝑂𝑝𝑒𝑟𝑎𝑡𝑖𝑜𝑛𝑎𝑙 𝐸𝑥𝑐𝑒𝑙𝑙𝑒𝑛𝑐𝑒:Boosted efficiency by automating processes for legal entities, investor distribution, and tax reporting with BPM solutions.𝐼𝑇 𝐼𝑛𝑓𝑟𝑎𝑠𝑡𝑟𝑢𝑐𝑡𝑢𝑟𝑒 𝑀𝑜𝑑𝑒𝑟𝑛𝑖𝑧𝑎𝑡𝑖𝑜𝑛:Modernized IT infrastructure with global office expansions, cloud migrations, and advanced security platforms.𝐼𝑇 𝐵𝑢𝑑𝑔𝑒𝑡 & 𝑃𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑂𝑝𝑡𝑖𝑚𝑖𝑧𝑎𝑡𝑖𝑜𝑛:Saved $5M by consolidating data collection and reporting processes and optimizing cost efficiency with offshore MSPs.𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐠𝐢𝐥𝐢𝐭𝐲 𝐯𝐢𝐚 𝐈𝐓:Working with a global consulting group, I optimized middle- and back-office functions, developing a target savings plan of $10M over 2 years.This plan comprised an optimal organizational structure, a refined Agile delivery model, and a role-based organizational model to balance staff, contractors, and MSPs.

Washington, Dc, Us

𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐒𝐜𝐨𝐩𝐞:The CFO tapped me to lead the IT organization during a critical CIO transition. My leadership was instrumental in rebuilding and stabilizing the IT leadership team, staff, and organization and accelerating our IT roadmap initiatives.As CIO, I ensured our IT solutions met all global needs. I chaired the IT Investment Table, set priorities for technology initiatives, and presented the annual IT strategy and security risk reports to the Board of Directors.I led enterprise-wide communications and managed vendor partnerships, conducting quarterly reviews focused on KPIs, roadmap deliverables, and future opportunities. Additionally, I worked with the Leveraged Purchasing Forum to lead contract negotiations and collaborated with HR on IT staffing, recruitment, and organizational design initiatives.𝐈𝐓 𝐌𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧:I modernized the legacy LP reporting platform, delivering a data-driven portal for our limited partners. This portal increased LP engagement by +20% and reduced LP data requests by +15%.𝐓𝐚𝐥𝐞𝐧𝐭 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐓𝐞𝐚𝐦 𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠:I restructured the IT leadership team to drive alignment across 4 LOBs, transitioning the organization from a siloed model to a federated structure. This approach provided dedicated support for each business unit while leveraging a unified platform for data integrations, infrastructure, operations, and security.As a result, we increased our IT capacity from 70 to 110 in 3 years while reducing attrition to a stable 5-7% annually, ensuring continuity and expertise in critical areas.𝐑𝐞𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞:I oversaw the investment in restructuring Carlyle's wide area network, consolidating data centers, and accelerating the Information Security roadmap. This multiyear program generated US$3M in operational expense savings.

Arlington, Va, Us

𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐒𝐜𝐨𝐩𝐞:I spearheaded the planning, development, and ongoing management of over 70 digital platforms, including websites, mobile applications, services architecture, and back-office applications.With a budget of more than $5.5M, I guided the entire lifecycle of our digital products to ensure alignment with our organizational goals.𝐋𝐚𝐮𝐧𝐜𝐡𝐢𝐧𝐠 𝐆𝐚𝐦𝐞-𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬:I launched an enterprise services platform that revolutionized access to key business applications.This initiative significantly reduced system maintenance and development costs while enhancing our time-to-market capabilities. It was a game-changer in streamlining operations and reducing overhead.𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬 𝐟𝐨𝐫 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐒𝐮𝐜𝐜𝐞𝐬𝐬:Collaborating closely with the IT product management group and senior business leaders, I played a pivotal role in shaping and executing the company's digital strategy.Notably, I led the launch of our company's first mobile application, leveraging cutting-edge services architecture to deliver a modern and efficient digital experience.𝐀𝐜𝐡𝐢𝐞𝐯𝐢𝐧𝐠 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐚𝐧𝐝 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲:Through strategic planning and innovative solutions, I contributed to enhancing our digital capabilities, optimizing operational efficiency, and delivering impactful results across the board.

Arlington, Va, Us

𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐒𝐜𝐨𝐩𝐞:I took charge of the internal applications platforms that serve over 2,000 global staff members, ensuring seamless and efficient operations across various departments.With a substantial budget of over $4 million, I was responsible for strategic planning and execution, guiding the direction of our technology infrastructure.𝐋𝐞𝐚𝐝𝐢𝐧𝐠 𝐚 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐓𝐞𝐚𝐦:I managed a talented team of 3 product managers and oversaw a diverse group of 20 onshore and offshore staff.Together, we handled critical platforms, including CRM systems, finance and HR applications, collaborative portals, business intelligence, and data warehousing solutions.𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐒𝐮𝐜𝐜𝐞𝐬𝐬:Under my leadership, we optimized internal applications to support strategic business goals, enhance operational efficiency, and improve data-driven decision-making.My focus on budget management and strategic oversight helped align our technology initiatives with the organization's objectives, delivering high-impact results and fostering a collaborative environment for our global team.