Led the strategic and tactical management of the IT solutions supporting the customer service, sales, marketing, and operations teams within the Optionshouse online brokerage company. Managed the launch of Salesforce for the Sales team. Led the launch of the new online account opening experience for mobile, tablet, and desktop. Aperture Group LLC owns Optionshouse which supports the self-directed investor with low cost, online advanced trading tools in the equity, options and futures markets.

Assessed and proposed technology projects to integrate business processes spanning the 8 companies acquired within the last year. Focused on simplifying, saving, and integrating corporate systems including customer relationship management, new account opening, commissions management, and corporate applications.

• $100M in Cost Savings Realized from the Retail Customer Request System.--> Recognized as a key contributor by Michael Curcio, EVP and President of E*TRADE Securities. He stated that the system “is so well-built that it has saved E*TRADE over $100M since its launch in 2005.” The estimate is based on increased levels of automation from the previous system, new self-service functionality, less rework, and fewer customer inquiries.• Launched the first upgrade of E*TRADE’s PPM software implemented in 2008. --> PPM at E*TRADE: 1,100 FTEs charging time in support of 300+ active projects; re-engineered business processes: project work-steps reduced by 66%, introduced time approval by project management to complement approval by supervisors, re-factored department support and maintenance for increased management reporting; re-configured resource capacity, demand, time tracking and conformance to enable Resource Management.• Led the delivery and sign-off of technical requirements to upgrade the IT Service Desk (ITIL).--> Complex upgrade of E*TRADE’s IT Service Desk software last upgraded in 2006. Re-engineered business processes: replaced 100+ Crystal reports with online reporting by RemedyForce, re-categorized 4,000+ incident categories into 30 incident categories, obtained management buy-in to implement case management to resolve incidents and problems.• Led the upgrade of the corporate intranet and document repository.--> Facilitated the integration of enterprise social collaboration at E*TRADE for all employees. Social collaboration features included group membership, status updates, follow a user functionality, integrated wiki posting, and integrated document lifecycle management.

Analyzed and presented monthly to senior management the costs and estimates at complete for $30M of manufacturing projects for the FAA, US Navy and USPS.