CRD enables efficient investing across all asset classes in the financial technology industry. Investment firms in more than 30 countries use CRD to manage more than $30T in assets in the investment industry. CRD supports more than 30,000 professionals worldwide. The Software as a Service-based solution (SaaS) automates and simplifies investment management on a single platform.• Manage book of diverse CRD client relationships with responsibility for client satisfaction, retention, product adoption & support. • Manage and mentor diverse teams of technical account managers, global production support, product, engineering, and professional services during complex client projects.• Work consultatively with large, institutional customers to solve challenges presented by inefficient workflows of investment systems to simplify their process.• Engage cross functional internal teams to support the delivery of technical solutions to customers, while supporting client's strategic business goals.• Work with internal teams to drive a variety of internal initiatives to streamline, scale and improve the performance of teams.• Contribute to several initiatives supporting Charles River’s deployment of cloud native technology, while helping to define the tools, services and support models customers expect from a next-generation platform.

Itiviti(former Ullink/NYSE/NYFIX) empowers global financial markets by providing innovative, on-demand, modular-trading solutions that connect the capital markets community. Clients include asset managers, brokerage firms, hedge funds, etc. • Company leader in portfolio and AUM, covering top accounts ranging from $400B-$2T.• Managed multiple buyside accounts with ACV between 450k-625k and brokerage firms between $600k - $1.9M• Managed 24x6 daily coverage of 200+ global buy-side institutional clients and 700+ brokerage clients• Managed asset firm/brokerage teams to implement financial technology across various vendor systems i.e. Blackrock Aladdin, Charles River, Eze Castle, Enfusion, Fidessa, SS&C Tradeware, Bloomberg, Indata, and Latent Zero

NYSE Euronext, Inc. was a Euro-American multinational financial services corporation that operated multiple securities exchanges, including the New York Stock Exchange, Euronext and NYSE Arca. NYSE merged with Archipelago Holdings, forming NYSE Group, Inc. NYSE Group, Inc. merged with Euronext N.V. to form the first global equities exchange. The components were then part of IntercontinentalExchange, although it has now spun off Euronext.• Responsible for daily contact with brokers, institutional traders, and technology managers for ensuring product integrity and relationship building (company leader in client satisfaction)• Key member of management team that grew sales to $24M annually and client base 300% in three years during division’s infancy. Current annual revenues of $50M• Managed and ran various reports for use of sales and billing thru company CRM, Salesforce.com• Analyzed FIX protocol trade report data by use of LINIX/UNIX commands and SQL queries• Worked with telecom providers, i.e. BT Radianz, Abacus, Amazon, and Microsoft on client hardware installations

ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world. ITG empowers their traders to reduce the end-to-end cost of implementing investments.• Managed 30 institutional clients and 80 brokers for ensuring software integrity • Sold functionality of ITG Macgregor products (MFTP & XIP) and services (MFN) with potential/existing clients

Amundi is Europe’s largest asset manager by assets under management. After its integration with Pioneer Investments, it now manages more than $1.6T of assets globally.• Primary contact for traders, portfolio managers, and analysts for all issues through the Charles River (CRD) trading system• Key member of a 5-person cross-functional team to integrate portfolio management application with trading system

Putnam provides global investment services across a range of equity, fixed income, and alternative strategies. • Circulated investment management contracts and guidelines to appropriate departments for review• Monitored trading, foreign holdings, and restricted securities