I lead a team of passionate data professionals, who run our data ecosystem (Snowflake, IICS, PowerBi, Tableau).

- Technical lead for 2 in-flight asset management projects, leveraging solid data and integration methodologies to implement updated business processes into cloud-delivered solutions.- Data Architect and Integration Specialist completed $3MM asset management application implementation.- Technical cross-functional specialist for BPA-wide remediation of Personally Identifiable Information contained in historic login paradigm.

Helping businesses and not-for-profit organizations streamline their technology, operations, and accounting processes. Work with you to develop and implement new revenue strategies and make understanding your business an easy process. We believe every business, regardless of size, should be able to get great advice and a partner willing to help them grow to the next level.Specific Accomplishments• Strategic partner for the largest Food Allergy not-for-profits in the country. Currently acting as their Data and System Architect for 2013 merge. Overseeing the conversion of their CRM systems, accounting systems, and online platforms. Working across all functional areas of the organization including IT, Development, Marketing, and Management to ensure that the technology merge is was implemented on time and on budget. Helping the new organization leverage their technology platform to provide robust business analytics. • Project managed the first successful implementation of an Electric Vehicle charging station in Washington’s scenic Columbia Gorge. Brought together the innovative technology with The Port Of Skamania, City of Stevenson, and the local Business Association to fund the project. Developed subject matter expertise in electric vehicle charging technology, researched profitability of single-stations and cost/benefits analysis for Skamania County. • Worked with a coffee roasting and retailing business to completely overhaul their accounting, inventory, and production processes. Worked to highlight new client opportunities on the wholesale side of their business as well as expanding sales at their current retail location. Despite current economic conditions sales are up 36% in the organization.

Led project to install the first public, commercial-grade Electric Vehicle Charging Station in the scenic Columbia Gorge area in Stevenson Washington.

-Assembled portfolio management and technology team. Directed technology programs to support Quantitative and Alternative Solutions.-Monitored group’s financial performance and funds managed (18); ensured alignment with corporate targets.-Oversaw all group IT initiatives, including research / analytical tools and a CRM solution (for capitalizing on sales opportunities). -Assessed infrastructure support requirements and collaborated with IT and Operations to deploy trade, risk, and operations solutions; resolved systems issues. -Conducted risk and competitive analysis. Specific Accomplishments• Played key role in expansion of group’s assets under management (AUM) from $300M to $9.6B in 2 years; team surpassed AUM objective by 113%.• Introduced 18 new funds in the Alternative Assets segment (achieving group’s primary goal); attracted new clients while increasing AUM.• Enabled improvements in derivatives trade processing (100%+) and in risk position quantification by deploying the Calypso system ($2.7M project).• Enhanced infrastructure and capacity to support major projects by driving change initiatives, obtaining buy-in across teams, and implementing support solutions.• Earned promotion in recognition of outstanding performance.

Oversaw Fixed Income research operations in coordination with team colleagues; led the technology group. - Directly managed developers, business analysts, and QA staff in mixed staffing model.-Gathered requirements and advised on all projects (software and web, data / analytics, and research websites). -Ensured compliance in strict regulatory environment. -Created strategies, technology roadmaps, business forecasts, and PBT analysis. Prepared client (internal and external) surveys and reviewed feedback to improve alignment with client requirements. -Collaborated across numerous support functions to optimize research results. -Developed performance improvement plans for employees and spearheaded analysis of competitors’ research. Specific Accomplishments• Decreased research technology costs 40% by effectively managing a primarily-outsourced development team (7 members in India, 2 in New York); outperformed colleagues directing teams of similar scope (measured by results and cost) while minimizing turnover.• Identified $1M+ in profitability mismatches by creating a P&L assessment solution to measure prospective revenues vs. cost of client services; enabled enhancements in cooperation among the research analysts, trading, and sales functions at a cost of less than $50,000 (and with only 1 developer).• Improved utilization of the client research website ~ 50% by playing a key role (senior team member) in a site overhaul project.• Cut data package processing times from 90 minutes to less than 5 minutes by devising and deploying process improvements for a proprietary Global Trade Flow Analysis system.• Selected to serve on multiple internal steering committees and a research consortium.

Analyzed corporate loan documentation to ensure accuracy and completeness in the aftermath of numerous corporate mergers. Assessed new loans in cooperation with relationship managers to detect potential borrower issues. Conferred with customers to maximize Y2K readiness.Specific Accomplishments• Reduced risk by identifying possible documentation errors and borrower difficulties.• Achieved 100% record of preventing Y2K losses for companies advised.