Managing Director, Investment Technology
Park Ridge, New Jersey, Us
Hand-selected to come to Seix, an international money management firm with $34B in assets under management, I was brought in to build Greenfield networks and manage the technology departments, reporting directly to the C-Suite. As a fiscal hawk, I aim to keep costs well-below the industry average while delivering a consistent and aggressive ROI.As Managing Director, I have planned and implemented two trade and compliance system migrations, three portfolio system migrations, and several new risk metric systems, while successfully guiding the technological response to five audits: three SEC, one FED, and one SSAE 16 Type II.I am tasked with developing and maintaining business continuity plans, technology compliance, internet presence, online client reporting, and public DNS entries; I have also presided over two large-scale data center transitions.Designing and maintaining our data feeds for corporates, MBS, ABS, IRS, CDS, bank loans, currency swaps, and FX swaps, as well as data feeds between trade, compliance, and portfolio accounting systems, also fall under my purview.Premier Achievements- Developed a unique CRM solution via Salesforce.com with customized templates, fully automated billing, client reporting, statement finalization, and review processes.