SwarmPoint LLC helps people run their businesses more effectively. Developing strategies that meet goals, optimize business performance and manage change. Deliver projects, develop metrics, SLAs and dashboards that allow options to be evaluated, business processes restructured and subcontract and outsource relationships to be structured successfully. Clients are primarily in transactional businesses with complex workflows and large technology investments.

Alternative corporate name used to be found by other linkedIn members.

Alternative corporate name used to be found by other linkedIn members.

Responsible for leading client strategy engagements in financial services and building consulting relationships within Wipro clients by providing value through strategy consulting not previously offered to them.• Assessed the business processes of a large custodian’s reference data teams for fixed income, equity and derivative assets. Made implemented recommendations to drastically change some activities and re-allocate staff which resulted in the integration of teams from two divisions, the introduction of MIS metrics and the development of an IT roadmap• Assessed a large in-flight project with significant project overruns. Made recommendations on the phasing of the project to more effectively balance resources and changes to the requirements scoping and prioritization processes• Led a series of scoping workshops for a global investment bank rebuilding its order execution and management systems along with the associated MIS system, execution allocation statistics and data warehouse.• Managed the assessment of a series of accounting, payment and depot systems across a group of investment banking entities to define a migration path which achieved a successful implementation of a successor infrastructure• Improved the accuracy of the performance calculations generated by a major asset manager’s fund accounting system by assessing and changing the business workflows where the nature of a transaction was lost by the accounting entries• Advised a well known private equity business on the integration of a large hotel chain’s infrastructure into theirs• Provided a roadmap and framework service level agreements, budget, governance and change processes to allow the integration of five acquired business’s IT departments into a single corporate IT department.• Structured the operational processes of a global investment bank’s prime brokerage risk monitoring in order to allow business process and information technology outsourcing

Led the implementation of Equilend Phase II. Managed the relationship with member firms as well as the EquiLend CIO. Drove requirements and change management for the institutions making up the EquiLend board. Responsible for leading client strategy engagements in financial services. Driving a number of integration and team building initiatives within Wipro• For EquiLend successfully integrated the development teams from a rival vendor with those from Nervewire• Managed EquiLend staff and EquiLend Board expectations to allow the successful completion of the phase• Facilitated hand over of key functions from Nervewire to the growing EquiLend operational team• Led scoping and requirements discussions with a lead investment bank for the successful implementation of a soft dollar accounting system with sophisticated client facing web interfaces which were delivered on schedule.• Managed a team taking a brokerage business’s payments disbursement processes and system development offshore toWipro. Assessed current workflows and systems, defined metrics, KPIs, SLAs and governance for the client• Assessed the business workflows of a 401K provider who had been acquired by a lead retail broker and developed a roadmap of recommendations for investment and integration of the entity and its clients.• Ran a series of UML use case workshops for the sales managers and other stakeholders of a retail brokerage

Product and Development manager for a range of Securities Lending and Prime Brokerage internal and external applications and services. Responsible for prioritization, recruitment, driving the architecture of the applications, leading business analysis, client product presentations and rollouts to external clients• Developed Stock Loan Link, an industry leading extensive range of business to business integration services for securities lending and prime brokerage clients. These services offered web, batch and messaging delivery mechanisms• Made significant design and agenda setting contributions to Equilend as Morgan Stanley’s representative at EquiLend.• Evangelized internally to ensure integration of Morgan Stanley’s extensive systems and prioritized integration efforts• Designed and implemented a firm wide real time OMS short locate approval system which verified and communicated locate requests for all firm proprietary, program and client short trading and execution flows.• Grew the number of clients with integrated lending and transactional facilities to over 100. Integrated setup processes with a separate service group and managed working relationships with engineering and service to support the growth• Re-engineered the core critical systems to use a high availability architecture with a resilient hot standby configuration

Supported a four fold increase in the transactional volume of the business by implementing systems that effectively solved genuine business bottlenecks. Recruited and grew a well functioning team ofeight people starting from a base of one.• Innovated a series of automations in the covering of short depot positions automatically from lenders and in the assessment of the book of loans and automated returning of outstanding loans to support better book optimization.• Developed Team procedures, pioneered use of the web, integrated support models and training tools• Replaced legacy technologies and re-architected the systems from Smalltalk to a C++, Java and VB environment

Front office development and support of the international securities lending operation, the industry’s largest. Development work being done in London and distributed to Tokyo and New York. This involved development in Smalltalk and C++ using a Sybase database.• Extended the MS Trust payment systems to support the automated sweeping of funds across the agent bank network• Automated foreign exchange transactions for dividend repatriation by monitoring pending corporate actions• Extended the portfolio of applications further to include the main firm MS&Co cash disbursements with the muchlarger associated user communities and fraud control systems as well as the trust company securities lending desk

Developed a program trading system for the Swedish options market. Led the development of systems for option modeling and trading at the London option market• Implemented the first automated option program trading platform on any European option market• Setup manual trading desk including a leased line to Sweden and OMX software in three weeks• Qualified as a runner on the LIFFE floor in order to have floor access during trading hours• Supported recovery from a significant building loss due to the St Mary Axe bombing

Principle engineer developing a large Microsoft Windows application. Used user interface labs to iteratively provide a better user interface• Cut the training course requirement for clients from four weeks to one week by designing a honed visual function block programming interface to replace the prior textual programming interface• Taught myself Smalltalk and built a coaching relationship with the chairman of the European Smalltalk User Group

Developed embedded software and provided related sales assistance for Tramitton, a SCADA solutions provider and manufacturer of supervisory telemetry equipment to monitor industrial plant controls• Wrote communications drivers in C to integrate the parent companies industrial controllers with Transmitton’s• Wrote RFP responses for telemetry on a water distribution system as well as an alarm monitoring system• Resolved commissioning problems with Gatwick Airport’s runway signal lighting which were preventing use of theairport for wider wingspan aircraft.

Specifying and writing code to run on a Sun processor embedded in a new range of large automatic diagnostic PCB testers• Found and used a research paper from the human genome project as a model for a pattern matching solution