Program Manager with senior level expertise in investment management technology. Results-proven ability to cross-functionally bridge the gap between IT and Investment Management departments from a comprehensive financial understanding of running equity and bond portfolios with a deep knowledge of IT system integration, software development, data management, and emerging technologies:• Led performance attribution reporting, risk oversight and investor relations earnings program with $1.8T under active management for BNY Mellon. • Created an innovative data operating model for BNY Mellon’s Investment Management Company utilizing Jira and Dataiku.• Established a new standard for developing all future investment tech products during transformation initiative for Eagle’s first Product Lifecycle Management. • Designed front-office intraday cash management and investable cash projection application for Bridgewater, the world’s largest hedge fund manager.Compelling speaker and engaging financial technology presenter to CEOs, Boards of Directors, and at industry conferences. Launched three fixed income mutual funds of $31B total net assets. CURRENT ROLE• Consultant, Integrity Park Inc.PRIOR ROLES ‣ BNY Mellon:• VP, BNY Mellon Investment Management Company • Risk Oversight - Data Science, BNY Mellon Investment Management• Senior Product Manager, BNY Mellon Eagle Investment Systems• Hedge Fund Trading Systems, BNY Mellon‣ Fidelity Investments:• Senior Analyst – Taxable Bond Trading Desk• Director Fixed Income – Fund Analysis Research Group• Equity Analyst – Fund Analysis Research Group• Principal Analyst – Equity Investment Management TechnologyAREAS OF EXPERTISE• Investment Management • Complex Problem Solving • Program Management • Customer Relationship Management (CRM) • Investor Presentations • Client Services • Business Analysis • Investment Research • Quarterly Earnings • Corporate Strategy • Equity Trading • UI Design • SEC & Regulatory Reporting • Investor Relations • Performance Attribution • Agile Development • Data Science • Complete Front - Middle - Back Office Trade Processing • Communication • Product Development • Software Design • Marketing • Data Reporting and Transformation • Public Speaking • Cross-Functional Teams • Jira • Dataiku • EDUCATION• Master of Business Administration (MBA)• Bachelor of Arts (BA) in Economics