Robert Lake Email & Phone Number

United States

Principal, Head of Digital Advice TechnologyDirect a global technology team for creation of company’s robo-advisor technology platform, delivering strategic support in realizing desired objectives. Direct strategies implementation to enhance digital advice technology platform, increase user engagement, and reduce complaints. Examine data, determine trends, and deliver actionable insights that positively impacted UX by interacting with cross-functional teams. Conducted thorough research and analysis to identify market opportunities and user needs to enable execution of targeted features and enhancements to digital advice platform.● Championed a global technology team of 200+ professionals for planning and creation of company’s digital advisor technology, enabling clients to effortlessly manage investments without need for in-depth understanding and oversight.● Played a key role in establishing a top-performing team model that garnered respect from business and IT departments via leadership of assets growth under advice for digital advisor offering, resulting in expanding assets.

Malvern, Pa

Principal, Head of IT Risk ManagementLeadership of 45 person technology risk and controls assurance organization reporting directly to CIO and partnering with IT senior leaders to identify, mitigate and manage critical technology risks.• Transformed Vanguard’s IT Risk and Controls organization to focus on business value creation while simultaneously assuring a strong controls environment vital to regulatory compliance and client trust.• Built a comprehensive domain framework covering the risks within strategic technology programs, critical processes, and assets.• Established trusted relationships across the IT senior leadership team by delivering value added risk services that provide leaders with the appropriate guardrails to ultimately speed up application development and strengthen operations.• Built an interactive, self-provisioned risk dashboard linking Vanguard’s business goals to technology KPIs and KRIs. Regularly present risk dashboard to IT senior staff to drive accountability and action.• Established an innovative governance model with key second line of defense partners including internal audit, enterprise supplier management, enterprise risk management, third party risk management, legal and compliance resulting in an integrated view of business and technology risk.Principal, Global Business Systems and International ArchitectureHead of 120 person development team creating external and internally facing web sites and applications.• Successfully delivered over $20MM in annual software development including over 30 international websites and various internal applications.• Moved development teams into cross-functional product team structures that were staffed with full stack developers, product test engineers, solutions architects and product owners. New product teams enabled faster delivery, less hand-offs, greater productivity, and less defects.• Initiated a strategic program to replace the CRM systems for the international business

Philadelphia, Pa

Manager, Electronic Commerce and Systems DevelopmentLed strategic planning and systems development for Electronic Commerce, EDI, Hazardous Materials Handling and Quality Assurance. Management of 28 person staff.• Developed and presented Electronic Commerce strategy which won approval for implementation.• Led improvement of telecommunication software resulting in over $200,000 in annual savings.• Improved existing quality assurance rate by 15% by adding targeted improvements in process. Project Leader Project management responsibility for multiple mainframe and client/server development projects including resource allocation, planning, scheduling and tracking. Team leader for software configuration management standards and procedures.• Constructed and implemented a process for archiving, updating and managing workstation library of multi-million dollar development project resulting in a faster development life-cycle.• Delivered projects on schedule and within budget resulting in 25% higher client satisfaction. Senior Programmer / Analyst Development of C programs on MS Windows platform for client-server systems• Contributed significant functionality to a new revenue management system.

Software Engineer• Led design and development of a ground-based portable weather station and aircraft mounted weather analysis system. Successful implementation generated sales in national and international markets in the Middle East, Asia, and South America. Travelled internationally to install and support systems.

Bachelor Of Science - Bs, Electrical And Electronics Engineering

M.B.A., Management

B.S., Electrical Engineering

B.A., Physics