A collaborative and cross-disciplinary working group of technology innovators, financial service and investment leaders, academics and the Commonwealth of Massachusetts created The Mass Fintech Hub to serve as a community to spur regional innovation leadership and the economic growth of all aspects of the Fintech ecosystem in Massachusetts.

Full-time faculty member at the WPI Business School teaching Finance, FinTech, MIS, and Business courses for undergraduate and graduate students. Focus and mission to bring real world stories and experiences to prepare the leaders of the future to be ready for the fast paced intersection of finance, technology, and business.I am also the director of the WPI Wall Street FinTech Project Center which is an interdisciplinary partnership of faculty, students, and industry sponsors. The FinTech Project Center is focused on creating a unique cohesive academic project based learning platform coupled with institutional strategy for the creation, implementation, and commercialization of innovative FinTech. The FinTech Project Center also creates a great recruiting pipeline for high-end technical talent that truly understands exceptional rapid delivery, complex project work, innovation, business, finance and team work.

• Appointed to drive needed IT strategy, cost transparency, and accountability across Enterprise IT ($3.3B), Corporate Technology Group ($160M), and corporate functions. This included investment of financial resources in IT systems, resources, staffing, sourcing, purchasing (labor, non-labor), and development.• Designed and enabled powerful and consistent reporting, policies, understanding, IT operations, and efficiency when making critical strategic business decisions on IT. • Led product management policies, practices, application rationalization, and total cost of ownership metrics across the Corporate Technology Group, which drove change in scale, efficiency, innovation, and reduced risk.• Collaborated across CTG to drive CTG global workforce planning, IT strategy, strategic direction, operational planning, and tracking.• Established and managed appropriate governance, oversight, clear communications, framework, authority, monitor, escalation on issues, delegation of staff / resources, capital budgets, forecasts and financial impact for all Corporate strategic technology initiatives, program management, project management, and product management processes.

• Hand-selected to drive change, increase morale/culture, and enable the Enterprise HR transformation efforts. • Spearheaded the HR IT Product line which included enterprise-wide products for compensation, talent acquisition, talent management/performance, and HR shared services. • Steered all IT development and operations support globally for multiple HR IT products including SaaS (SAP, Oracle, Salesforce) and in-house systems. • Drove IT cost efficiency for Enterprise HR and strategically led enterprise IT programs to enable a consistent, efficient, and modern associate experience for all Fidelity associates globally

• Finance & Accounting Production/Operational IT Support - Elected by IT senior management to partner closely with senior business leaders (finance and accounting) to re-evaluate all IT and business production support practices for data management, incident, and problem management. - Implemented rigorous policies and processes to be 100% aligned with CFO’s Center of Excellence approach for consistent and repeatable production support across the enterprise. • Procurement Transformation - Faced with strong internal customer dissatisfaction with IT, hand-selected by senior IT leadership to partner closely with business leaders (procurement and accounts payable) to reevaluate and implement integrated IT and business practices. - Educated and implemented agile best practices that provided visibility, understanding, and transparency into all IT costs and processes. • Corporate Treasury and Tax Product Transformations - Hand-picked as the senior IT Leader to partner with senior business leaders (treasury and tax) to do a full evaluation of all systems. This included all business operations, operating procedures, processes, legal regulations, IT systems integrations (in and outside of Fidelity), and reporting requirements. - Implemented business process by developing a “one team” mentality with a keen focus on the end user, straight through processing, a buy-versus-build first approach, coupled with integrated flexible systems that enabled rapid growth of international processing as well as future cost avoidance.• Oracle E-Business Suite - Directed and managed the Oracle EBS operations for all domestic and global business units across Fidelity which covered all accounting, finance, procurement, accounts payable, and fixed assets. - Drove best practices, policies, processes, methodologies, and systems implementations globally which enabled firm-wide consistency.

• Fund and Institutional Customer Billing IT Systems - Managed and supported the complex and critical operations of the fund billing IT systems which calculated and maintained all transfer agency and management fees for all Fidelity funds. 75% of Fidelity’s total annual revenue was calculated by the fund billing systems. - Planned, implemented, and supervised business unit institutional billing systems to ensure that financial processes and billing are accurately calculated, automated, audited, and reported, while also eliminating regulatory risks.• Executive Shareholder IT Systems - Pioneered a proactive grass roots revolution via strategic IT innovation and a close partnership with enterprise accounting and HR to prototype, design, develop, and implement the firm’s first SHARES.fidelity.com application. - Successfully delivered to the executive-level end users an automated secure distribution of 10,000 shareholder/payment statements, executive letters, and legal documents across Fidelity worldwide.

• Created, designed and led PMO services for Corporate Finance Systems, including portfolio management, business system analysis, resource management, offshore strategy and PM consulting. • Directed all Corporate Finance Systems teams in implementing consistent processes for IT central governance, application portfolio rationalization and offshore strategy.

• Project managed Fidelity Cost and Profitability (FCAP) data/reporting projects for Fidelity Employer Services company (FESCo) in a multi business unit environment. Lead multiple business and technical teams in Boston and Dallas.• Implemented 4 major deliverables for FESCo over a 2 year period to create and improve profitability reporting. Projects ranged from 30-60 people in size.

• Project Lead and Developer: Implemented and supported wide range of vendor and internally developed applications including systems in Manufacturing, Accounting, Activity Base Costing, Telemarketing, Sales Estimations and ADP Payroll.• Led and performed detailed business analysis to identify needs, wrote business specifications and directed implementations of multi-divisional applications to drive firm-wide standardization of processes and practices.

• Managed Corporate Accounts Payable and Payroll departments as well as all Bank Account reconciliations (Domestic and International). • Managed and converted corporate payroll from in-house to ADP payroll system.

• Supervised and controlled all computer operations for the enterprise resource planning system on an IBM System/36.• Established accounting processes and procedures for business and internal controls.