I founded BayState Wealth Advisors to help my generation of professionals make the most of their money. With a passion for client education, I work with clients to help them determine not only what they should be doing, but why.BayState Wealth Advisors, LLC is an investment advisor registered with the Commonwealth of Massachusetts working with clients locally as well virtually.

Worked in the Professional Services group managing client projects in the High-Tech Vertical.

• Developed a financial valuation model in .NET/Excel/VBA environment for Lloyd’s Bank of UK to value their loan assets in an Agile development environment. The application was highly complex in nature, had a rigorous deadline and strict quality control measures due to compliance requirements of the UK regulators. Model was used for trading securities and loan assets worth more than 6 billion dollars every month.• Managed a globally distributed and cross functional team of 4 developers, 1 Business Analysts, 3 SQA engineers and a Business User for the Global Macro Automation Support (GMAS) group. Reported directly to the Vice-President of IT.• Lead Daily Stand-up and SCRUM meetings with the entire project team to track progress against the plan and understand the roadblocks for the project team. Team was distributed in Sacramento, California, London England and Boston. Prepared comprehensive project plan. Provide periodic updates to senior management.• Developed User Stories for product development in 2 week sprint cycles.• Laid out the agenda as well as raise and follow-up on new and pending issues for twice a week client engagement meetings. Radiate meeting minutes to all stakeholders.• Coordinate iteration demonstrations with client for their understanding and acceptance.• Develop strategic and tactical plans.• Monitor project risks and implement contingency/mitigation plans.Perform release management by promoting application builds to various environments depending on issues involved. • Prepare, organize and manage critical project documentation.(Milestones, status, timelines, cost and effort estimates,issues.)• Able to extract meaningful updates from the project team members and summarize for senior management as well as provide innovative solutions.• Prepare and share executive-level Dashboard to senior executives to show progress and provide comfort as well as ensure transparency of the Project to relevant stakeholders.

Lead Software testing team with Motorola Public Safety division for testing end to end inter operable solutions team for Motorola Push to talk solution.(MPTT). MPTT enabled subscriber on Public Safety network to talk to another subscriber on 4G LTE System. - Developed user scenarios and use cases for the entire end to end system.- Identified training needs to team members and developed schedule.- Identified test strategy and test equipment needs.- Developed test cases in Python, C++ and TTCN.

Led global cross functional teams to successfully deploy End of Life Software Platforms.Triage Complex Problems found in deployment, root cause it and find an appropriate solution.Created test strategy white paper for Motorola Push to Talk Solution to connect legacy 2 way radio systems to 4G LTE Systems.

As a sales engineer, primarily responsible for sales of Biomedical and industrial equipments to government hospitals, industries and educational institutions. Grew the business organically from 100,000 dollars to 2 Million dollars in less than 6 years as a result of superior customer service.