30+ years on Wall Street as an innovator, research analyst, training director, publisher and entrepreneur.--RESEARCH PROJECTS--5 Questions to Ask about T+1 / T+0 SettlementTop 10 Trends in Capital Markets for 2022Advanced and Emerging Technologies in Post-TradeAutomation of Global Asset ServicingAnticipating Operational Risk in Complex EnvironmentsA Practical Guide to Implementing STPSecurities Technology: Market Forces and Spending PlansCorporate Actions: Searching for More Complete SolutionsFinancial Markets Compliance for Technology ProfessionalsBlockchain Revolution in Capital Markets OperationsOperational Risk Best PracticesAnnual Market Data Survey and Awards LuncheonBlockchain Applications in AML ComplianceJournal of Securities Operations – Publisher, Executive Editor and Contributor--CONFERENCES--Securities Operations & Processing Conference – Annual – 8 yearsTechnology for Securities Operations Conference - 5 yearsGlobal Securities Operations Conference – Annual – 5 yearsCorporate Actions Processing Conference – Annual – 5 yearsData Management: Operations and Technology – Annual – 3 yearsElectronic Trading Conference – Annual – 3 yearsBest Execution Conference – Annual – 3 yearsCrypto Asset Servicing Conference--EDITING AND PUBLISHING--Periodicals:Securities Operations Letter – Managing EditorGlobal Securities Operations Letter – Managing EditorInvestment Operations Magazine – Publisher and Executive EditorJournal of Securities Operations – Executive Editor and PublisherSecurities Industry News – Publisher Fixed Income Daily – Publisher Electronic Trading – Publisher Wall Street & Technology Magazine – Wrote 12 articles, including four featuresGlobal Custodian Magazine - Blog ContributorBooks:Global Investing for the US Investor: A Guide to Global Investment Products, Strategies and Risks - AuthorProcessing Non-Standard Securities – Author How the US Securities Industry Works – Publisher and EditorHandbook of Straight Through Processing – Publisher and Contributing EditorSecurities Operations Glossary - Publisher and EditorHandbook of Fixed Income Technology – Publisher Handbook of Electronic Trading – Publisher Insider’s Guide to Fixed Income Products and Markets – Publisher --OPERATIONS & IT--Corporate Actions Control System – Developer GNMA Custody Accounting System – Developer MBS Allocation & Optimization System – Developer Securities Lending System – Project LeaderGlobal Custody, Corporate Actions & Reconciliation – Team LeaderMutual Funds Processing – Team Leader