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@oppenheimerfunds.com
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Thomas Lugo is listed as Technology & Operations Leader: Innovative Technology Data Solutions | Operational Excellence | Championing IT and Ops teams to grow and outperform | Artificial Intelligence | Business Transformation | Automation | CIO at Franklin Templeton, based in Greater Boston, United States. AeroLeads shows a work email signal at oppenheimerfunds.com, phone signal with area code 800, and a matched LinkedIn profile for Thomas Lugo.
Thomas Lugo previously worked as Head of Business Solutions at Franklin Templeton and Director, Technology and Business Transformation at K2 Advisors. Thomas Lugo holds Bachelors, Double Major: Management Information Systems & Accounting from Fairfield University.
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AeroLeads found 1 current-domain work email signal for Thomas Lugo. Compare company email patterns before reaching out.
I have a passion for optimizing operations, driving efficiencies, and transforming organizations to run more effectively using technology. By bridging the gap between the business and technology, I have been able to successfully pioneer technology and operations solutions with significant positive impacts to revenue generation and cost reduction throughout my career.✅ Holistic Insight - Tailoring Solutions Across Asset Management Spectrum:Drawing upon my diverse experience spanning the back to front office in the asset management industry, I've cultivated a holistic understanding of the entire business landscape. This experience has provided me with invaluable insights into the unique intricacies, challenges, and needs of each segment. Such a foundation not only enhances my ability to communicate effectively across all facets of the organization but also empowers me to devise tailor-made solutions that achieve business needs.✅ Business Evolution:I am well regarded for my ability to re-architect enterprise data models to transform businesses into modern and efficient enterprises. ☆ This includes recently modernizing the 20 year old infrastructure of $10Bn Fund of Funds firm through migration to the cloud and designing a data model that fits business and client needs.✅ Hands-on leadership:Empowering both onshore and offshore teams, my leadership strategy centers on mentoring, education, and close team interaction for optimal outcomes. Most importantly, I ensure this empowerment extends beyond my direct reports to help support others across the organization with direction.✅ Rising Above High Expectations:While working to achieve targets, I am always looking for the edge to go beyond expectations from a deliverable output and cost savings perspective.☆ Over my career, my initiatives have resulted in millions of dollars in yearly savings through strategic technology solutions that replace third party services, contract negotiations with existing vendors, aligning data footprint to current business needs and decommissioning costly legacy infrastructure✅ Process Optimization:Strong ability to identify inefficient processes and re-create solutions that saves costs and delivers superior outcomes through automation and offshoring.
Listed skills include Business Analysis, Requirements Gathering, Analysis, Financial Analysis, and 61 others.
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San Mateo, California, Us
K2 Advisors (A Franklin Templeton Company) was merged into Franklin Templeton Investment Solutions in January 2024.Additional responsibilities leading technology solutions, business transformation, reporting and data management across FT Investment Solutions group.
Stamford, Connecticut, Us
Lead the creation, development, and execution of a multi-year strategic technology roadmap aligning with long-term business objectives, optimizing processes, and delivering efficiencies to enable scale.Architected a strategic review of all technology, operations, service providers and data services to design and implement a target operating model resulting in over $3 million dollars in savingsSpearheaded the transformation of the K2 Advisors technology and operational infrastructure, to migrate technical footprint to Azure and retire over 20 high maintenance on-premise servers.Instituted an IT Governance structure that balances the flexibility and cost requirements of the business while maintaining critical practices to ensure protection of data and infrastructure availability.Oversaw the construction of ETL/ELT processes in Azure leveraging Azure Data Factory (ADF) to automate processes and create a systematic environment for calculating robust analytics.Drive data governance and business intelligence strategy, ensuring robust, real-time analytics and reporting to empower executive leadership in making informed strategic decisions for a $80Bn+ investment solutions business.Collaborate with executive stakeholders to capture strategic requirements, prioritize initiatives, and ensure the successful delivery of high-impact projects, that align with critical business objectives.Champion the adoption of cutting-edge AI tools, such as Microsoft Co-Pilot and Azure OpenAI, to lead initiatives that transform core business processes, enhance decision-making capabilities and deliver scalable operational efficiencies.Built and manage a team of 12+ technical engineers and business analysts, leveraging a mix of onshore and offshore resources to drive technology solutions through innovation and operational excellence.
Atlanta, Georgia, Us
OppenheimerFunds was acquired by Invesco in May 2019Promoted to manage the execution of the operational and technical buildout of a new private markets alternatives insurance business while supporting investment team.Led business systems integration of multi-asset portfolios to new technical infrastructure including risk system migration to hosted Azure cloud solution and BlackRock’s Aladdin platform.Optimized the investment process by automating operational tasks, reducing the operational burden on the investment team and creating a defined process for investing in private market instruments.Supported portfolio manager with trading of 144A Catastrophe Bonds on primary and secondary markets by leading trade execution, cash management, FX management, performance attribution, portfolio modeling and valuation.
Atlanta, Ga, Us
Oversaw all data related enhancements and projects requested by the investments and product organizations including enhancements to trading data, marketing materials and digital platforms. Led implementation efforts for investment product lifecycle changes and data related enhancements across several asset classes including fixed income, equities, alternatives and multi-asset solutions.• Participated in the Enterprise Data Management Council and Data Policy Council as subject matter expert representing the investments, product and marketing business functions• Proposed and executed a cross-product project to resolve Morningstar data quality issues by 80%, resulting in direct impact to product transparency in the market and improved client discussions• Led several projects to revise and implement use of portfolio and accounting data including durations, yields, benchmarks, investment classifications, credit ratings and cash standardization• Chaired a cross-organizational team of senior officers consisting of technology, operations, risk, compliance and sales to evaluate new proposals, identify risks and develop creative solutions to implement a product roadmap
Atlanta, Ga, Us
Managed effort for the creation of the OppenheimerFunds data strategy and governance program including participation as a team lead in a current state assessment and design of a future state program to enhance overall enterprise data quality.•Led formal review of current state data architecture across the enterprise and conducted analysis to recommend strategic solutions for future state business architecture with a focus on improving data quality, timeliness, and accuracy while reducing operating cost• Oversaw the scope and design of relevant governance artifacts including business glossary with attribute prioritization, process workflows, associated data lineage relationships and reporting dashboards• Drove requirements of strategic project to improve existing data by implementing new data validations to reduce monthly data errors by over 90%• Managed a team that coordinated the enterprise data policy program by researching, designing and proposing new data policy requests to a group of senior leaders representing different functional areas• Implemented approved data policies by designing business requirements and operating procedures documentation to drive technical and operational execution• Partnered, educated and formalized procedures with data stewards to monitor and improve data integrity across the company including investment, marketing, client, corporate, finance and sales data
London, United Kingdom, Gb
Led software implementation and enhancements on a buy-side trading platform by conductinginitial requirements gathering, functional and UX design, testing and supporting project management to delivery.Spearheaded several process efficiency projects to improve SDLC including reducing QA testing time by 40% and transforming project management processes.
New York, Ny, Us
Supported overall data strategy, data governance and data quality in a data control group that ensured proper data validations, data stewardship and data quality prior to passing data downstream for financial and risk reporting.Efforts included data integration from several platforms, database regression testing, quality assurance testing, business analysis, requirements analysis, building test cases, defining procedures and leading independent projects to uncover strategic solutions to recurring data quality issues.Awarded global finance operations award for designing a solution to identify and permanentlyreduce missing issuer exposure by 90%, equivalent to $300 Billion in recurring unknown riskLed several strategic initiatives and cross-functional projects to improve operational effectiveness of data controls by automating and simplifying tasks to reduce delivery time by an average of 40%
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Thomas Lugo works for Franklin Templeton.
Thomas Lugo is listed as Technology & Operations Leader: Innovative Technology Data Solutions | Operational Excellence | Championing IT and Ops teams to grow and outperform | Artificial Intelligence | Business Transformation | Automation | CIO at Franklin Templeton.
AeroLeads has found 1 work email signal at @oppenheimerfunds.com for Thomas Lugo at Franklin Templeton.
AeroLeads has found 1 phone signal(s) with area code 800 for Thomas Lugo at Franklin Templeton.
Thomas Lugo is based in Greater Boston, United States while working with Franklin Templeton.
Thomas Lugo has worked for Franklin Templeton, K2 Advisors, Invesco Ltd., Oppenheimerfunds, and Ihs Markit.
You can use AeroLeads to view verified contact signals for Thomas Lugo at Franklin Templeton, including work email, phone, and LinkedIn data when available.
Thomas Lugo holds Bachelors, Double Major: Management Information Systems & Accounting from Fairfield University.
Thomas Lugo is listed with skills including Business Analysis, Requirements Gathering, Analysis, Financial Analysis, Equities, Business Process Improvement, User Acceptance Testing, and Fixed Income.
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