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Thomas Lugo Email & Phone Number

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
Location: Greater Boston, United States, United States 8 work roles 1 school
1 work email found @oppenheimerfunds.com 1 phone found area 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@oppenheimerfunds.com
Direct phone (800) ***-****
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Current company
Role
Technology & Operations Leader: Innovative Technology Data Solutions | Operational Excellence | Championing IT and Ops teams to grow and outperform | Artificial Intelligence | Business Transformation | Automation | CIO
Location
Greater Boston, United States, United States

Who is Thomas Lugo? Overview

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Quick answer

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, 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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Email format at Franklin Templeton

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{first_initial}{last}@oppenheimerfunds.com
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AeroLeads found 1 current-domain work email signal for Thomas Lugo. Compare company email patterns before reaching out.

Profile bio

About Thomas Lugo

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.

Current workplace

Thomas Lugo's current company

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Franklin Templeton
Franklin Templeton
Technology & Operations Leader: Innovative Technology Data Solutions | Operational Excellence | Championing IT and Ops teams to grow and outperform | Artificial Intelligence | Business Transformation | Automation | CIO
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8 roles

Thomas Lugo work experience

A career timeline built from the work history available for this profile.

Head Of Business Solutions

Current

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.

Jan 2024 - Present

Director, Technology And Business Transformation

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.

Mar 2021 - Jan 2024

Alternatives And Multi-Asset Solutions Portfolio Implementation Manager

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.

Dec 2018 - Mar 2021

Manager, Product Data Governance And Operations

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.
  • 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.
Jul 2017 - Dec 2018

Manager, Enterprise Data Strategy And Data Governance

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.
  • 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.
  • 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
Jun 2014 - Jul 2017

Business Analyst

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.

Mar 2013 - Jun 2014

Associate, Data Acquisition And Integration

New York, NY, US

Apr 2011 - Mar 2013

Financial Analyst Development Program

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.

Jul 2009 - Apr 2011
1 education record

Thomas Lugo education

  • Fairfield University
    Fairfield University
    Double Major: Management Information Systems & Accounting
FAQ

Frequently asked questions about Thomas Lugo

Quick answers generated from the profile data available on this page.

What company does Thomas Lugo work for?

Thomas Lugo works for Franklin Templeton.

What is Thomas Lugo's role at 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.

What is Thomas Lugo's email address?

AeroLeads has found 1 work email signal at @oppenheimerfunds.com for Thomas Lugo at Franklin Templeton.

What is Thomas Lugo's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Thomas Lugo at Franklin Templeton.

Where is Thomas Lugo based?

Thomas Lugo is based in Greater Boston, United States, United States while working with Franklin Templeton.

What companies has Thomas Lugo worked for?

Thomas Lugo has worked for Franklin Templeton, K2 Advisors, Invesco Ltd., Oppenheimerfunds, and Ihs Markit.

How can I contact Thomas Lugo?

You can use AeroLeads to view verified contact signals for Thomas Lugo at Franklin Templeton, including work email, phone, and LinkedIn data when available.

What schools did Thomas Lugo attend?

Thomas Lugo holds Bachelors, Double Major: Management Information Systems & Accounting from Fairfield University.

What skills is Thomas Lugo known for?

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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