SUMMARY

• Collaborative Executive Leader - Business Partner - Solutions Manager
• Results Focused / Flexible Solutions / Strategic Roadmaps / New Revenue Streams
• Building Responsive Organizations That Enhance the Ability to Compete
• Senior Executive experienced in orchestrating performance driven process improvement. Broad leadership expertise in Financial Services, Outsourcing, Ecommerce and Systems development. Demonstrated strength in managing application development and an ability to implement strategies necessary to respond to changing business conditions.
• Ability to communicate wif senior management about technology and its uses. Career reflects progressively more challenging management positions wif a consistent emphasis on team building and exceeding organizational expectations.
• Broad-based responsibilities in the following areas:
• Systems Operations Product Development
• Task Force/Team Building Staffing/Employee Development
• Organizational Management Client Service / Support
• Profit and Loss Management Project and Process Management
• SOX Compliance PCI Compliance

PROFESSIONAL EXPERIENCE

Confidential, Horsham, PA

CIO / EVP Operations

Responsibilities:

• Managed IT and Operations through explosive growth (3,000 percent revenue growth in 4 years)
• Created 4 year IT and Operations roadmap
• Established communication constructs between IT, Marketing, Finance and Operations
• Rolled out industry standard ATG eCommerce solution to support $1 billion dollar eCommerce revenue targets
• Put Marketing department in control of content, promotions, and enabled customer targeted content presentation through eCommerce tools implemented
• Provided tools to business to manage $70 million dollar annual marketing spend across multiple media channels
• ERP system previously purchased but “sidelined” implemented to enable real time financial / inventory control and reporting
• Established cost effective on shore and off shore teams to support business analysis, software development and QA efforts
• Led initial efforts to ensure SOX compliance
• Managed PCI compliance efforts
• Oversaw the build of inventory from $2 million to $80 million
• Negotiated IT and Operational contracts that conservatively reduced costs by $30 million annually
• Built Supply Chain to support $1 billion dollar revenue targets

Confidential, Parsippany, NJ

EVP / CIO

Responsibilities:

• Established an IT organizational structure to facilitate conversion from low tech project based work to a service based product offering where technology is a key differentiator
• Effectively redesigned all communication infrastructure resulting in improved service while achieving a cost reduction of 25%
• Established and integrated product development roadmap into the corporate culture
• Led effort to secure SAS 70 type 2 certification
• Established relationships wif key clients early on to successfully salvage critical business revenue
• Brought in on an as needed basis to assist in securing new business contracts.
• Assisted in transition from a consultant placement based business to an offshore project based business.
• Developed a $2 million dollar pipeline of software development projects in the Asset Management Industry.

Confidential, Iselin, NJ

President

Responsibilities:

• Recruited to dis software company to help launch specialty software packages to municipalities and builders. Additionally prepared and presented business plan to over 40 Venture Capital firms.
• Under my leadership, the company sold its products to 109 municipalities and increased sales from 80K per quarter to 400K per quarter.
• Received multiple term sheets from interested Venture Capital firms.
• Selected by New York City Venture Capital fair to present business plan at their convention.
• Achieved a reduction in expenses by 200K per quarter.

Confidential, Horsham, PA

CIO / SVP Operations

Responsibilities:

• Established an organizational structure encompassing systems development, systems operation,network services, and editorial operations to support aggressive business plans.
• Oversaw due diligence on 15 strategic acquisitions wifin the scientific and engineering communities.
• Oversaw technical and operational aspects of integrating companies acquired into the VerticalNet infrastructure.
• Implemented Oracle ERP system.
• Implemented Sales Force Automation system.
• Assembled a cross-functional team (Back Office Technology Integration) to review and prioritize internal initiatives.
• Successfully managed, for all quarters since the company went public, revenue targets.
• Oversaw the globalization / internationalization of the code base for several large international deals.
• Implemented a traffic monitoring system that provides true click stream analysis capabilities to business line managers.
• Designed and successfully implemented a corporate wide mail system utilizing Microsoft Exchange Server.
• Implemented a formal quality assurance / code release process.

Confidential, Princeton, NJ

First Vice President

Responsibilities:

• Directed the creation and implementation of a comprehensive business resumption plan for a mission critical operation.
• Continually analyzed department workflow and made recommendations where technology could be leveraged to gain operational efficiencies.
• Implemented a report archiving/distribution system across MLAM which eliminated the need to distribute hard copy reports.
• Implemented a comprehensive Security Master used by several business units which had previously maintained independent security master information.
• Implemented a Board of Director reporting system, which allowed TEMPfewer people to prepare comparative reports more quickly than in the past.
• Implemented all department policies on a web based intranet. dis application contained over 1,000 operational procedures.
• Implemented a modular solution in the UNIX environment to support high availability of all production databases while easing administration.
• Implemented an exception based, web enabled, pricing application used to secure and scrub security prices for all MLAM mutual funds. Architecture was based on IBM TX series Middleware.
• Completed Y2K application certification ahead of company mandates.

Confidential

Responsibilities:

• Led the network engineers in design of network infrastructure.
• Directed and coordinated the move of the mutual funds operations to a new facility.
• Introduced and implemented mutual fund accounting system for international fixed income and equity funds.
• Established a pricing area, which eliminated duplicate work being performed by numerous accountants while significantly increasing control.
• Established a corporate action area, which significantly reduced NAV errors resulting from missed or incorrectly booked corporate actions.
• Actively managed staff development through job rotation.
• Established new accounting procedures for mortgage backed funds capable of handling large volumes of trading.
• Developed and implemented PC based application used to calculate excise tax on over 60 mutual funds.
• Developed and implemented PC application to increase accuracy and efficiency of budgeting process.
• Successfully executed re-staffing 50% of department over a six-month period as a result of relocating from New York to New Jersey.
• Established a Comprehensive Training Program for Department.