SUMMARY

• IT leader with 20+ years of experience designing and implementing innovative and complex global software solutions for leading institutional investment firms.
• Effective collaborator, team builder, mentor, manager and developer with the ability to lead high - performing on/offshore teams of Programmers, Business Analysts, Software Service Representatives and Software Developers.
• Strong project management background that includes delivering large-scale software and application implementations, upgrades and enhancements according to requirements, schedule and budget.
• Skilled in automating systems and processes that improve efficiency, productivity, system availability and performance.

TECHNICAL SKILLS

• IT Solutions
• Software Development & Implementations
• Multi-Currency Portfolio Accounting | Confidential
• Portfolio Analysis
• Straight Thru Processing
• Compliance
• Investment Portfolio Performance Measurement
• Trade Order Planning
• Allocation & Order Management
• Electronic Order Execution
• Vendor Management

PROFESSIONAL EXPERIENCE

Application Manager

Confidential, New York, NY

Responsibilities:

• Initiated and led the development of software to convert performance back history data from Sylvan to B-ONE which reduced costs by eliminating six report servers, four database servers and four application servers.
• Directed the development of all software for Nexus, a Confidential system developed at AIG; implemented an interface from the firm’s data warehouse to Nexus and from Nexus to SAP.
• Served as the Technical Project Manager on the successful planning and installation of Revport, a third-party Confidential and analysis system; coordinated system demos and training, managed the system installation and participated in extensive vendor negotiations for this project.
• Developed an application for computing and tracking accruals for AIG’s long-term incentive compensation plan.

Application Mgr. Performance Measurement

Confidential, NY

Responsibilities:

• Led the development of a complete GIPS compliant reporting suite for composites to facilitate GIPS compliance.
• Designed a complete auditing system for composites and developed software for Performance Reporting.
• Spearheaded the search for a new commercial billing system and established a system selection process.
• Oversaw the maintenance and development of a preprocessing system to feed security, transactions, holdings and index data into the Sylvan system.
• Implemented a new procedure to handle incoming reporting requests; developed a new written formal specification process to improve the request process that increased efficiency and streamlined workflows.
• Worked with an outside vendor to resolve and fix a critical feature in the Sylvan system that improved software development productivity.

Technical Specialist, Charles River Development

Confidential, New York, NY

Responsibilities:

• Brought the AIG Japanese Confidential desk up live on the Charles River Confidential system.
• Designed and developed a set of custom trade tickets compliant with Japanese regulations.
• Collaborated with Japanese counterparts to create feeds from the Tokyo XNET accounting system into CRD.

Project Manager, Performance Measurement

Confidential, New York, NY

Responsibilities:

• Advised the performance measurement group to continue the use of the current XAMIN performance management system in place of developing a costly in-house system which saved the firm $1M+.
• Led a project that produced holistic performance reports enabling private bank customers to receive performance results that encompassed all of their investment holdings, not just the holdings in their JP Morgan Chase accounts.
• Automated composites in the XAMIN system to replace a manual system with 20,000 accounts.

Project Manager

Confidential, Farmington, CT

Responsibilities:

• Customized the system to support a generic Confidential workflow; worked with CRD to write product specifications to support generic Confidential and fixed income orders that were implemented and released by CRD in version 8.
• Integrated new controls into the Charles River Confidential system to enforce workflows and improve Confidential operations.
• Led the successful go-live of the structured products Confidential desk on CRD.
• Developed programs to identify and track system problems in a 24/7 environment; customized these programs to notifying the appropriate staff when there were overnight system process problems and issues.
• Created reports that enabled senior management to track the life of an order to measure trader efficiency.

AVP Software Development Manager

Confidential, New York, NY

Responsibilities:

• Drove significant costs savings of $400K annually by reducing staff size by 30%.
• Improved and enhanced the on-line availability of the system from 11.5 hours to 23 hours per day.
• Supported investment managers and operations teams that oversaw $1B in fixed income investments.
• Influenced a compliance system vendor to write an API to hook into our in-house trade capture system that immediately alerted traders to compliance violations as soon as each trade was entered.
• Designed and implemented a set of performance reports for a major prime broker’s hedge fund clients’ portfolios.
• Consulted with a major money manager to develop an in-house, client-server portfolio accounting system; designed pricing vendor interfaces, wrote automated test programs to test the trade entry system and wrote Transact SQL stored procedures to calculate fixed income including yield to maturity and accrued interest.
• Automated DTC processing for a money management firm using the PORTIA system.