Experience

DV Trading LLC

• United States
• Financial Services
• 100 - 200 Employee

• Project Manager Technical Lead

  • Aug 2022 - Present

  Chicago, Illinois, United States



William Blair

• Financial Services
• 700 & Above Employee

• Lead Technical Project Manager

  • Oct 2018 - Aug 2022

  Chicago, Illinois, United States



Barnicle Consulting LLC

• Founder

  • Jul 2015 - Oct 2018



InvestCloud, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Project Manager

  • Sep 2014 - Jul 2015

  san francisco, california



Neuberger Berman

• United States
• Financial Services
• 700 & Above Employee

• Project Manager - Vice President

  • Sep 2012 - Sep 2014

  Greater Chicago Area



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Manager - Capital Markets Consulting

  • Jun 2010 - Sep 2012



Thomson Reuters Recap

• Biotechnology
• 100 - 200 Employee

• Sr. Consultant

  • Feb 2008 - Jun 2010

  Chicago



Mesirow

• United States
• Financial Services
• 500 - 600 Employee

• Business Analyst

  • Feb 2006 - Feb 2008

  Business Analyst focusing on IT applications that serve the financial services divisions of Mesirow Financial. In addition to the below projects, I provided business support for two in-house applications for billing and bond trade reconciliation. Below are some additional accomplishments while at Mesirow Financial: · Implemented Bloomberg POMS trading system for institutional trading desk using Advent as the back end portfolio performance tool. · Worked with consultants to… Show more Business Analyst focusing on IT applications that serve the financial services divisions of Mesirow Financial. In addition to the below projects, I provided business support for two in-house applications for billing and bond trade reconciliation. Below are some additional accomplishments while at Mesirow Financial: · Implemented Bloomberg POMS trading system for institutional trading desk using Advent as the back end portfolio performance tool. · Worked with consultants to develop a portfolio optimization tool which incorporates complex statistical analysis to maximize investment returns while minimizing risks. Show less



Nuveen, a TIAA company

• United States
• Financial Services
• 700 & Above Employee

• Consultant - Business Analysis

  • Sep 2005 - Feb 2006

  While at Nuveen Investments I created user documentation for the trading department and created recommendations to increase the department's efficiency in the future. While at Nuveen I gained extensive experience with Bloomberg trading interfaces as well as internal systems.



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Sr. Business Analyst

  • Mar 2003 - Nov 2004

  At CheckFree's Investment Management Services division, my responsibilities included new user setup configuration for FInancial Information Exchange (FIX) and Straight Through Processing (STP) trading systems, troubleshooting trading issues to resolve issues, as well as customizing client's FIX interfaces to better meet their needs. I gained extensive knowledge about the FIX message tags, as well as the lifecycle of an equity trade performed through FIX and STP systems. I also worked… Show more At CheckFree's Investment Management Services division, my responsibilities included new user setup configuration for FInancial Information Exchange (FIX) and Straight Through Processing (STP) trading systems, troubleshooting trading issues to resolve issues, as well as customizing client's FIX interfaces to better meet their needs. I gained extensive knowledge about the FIX message tags, as well as the lifecycle of an equity trade performed through FIX and STP systems. I also worked with the End of Day (EOD) allocation processing as well as a customized STP trading interface that performed intra-day allocations for single account trades. Our department was also responsible for documenting and supporting all trading interfaces, as well as the end user training on the system functionality. Show less



Zurich Scudder Investment

• Database Administrator

  • Feb 2001 - Aug 2002



The Second City

• United States
• Entertainment Providers
• 200 - 300 Employee

• Student

  • 2001 - 2002



Van Kampen Funds

• Financial Services
• 1 - 100 Employee

• Senior Portfolio Evaluator

  • May 1998 - Feb 2001