Experience

Olmstead Associates

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Data & Enabling Technology

  • 2021 - 2 years

  Los Angeles Metropolitan Area Leading the data management & technology practice that provides strategy and implementation for asset managers. Advancing clients’ data management capabilities to empower business users, improve agility, and enable innovation. Overseeing all data management & technology consultants and engagements. • Leading a comprehensive and transformative enterprise data management strategy and implementation engagement for a $20 bn AUM equity asset manager interested in adopting modern data management… Show more Leading the data management & technology practice that provides strategy and implementation for asset managers. Advancing clients’ data management capabilities to empower business users, improve agility, and enable innovation. Overseeing all data management & technology consultants and engagements. • Leading a comprehensive and transformative enterprise data management strategy and implementation engagement for a $20 bn AUM equity asset manager interested in adopting modern data management solutions and practices resulting in improved data accessibility, data quality, and operational efficiency. • Principal solution architect for a $160 bn AUM asset manager interested in adopting a modern data-centric architecture that will best accommodate future system changes and operational outsourcing. Show less



Western Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Head of IT Common Services

  • 2007 - 2019

  Greater Los Angeles Area Led and managed the IT Common Services group, including application delivery teams servicing their respective business units, as well as teams servicing IT. Engaged business sponsors and department heads to develop vision / roadmap, identify projects, and negotiate priority. Resource manager of 80, responsible for annual budget of $15M+ and influenced an overall annual IT budget in excess of $60M. • Saved millions by achieving an industry leading level of automation for pre-trade… Show more Led and managed the IT Common Services group, including application delivery teams servicing their respective business units, as well as teams servicing IT. Engaged business sponsors and department heads to develop vision / roadmap, identify projects, and negotiate priority. Resource manager of 80, responsible for annual budget of $15M+ and influenced an overall annual IT budget in excess of $60M. • Saved millions by achieving an industry leading level of automation for pre-trade compliance, resulting in lower failure rates and dramatically lower costs due to compliance exceptions. • Boosted revenue by enabling the firm to win insurance mandates through integration of solvency functionality into the workflow. • Developed formal Enterprise Technical Architecture program that improved management of innovation and technical debt, and documented standards. • Introduced modern tools and championed best practices and architecture trends such as DevOps, CI/CD, microservices, and containers, resulting in high quality solutions. • Led agile transformation, resulting in greater customer engagement, frequent delivery of business value, ability to quickly respond to business needs and optimized rollout risk. • Co-developed cloud strategy, determining strategic vendors, establishing networking, creating cloud migration assessment framework, and exploring cloud databases. • Streamlined support experience, cut incident response times by 10 times, and lowered costs by completely automating production control monitoring and teleconference management. • Matured data architecture by leveraging data virtualization, Snowflake data warehousing, data science platform, and data lakes. Helped team efficiently run machine learning models. • Doubled QA capability by adopting a hybrid on-shore/off-shore model. • Reviewed application portfolio and identified opportunities to reduce technical debt and TCO. Show less



FFTW

• Chief Technology Officer

  • 2005 - 2007

  Greater New York City Area Managed the Global Asset Management Technology Group. Oversaw system architecture, proprietary application development, integration projects, and support of key systems, including Portfolio Risk & Investment System Management (PRISM), the global accounting system (Geneva), data feeds, and database administration. • Collaborated with senior management to continually improve systems, helping business to grow. • Lowered operational risk by connecting PRISM to electronic trading systems… Show more Managed the Global Asset Management Technology Group. Oversaw system architecture, proprietary application development, integration projects, and support of key systems, including Portfolio Risk & Investment System Management (PRISM), the global accounting system (Geneva), data feeds, and database administration. • Collaborated with senior management to continually improve systems, helping business to grow. • Lowered operational risk by connecting PRISM to electronic trading systems using FIX 4.4 for automating front and back office functions (sending orders, receiving trade confirmations, and transmitting trade allocation breakdowns). • Automated post-trade straight through processing of trade tickets, reducing back office resources and settlement risk and enhancing business scalability. • Boosted productivity by automating data collection, report building, and leveraging data. • Promoted best practices for software development and change control, including Domain-Driven Design, Test-Driven Development, and Continuous Integration, resulting in high quality, maintainable solutions.

• Head of Application Development

  • 2000 - 2005

  Greater New York City Area Managed all aspects of proprietary application development and systems integration projects throughout the firm. Functioned as architect, project and product manager for PRISM, an internally developed global platform offering risk management, investment guideline compliance monitoring and enforcement, real-time trading tools with pre-trade compliance, straight through processing capabilities, performance attribution, GIPS performance reporting, and more.

• Senior Computer Systems Analyst

  • 1998 - 2000

  Greater New York City Area Initial developer for new in-house development team, reporting to the CTO. Established foundation for PRISM project.



MPR Teltech

• Telecommunications
• 1 - 100 Employee

• Team Lead

  • 1994 - 1998

  Vancouver, Canada Area Designed and developed industry leading software for the Real Estate industry. Acted as key designer for next generation of MLS software.