Experience

Continuus Technologies

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Co-Chief Data Officer

  • Mar 2023 - Present

• Principal, Data Management and Strategy

  • Aug 2019 - Jun 2023

  I plan and develop the strategic implementation of data management projects, ensuring excellent communication and cross-team coordination. Each project begins by working with stakeholders to understand hopes and expectations for Continuus’ work. I firmly believe my work cannot be done in isolation and I need everyone’s input and buy-in. In addition to interviewing stakeholders, I will immerse myself in my client’s company – attending meetings, observing processes, and understanding daily interactions. Once I have a correct assessment of the work to be done, I work with executive teams to plan strategic direction, ensuring the data management perspective is considered, and helping business leaders see the possibilities for better decision-making though data. My fascination with data, attention to detail, and extensive team building experience help me unravel and solve complex problems with logical and intuitive solutions. Show less



SPLS Management Services LLC

• Aspen, CO

• Chief Of Staff

  • Dec 2017 - Jul 2019

  Provided management and project consulting services to multi-national companies interested in developing and implementing a global strategic vision. Worked with CEO/visionary to provide executable plans to reach goals. Implemented process-oriented culture to enable effective and efficient functions. Ensured teams and resources performed and contributed to their fullest. Provided management and project consulting services to multi-national companies interested in developing and implementing a global strategic vision. Worked with CEO/visionary to provide executable plans to reach goals. Implemented process-oriented culture to enable effective and efficient functions. Ensured teams and resources performed and contributed to their fullest.



Janus Henderson Investors

• United Kingdom
• Financial Services
• 700 & Above Employee

• Security Master Project

  • Jan 2013 - Dec 2017

  Responsible for three-year top ten global technology initiative implementing a state-of-the-art investments security master. Managed the system that integrated multiple critical applications and mainstream processes including trading, accounting, and reporting. This included production maintenance, new integration milestones, and business enhancement requests. Responsibilities included: project planning, resourcing, management, quality assessment, implementation planning, and results reporting to senior stakeholders. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Program Lead

  • Feb 2011 - Jan 2013

  Responsible for IT implementation of Cost Basis Legislation, including coordinating 14 teams working on 14 applications that needed to be in compliance with regulations by a strict regulatory deadline. Responsible for IT implementation of Cost Basis Legislation, including coordinating 14 teams working on 14 applications that needed to be in compliance with regulations by a strict regulatory deadline.



Wipro

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Practice Manager

  • Jul 2004 - Jan 2013

  Provided technology-driven business solutions services to multiple clients. Projects included: • IT implementation of Cost Basis Legislation regulatory requirements for major investment advisory firm. • Coordinated multiple teams through complex application development and implementation. • Serving as program manager for all projects that Wipro managed in the Fixed Income and Reference Data space as well as providing a single point of contact for all services offered by Wipro – end to end analysis and implementation of the software services (SDLC). • Preparation of strategy and project scope documentation • Business process mapping and providing business solutions to the IT needs of business users • Application testing and UAT planning and management Show less



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Program Manager

  • 2005 - Dec 2010

  Coordination and supervision of all project progress and management of the leads who focus on the day-to-day functioning of offshore and onshore teams. Reported status of overall delivery, medium to long term project planning and ramp-up needs and budgeting. Coordination and supervision of all project progress and management of the leads who focus on the day-to-day functioning of offshore and onshore teams. Reported status of overall delivery, medium to long term project planning and ramp-up needs and budgeting.



ICICI Bank

• India
• Banking
• 700 & Above Employee

• Wealth Manager

  • Apr 2003 - Jul 2004

  Provided client investment portfolio management of high net-worth clients for India’s second largest bank. Managed banking relationships, portfolio performance tracking and reporting to individual and institutional investors. Provided client investment portfolio management of high net-worth clients for India’s second largest bank. Managed banking relationships, portfolio performance tracking and reporting to individual and institutional investors.



ICICI Prudential AMC Ltd

• Financial Services
• 700 & Above Employee

• Relationship Manager and Regional Operations Manager

  • Aug 1997 - Feb 2001

  Coordinated and developed Agency Network team for Prudential Corp and ICICI – India’s largest financial institution. Serviced investment requirements of Corporates, Provident Funds, high net worth individuals and a private client group. Marketed an innovative investment product – Portfolio Management for Private Client Group, ensuring superior client service. Coordinated and developed Agency Network team for Prudential Corp and ICICI – India’s largest financial institution. Serviced investment requirements of Corporates, Provident Funds, high net worth individuals and a private client group. Marketed an innovative investment product – Portfolio Management for Private Client Group, ensuring superior client service.