Experience

MVP Advisory Group, A Davies Company

• Business Consulting and Services
• 1 - 100 Employee

• Partner

  • Sep 2017 - Present

  Responsible for the delivery of strategic, complex system implementation and integration projects. Responsible for the delivery of strategic, complex system implementation and integration projects.



Allegro Development Corp.

• United States
• Software Development
• 100 - 200 Employee

• Managing Director

  • May 2015 - Mar 2017

  Responsible for the delivery of ETRM software implementation consulting engagements. Responsible for the delivery of ETRM software implementation consulting engagements.



SunGard - now part of FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• SVP - Global Head of Project Management

  • Oct 2012 - Oct 2014

  Responsible for the delivery of strategic, complex system implementation and integration projects. Responsible for the delivery of strategic, complex system implementation and integration projects.



Convergent Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Sep 2010 - Sep 2012

  Overall responsibility for formulating, executing and managing the technology, operations, client reporting strategy. Direct responsibility for management of the UHNW Advisors on the East Coast, Project Management Office, Operations, Client Reporting, IT Infrastructure Support and Vendor Management. Overall responsibility for formulating, executing and managing the technology, operations, client reporting strategy. Direct responsibility for management of the UHNW Advisors on the East Coast, Project Management Office, Operations, Client Reporting, IT Infrastructure Support and Vendor Management.



SunGard Financial Systems - now part of FIS

• United States
• IT Services and IT Consulting
• 400 - 500 Employee

• Partner

  • Sep 2009 - Sep 2010

  Contributed to the growth and profitability of SunGard’s Wealth Management Global Services practice by providing thought leadership and oversight to various project engagements. Contributed to the growth and profitability of SunGard’s Wealth Management Global Services practice by providing thought leadership and oversight to various project engagements.



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Partner

  • Apr 1998 - May 2009

  Partner in Accenture's Financial Services Capital Markets' practice. Primary business focus was on Asset Management, Private Banking, Trading and Brokerage. Programs included business intelligence, data management, onshore and offshore application development and support, business strategy development, software package selection and implementation, outsourcing feasibility assessments. Partner in Accenture's Financial Services Capital Markets' practice. Primary business focus was on Asset Management, Private Banking, Trading and Brokerage. Programs included business intelligence, data management, onshore and offshore application development and support, business strategy development, software package selection and implementation, outsourcing feasibility assessments.



Charles River Computers

• Senior Vice President

  • Jan 1993 - Mar 1998

  Responsible for the day to day operations of a national IT professional services firm. CRC provided information technology consulting, technology support outsourcing, network integration, and hardware / software procurement services to major financial institutions and Fortune 500 corporations. Responsible for the day to day operations of a national IT professional services firm. CRC provided information technology consulting, technology support outsourcing, network integration, and hardware / software procurement services to major financial institutions and Fortune 500 corporations.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Jan 1991 - Jan 1993

  Manager of IRM Liquidity & Overnight Funding Systems Development department that was responsible for supporting front office traders and back office operations personnel. Managed the development of a trading and back-office transaction processing system that processed Deposits, Redeposits, Debt and Federal Funds. Conducted needs analysis with business units, designed application architecture, coding requirements and quality assurance standards. Responsible for production support and development… Show more Manager of IRM Liquidity & Overnight Funding Systems Development department that was responsible for supporting front office traders and back office operations personnel. Managed the development of a trading and back-office transaction processing system that processed Deposits, Redeposits, Debt and Federal Funds. Conducted needs analysis with business units, designed application architecture, coding requirements and quality assurance standards. Responsible for production support and development of tactical and strategic systems. Show less Manager of IRM Liquidity & Overnight Funding Systems Development department that was responsible for supporting front office traders and back office operations personnel. Managed the development of a trading and back-office transaction processing system that processed Deposits, Redeposits, Debt and Federal Funds. Conducted needs analysis with business units, designed application architecture, coding requirements and quality assurance standards. Responsible for production support and development… Show more Manager of IRM Liquidity & Overnight Funding Systems Development department that was responsible for supporting front office traders and back office operations personnel. Managed the development of a trading and back-office transaction processing system that processed Deposits, Redeposits, Debt and Federal Funds. Conducted needs analysis with business units, designed application architecture, coding requirements and quality assurance standards. Responsible for production support and development of tactical and strategic systems. Show less



AGS Information Services

• Consultant

  • Apr 1987 - Jan 1991

  Consultant at JP Morgan - Treasury Systems Development Department Managed a team which designed, coded, tested and implemented several large scale database systems including a deposit and debt transaction processing system, a trading securities reporting system and a risk management consolidation system. Consultant at JP Morgan - Treasury Systems Development Department Managed a team which designed, coded, tested and implemented several large scale database systems including a deposit and debt transaction processing system, a trading securities reporting system and a risk management consolidation system.