Experience

Cutter Associates

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director

  • Nov 2014 - Present

  Information technology and operations strategy consulting for the Investment Management industry. Information technology and operations strategy consulting for the Investment Management industry.



BNY Mellon | Eagle Investment Systems

• United States
• Financial Services
• 300 - 400 Employee

• Front Office Services Manager

  • Sep 2013 - Nov 2014

  Led a team providing ongoing outsourced service and support of front office teams leveraging Eagle technology. Led a team providing ongoing outsourced service and support of front office teams leveraging Eagle technology.



BNY Mellon | Eagle Investment Systems

• United States
• Financial Services
• 300 - 400 Employee

• Principal Consultant

  • 2008 - 2013

  Led consulting teams in client engagements implementing and leveraging Eagle technology. Led consulting teams in client engagements implementing and leveraging Eagle technology.



Wellington Management

• United States
• Investment Management
• 700 & Above Employee

• Systems Manager

  • 2001 - 2007

  Managed transformative information technology initiatives supporting the needs of Client Services, Marketing, and Sales. Initiatives included Client Extranet, Client Reporting, Account Management, Data Warehouse, Data Repository, and CRM. Managed transformative information technology initiatives supporting the needs of Client Services, Marketing, and Sales. Initiatives included Client Extranet, Client Reporting, Account Management, Data Warehouse, Data Repository, and CRM.



Redwood Investment Systems

• Boston, MA

• Director, Institutional Services

  • 1999 - 2001

  Led consulting teams in the development and support of front office applications for large investment management firms. Applications included Portfolio Construction for Equities, and Portfolio Management for Global Asset Allocation. Led consulting teams in the development and support of front office applications for large investment management firms. Applications included Portfolio Construction for Equities, and Portfolio Management for Global Asset Allocation.



State Street

• United States
• Financial Services
• 700 & Above Employee

• VP, Product Management

  • 1996 - 1999

  Led technology initiatives in support of Institutional Investor Services. Initiatives included Client Reporting, Client Extranet, MIS, Executive Reporting, Post-Trade Compliance, Private Equity Administration, Performance Universe Comparison Reporting, VAR Reporting, and CRM. Led technology initiatives in support of Institutional Investor Services. Initiatives included Client Reporting, Client Extranet, MIS, Executive Reporting, Post-Trade Compliance, Private Equity Administration, Performance Universe Comparison Reporting, VAR Reporting, and CRM.



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Project Manager

  • 1994 - 1996

  Managed information technology initiatives in support of Client Services and Marketing. Initiatives included Client Services Workstation, Data Repository, Client Reporting, and CRM. Managed information technology initiatives in support of Client Services and Marketing. Initiatives included Client Services Workstation, Data Repository, Client Reporting, and CRM.



Bankers Trust

• New York, NY

• Project Manager

  • 1990 - 1994

  Managed technology initiatives in support of Global Custody. Applications included Portfolio Accounting and Client Reporting. Managed technology initiatives in support of Global Custody. Applications included Portfolio Accounting and Client Reporting.