Daniel DiCesare
Business and Technology Consultant at PIM Tek Inc- Claim this Profile
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Bio
Bharat Ruparel
Dan and I have been friends for the longest time and worked side-by-side during our tenure at Fidelity Investments. I have fond memories of working with him. Dan is a first class technical talent, someone who I could rely on and count on. I did some of my best work as a technologist when working with him and Dan watching over my shoulders before pair programming became fashionable. With him watching my back, I could move at the fastest possible pace that I could. I loved that ride. I could only do that because I knew that a good man, both as a person and technical talent, was watching my back. I miss those days. Dan works from first principles which means that he breaks complex problems down to smaller ones and gets a fundamental grasp on the basics pertaining to the specific business problem. This is my approach too. That is why we never had any communication issues and could work together as cohesive unit and got a lot of good work done which we could be proud of. He has only gotten better since then. Therefore, he brings a wealth of experience and technical knowledge to any organization that chooses to work with him or vice versa. I recommend him sincerely and strongly without any hesitation.
Scott Hansen
I worked with Dan for several years when we were building the MedFli organization. He is a solid and energetic leader with an excellent vision for what needs to be done in order to grow young companies. While Dan likes to focus his energy on the management side of the business, he is also a top notch IT guy and well equipped to lead large teams of technical people. I give Dan my highest professional recommendation and would hope to work with him in the future.
Edmundo Berumen Osuna
Daniel is a hands-on, high energy, passionate executive leader and problem solver who is able to take high and complex technology and simplify it for stake holders, customers and employees making it very easy for all parties involved to grasp the concepts and proposed solutions. He has been the only CIO I have ever had the opportunity to work with that would take the time to help employees reach their goals and deadlines by rolling up his sleeves to help out and teach us different ways to achieve our goals. Daniel is a true asset for any organization.
Bharat Ruparel
Dan and I have been friends for the longest time and worked side-by-side during our tenure at Fidelity Investments. I have fond memories of working with him. Dan is a first class technical talent, someone who I could rely on and count on. I did some of my best work as a technologist when working with him and Dan watching over my shoulders before pair programming became fashionable. With him watching my back, I could move at the fastest possible pace that I could. I loved that ride. I could only do that because I knew that a good man, both as a person and technical talent, was watching my back. I miss those days. Dan works from first principles which means that he breaks complex problems down to smaller ones and gets a fundamental grasp on the basics pertaining to the specific business problem. This is my approach too. That is why we never had any communication issues and could work together as cohesive unit and got a lot of good work done which we could be proud of. He has only gotten better since then. Therefore, he brings a wealth of experience and technical knowledge to any organization that chooses to work with him or vice versa. I recommend him sincerely and strongly without any hesitation.
Scott Hansen
I worked with Dan for several years when we were building the MedFli organization. He is a solid and energetic leader with an excellent vision for what needs to be done in order to grow young companies. While Dan likes to focus his energy on the management side of the business, he is also a top notch IT guy and well equipped to lead large teams of technical people. I give Dan my highest professional recommendation and would hope to work with him in the future.
Edmundo Berumen Osuna
Daniel is a hands-on, high energy, passionate executive leader and problem solver who is able to take high and complex technology and simplify it for stake holders, customers and employees making it very easy for all parties involved to grasp the concepts and proposed solutions. He has been the only CIO I have ever had the opportunity to work with that would take the time to help employees reach their goals and deadlines by rolling up his sleeves to help out and teach us different ways to achieve our goals. Daniel is a true asset for any organization.
Bharat Ruparel
Dan and I have been friends for the longest time and worked side-by-side during our tenure at Fidelity Investments. I have fond memories of working with him. Dan is a first class technical talent, someone who I could rely on and count on. I did some of my best work as a technologist when working with him and Dan watching over my shoulders before pair programming became fashionable. With him watching my back, I could move at the fastest possible pace that I could. I loved that ride. I could only do that because I knew that a good man, both as a person and technical talent, was watching my back. I miss those days. Dan works from first principles which means that he breaks complex problems down to smaller ones and gets a fundamental grasp on the basics pertaining to the specific business problem. This is my approach too. That is why we never had any communication issues and could work together as cohesive unit and got a lot of good work done which we could be proud of. He has only gotten better since then. Therefore, he brings a wealth of experience and technical knowledge to any organization that chooses to work with him or vice versa. I recommend him sincerely and strongly without any hesitation.
Scott Hansen
I worked with Dan for several years when we were building the MedFli organization. He is a solid and energetic leader with an excellent vision for what needs to be done in order to grow young companies. While Dan likes to focus his energy on the management side of the business, he is also a top notch IT guy and well equipped to lead large teams of technical people. I give Dan my highest professional recommendation and would hope to work with him in the future.
Edmundo Berumen Osuna
Daniel is a hands-on, high energy, passionate executive leader and problem solver who is able to take high and complex technology and simplify it for stake holders, customers and employees making it very easy for all parties involved to grasp the concepts and proposed solutions. He has been the only CIO I have ever had the opportunity to work with that would take the time to help employees reach their goals and deadlines by rolling up his sleeves to help out and teach us different ways to achieve our goals. Daniel is a true asset for any organization.
Bharat Ruparel
Dan and I have been friends for the longest time and worked side-by-side during our tenure at Fidelity Investments. I have fond memories of working with him. Dan is a first class technical talent, someone who I could rely on and count on. I did some of my best work as a technologist when working with him and Dan watching over my shoulders before pair programming became fashionable. With him watching my back, I could move at the fastest possible pace that I could. I loved that ride. I could only do that because I knew that a good man, both as a person and technical talent, was watching my back. I miss those days. Dan works from first principles which means that he breaks complex problems down to smaller ones and gets a fundamental grasp on the basics pertaining to the specific business problem. This is my approach too. That is why we never had any communication issues and could work together as cohesive unit and got a lot of good work done which we could be proud of. He has only gotten better since then. Therefore, he brings a wealth of experience and technical knowledge to any organization that chooses to work with him or vice versa. I recommend him sincerely and strongly without any hesitation.
Scott Hansen
I worked with Dan for several years when we were building the MedFli organization. He is a solid and energetic leader with an excellent vision for what needs to be done in order to grow young companies. While Dan likes to focus his energy on the management side of the business, he is also a top notch IT guy and well equipped to lead large teams of technical people. I give Dan my highest professional recommendation and would hope to work with him in the future.
Edmundo Berumen Osuna
Daniel is a hands-on, high energy, passionate executive leader and problem solver who is able to take high and complex technology and simplify it for stake holders, customers and employees making it very easy for all parties involved to grasp the concepts and proposed solutions. He has been the only CIO I have ever had the opportunity to work with that would take the time to help employees reach their goals and deadlines by rolling up his sleeves to help out and teach us different ways to achieve our goals. Daniel is a true asset for any organization.
Credentials
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Microsoft Certified: Azure Fundamentals
MicrosoftDec, 2020- Oct, 2024 -
Microsoft Certified: Azure Developer Associate
MicrosoftFeb, 2021- Oct, 2024
Experience
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PIM Tek Inc
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United States
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Technology, Information and Internet
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1 - 100 Employee
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Business and Technology Consultant
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2011 - Present
➢ What We Do: We at PIM Tek provide software consulting services to small and medium-sized businesses. We're a small team of experienced software engineers, architects, and product managers focused on delivering modern and robust software solutions that solve business problems. ➢ How Do We Do this? With over 25 years of business and technology experience at every level, we work extensively with business stakeholders to understand the challenges they face and for which they seek technology solutions. ➢ How Are We Different? 1. Experience: As former CIOs / CTOs and business owners, we have a unique perspective on bridging business needs with technology solutions. Our knowledge is put to use to increase successful project definition and delivery. 2. Client Focus: We understand that our value depends on our clients' satisfaction. We view each client as a long-term business partner that can rely on us for all their technology needs. 3. Solution Delivery: Business stakeholders and technology delivery staff establish a delivery path before any engineering efforts commence. We ensure clear project communications paths throughout the project lifecycle and guarantee the delivery of valuable solutions. ➢ How To Get Started? Please email me at dan.dicesare@pgenllc.com, or call me at 617-275-2444. Best regards, - Daniel DiCesare CEO & Owner at PIM Tek LLC. Sample Project Portfolio: HMO/Third Party Administrator Serving as a technology consultant and mentor to help this healthcare firm reduce the number of technology issues impacting daily operation. Financial Services Brokerage Firm Designed and built automated OMS, EMS and Portfolio Management Systems which automated back office trading, rebalancing, and portfolio account operations. Financial Advisory Firms Designed and built ROBO Advisory services to connect into existing custodial platforms. Platform included rebalancing, billing and automated trading.
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Phymedica LLC
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United States
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Technology, Information and Internet
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Chief Technology Officer
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Jan 2010 - Jun 2011
Phymedica acquires and interconnects healthcare technology companies that have proven success records. The resulting product suite is distributed globally to healthcare providers. Upon Phymedica's acquisition of MedFli, Mr. DiCesare worked closely with Phymedica's executive team to realign its strategic and tactical market strategies. Under Mr. DiCesare's direction, Phymedica reduced operational expenses, increased revenue margins, increased productivity and improved customer relations. Phymedica acquires and interconnects healthcare technology companies that have proven success records. The resulting product suite is distributed globally to healthcare providers. Upon Phymedica's acquisition of MedFli, Mr. DiCesare worked closely with Phymedica's executive team to realign its strategic and tactical market strategies. Under Mr. DiCesare's direction, Phymedica reduced operational expenses, increased revenue margins, increased productivity and improved customer relations.
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MedFli
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United States
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Public Safety
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Chief Technology Officer
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Oct 2005 - Dec 2009
Founder and Chief Information/Techonology Officer of MedFli, a product suite designed to help individuals aggregate family medical histories. MedFli's unique product offering also contains cost analysis based on individual medical records whereby clients can begin to understand their overall future healthcare costs. This ability to introduce patient control and transparency is an effective relationship management solution for financial advisors grappling with investor concerns associated with healthcare costs as they move into retirement.
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FundQuest
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Nigeria
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Financial Services
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1 - 100 Employee
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CIO / CTO
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2001 - 2005
Independent Turnkey Asset Management Provider in the U.S. with over $10 billion in assets under management acquired by BNP Paribas for the purpose of delivering a technology and money management platform to international markets. Played a key executive role in helping the firm grow from $750 million in assets under management to over $12 billion in assets under management within a four year period. Responsibilities included budgeting; setting a technology vision, managing internal and external resources, implementing a formal project process and meeting with clients to better understand their needs and recommend acceptable solutions. FundQuest provided managed solutions for Bank of America, JP Morgan Chase, Washington Mutual, John Hancock, New York Life, Hartford Insurance, USAA, Bank of New York and other broker dealers.
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Putnam Investments
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United States
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Financial Services
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700 & Above Employee
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Architect
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1999 - 2001
Recommended to senior management a delivery strategy for Putnam’s new international business unit and web site, utilizing the newly released J2EE standard and the Actuate reporting platform. The strategy was adopted and subsequently used on an enterprise level to migrate existing legacy Java applications to the newly acquired iPlanet application server. Recommended to senior management a delivery strategy for Putnam’s new international business unit and web site, utilizing the newly released J2EE standard and the Actuate reporting platform. The strategy was adopted and subsequently used on an enterprise level to migrate existing legacy Java applications to the newly acquired iPlanet application server.
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Project Manager / Consultant
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1996 - 1999
Managed a project staff consisting of business analysts, developers and quality assurance engineers. The team met with business units across the enterprise to extract requirements and implemented a workflow management system to manage the movement of resources across the enterprise. Also implemented a project process based on Fidelity’s FSDM process. Managed a project staff consisting of business analysts, developers and quality assurance engineers. The team met with business units across the enterprise to extract requirements and implemented a workflow management system to manage the movement of resources across the enterprise. Also implemented a project process based on Fidelity’s FSDM process.
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Manager
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1994 - 1996
Managed and guided a development staff through career goals and project objectives. Created project life cycle standards and procedures. Provided employee reviews for professional development and salary considerations . Re engineered, designed, and managed the development of a proprietary EDI system. Introduced development methodologies which reduced system maintenance efforts. Managed and guided a development staff through career goals and project objectives. Created project life cycle standards and procedures. Provided employee reviews for professional development and salary considerations . Re engineered, designed, and managed the development of a proprietary EDI system. Introduced development methodologies which reduced system maintenance efforts.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Software Engineer
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1992 - 1994
Developed internal policy management system to support Merrill Lynch’s recent acquisition of Monarch Life Insurance. Maintained printing applications with XICS. Developed internal policy management system to support Merrill Lynch’s recent acquisition of Monarch Life Insurance. Maintained printing applications with XICS.
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ICF International
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Non-profit Organizations
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Consulting Engineer
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1991 - 1992
Developed custom software solutions for nuclear power plants. Developed custom software solutions for nuclear power plants.
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Education
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2008 - 2009
Suffolk University - Sawyer School of Management
MBA, MBA -
2003 - 2003
MIT Sloan School of Management
Managing Professionals and Organizations -
1985 - 1991
Northeastern University
BS, EE / PE -
1985 - 1987
University of Massachusetts Boston
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