I had the unique pleasure of managing David for 8 years. David was always a source of innovation and new ideas. This was evident in all of the projects he worked on. In a highly resource constrained environment, David became the champion of many innovative products or processes that he or senior managers conceived. Without his drive and perseverance these projects would not have survived nor succeeded. David identified the need and sold the idea to senior management and peers, frequently working with external teams who had caught the vision, after hours. Many of these resulted in direct improvements to business profitability and efficiency. In addition to his creativity, David demonstrated excellent analytical and presentation skills. He would frequently and eagerly identify and address issues before they were understood or noticed by clients or colleagues. I was often impressed by his ability to look at a new problem, dissect it, and then build meaningful and complex tools to solve it while retaining an excellent user experience. He continually sought to broaden his horizons and improve his skill set, both technically and interpersonally. I consider David a trusted advisor and found him to be a great partner on any project that came into my department. David is a natural leader who genuinely cared about the people on his team and demonstrated a quiet leadership that didn't require a title. David firmly believed in the concept of building cathedrals versus laying bricks. As part of this conviction, he had a passion for sharing knowledge across teams and disciplines to increase the department's understanding, productivity, and engagement. Without hesitation, having managed him directly for 8 years, I would highly recommend David to anyone interested in adding creativity, depth and loyalty to their IT or Finance organization.

David (Boz) and I started working on projects in 2018 and he has been my go-to contact and trusted advisor for technology solutions in the treasury space ever since Boz has helped me quickly bring several revenue generating, cost saving, and time saving projects to fruition in that time. His creative approach and attention to detail while understanding the user’s needs are outstanding. He has a great ability to review work flows and routinely take a set of Excel sheets and manual processes and convert them into an intuitive and efficient product. Several examples include but are not limited to: Prime Broker Equity and Wallet Project – developed a proprietary Excel tool which allows treasury to set critical limits to equity and capital distributions in order to minimize counterparty risk and optimize wallet distribution. This tool transformed the process to redirect cures daily, as opposed to weekly, almost overnight, paving the way for superior exposure management. Transactional Transfer Projects – Boz worked on several cross-group projects that eliminated the need for manual intervention and created an automated process which saved countless hours of operational and clerical reliance. These tools were also very adaptable , providing for both singular and bulk cure solutions along multiple product lines. These solutions have saved my team and myself countless hours, giving us time to focus on new financial opportunities. The time saved by being able to act on these solutions has led to a dramatic rise in cost savings and profit to the bottom line. Not only did Boz frequently build the solution himself, or manage a larger development team, most came bundled with the appropriate UI (Excel/Tableau) which provided unprecedented visibility, and the means to quickly find the root cause of most problems. Boz is a true professional who puts his clients first and delivers consistently. He is able to put himself in place of the end user, understand the process, and provide options that the user did not even know they had. Boz is an attentive listener who has been an eager sounding board to my frequent ideas. Boz has my highest degree of respect and overall recommendation.

I had the unique pleasure of managing David for 8 years. David was always a source of innovation and new ideas. This was evident in all of the projects he worked on. In a highly resource constrained environment, David became the champion of many innovative products or processes that he or senior managers conceived. Without his drive and perseverance these projects would not have survived nor succeeded. David identified the need and sold the idea to senior management and peers, frequently working with external teams who had caught the vision, after hours. Many of these resulted in direct improvements to business profitability and efficiency. In addition to his creativity, David demonstrated excellent analytical and presentation skills. He would frequently and eagerly identify and address issues before they were understood or noticed by clients or colleagues. I was often impressed by his ability to look at a new problem, dissect it, and then build meaningful and complex tools to solve it while retaining an excellent user experience. He continually sought to broaden his horizons and improve his skill set, both technically and interpersonally. I consider David a trusted advisor and found him to be a great partner on any project that came into my department. David is a natural leader who genuinely cared about the people on his team and demonstrated a quiet leadership that didn't require a title. David firmly believed in the concept of building cathedrals versus laying bricks. As part of this conviction, he had a passion for sharing knowledge across teams and disciplines to increase the department's understanding, productivity, and engagement. Without hesitation, having managed him directly for 8 years, I would highly recommend David to anyone interested in adding creativity, depth and loyalty to their IT or Finance organization.

David (Boz) and I started working on projects in 2018 and he has been my go-to contact and trusted advisor for technology solutions in the treasury space ever since Boz has helped me quickly bring several revenue generating, cost saving, and time saving projects to fruition in that time. His creative approach and attention to detail while understanding the user’s needs are outstanding. He has a great ability to review work flows and routinely take a set of Excel sheets and manual processes and convert them into an intuitive and efficient product. Several examples include but are not limited to: Prime Broker Equity and Wallet Project – developed a proprietary Excel tool which allows treasury to set critical limits to equity and capital distributions in order to minimize counterparty risk and optimize wallet distribution. This tool transformed the process to redirect cures daily, as opposed to weekly, almost overnight, paving the way for superior exposure management. Transactional Transfer Projects – Boz worked on several cross-group projects that eliminated the need for manual intervention and created an automated process which saved countless hours of operational and clerical reliance. These tools were also very adaptable , providing for both singular and bulk cure solutions along multiple product lines. These solutions have saved my team and myself countless hours, giving us time to focus on new financial opportunities. The time saved by being able to act on these solutions has led to a dramatic rise in cost savings and profit to the bottom line. Not only did Boz frequently build the solution himself, or manage a larger development team, most came bundled with the appropriate UI (Excel/Tableau) which provided unprecedented visibility, and the means to quickly find the root cause of most problems. Boz is a true professional who puts his clients first and delivers consistently. He is able to put himself in place of the end user, understand the process, and provide options that the user did not even know they had. Boz is an attentive listener who has been an eager sounding board to my frequent ideas. Boz has my highest degree of respect and overall recommendation.

I had the unique pleasure of managing David for 8 years. David was always a source of innovation and new ideas. This was evident in all of the projects he worked on. In a highly resource constrained environment, David became the champion of many innovative products or processes that he or senior managers conceived. Without his drive and perseverance these projects would not have survived nor succeeded. David identified the need and sold the idea to senior management and peers, frequently working with external teams who had caught the vision, after hours. Many of these resulted in direct improvements to business profitability and efficiency. In addition to his creativity, David demonstrated excellent analytical and presentation skills. He would frequently and eagerly identify and address issues before they were understood or noticed by clients or colleagues. I was often impressed by his ability to look at a new problem, dissect it, and then build meaningful and complex tools to solve it while retaining an excellent user experience. He continually sought to broaden his horizons and improve his skill set, both technically and interpersonally. I consider David a trusted advisor and found him to be a great partner on any project that came into my department. David is a natural leader who genuinely cared about the people on his team and demonstrated a quiet leadership that didn't require a title. David firmly believed in the concept of building cathedrals versus laying bricks. As part of this conviction, he had a passion for sharing knowledge across teams and disciplines to increase the department's understanding, productivity, and engagement. Without hesitation, having managed him directly for 8 years, I would highly recommend David to anyone interested in adding creativity, depth and loyalty to their IT or Finance organization.

David (Boz) and I started working on projects in 2018 and he has been my go-to contact and trusted advisor for technology solutions in the treasury space ever since Boz has helped me quickly bring several revenue generating, cost saving, and time saving projects to fruition in that time. His creative approach and attention to detail while understanding the user’s needs are outstanding. He has a great ability to review work flows and routinely take a set of Excel sheets and manual processes and convert them into an intuitive and efficient product. Several examples include but are not limited to: Prime Broker Equity and Wallet Project – developed a proprietary Excel tool which allows treasury to set critical limits to equity and capital distributions in order to minimize counterparty risk and optimize wallet distribution. This tool transformed the process to redirect cures daily, as opposed to weekly, almost overnight, paving the way for superior exposure management. Transactional Transfer Projects – Boz worked on several cross-group projects that eliminated the need for manual intervention and created an automated process which saved countless hours of operational and clerical reliance. These tools were also very adaptable , providing for both singular and bulk cure solutions along multiple product lines. These solutions have saved my team and myself countless hours, giving us time to focus on new financial opportunities. The time saved by being able to act on these solutions has led to a dramatic rise in cost savings and profit to the bottom line. Not only did Boz frequently build the solution himself, or manage a larger development team, most came bundled with the appropriate UI (Excel/Tableau) which provided unprecedented visibility, and the means to quickly find the root cause of most problems. Boz is a true professional who puts his clients first and delivers consistently. He is able to put himself in place of the end user, understand the process, and provide options that the user did not even know they had. Boz is an attentive listener who has been an eager sounding board to my frequent ideas. Boz has my highest degree of respect and overall recommendation.