Executive Member

• Mar 2023 - Present

Chief Technology Officer

• Jul 2022 - Present

Senior Director of Software Development

• Aug 2018 - Jul 2022

Director, Software Development Manager

• Jan 2012 - Aug 2018

Senior technology manager for Enterprise Capital Management Technology’s (ECMT) next generation Capital Management platform. ECMT is responsible for sourcing in information about each asset on the firm’s balance sheet and risk modeling it’s behavior to determine the amount of capital that must be held in reserve in order to meet Basel I, II, and III’s requirements. Lead a team of ~70 developers located globally (US, EMEA and APAC) across a plethora of skill sets ranging from model… Show more Senior technology manager for Enterprise Capital Management Technology’s (ECMT) next generation Capital Management platform. ECMT is responsible for sourcing in information about each asset on the firm’s balance sheet and risk modeling it’s behavior to determine the amount of capital that must be held in reserve in order to meet Basel I, II, and III’s requirements. Lead a team of ~70 developers located globally (US, EMEA and APAC) across a plethora of skill sets ranging from model development/grid development (python) to database modeling, ETL (Netezza and Informatica), and business intelligence (Microstrategy) Define our target software architecture and technology platforms and then execute on the delivery. Developed a vision for a next generation reporting platform to support the firm’s Capital Management numbers by migrating to Netezza coupled with Tableau to empower exposure level reporting. This effort help drive visibility on the attribution of capital to the lowest possible level for each line of business. Successfully determined the most applicable SDLC (Agile) for our initiative and setup a program level plan for migrating from a traditional waterfall to Agile. Drove adoption across our organization including defining the team structures, program level structures, SDLC tools, and a training program to ensure successful delivery of our application. Recipient of Bank of America’s platinum award for my contributions to our risk modeling platform for Wholesale banking as it relates to Capital Management. Leveraged the training program I helped develop in Corporate Treasury in ECMT to further train new team members on the python programming language and internal quartz framework used at BAC.

Director

• Dec 2010 - Dec 2012

Senior technology manager for Corporate Treasury’s Global Funding group. Global Funding is responsible for seeking funding sources in markets around the world for Bank of America in support of regulatory and operational capital requirements. Directly managed two application teams supporting front, middle and back office business partners for Bank of America’s long term debt portfolio. Represent Corporate Investments Technology for TAP (Technology Associate Program) to recruit… Show more Senior technology manager for Corporate Treasury’s Global Funding group. Global Funding is responsible for seeking funding sources in markets around the world for Bank of America in support of regulatory and operational capital requirements. Directly managed two application teams supporting front, middle and back office business partners for Bank of America’s long term debt portfolio. Represent Corporate Investments Technology for TAP (Technology Associate Program) to recruit graduating students from various colleges into Bank of America through internships and direct hires. Lead a global based team across multiple time zones on three different continents (North America, Europe, and Asia) Work with business partners located around the globe in delivering high quality software to support their people and processes. Oversaw all initiatives in support of debt issuance across corporate treasury.

VP IT Application Manager

• Sep 2003 - Dec 2010

Managed the development team for the MIMS (Mortgage Investment Management System) application. MIMS is a desktop application used by the Whole Loan Trading Desk to perform portfolio analysis, trade execution, and data cleansing on CIG’s residential mortgage portfolio. Led a team size of 10 resources located in two geographic locations (CA and NC) Manage application developers, business analysts, and QA team to support the entire SDLC process Followed iterative development… Show more Managed the development team for the MIMS (Mortgage Investment Management System) application. MIMS is a desktop application used by the Whole Loan Trading Desk to perform portfolio analysis, trade execution, and data cleansing on CIG’s residential mortgage portfolio. Led a team size of 10 resources located in two geographic locations (CA and NC) Manage application developers, business analysts, and QA team to support the entire SDLC process Followed iterative development model with daily standup development meetings, weekly builds, and monthly production releases. Received Six Sigma Green Belt certification for the initial initiative to develop the application. Technologies used: C#, Winforms, Oracle, Infragistics Responsible for managing both BAU (business as usual) and initiative budgets for my respective projects and teams within a 3% variance on a monthly basis. Participate in setting strategic goals for Global Funding’s technology group. Work in conjunction with senior business partners to align technology initiatives to their goals. Partner with outside technology groups (Infrastructure, Architecture, Production Support) to ensure our business partners receive world-class technology offerings. Conceive and execute a strategy for training resources across CITT on a propriety capital markets development framework (Quartz) Engineered a repeatable set of training classes leveraged around the world Responsible for readying over 200 associates to begin developing applications in Quartz in 2012 and 2013 Recipient of Bank of America’s Platinum Award for developing the training program Developed and executed the internal associate promotion process for CITT (Corporate Investments and Treasury Technology) for Vice President and Assistant Vice President titles for 2011.

Developer

• Dec 2001 - Sep 2003

Acted as a developer writing applications in Java and Powerbuilder Provide technical support to clients over the phone. Report design and creation using Infomaker Acted as a developer writing applications in Java and Powerbuilder Provide technical support to clients over the phone. Report design and creation using Infomaker