Experience

Prime Buchholz LLC

• United States
• Investment Management
• 100 - 200 Employee

• Principal/Chief Information and Technology Officer (promoted)

  • Jul 2018 - Present

  Portsmouth, NH Professional career spans over 25 years, most notably in C-level role. Currently, member of Executive and Risk Management Committees. Equally adept management expertise encompassing complete organizational IT needs with in-depth expertise in Financial Services, Investment Analysis. As CIO, the Corporate Business Leader managing operations of enterprise-critical, client-facing policy administration of information technology strategy, development, implementation, maintenance. Oversee… Show more Professional career spans over 25 years, most notably in C-level role. Currently, member of Executive and Risk Management Committees. Equally adept management expertise encompassing complete organizational IT needs with in-depth expertise in Financial Services, Investment Analysis. As CIO, the Corporate Business Leader managing operations of enterprise-critical, client-facing policy administration of information technology strategy, development, implementation, maintenance. Oversee people, processes, technologies ensuring outcomes delivered support organizational goals. As CTO, manage existing and emerging technologies, create/execute policies/procedures leveraging technology to improve products and services delivered: • Manage over $2million budget • Establish strategic plan, follow through to execute mission, vision, strategy • Collaborate with executive business and technology stakeholders, industry leaders, trusted colleagues to develop roadmap for ICT strategy, budget, policy (e.g., future-proofing, procurement, establish organizational external/internal standards, develop policy/define policy application, governance) • Provide exceptional oversight to 2 direct reports/13 indirect reports (over 140 users) and vendor network (e.g., project management, development/business analyst resources) in end-to-end execution of project deliverables • Introduce innovative, differentiating infrastructure/operations capabilities enhancing competitive capabilities/employee productivity • Build key stakeholder relationships with IT/business leaders (e.g., develop clear understanding of business needs, act as a trusted advisor ensuring cost-effective delivery of IT services) • Manage customer-facing communications, decisions, outcomes • Manage decisions regarding IT equipment/systems purchased/upgraded • Collaborate to establish/deliver short/long-term organizational needs • Analyze/re-engineer processes exploiting technology automation

• Principal/Director of Information Systems (promoted)

  • Apr 2013 - Jun 2018

  Portsmouth, NH Manage enterprise-wide applications, information, services consistently supporting organizational needs: • Utilized financial/investment expertise translating data into meaningful insights improving operations • Developed management dashboards/standard reports to increase broad understanding of key business drivers and results • Maintained IT financial performance ensuring alignment to budget, finance policies, return on investment • Led selection/development, implementation… Show more Manage enterprise-wide applications, information, services consistently supporting organizational needs: • Utilized financial/investment expertise translating data into meaningful insights improving operations • Developed management dashboards/standard reports to increase broad understanding of key business drivers and results • Maintained IT financial performance ensuring alignment to budget, finance policies, return on investment • Led selection/development, implementation, training, maintenance for enterprise applications • Guided ongoing data warehouse/data mart development supporting production reporting/ad hoc analysis • Updated/informed stakeholder awareness through current project management plans • Implemented processes ensuring accurate systems testing/implementation/upgrading • Consulted/collaborated as primary point of contact for internal information systems requests • Developed high performing teams/direct reports through coaching/performance management

• Business Analysis Manager (promoted)

  • Oct 2011 - Apr 2013

  Portsmouth, NH Led team facilitating business process improvement, analysis, requirements elicitation and documentation. • Directed team including assignment of individual responsibilities, tasks, and functions. • Identified needs, resource allocation, monitor progress ensuring projects delivered on time, on budget, with quality assurance. • Set employee goals/objectives, monitor performance (e.g., performance reviews, individual development planning, performance management). • Practiced… Show more Led team facilitating business process improvement, analysis, requirements elicitation and documentation. • Directed team including assignment of individual responsibilities, tasks, and functions. • Identified needs, resource allocation, monitor progress ensuring projects delivered on time, on budget, with quality assurance. • Set employee goals/objectives, monitor performance (e.g., performance reviews, individual development planning, performance management). • Practiced knowledge transfer/fostered change management as organization changed, new skills developed focusing on team/individual development to be a valued contributor. • Directly impacted business influencing strategic functional decisions through advice and counsel. • SME in functional area bridging requirements and IT solutions; provided technical direction and ensured compliance with best practice, industry standards. • Provided in-depth/sophisticated analysis with interpretive thinking to define problems and develop innovative solutions.

• Manager - Performance Measurement & Analytics / Visual Basic Application Developer (promoted)

  • Sep 2008 - Oct 2011

  Portsmouth, NH Conducted investment manager research (e.g., commodities, tactical trading, global macro spaces, broad investment industry trends): • Led research process for alternative assets • Collaborated/consulted with investment managers/clients with input, updates, recommendations • Directed manager selection process coordinating review of due diligence materials • Presented research results/manager recommendations to investment committee • Completed special studies (e.g., investment… Show more Conducted investment manager research (e.g., commodities, tactical trading, global macro spaces, broad investment industry trends): • Led research process for alternative assets • Collaborated/consulted with investment managers/clients with input, updates, recommendations • Directed manager selection process coordinating review of due diligence materials • Presented research results/manager recommendations to investment committee • Completed special studies (e.g., investment themes, spending analysis, asset/liability matching, performance attribution, asset allocation modeling) • Created/presented market commentary, reports, presentations for clients

• IT Project Manager (promoted)

  • Nov 2007 - Sep 2008

  Portsmouth, NH Managed complex projects comprising multi-faceted business program. Set program strategic direction and providing program planning and assessment of all projects within the program to ensure creative and technical success. • Maintain understanding of all businesses processes so that solutions presented represent the specific business needs of the firm. • Managed cross-functional project teams. Drive operations/technology-based programs forward from the development stage, through… Show more Managed complex projects comprising multi-faceted business program. Set program strategic direction and providing program planning and assessment of all projects within the program to ensure creative and technical success. • Maintain understanding of all businesses processes so that solutions presented represent the specific business needs of the firm. • Managed cross-functional project teams. Drive operations/technology-based programs forward from the development stage, through testing, and on to full implementation. Work with team to define, establish and ensure completion of all program milestones and adherence to timelines and budgets. Works with developers to ensure clear project requirements and responsibilities are defined. • Defined business requirements, outlines, and project plan documents/work process flows. • Communicate status of the project.

• Senior Associate (promoted)

  • Jul 2006 - Nov 2007

  Portsmouth, NH Contributed technical expertise, setting pace for the team, mentor/train staff. Integral developing and testing processes and procedures for every component of the Investment Analyst role.

• Research Associate (promoted)

  • Jul 2003 - Jul 2006

  Portsmouth, NH Conduct investment manager research focusing on the commodities, tactical trading, and global macro spaces as well as performing broader investment industry research.

• Performance Analyst/Investment Analyst/Team Lead

  • Jul 1997 - Jul 2003