Experience

JourneyGuide Planning Software

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder, President

  • Feb 2020 - Present

• Co-Founder, Chief Solution Architect

  • Jun 2017 - Feb 2020

  Principal architect of the algorithm design and development for a retirement planning software that is going to revolutionize retirement.JourneyGuide is a new approach to retirement income planning. It’s simpler, faster and better than anything you’ve seen before. JourneyGuide allows you to interactively work with your clients’ and provide answers to their most important retirement questions. Together, we can revolutionize retirement.Clients only get one shot at retirement … Get it right from the start with JourneyGuide. Show less



Ash Brokerage

• United States
• Financial Services
• 300 - 400 Employee

• Vice President of Internal Business Development Opportunities

  • Oct 2014 - Jun 2017

  As Vice President of Internal Business Development Opportunities at Ash Brokerage, my principle responsibilities consisted of identifying key strategic projects that created competitive advantages for Ash Brokerage in the marketplace and collaborating with other business and operational leaders to develop and implement strategic direction. As Vice President of Internal Business Development Opportunities at Ash Brokerage, my principle responsibilities consisted of identifying key strategic projects that created competitive advantages for Ash Brokerage in the marketplace and collaborating with other business and operational leaders to develop and implement strategic direction.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Senior Manager

  • 2007 - 2014

  Managed the global teams handling the firm’s $250B Alternative Investment and Mutual Fund investor trading platform. Provided professional career guidance, technology direction, and project governance. Partnered with senior Investment Management Division business leaders on strategic project planning, prioritization, requirements analysis, and new product launches.• Directed the design and rollout of industry leading hedge fund platform which provided annual savings over $1MM in operational and support cost reduction.• Automated the delivery of Private Placement Memorandum documents reducing legal risk by ensuring an auditable client distribution. Successfully delivered the $800K project ahead of schedule resulting in a streamlined request and approval process, leading to consolidation of duplicate middle-office roles.• Led the analysis, implementation, and launch of the centralized IMD Product Repository which unified business workflows and established clear ownership of product data across the division. Reduced trading and client communication errors by 80% caused by incorrect product reference data. Show less

• Senior Software Analyst / Developer

  • 1998 - 2007

  Designed and developed multi-tier applications for the global Private Wealth Management sales force.• Awarded US patent 8,401,949 for innovative design of the wealth projection component of CIO Tools, the primary asset allocation tool for PWM. Implemented all mathematical analytics such as risk, beta, market correlation, and back testing which led to 90% reduction in manual portfolio construction.• Designed, developed, and coordinated training of the Sales Desktop. Facilitated decommissioning of the legacy platform resulting in annual savings of $2.5MM. Show less