Senior Client Unit Director, Asset Management

• Apr 2021 - Present

Responsible for delivery execution and relationship management for Private Equity, Hedge Fund and traditional asset management clients utilizing GFT's global development centers in Brazil, Costa Rica, Mexico, Poland and Spain. Delivery teams provide custom development, testing and application/vendor support services in an Agile environment. The client unit has grown exponentially since 2018, from 40 to 150+ professionals generating greater than $15mm in revenue annually.

Senior Client Partner

• Apr 2019 - Mar 2021

Client Partner

• Feb 2016 - Mar 2019

SVP - Senior Application Manager

• Mar 2015 - Feb 2016

VP - Application Manager

• Mar 2012 - Feb 2015

Application manager responsible for ongoing development and day to day support of a suite of equity research and market data applications.

Assistant Vice President

• Jan 2009 - Mar 2012

Project manager and lead systems analyst responsible for application management and development of fixed income and derivatives trading and research applications.

Senior Project Manager, Fidelity Investments and Putnam Investments

• May 2007 - Jan 2009

Project manager, lead business/QA analyst and implementation manager for several high profile projects to develop an in house fixed income and derivatives trading application. Project manager, lead business/QA analyst and implementation manager for several high profile projects to develop an in house fixed income and derivatives trading application.

Account Manager / Principal Consultant, Putnam Investments

• Apr 2005 - May 2007

As an Account Manager, managed a team of Keane consultants and a key client relationship. As a senior business consultant, managed the analysis, design, acceptance and implementation of a multi-phase project to migrate approximately 125 position, order and trade data feeds and reports generated from a UNIX-based legacy portfolio management record keeping system to a new data access, translation and transformation product.

Principal Consultant, State of New York

• Feb 2004 - Apr 2005

Senior business consultant providing project management and business analysis for a multi-year project with 300+ stakeholders and a budget of $50 million to build a new web-based integrated tax processing system (e-MPIRE) for the New York State Department of Taxation and Finance.

Assistant Vice President: Fund Accounting Development Group

• Nov 1998 - Jun 2003

Fund Accounting: Operations Supervisor

• May 1997 - Oct 1998