Portfolio of Accomplishments
Background
20+ years of FinTech
- 7 years in Networked Telecommunications supporting buildouts of financial extranet data feeds
- 14 years working in Trade Market technology sector with a SaaS cloud-based risk/portfolio management software platform
- Ivy League Grad with an MBA (UPenn/Hofstra): Holds multiple certifications and has teaching and mentor experience
Growth Experience
Small to mid-size companies (50-1K People) going through growth and scale from the early 2000’s to now:
- Radianz (Reuters/Equant Spinoff JV and Sell to BT) 2001-2008
- Imagine Software sell and merger with Trading Screen (M&A Francisco Partners) 2009 -2022
- eTelligent Group (Acquisition by IMB Partners) 2022 – Present
Major Accomplishments
Strategic Wins and Contract Growth
2022– Present
- Won A3 AD IAM recompete contract against 30+ bidders and secured Dash 8 extension. (Tech: IAM Solutions, Agile Bid Management)
- Achieved excellent contract ratings for A3 AD IAM three years in a row (2022–2024). (Tech: Six Sigma, ITSM, ITIL, Business Analysis)
- Secured RFP wins (ICAM, EPPIS, A3) as part of Business Development Tiger Teams. (Tech: IAM, Cybersecurity Platforms)
- Expanded A3 vendor partnerships with ID.me, Okta, and Axiomatics. (Tech: Identity Platforms)
- Designed and launched AD IAM Agile Transformation Operating Model. (Tech: SAFe Framework)
- Led executive workshops and produced Major Outcomes Report and a 3-Year Strategic Roadmap. (Tech: SPO365, Strategy & Change
Management Frameworks)
Systems Integration and Innovation
2017– 2021
- Directed Salesforce & JIRA system merger post-acquisition, saving $1.4M annually. (Tech: Salesforce, Atlassian)
- Rolled out Atlassian JIRA/Confluence and related apps across developer teams; integrated Git and Zapier for enhanced workflows. (Tech:
Atlassian, GitHub, Zapier, etc.) - Led product development for internal login authentication system for intranet real-time trade risk dashboards. (Tech: .NET, Java, Eclipse)
- Led product development of executive portfolio management systems with project KPIs and time tracking. (Tech: Opensource GIT, Java,
SQL, MS Project, Visio) - Served as Super Admin for all Atlassian and Salesforce projects. (Tech: Salesforce, Atlassian Suite)
Financial Achievements and Compliance
2013– 2021
- Secured ~$3M in R&D tax credits over 7 consecutive years through technical feasibility assessments. (Tech: JIRA/Salesforce, Compliance
Tools, GAAP/FASB knowledge ASC 730 & 740, etc.) - Supported CISO-led ISO and CMMI recertifications through risk audits and documentation leadership. (Tech: ISO Compliance Systems)
- Achieved $1.4M/year savings by managing Salesforce to Atlassian migration projects. (Tech: Salesforce, Atlassian)
Agile Delivery and Product Engineering Excellence
2009 – 2020
- Led CI/CD program for 60+ developers, improving server spin-up and reducing zero-day deployment risks by 50%. (Tech: PuTTY,
- Veracode, CI/CD Pipeline processes and release reporting/Jango, etc.)
- Directed project planning and product management for break fixes, patch management, and minor/major releases for multiple codebases
(2M+ lines of code). (Tech: Panopticon, Veracode, JIRA, Salesforce, Excel, MS Project ) - Managed onshore and offshore BA,PM, Release Mgmt. Team, 3rd party contractor support (Approx: 10-20 people)
Early Career Foundations
2001 – 2008
- Led CI/CD program for 60+ developers, improving server spin-up and reducing zero-day deployment risks by 50%. (Tech: PuTTY, Veracode, CI/CD Pipeline processes and release reporting/Jango, etc.)
- Directed project planning and product management for break fixes, patch management, and minor/major releases for multiple codebases
(2M+ lines of code). (Tech: Panopticon, Veracode, JIRA, Salesforce, Excel, MS Project ) - Managed onshore and offshore BA,PM, Release Mgmt. Team, 3rd party contractor support (Approx: 10-20 people)
- Delivered Financial Reporting Analysis for Earning Reports for Pension Beneficiaries and Reporting Engine Database