About
Visionary leader with 25+ years’ experience implementing large scale business and technology initiatives for financial services. A solid track record of delivering significant transformation programs and technical platforms that optimize performance, cost, stability and provide opportunities for business growth. A passion for formulating a vision and applying innovative and practical solutions to address global challenges. Regarded as a strategic business partner who understands critical needs and tailors’ solutions that are effective, sustainable and aligned with short-term and long-term strategies. A talent for forging relationships and working collaboratively, he held multiple leadership positions during his tenure at UBS. His deep knowledge and experience of Financial Products/Technologies enables him to drive discussion and decision points to address complex challenges and improve efficiency and overall user experience. His extensive experience leading large-scale initiatives, bud…
Experience
Svp - Head of Technology Delivery and Support
FinTech Startup · New York, New York, United States
Promoted internally to ensure front to back delivery across all digital business lines, Banking, Credit Card, Insurance, Mortgage & Brokerage, including ground-up delivery of KYC, AML & Onboarding platforms. • As a team we delivered, full-stack, digital Banking & Credit Card platforms within one year. • Led build-out of global workforce from 5 to 130 Developers, Project Managers & Business Analysts within 3 months. • Coordinated the development of an event-driven, cloud-based architecture, spanning 4 business lines and 100+ system integrations. • Oversaw Data Architecture Design and Strategy, including Customer Data Enrichment and Segmentation, Risk/Reg, Reporting and Analytics.
Principal Consultant, Americas Digital, Data & Analytics Practice
Capco · New York, New York, United States
Co-Founder, Coo
Fēlix Products · New York, New York, United States
Management Consultant
RocketFin · New York, New York, United States
Provided advisory and data expertise in a variety of industry scenarios on a short-term project basis, in an effort to expand North American footprint.
Strategic Regulatory Technology Lead
Delivered Strategic Regulatory Initiatives, including CCAR, BCBS, FATCA and Derivatives Reform.
Executive Director - Finance Data Strategy & Governance
UBS · New York, New York, United States
Program lead for roll-out of a global, Finance data governance control framework, with a focus on end-to-end Data Lineage, Quality, Principles and Analytics. ・ Member of Group Data Executive Steering Committee.
Head of Americas Ib & Finance It Development Pools
UBS · New York, New York, United States
Responsible for the management and development of 350+ quant and software engineers. ・ Partnered with Human Resources to oversee group-wide workforce transformation. Developed strategy and plan for IT Development comprised of over 6,500 resources, focusing on location, capabilities, skills, Agile development life cycle, and cost efficiencies. Partnered with HR to drive Talent Strategy and Gender Diversity initiatives.
Group Head of Client, Account & Legal Entity Data It
Managed the strategy and delivery of 10+ technology platforms, including Client On-boarding, KYC, and Account Management, with a global workforce of 180+ and annual budget of $50 Million.
Executive Director - Group Finance Transformation
UBS · New York, New York, United States
・ Oversaw FED requirement to deliver comprehensive reporting of UBS’s unencumbered asset positions within 6 months, with the development of a firm-wide Collateral and Liquidity management platform. ・ Managed the $6.5 billion repurchase and day-to-day operations of the UBS Stab Hedge Fund. ・ Oversaw group-wide restructuring plan to capture true costs of group transformation program with an annual impact greater than $190 million; presentation to the Group Executive Board. ・ Collaborated with Group Technology to develop a self-serve Integrated Pricing Data Platform.
Group Instrument & Pricing Data Lead - Chief Data Office
UBS · New York, New York, United States
Directed Instrument Data Transformation initiative, uniting IT and Operational groups to develop a group-wide instrument, pricing strategy, governance model and comprehensive data quality program.
Global - Securities Data Platform Lead
Citi · New York, New York, United States
Oversaw strategy, design & integration of a multi-vendor, pricing & reference data distribution & management platform.
Chief Technology Officer
Access Securities · Stamford, Connecticut, United States
Futures Trader
Access Securities · Stamford, Connecticut, United States
Futures/Equites/FX - Stat Arb Strategies
Client Account Manager
BNY Mellon · New York, New York, United States
Managed account relationships for delivery of commission products and execution services for 300+ public and private pension plans, fund managers and sovereign wealth funds.
Hedge Fund Service Desk Head
UBS · New York, New York, United States
Global Deployment Manager
UBS · Stamford, Connecticut, United States
Technical Analyst - Client Mis, Equity/Fx Sales & Derivative Trade Data
UBS · Stamford, Connecticut, United States
Education
Saint Michael's College
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