Executive Business / IT Consultant
Greater Boston Area
- Current
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- President at Castaldo Global Consulting
- Past
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- Senior Vice President, Fidelity Human Resource Services – Technology at Fidelity Investments
- Senior Vice President, Chief Architect – Enterprise Architecture at Fidelity Investments
- Senior Vice President – Retail Technology & Planning at Fidelity Investments
- Vice President – Advanced Microcomputer Application Development – Investor Services Group at The Boston Company
- President and Founder at Success Systems, Inc.
- Lead Developer at Batterymarch Financial Management
- Developer at Digital Equipment Corporation
- Education
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- Bentley University
- Bentley University
- Recommended
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1 person has recommended Rich - Connections
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186
connections
- Industry
- Information Technology and Services
- Websites
Rich Castaldo’s Summary
Senior executive with strong business, operations and technology leadership skills. Effective at integrating entrepreneurial initiatives into established corporate infrastructures. Repeated success in the design and implementation of strategic plans to deliver positive business results. More than 20-years of experience in the financial services industry and leading edge technology implementation.
Rich Castaldo’s Experience
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President
Castaldo Global Consulting
(Privately Held; Myself Only; Information Technology and Services industry)
2007 — Present (2 years )
Provides executive technology consulting for the global market. Currently working in London to integrate 3 leading technology companies into a comprehensive golf wagering complex that has been endorsed by the PGA of Europe and South America.
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Senior Vice President, Fidelity Human Resource Services – Technology
Fidelity Investments
(Privately Held; 10,001 or more employees; FMR; Financial Services industry)
March 1999 — 2007 (8 years )
• Divisional CIO of the HR/Payroll business with responsibility for startup and growth of Fidelity’s newest business. Business grew over 300% during my tenure while delivering many new technology offerings to our clients.
• In addition to my responsibilities for the HR/Payroll technology platform, I also assumed P/L responsibility for the Small Market Payroll business in 2003. While in this role I established a 3-year profitability plan based on a complete “bottoms-up” cost and activities analysis. Plan was implemented and achieved profitability goals.
• Overall technology responsibility for the Defined Benefits, HR/Payroll, and Health and Welfare core record keeping systems that support Fidelity’s growing Benefits Outsourcing businesses. Client list includes many of the largest Fortune 500 companies. Financial and technical support required a direct organization of over 300 employees worldwide. -
Senior Vice President, Chief Architect – Enterprise Architecture
Fidelity Investments
(Privately Held; 10,001 or more employees; FMR; Financial Services industry)
1997 — 1999 (2 years )
• Successfully led a direct organization of 200+, with indirect control of over 5000 technology professionals throughout Fidelity’s 40+ companies, including the Retail, Institutional, Capital, Intermediary, Global and Employer Services businesses.
• Established Open Component Strategy based on an object-based 3-tier architecture. The result was a simplification of the Internet infrastructure needed for the Fidelity.com site. Implemented first phase in 6-month time frame for an estimated annual savings of $42 million.
• Established Enterprise-wide E-Commerce Architecture Board made up of lead architects from various business units in order to leverage existing “Best of Breed” technologies while gaining consensus on new architectural directions. .
• Operational responsibility for enterprise-wide infrastructures that supported over 2 billion production transactions a year. -
Senior Vice President – Retail Technology & Planning
Fidelity Investments
(Privately Held; 10,001 or more employees; FMR; Financial Services industry)
1993 — 1997 (4 years )
• Performed a variety of roles within the Technology & Planning organization including Director of Workstation Development and Vice President of Technology Development. Added responsibilities at each promotion due to the ability to deliver appropriate technology solutions within budget on aggressive self-directed timeframes.
• Budgetary responsibilities in excess of $100 million annually for technology related to retail businesses including Retail Brokerage, Mutual Fund and Transfer Agency.
• Responsible for all technologies used by major Retail business channels including all phone representatives, Automated Services and Investor Centers. These channels processed over 100 million interactions per year.
• Successfully re-engineered the largest volume channel with the Touch Tone Xpress product. Produced a successful tactical deployment of object technologies while furthering the strategic direction of the organization. -
Vice President – Advanced Microcomputer Application Development – Investor Services Group
The Boston Company
(Public Company; 1001-5000 employees; Financial Services industry)
1989 — 1993 (4 years )
• Responsible for the development and implementation of the first large scale client/server based system in the company. The Global Mutual Fund Accounting (GMFA) System was implemented in 1991.
• Pioneered the use of Object Oriented Technologies in the firm and worked with Parent company, American Express, to spread the direction and learning from our experiences.
• Led the commercialization of GMFA and worked with clients both domestically and abroad to implement within their businesses -
President and Founder
Success Systems, Inc.
(Privately Held; 51-200 employees; Computer Software industry)
1983 — 1989 (6 years )
• Responsible for strategy, innovation, marketing, technology and management for this market leading entrepreneurial venture.
• Brought company national and received endorsements by major oil companies for use by their dealers. -
Lead Developer
Batterymarch Financial Management
(Public Company; 51-200 employees; Financial Services industry)
1981 — 1983 (2 years )
6th largest institutional investment firm in the world (at time I worked there), which focused on technology innovation as major market differentiator. Known most for it’s pioneering of computerized trading.
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Developer
Digital Equipment Corporation
(Public Company; 10,001 or more employees; DEC; Computer Hardware industry)
1978 — 1981 (3 years )
Lead development of Nationwide order entry system for delivery of strategic system throughout USA.
Rich Castaldo’s Education
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Bentley University
BS , Business Management , 1974 — 1978
- Activities and Societies:
- Tau Kappa Epsilon - Social Director]
Tau Kappa Epsilon - member
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Bentley University
BS , Computer Systems Management , 1974 — 1978
- Activities and Societies:
- Tau Kappa Epsilon - Social Director
Tau kappa Epsilon - Member
Additional Information
Rich Castaldo’s Websites:
Rich Castaldo’s Interests:
Golf
Rich Castaldo’s Groups:
Vice Chairman of the Board - Mt. St Mary's Academy in Manchester, NH, Essex Partners
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Consultants Network
Rich Castaldo’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
