Seasoned Systems Integrator and Client Advocate
Greater Boston Area
Seasoned Systems Integrator and Client Advocate
Greater Boston Area
For the better part of the last 10 years, I have "gotten my hands dirty" working with some of the world's most sophisticated and demanding institutional investors, to help them make the best use of the information that my company provides. I combine a keen interest in the evolution of technology with a working knowledge of the financial services industry and the ability to listen and work with both technical and business-focused staff.
Over a career spanning 18 years, I have continued to grow and expand not only my technical knowledge, but my understanding of how people interact with technology and how complex technology products evolve. I have gained invaluable experience as a technology consultant, as a manager of complex projects, as a product evangelist and as an advocate for the company.
Looking ahead, I plan to seek opportunities that will help me expand my understanding of how people use technology, and how evolving technology can improve the lives of those who use it.
Complex project management, technical sales support, systems integration consulting, product education, product marketing
(Public Company; 10,001 or more employees; STT; Financial Services industry)
November 2004 — Present (4 years 9 months)
I'm currently acting as a product evangelist, relationship manager, and sales representative, representing State Street's value-added online product suite. I'm responsible for promoting adoption of our online products among our clients, who include some of the top institutional investment managers in the world. In addition, it's my job to make sure that our customers are represented in our product development process, and that their experiences with our products help drive future product development.
(Public Company; 10,001 or more employees; STT; Financial Services industry)
September 2002 — November 2004 (2 years 3 months)
I was responsible for overseeing a team of senior technology and business consultants charged with providing a variety of technology and business consulting services to State Street's institutional investor clients. ROUGH: technology due diligence on mergers and large outsourcing deals, client relationship management, project management for large scale business integration efforts
(Public Company; 10,001 or more employees; STT; Financial Services industry)
June 1996 — September 2002 (6 years 4 months)
I managed a large development team consisting of 4 separate project teams, and approximately 25 full-time and contract staff. The group was charged with all client-facing development work and support for over 3000 interfaces to State Street's institutional clients. In addition, the team took a leadership role in managing a number of large-scale integration efforts between State Street and our client's systems.
(Public Company; 10,001 or more employees; STT; Financial Services industry)
August 1993 — June 1996 (2 years 11 months)
I was responsible for designing, building, implementing and supporting enhancements to State Street's client-facing system interfaces, both as an individual contributor and as a project leader directing small teams of technical staff. Among my significant acheivements, I directed the effort to expand State Street's Exchange Traded Funds application to handle multiple portfolios, and to process complex international-based portfolios. I also worked directly with a number of State Street's large institutional clients to build or enhance data feeds of accounting information to feed their systems.
(Public Company; 10,001 or more employees; Defense & Space industry)
July 1988 — August 1993 (5 years 2 months)
I was responsible for design, development, implementation and support of software enhancements to a number of key financial applications that supported the company's military and industrial contracts. I designed and built a number of significant enhancements to a system responsible for tracking all of the physical assets of the company. I was also responsible for coordinating disaster recovery plans for the software applications that the department oversaw.
Bachelors of Science , Business Management, Technology, Marketing , 1984 — 1988