Work history
Managing Director & CIO
tags:
cio
• it executive
• financial services
How would you describe your time at Wilmington Trust FSB?
Wealth advisory firm with over $34 billion in assets. Member of Executive Committee. Led cross-functional team of 40 HR, Finance, Legal/Compliance, Marketing, Operations and IT staff through merger integration.
Managing Director
tags:
cto
• financial services
• it executive
How would you describe your time at Bingham Legg Advisers?
Managed IT resources of private wealth management firm (acquired by Wilmington Trust) with over $2 billion in assets. Report directly to CEO. Member of firm's Investment Committee and backup compliance officer. Managed national expansion and co-managed all facets of corporate acquisition, including financial analysis, revenue projections and valuation....
CTO
tags:
financial services
• cto
How would you describe your time at iOptions Group?
Defined technology strategy and operations plan for start-up financial services company developing ASP-based stock option portal. Managed $2 million launch budget, full life cycle development and team of 20 Sapient developers and designers. Authored online modeling tools and advice for financial advisors and their clients....
Vice President, Information Systems
How would you describe your time at Webster Management Group?
Managed Information Systems department and trade desk operations of global hedge fund. Automated back-office processes, enabling firm to grow 300%.
Zycon
May 1995 to March 1997
Partner
How would you describe your time at Zycon?
Wrote business plan and developed technology assets for start-up real estate information services company that developed content and tools for the launch of the Microsoft Network (MSN). Information assets were later acquired by Microsoft.
Co-founder & Principal
How would you describe your time at InterGlobal Communications?
Managed IT infrastructure, architected business plan and growth strategy for one of the first ISPs in Chicago. Achieved profitability within 3 years by diversifying product and client mix.
Equis
April 1993 to January 1996
Information Systems Director
How would you describe your time at Equis?
Managed IS Department of international corporate real estate services firm which grew from three to ten offices nationwide. Developed the Q Database, a real estate portfolio management system that was sold to Fortune 1000 clients (Swiss Bank, Fortis, Ameritech, Borland, Pillsbury, GSA, etc.).