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Summary

A qualified technology manager and seasoned professional, with 20 years of rich and insightful international experience, most of it being in the Investment Banking/ Capital Markets domain. I have been involved in Management/Leadership of Global IT Delivery/Program Management/Project Management, Software Development as well as Organization and Team Development. 

Ideal Position

I am looking for senior technology leadership positions, which leverage my delivery, people, project management, technology  and governance skills, using my experience of two decades in technology and investment banking. My expertise lies at the intersection of People/ Relationships, Technology and Delivery Management. I could be a CIO/CTO/Director, responsible for running a diversified, global organization, and/or a portfolio of mission critical, strategic programs. 

Work History

July 2016Present

Leadership Coach & Transformation Consultant

Freelancing

As a Leadership Coach, I help my clients become a better version of themselves. For instance, I have coached a CEO to be able to speak at an International event. I have helped another global organization's leader to help establish a framework for managing vendor relationships, in an environment where it was being done due to the heroics of a single person- his predecessor. I have also helped an abrasive manager get over his old habits and become a better people person. 

As a Transformation Consultant, I help organizations get to the next level, or to better handle changes. For example, I work with a global software services firm to improve their Client Management processes, as they expand into new verticals and geographies. I am also working with an early phase startup to help define their product road map and technology architecture for a SAAS offering. 

Nov 2010July 2016

Vice President

Morgan Stanley

I globally head the Client Management team in India, for the International Wealth Management business; and also lead the growing IWM team in Bangalore. I have global ownership of our systems and functional, business facing responsibilities for the APAC and EMEA regions. I was reporting into a Senior Executive Director, with dotted line into a Managing Director and leading a diversified, global team of employees and consultants. 

Responsibilities:

  • Primarily responsible for Client Management (CRM, Client Data and New Account Opening) functions for Private Wealth Management, Asia.
  • Responsible for all IT systems for our Swiss Bank in Zurich, including Client Data, Confirms Processing and Document Management
  • Led a key program to revamp Client Data and CRM platforms 
  • Have successfully executed mission critical technology programs, including rolling out of new Financial Products globally, re-engineering Product Taxonomy and building a brand new Performance Reporting platform. 
  • Responsible for outsourcing and vendor management for the division.
  • Participated actively in operations and administration of the firm.
  • Performed routine team administration tasks as well as team development initiatives, including recruitment and career management. 
  • Led the India-wide Events Committee, that helps with employee engagement as well as philanthropy initiatives. 
  • Was the co-lead of the Bangalore Connect group, which is responsible for working with HR and Admin for on boarding new joiners, as well as establish platforms for cross-team networking in Bangalore

Select Achievements:

  • Implemented a structured program to on-board new products in International Wealth Management. A couple of notable success stories are Complex Commodity Derivatives and Offshore Chinese Renminbi (CNH) products.
  • Successfully led a multi-million dollar initiative, which built technology platform to offer secured financing capability to our clients with significant debit balances. 
  • Globally led very large technology programs across PWM/IWM to migrate tens of Visual Basic applications to .NET, and ensure compatibility to MS Windows 7 platform. 
  • Globally led IT Risk related initiatives across PWM/IWM, including data masking and security remediation. 
  • Re-designed a portion of New Account Opening platform that improved process efficiency by over 25%.
  • Led a team that re-engineered our entire Client Data and CRM platform, working with several IT and business teams globally 
  • Played a key role in the rapid but smooth ramp up of our Bangalore presence from zero to 700 in two years. This included recruiting, help establish processes and policies, training, on-boarding etc. 
Oct 2004Oct 2010

Associate Director

D.E. Shaw & Co

Joined this global investment leader as a Project Leader in November 2004 and was promoted to Associate Director about two years later. I had global ownership of the Portfolio Accounting platform and Broker Straight Through Processing. I also managed the Usability Engineering team, as well as the Project Management Office (PMO). 

Responsibilities:

  • Primarily managing technology initiatives of the organization, including mission critical technology projects and programs.
  • Accountable for Operations of & Delivery from the Portfolio Accounting, STP, User Experience Engineering and the Project Management Office.
  • Additionally responsible for Marketing Communication, including advertising, campus promotions and other external communication. 
  • Implementing various new technologies phasing out various legacy systems, including Portfolio Accounting, Straight Through Processing and Financial Reporting suite.
  • Developing the Creative Services department, almost from ground-up, involving interaction designers, visual designers and technical writers.
  • Involved in control of outsourcing and interaction with external consultants.
  • Participating in operations and administration of the firm.
  • Performing routine team administration tasks as well as team development initiatives, including recruitment and career management

Select Achievements:

  • Implemented Advent Geneva to phase out legacy home-grown portfolio accounting system. 
  • Developed and implemented the SWIFT capabilities for the organization.
  • Managed the team that enabled Third Party Administration of the firm’s funds. 
  • Built a successful global User Experience Engineering practice, almost from scratch. 
Oct 1999Sep 2004

Senior Consultant

i-flex solutions

Reported to the Vice president, leading a team of up to 20 resources, located in three continents

Responsibilities:

  • Mainly engaged in leading the team for solution development both off-shore and on-site models
  • Managed an important on-site (London, UK) solution development & support project involving derivatives trading and back-office platforms for a global banking giant (please refer to the next section).
  • Participated in Data Warehousing Solution Development Projects and developed the first MS SQL Server capability of Reveleus, a D/W product for banks. 
20012004

Senior Consultant

Citigroup, UK (through i-flex solutions)

Worked in Fixed Income Risk Technology at London, UK. Developed systems on Unix, C/C++, Java, working with global teams. Provided on-site Service Support to over 20 applications. Developed and integrated new pricing and risk models into the Citigroup Derivatives System 

Jan 1998Oct 1999

Team Leader

InfoTech Enterprises Ltd.

Designed and developed products in the GIS (Geographical Information System) domain, including vehicular routing and mapping systems using Visual C++. Led a team of 13 engineers for a major project for a German client. 

May 1996Jan 1998

Software Engineer

TechMasters Software Solutions 

Developed engineering software, including design automation and shopfloor inventory management.

Education

19921996

Bachelor of Engineering

Osmania University

Mechanical Engineering, specializing in Production Engineering 

Trainings & Certifications

20002015

Project Management and IT Governance

Attended several training programs over the years on effective Project Management and Governance of large scale IT projects.

2014

Certified Executive Coach

International Coach Federation (ICF)

An international certification obtained after intensive training on coaching people for success. This is an important skill for a leader for overall development and growth of the teams.