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An accomplished, results-oriented and hands-on senior technology manager with a proven track record for designing and implementing highly reliable systems and processes.Adept at combining business objectives with technology in cost effective and proven best practice design and implementation.Expert in planning, management, and delivery of technical projects within established deadlines and budgetary requirements. Considered by peers to be a SME (Subject Matter Expert) on a variety of technical matters.

A Microsoft certified systems engineer with over fourteen years of broad experience in technology management, network and server administration, infrastructure planning, web technologies, and technology consulting focused on financial service firms. 

Work experience

May 2010Present


Technical Advisor and Consultant

Advised and acted in a technical consulting role for infrastructure, server, cloud and security projects

  • Review of infrastructure and technical processes and procedures for financial firms based in NY and NJ with recommendations for improvement
  • Design of secure SharePoint intranet/extranet utilizing single sign-on and integration with Salesforce andActive Directory
  • Security audit of existing technical infrastructure and recommendations for improvement
  • Managed cloud infrastructure and development for a subscription based web site that teaches basic financial concepts to children with a scheduled Summer 2011 rollout
  • Windows 2008 Active Directory upgrade
  • Active Directory, network troubleshooting with root cause analysis
  • Evaluate industry trends and make technical recommendations based on this research
  • Advanced Exchange 2003, 2007, 2010 troubleshooting
  • Evaluation and recommendations for cloud based technical solutions
  • Google Apps for Business migration fromExchange and Active Directory based network
Oct 2006May 2010

Chief Technology Officer (CTO)

Recruited by Quadrangle to lead all technology operations and related initiatives, launch global office and business unit expansion, and establish a flexible and robust disaster recovery/business continuity plan. Oversees technology budget well in excess of $1 million, manages technical team along with outside consultants, and to develop systems and methodologies to ensure 99.9% uptime per year.

  • Established, directed, and implemented the strategic long term goals, policies and procedures for Quadrangle’s global technology needs
  • Driving force for improved operational efficiency through creation of procedures and technical standards
  • Directed technology infrastructure expansion and construction of offices in New York, California, London and Hong Kong
  • Built custom disaster recovery/business continuity system using Microsoft SharePoint, Double-Take, Citrix, and Microsoft IIS technologies
  • Introduced high definition video conferencing between global offices without the use of dedicated circuits
  • Renegotiated key vendor contracts with cost savings of up to 40%
  • Launched corporate intranet based on Microsoft SharePoint technology
  • Seamless migration of Microsoft Exchange, Blackberry, file and database servers
  • Acted as Subject Matter Expert (SME) and advised Quadrangle investment teamson potential technology investments
  • Planned and implemented remote access solution built using Microsoft SharePoint,Citrix and SonicWall technologies
  • Designed and implemented messaging archiving solution built using Iron MountainDigital Archives and Symantec Enterprise Vault
Mar 2001Sep 2006

Director, Projects and Technical Standards

Business Technology Partners
  • Managed Quadrangle Group LLC account as lead consultant
  • Initiated best practice methodology and technical standards for all clients
  • Supervised, managed and mentored a team of 15-20 technicians
  • Instrumental in increasing client base from 1 to 20+ clients in first four years
  • Authored client technical documentation and disaster recovery plans
  • Managed client accounts by acting as a senior technical resource for on-site technicians, providing strategic direction and advice, and budgeting assistance
  • Aggressively targeted and established strategic relationships with technology vendorsthat could add value-added services to clients
  • Drove disaster recovery and business continuity planning for client base
  • Designed and implemented highly reliable systems
  • Delivered technology build-out expertise for client office construction and expansion
Jan 1998Mar 2001

Technology Analyst

Lazard Frères & Co. LLC

  • Developed Technical Services Intranet Site, E-learning portal, web-based product ordering system
  • Designed and developed web based training projects within a team framework for global firm use
  • Managed development of web based training tracking system
  • Implemented multimedia technologies for intranet and Internet
  • Created base server build and set security standards for all company production web servers
  • Webmaster for all public Lazard Frères web sites
  • Desktop support technician in Asset Management division for first year of employment
Nov 1996Jan 1998

IT Administrator

Acid-Amine Technologies Inc.
  • Network administrator
  • Responsible for all hardware/software and on-going support and maintenance
  • Developed standards and protocols for company’s extensive research initiatives


Bachelor of Science

State University of New York at Fredonia

Technical Skill Sets

Microsoft server / desktop operating systems   Microsoft Exchange ServerMicrosoft SharePoint   Microsoft SQL Server and Reporting ServicesMicrosoft Internet Information Server (IIS)   Blackberry Enterprise ServerMicrosoft Active Directory / Group Policy   VMwareCitrix    Veritas Backup ExecRiverbed Steelhead WAN optimization   DoubleTakeSonicWALL firewall appliances   BloombergLifesize HD Video conference systems   Windows Server Update ServicesSymantec Enterprise Vault   Web and application developmentE-mail and Blackberry business continuity   HP and Dell server hardwareSEC, NASD e-mail and IM archiving   Technology budgetingRemote Access / VPN   Cloud computing technologiesProject Management   Google Apps for BusinessAndroid devices   

iOS devicesAbility to explain complex technical matters to non-technical users   Excellent identification, analysis and problem solving skills


Microsoft Certified Professional + Internet (MCP + Internet)


Microsoft Certified Systems Engineer (MCSE)