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I am an expert in business process redesign, software product development, and Web 2.0 collaboration technologies.  A seasoned leader who brings the rigor and toolkit of a senior CSM and PMP certified Technical Project, Product and Program Manager, I combine business experience, deep technical knowledge, strong interpersonal skills, a great work ethic, and creative intelligence to consistently deliver demonstrable value.  Moreover, I bring the skills of a management and solutions consultant to any organization for which I work as a positive agent of change.   I have 20 years of experience covering Project Management, Product Management, Management Consulting, Operations, Support, Engineering, Pre-Sales, Client and Vendor Relations.  I have enjoyed success managing and participating in software development (SDLC) with Waterfall, Agile (Scrum), RUP (use case, etc.), and RAD / JAD methodologies.

  • Built Agile software development practice at Smart Electric Grid startup
  • Negotiated Enterprise Agreement with Microsoft, saving my firm over $1 million
  • Managed deployment of completely redesigned SIG.COM and SIG Global Intranet sites, involving our Sitecore CMS, XML/XSLT, JavaScript, and ASP.NET
  • Acted as vendor and product manager with Nexa Technologies to develop platform, working with a remote team of 10+ programmers and business analysts, managing various aspects of SDLC
  • Directed program for payments / messaging interfaces on $100 million initiative
  • Director of Delivery and Product Development for multi-million dollar project to create retail trading platform
  • Managed CMS, Intranet, and  marketing Web sites for 1500 person company
  • Architected BI solution for NYSE Hybrid specialist compliance, processing 20+ million transactions per day
  • Created global management consulting firm’s cloud-based PMO application, winning business at JPMC, CIBC, and Sovereign Bank

Work experience

Jan 2010Present


Bank of America Merrill Lynch

Project Management and Systems Analyst for rollout of a Generic and International (Asia Pac, EMEA, Latin America, and India) Platform based on SharePoint 2007. This strategic platform supports the global Benefits Online group for the Bank of America and Merrill Lynch financial advisor network.

Nov 2010Present

Program Manager


I wear many hats in a cutting-edge Smart (electricity) Grid startup software firm. Among sundry other activities, I manage all development work, including building our Agile development practice; work with vendors; gather requirements from clients; assist our Director of Product Development in his product management activities, including market alignment.

Jun 2010Nov 2010


Macquarie Bank

Macquarie acquired Delaware ( from the Lincoln Financial Group and now must separate the entity, in the process performing a major infrastructure separation and migration on a tight time-frame. I served as a project manager and business analyst as part of the Front Office stream of this 100+ person M&A (mergers and acquisition) program. I oversaw divestiture of all compliance and general account systems while managing and coordinating B2B application and data services between Lincoln and Delaware/Macquarie. I was then extended to manage the implementation and migration of the ITG Macgregor (IC) compliance system.

Jan 2008Oct 2009

Manager, Collaboration Technology

Susquehanna International Group

Responsible for the technical maintenance and support of SIG’s public Websites and global Intranet.  Product and development manager for SharePoint, Enterprise Search, Wiki, and enterprise instant messaging (Jabber XMPP)

Apr 2007Jan 2008

Director of Product Development, SIG Retail

Susquehanna International Group

SIG Retail sought to build an online Web and desktop trading application, initially targeted at active retail traders in equities, options, futures, and foreign exchange (FX).

Jan 2005Apr 2007

Manager, Compliance Technology

Susquehanna International Group

Technical manager, responsible for compliance systems for domestic (U.S.) exchange traded instruments for SIG’s specialist and market making operations. 

Sep 2000Dec 2004

Principal Consultant

The Capital Markets Company (Capco)

Principal Consultant for management consulting firm focused on the financial services vertical. Designed technical and workflow-oriented solutions for clients. Concurrently, served as product manager for the Capco solution center.

Product Manager (September 2000–December 2004)

  • Managed the development of a browser-based portfolio management / PMO application with a team comprised of members primarily in NYC and also in Belgium.  Managed the deployment of the application at the JPMC, Sovereign Bank, and CIBC.
  • Off-shored (outsourced) ongoing support and development of PMO application
  • Product, project management, and pre-sales responsibilities for Capco RDM, a Web-enabled analysis and cleansing tool geared towards security and client reference data

Principal Consultant in the Technology Competency(September 2000–December 2004)

  • Led data mining team in building a commodity spending warehouse with 10 million rows for detailed OLAP analysis of spending patterns as part of a Six Sigma control project for one of the largest financial institutions in the world.
  • For a Major Investment Manager (NACM) participating in GSTPA Pilot: analyzed and designed a middleware architecture, conducted a vendor selection, and a workflow analysis to produce Use Cases for T+1 and enable operational reengineering.
  • For a Financial Services Provider: lead for an analysis of a major data hub service’s three-tiered architecture and produced recommendations subsequently adopted by the client.
Nov 1998Sep 2000

Project Manager / Pre-Sales Architect

New Era of Networks

Pioneering message oriented middleware (MOM) firm.

Project Manager (November 1998 – December 1999)

Consultant in Financial Services organization of major Enterprise Application Integrator. Managed projects involving NEON’s MQI/MQSI messaging and process flow middleware products from front-to-back office. Projects ranged from point-to-point legacy integration to enterprise hub-and-spokes messaging systems, including a $100 million Information Highway project at the Industrial Bank of Japan.

Pre-Sales Architect (December 1998 – September 2000)

Supported sales-force throughout solution selling cycle: from RFI/RFP response writing through sales calls.

Aug 1997Nov 1998

Manager, Treasury Funding Systems (A.V.P.)

Citibank, N.A.

Applications manager on 10 systems, processing up to $80 billion and 4,500 transactions per day. Supervised 12 programmers responsible for support and development of 10 critical applications.

Jan 1995Aug 1997


MPCT Solutions

Business analyst and technical consultant on Atlas Banking Software, a comprehensive commercial banking back-office package, running on Tandem Computers.Work included designing and programming interfaces/reports with TACL, Enform, Access, and Excel (VBA).

Dec 1990Apr 1993

Special Product Processor

Swiss Volksbank


Sep 1986May 1990


University of Michigan


CTA in eCommerce

Columbia University
Dec 2009Present

Certified Scrum Master (CSM)

Agile University
Mar 20042011

Project Management Professional (PMP)