Download PDF

Work experience

May 2005Present

Chief Information Officer

W. P. Carey
  • Defined and implemented the overall information and technology strategy for rapidly growing real estate investment trust with over $10 billion in assets under management globally; directly managed 16 professionals across 3 teams
  • Led development, deployment, and operation of enterprise portfolio including over 50 core applications; defined and implemented global technology infrastructure and information security program; oversaw budget for all internal and outsourced projects
  • Provided technology systems and solutions to over 240 users across 6 global locations
  • Created strategic multi-year roadmap with executive team to align core technology projects and investments with overall corporate goals and board-level directives
  • Developed strategy to leverage cloud-based services for commodity systems including best of breed solutions for case management, customer relationship management, due diligence, email archiving, expense reporting, invoice processing, and payroll; average ROI in excess of 150%
  • Optimized network infrastructure through innovative planning and aggressive vendor management; reduced annual telecom and storage costs by over $500K
  • Conceived and executed an $8M project to transform enterprise-wide operations including business process optimization, organizational restructuring, and systems development; delivered platform that allowed organization to manage increasingly diverse and complex transactions without commensurate increase in staff; deployed enterprise technologies including business intelligence/data warehouse, ERP, and master data management
  • Drove integration and adoption of customer relationship management system to enable management of over 50,000 financial advisors and over 10,000 investment partners; leveraged email marketing solution to drive fund raising and increase lead generation
  • Managed integration of analytics platform to accelerate financial consolidation and regulatory and management reporting; deployed technology and processes to compress financial closing and reporting schedule by 80%
  • Supervised redesign of and affiliate websites, including selection and integration of content management system and site architecture and design
  • Established and enforced policies, standards, and procedures to ensure robust service levels, efficient operation, and compliance with FINRA and SOX 404 regulations
Sep 2002May 2005

Senior e-Business Solutions Associate

  • Managed development of worldwide corporate/content sites for Mercer, which featured internationalization, localization, and personalization across 10+ languages and 30+ global domains
  • Increased sales by more than 800% through design and implementation of innovative site commerce features
  • Coordinated global executive, line-of-business, and technical communities to establish and deliver unified strategy for online properties
  • Partnered with offshore IT consultants to drive projects to completion
Feb 2000Sep 2002

Senior Consultant

Fort Point Partners
  • Managed major segments of multi-million dollar e-commerce projects with on-time, under-budget delivery for clients such as Barclays Global Investors (, Best Buy (, Estée Lauder (, Kmart (, and Martha Stewart Living Omnimedia (
  • Oversaw integration of critical enterprise systems including fulfillment, order management, payment, personalization, and reporting
  • Directed technical architecture and development of innovations including customer data mart, inventory management system, product promotion tool, and user segmentation engine to improve customer conversion rate
Jan 1999Feb 2000

  • Conceived vision and core business model for an Internet startup intended to build a business-oriented social network for early-stage companies to connect with customers, employees, investors, partners, service providers, and vendors
  • Delivered functional design and technical prototype to secure seed financing for online endeavor; liaised with implementation partners to develop website
  • Built team of 20+ professionals and opened offices in New York and California 



San Ramon


CIO Executive Council; Member                                                 

Gartner for IT Executives CIO; Member                                 

FINRA Technology Advisory Committee; Member                       


Dynamic, results-driven leader with demonstrated track record of conceiving and delivering innovative solutions across the enterprise.  Agile, business-oriented technology strategist with focus on revenue growth and cost management.  Hands-on experience with implementation and operation of major enterprise platforms.  Responsible for network infrastructure, budgets, policies, business analysis, risk management, compliance, cross-functional operations, and planning.  Adept at crisis-management, problem solving, and negotiation.  Strong track record of successful staff recruitment and development. 


I-LEAD Goldman Sachs Scholars; Mentor/Tutor                         

  • Tutored talented inner-city students from underrepresented backgrounds in preparation for college

The Experiment in International Living; Group Leader               

  • Facilitated the learning experience of 45 students on a cross-cultural education program in Australia