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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 WPCarey.com 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

Mercer
  • 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 (iShares.com), Best Buy (BestBuy.com), Estée Lauder (Gloss.com), Kmart (BlueLight.com), and Martha Stewart Living Omnimedia (MarthaStewart.com)
  • 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

Founder

MagicBeanStalk.com
  • 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 

Education

19911995

San Ramon

Custom

CIO Executive Council; Member                                                 

Gartner for IT Executives CIO; Member                                 

FINRA Technology Advisory Committee; Member                       

Summary

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. 

Interest

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