Sector Experience

Financial Services
Technology
21
years

Years of Experience

4/19

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
Barclays Finance
Managing Director, CIO/Head of IB Finance Technology
12/2011 - 11/2018
Led 4-location global team, up to 450, supporting daily and monthly Product/ Financial Control functions for Balance Sheet and Profit & Loss Accounting and Reporting, Independent Price Verification, Valuation Governance, and Financial and Regulatory Reporting across 1K global users. Led Shared Data Service for Finance, Risk, Treasury.

Barclays Finance
Managing Director, Co-Head Prime Services Technology
09/2008 - 11/2011
Led 3-location global team of 250, supporting Hedge Fund clients and internal Prime Services and Operations users across Transaction Capture, Client Reporting, Portfolio Accounting, Prime Portals, Stock Loan Trading, Margin and Risk, Static Data. Drove key areas of Barclays / Lehman platform integration and team-building and knowledge-sharing of combined IT teams.

Lehman Brothers Finance
Senior Vice President, Prime Services Technology
07/2002 - 09/2008
Led 3-location global team of 75 supporting external hedge fund clients, internal Prime Services and Operations users across Trade Capture, Client Reporting, Portfolio Accounting, Settlement, and Asset Servicing. Influenced the outcome that allowed Lehman to position itself for a run at upper echelons of Prime competition in 2008 as a result of build-out of core platform services:

Goldman Sachs Finance
Vice President, Equity Capital Markets Technology
07/2000 - 07/2002
Development Manager to launch gs-online.com which brought the IPO and Secondary Offering business to the web supporting Deal Calendar, Roadshows, Indications-of-Interest and Allocations.

JPMorgan Chase & Co Finance
Vice President, Credit Derivatives Middle Office Technology
10/1998 - 07/2000
Development manager on a project to automate the manual and expensive accounting process for the Chase Secured Loan Trust Note business