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Work Background
Freelance (Self employed)Chief Information Officer / Chief Technology Officer / Technical Project Management
Aug. 2023RemoteProvide technical leadership and guidance in alignment with business objectives on a fractional basis. Areas of expertise include technical strategy and creation of IT roadmaps, product engineering including cloud, mobile, and distributed solutions, software development, delivery, and project management leveraging onshore, offshore, and hybrid development teams, M&A technical due diligence and integration, infrastructure and systems management, and information security management. Specific cloud experience includes AWS, Azure, and Salesforce based solution engineering.
ExcellarateChief Information Officer and Executive Vice President, Financial Services and NA Delivery
Jan. 2021 - Apr. 2023Wayne, Pennsylvania, United States · HybridOversaw technology strategy and services with an emphasis on digital transformation and innovation, including internal networks, business systems, and cybersecurity strategy and policies. Led product development efforts for financial services frameworks. Performed technical oversight of due diligence and integration efforts for private equity acquisitions. Headed the North America Delivery Team/PMO. Directed marketing/sales activities and participated in webinars and podcasts.
Prime Technology GroupChief Technology Officer and Executive Vice President, Financial Services
Aug. 2016 - Dec. 2020Wayne, Pennsylvania, United States · HybridLed Financial Services vertical, established business strategy, drove sales and marketing efforts, oversaw client engagement, account management, delivery, and product development. Oversaw technology strategy, led technical task forces and integration efforts. Led onshore/offshore technical teams in implementing client solutions.
Prime Technology GroupChief Technology Officer
Feb. 2014 - Jul. 2016Wayne, Pennsylvania, United States · HybridEstablished technology roadmap for the organization, supporting sales, delivery, and product development efforts. Led technical task forces and due diligence efforts. Headed onshore/offshore technical teams in the exploration of emerging technologies and implementation of innovative solutions for clients.
S&P Dow Jones IndicesVice President, Technology
Jul. 2012 - Aug. 2013South Brunswick, NJ · On-siteDirected business application development and engineering for Dow Jones Indexes systems and applications including: real-time and end-of-day calculation platforms, index data distribution systems, reporting systems, and website technology.
CME Group / Dow Jones IndexesSenior Director, Technology
Mar. 2010 - Jun. 2012South Brunswick, NJ · On-siteManaged technology, application development, and engineering efforts in support of $100M revenue stream for Dow Jones Indexes. Systems included those that calculated and distributed financial index data, reporting systems, indexes websites, and other distribution systems; over 300,000 indexes were calculated including 2,000 in real-time. Directed a combined team of 35 developers, database architects, and consultants and managed a $10M capital and expense budget with a portfolio of hundreds of projects. Delivered monthly project/status reports and presented to senior management.
Dow Jones IndexesApplication Technology Director
Apr. 2004 - Feb. 2010South Brunswick, NJ · On-siteDirected design and development efforts for applications that computed/disseminated financial indexes, including the Dow Jones Industrial Average, for world-wide consumption. Deeply engaged as technical representative for Dow Jones Indexes business in: contract negotiations, technical presentations, and strategic planning and development. Delivered quarterly reports and presentations to senior management on project and organizational status and participated in annual strategy sessions and long-term planning.
Dow Jones IndexesIT Manager
Oct. 1998 - Mar. 2004South Brunswick, NJ · On-siteManaged software development efforts requiring: project scheduling and business requirements analysis, expert C++ object-oriented design, extensive multi-threaded development, shell scripting, RDBMS design and SQL programming, creation of complex calculation algorithms, and comprehensive knowledge of equities and commodities markets.
Dow Jones IndexesSenior Programmer Analyst
May. 1995 - Sep. 1998South Brunswick, NJ · On-siteDesigned and developed mission critical applications, including software to disseminate the Dow Jones Industrial Average to the CBOT for launch of futures and options in 1997, laying the groundwork for product and exchange expansion.
Mars Electronics InternationalSoftware Engineer
Sep. 1993 - Apr. 1995West Chester, PA · On-siteDesigned and developed embedded software for currency validators specializing in pattern recognition algorithms and leveraging advanced statistical methods such as least squares curve fitting and Mahalanobis distance calculation.
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