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Work Background
Blott®Senior Partner
Nov. 2025New York, United States · RemoteOur clients rely on our experience, agility and skills across technology and business strategy, software development, and product design and development to address the toughest challenges facing their firms. We are RegTech specialists, and experts in achieving successful mergers and acquisitions. Our clients also benefit from competitive set rates, pay-as-you-go pricing structures, and equitable pricing.
GCMS LLCManaging Partner
May. 2025 - Nov. 2025
Davies - Consulting DivisionPartner
Oct. 2023 - Mar. 2025New Jersey, United States
Investment Operations IncCapital Markets Instructor
Jul. 2023 - Nov. 2025Orlando, Florida, United States
Wipro LimitedHead of Securities & Capital Markets Consulting, Wipro Limited
Feb. 2021 - Jul. 2023East Brunswick, New Jersey, United StatesHead of the Securities and Capital Markets Consulting practice in the US for Wipro. Wipro is the leading digital and technology services provider to corporate and investment banks, trading firms, intermediaries including custody and clearing banks and market infrastructure.
Genpact Headstrong Capital MarketsVice President
Mar. 2013 - Feb. 2021Boston/New YorkGlobal Head of Collateral Management Services and Solutions in the Financial Markets Solutions Group. We provide the services and solutions which enable financial institutions to manage and optimize margin and collateral enterprise-wide to meet the needs of their clients and ensure enterprise funding and liquidity capacity.
Global Markets Insight and Financial Markets WorldInstructor and Faculty Member
Jul. 2011 - Feb. 2021Greater New York City AreaCourse Instructor in Collateral Management offering courses from Introduction to Collateral Management, Collateral Management for Auditors, and the advanced Collateral Management Master Class. Courses are offered in Boston, Chicago and New York.
Global Collateral Management Solutions, LLCPartner
Jan. 2010 - Feb. 2013Greater Boston AreaGCMS provides business, operational and strategic expertise in financial services to bear on the critical issues of collateral management and related services and systems issues in the U.S. and global markets. GCMS takes a holistic view of collateral management through the lens of three "Rs" -- Risk, Regulation, and Return.
Clearstream BankingExecutive Director
Jan. 2006 - Jan. 2009Head of the Americas Region for Clearstream Banking, S.A., the International Central Securities Depository
Wachovia, A Wells Fargo CompanyDirector
Jan. 2003 - Jan. 2006Director of Business Strategy, Product Development and Marketing
Deutsche BankManaging Director
Jan. 2001 - Jan. 2003Managing Director, Head of Customer Relations -- Sales, Relationship Management and Client Services for the Americas
Bank of AmericaFirst Vice President, Sales Director
Jan. 1981 - Jan. 1995San Francisco, Los Angeles, Washington DC and New YorkHead of Sales for Securities Clearing, Global Custody, Securities Lending, Structured Finance Administration, and Retirement Services. Founded and built Federal Government Banking business, headed Financial Institutions Group in California, Head of Commercial and Retail Marketing, Interstate Banking acquisitions and integrations. Corporate banking and Treasury Services.
U.S. House of RepresentativesCongressional Assistant
Jan. 1979 - Dec. 1981
U.S. House of RepresentativesCongressional Assistant
Jan. 1979 - Jan. 1981
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