Financial Experience Leading Fortune 500 Companies



Investment Management and Financial Sector Representative Projects  

Investment Management

  • Implemented Daily Portfolio Aggregation System across nineteen investment management boutiques in BNY Mellon (AUM of $1.5 trillion)
  • Developed In-house Trading Systems for buy-side Equities and Municipal Money Market trading desks for Dreyfus Mutual Funds
  • Implemented Bloomberg and Charles River Trading Systems for various BNY Mellon Asset Management Boutiques with Eagle PACE and STAR as the middle and back office systems
  • Implemented daily reconciliations between Investment Accounting and Investment Servicing Systems (including Pershing)
  • Created Data Foundation through data consolidations for very large Bank and major wealth management firm.
  • Bank Lead Generation System to identify and manage sales opportunities for national bank’s Client Managers and Private banking.

Financial Projects

  • Developed Property and Casualty Insurance Systems at AIG
  • Developed Integrated Auditing System for use by 12k+ auditors at Deloitte.
  • Business Intelligence System to report P&L data rolled up by product, market, acquisition source, geography, and other levels to provide a multi-dimensional view of portfolio profitability of the Credit Card business of a large Bank. 
  • Built Credit Card Data Warehouse  on an IBM SP2/DB2 platform with multi-Terabyte data capability, for credit card fraud prevention.

Systems Integration

  • Integrated Sales Lead information across SAP, Oracle & at Roche
  • Integrated back office systems into website/mobile solutions to more efficiently serve customers:
    • Customer managed inventory and location of railcars.
    • Inventory management system for a leading manufacturer integrated in their manufacturing and warehousing systems
    • Enabled customers to get prices, book loads, track order status and create and schedule tracking reports through a single application for a major railway
    • Developed operating and logistics systems for 3PL whose large customers demand seamless movement of cargo coupled with advanced information

Our Core Financial Team