New York City Metropolitan Area
Offers 20+ years of experience as a Senior Technology Executive/Consultant/Business Solutions Leader in startup, turnaround, and high-growth environments. Fully transferable skill set enabling success in a variety of markets and industries. Excels in aligning business needs with technology vision to optimize performance, generate revenue, and maximize ROI. Adept at elevating quality and service delivery while lowering costs.
Lead boutique IT and digital advisory practice specializing in technology-enabled value creation for private equity firms and global portfolio companies. Served as extension of PE operating partner teams, driving transformative value across entire technology value creation chain from identification through realization.
Apex Assembly unites Fortune 1000 CXOs and visionary leaders to discuss the challenges of digital leadership while also bringing to the forefront strategic concepts and actionable tactics. We aim to foster collaborative exchange, create a secure platform to mindshare and bridge the technology gap. Through our partnerships, we are redefining the peer to peer landscape and illuminating the tools to help our members adapt, and together shape the dialogue to move the industry forward.
As consumer tastes change and the retail landscape evolves, new business opportunities and threats abound. We offer data, industry expertise, and prescriptive analytics to help our clients grow their businesses in a changing world. The world’s leading companies rely on us to help them measure, predict, and improve performance across all channels. They trust us to benchmark performance, guide strategic decision-making, and improve pricing, product management, new product innovation, customer segmentation, assortment, and sales forecasts. Our Assets: Point-of-sale data from over 600,000 retail locations, plus e-commerce and mobile platforms Millions of receipts from 130,000 consumers, the largest omnichannel panel focused on General Merchandise and Foodservice, covering all channels More than 12 million consumer surveys conducted each year Nearly 8 billion B2B transactions tracked annually in North America Analysts, client development teams, and researchers who deliver data-based insights and forecasts
Selected as a management consultant to integrate a newly acquired $1B company, DST, Inc., covering all technology infrastructure and operational applications into the Broadridge network/data center/application sets, as well as relocating two centers consisting of distributed digital, and in factory electronic financial statement processing. Contributed on the executive leadership committee, as well as participated in all M&A activity, from business case creation to acquisition right through to implementation. Delivered pivotal support in company’s vision to embrace Broadbridge ABCDs (AI, Blockchain, Cloud, Digital). Created and presented portions of the Board meetings translating deep-knowledge subjects, including Airgap, DC consolidation, and Outsourcing to Cloud providers, into understandable business outcomes-focused language. Served as a member of the Executive Transformation committee supporting the corporate infrastructure and application strategy. Instrumental in designing the infrastructure for the largest wealth management client onboarding (UBS) via the Center of Excellence. Tapped to lead the technology organization with an annual operating budget of $120M; Platform(s) exclusively support Wealth Management Capital Markets as well as Fixed income ($10T trading a day). Created a resiliency program for JPMorganChase, allowing for complete trade processing to perform successfully in a secondary data center. This enabled JPMorgan to successfully complete an internal audit requirement to perform this process two weeks a year. Migrated the Fixed Income platform, replacing the legacy hardware. This event migrated 41 Tier 1 financial intuitions in the fixed income business without a single client impact, improving the resiliency and modernizing the complete technology stack.
Developed a senior IT/application-centric team to support life science, medical device, and EMR customers. Directed IT and professional services including upgrades, project management, and customer engagements. Directed infrastructure, application, software, product development, project management, quality assurance, network administration, and enterprise architecture. Implemented a cloud managed services operation, offering end-to-end monitoring services and application dynamic solutions. Migrated SaaS customers with HIPAA and ITAR requirements. Managed the implementation/services of three new complementary products in a cloud-supported model. Including a supplier portal for CAPAs and two SMB offerings supporting quality management. Oversaw design and administration of the company's ISO27001 and e-trust certification programs. Negotiated and participated in selecting three strategic consultant partnerships, which produced a highly skilled and scalable workforce enhancing product lines and customer satisfaction.