Fidelity Investments (Corporate Technology Group), Boston, MA

Director, Strategic Platform Development Management

May, 2017 - Present


Established and manage scalable processes that handle the high volume of requests made to Fidelity's technology group. Focusing on Lean Enterprise foundations like SAFe, real agile teams, Lean Startup, and Systems Thinking.

Atomic Tower

CEO & Founder 

April 2011 - October 2014


Atomic Tower provides self-service Big Data. We deliver advanced reporting & analytic functionality in an easy to use solution. Enterprise customer or SaaS provider, both find that we have removed the Big Data bottlenecks.

I've led the effort for Atomic Tower from idea to reality. Putting a plan into place that would utilize minimal funding and maximize productivity, I successfully oversaw the creation of a disruptive force in Big Data.
  • Identified a critical weakness in the business intelligence space
  • Conducted extensive market research to validate the opportunity
  • Identified key individuals to make a successful founding team
  • Created key relationships to ensure low-cost, high-quality product development
  • Implemented a hybrid development model making use of offshore resource
  • Created and maintained product design documentation
  • Bootstrapped development of production ready version of Tower Reports
  • Prepared investor documentation
  • Conducted interviews with market influencers and industry experts
  • Built 3 year financial projections including income statements, cash flow statements and balance sheets
  • Led company to a finalist position in the 2012 MassChallenge competition
  • Filed provisional patents on our most innovative functionality
  • Responsible for website theme and created all content
  • Signed our first customer
  • Spearheaded all social marketing including:
    • blogs, tweets, Facebook posts, newsletters and YouTube videos

Senior Management

NSK & Associates, Inc., 

Boston, MA 

Vice President Software Development 


September 2007 - July 2010

NSK is a boutique software development company with high-profile clients in Boston and San Francisco. 
As VP of Development, I was responsible for all custom application development. 
  • Created and oversaw Development, QA, Support and Design teams
  • Signed multiple clients through business development efforts
  • Managed as many as four concurrent projects 
  • Initiated efforts to create a functional development infrastructure that would support a larger pipeline
  • Contributed development forecasts departmental requirements to CEO for annual budgeting and planning

Touch Ahead Software LLC, 

Boston, MA

Vice President Software Development   

November 2008 - July 2010

Touch Ahead is a company formed to offer a deal sourcing service to private equity companies as a SaaS solution. I had the key role of running the development group from inception to product delivery and on to maintenance.  

  • Managed a $1M+ budget
  • Released v1.0 in under 1 year - feature complete, on-time and within budget
  • Cultivated key relationships that resulted in funding product development
  • Oversaw development of a data import application that successfully cleaned & imported 20 years of client data into the application over the course of one evening
  • Ensured the creation of proper training materials and successful training events in Boston, Menlo Park, London and Mumbai
  • Gathered client enhancement requests, prioritized with Touch Ahead sales requests and managed expectations to ensure continued sales success

Management / Project Management

Fidelity Investments (Enterprise Cyber Security), Smithfield RI

Work Intake Manager/Principal Systems Analyst

January 2014 - 2017

Fidelity Investments (Enterprise Cyber Security), Smithfield RI

Security Systems Project Manger
Nov 2010 - June 2012

Iron Mountain DigitalFramingham, MA  
Engineering Technical Lead      
May 2005 - August 2007

Mass Financial Services, Boston, MA
Business Systems Analyst  
1997 - 1999                                                                    

Software Engineering

Software engineering roles utilizing Windows technologies for both desktop and web based applications. Technologies and languages included: C++, COM, MFC, STL, ASP, VB.NET, SQL Server, T-SQL

Linedata Systems, Inc., Boston, MA
Software Engineer
2002 - 2004 - A global leader in financial IT services  

Arrowhead Solutions, Inc., Needham, MA 
Software Engineer  
2001 - 2002 - Trade management solution acquired by Think or Swim

Courion Corp., Framingham, MA
Software Engineer     
2000 - 2001 - Identity and access management

Highground Systems, Inc., Marlborough, MA 
Software Engineer  
1999 - 2001 - Storage resource management - (acquired by Sun Micro)

Financial Services

Fidelity Investments, Boston, MA   
1993 - 1997

Senior Trading Support Specialist: Operations Cincinnati Stock Exchange               
1996 - 1997

Managed trade reconciliation between the electronic trading system and Fidelity's books & records system ensuring proper trading positions. Improved, implemented and documented operational processes that brought system discrepancies within the target range of a 2% differential (originally more that 25% off).

Pooled Income Fund Administrator                                                                    
1995 - 1996

A fund within the Charitable Gift Fund organization. New in 1995, I came in on the ground floor and established, implemented and documented operations. 

  • Created the NAV calculation
  • Traded contributed securities
  • Point of contact for a successful Cooper's & Lybrand audit
  • Contributed financial sections to the annual statement

Brokerage New Accounts Representative                                                            
1993 - 1995

NASD Series 6, 7, 63