Experience
Current
Fidelity Investments (Corporate Technology Group), Boston, MA
Director, Strategic Platform Development Management
May, 2017 - Present
Summary
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
Summary
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.
Accomplishments
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 Digital, Framingham, 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