Delivery-oriented global technology leader with 15+ years of experience in senior management roles across platform implementation, data management, and operations. Highly adaptable TPM with expertise leading cross-functional teams and a proven track record in executing large multi-phase IT infrastructure projects for the largest institutional asset managers. Dedicated to client satisfaction with focused business process review of complex systems and delivery of strategic roadmaps to enable modern digitization and lean operations.
Overview
14
14
years of professional experience
Work History
Director
Blackrock
01.2021 - Current
Direct end-to-end management of ERP & SaaS implementation programs through strategic positioning of engineering, data, interfaces, and analytics functions
Responsible for multiple work streams including seamless client data conversion to new trading systems
Led data strategy and served as advisor to SLT across Program, Product and Platform development
Conduct client business process review and create alignment across Portfolio Management, Product Strategy and Risk teams
Responsible for managing senior client relationships and project delivery risk across data & analytics channels
Lead, train, and mentor a global team of 35+ to deliver high-quality analytical and derived data to clients
Successfully implemented 50+ institutional clients adding over $4T AUM into Aladdin enterprise platform
Optimized platform for Day 1 readiness leading to 30% faster time to implement totaling 50MM+ run rate revenue
Deployed quality and standard management scorecards across 165+ clients leading to 53% automated workflows in
Vice President
BlackRock
01.2016 - 01.2021
Led a team of 14 global implementation professionals to manage the AMRS/EMEA client pipeline in partnership with multi-disciplinary departments
Collaborated in the pitch of major POC/ RFP’s using Aladdin’s analytical capabilities to attract institutional business with conversion a rate exceeding 60%
Utilized C-suite level metrics to identify data trends and strategic growth areas
Improved function’s business performance through tactical stakeholder’s engagement
Implemented agile framework resulting in +100% operational efficiency leading 200+ client support initiatives monthly with positive stakeholder engagement
Supported prospect conversion pipeline with a 20% global headcount deficit
Reduced integration SLAs by 30% & repurposed personnel through client Self-Service Transformation program.
Associate - Data Implementation
BlackRock
01.2013 - 01.2016
Conducted business analysis of new BlackRock Solutions clients and modeled diverse asset management portfolios within Aladdin
Implemented and maintained governance framework of major data sets using a bottom-up approach, including benchmarks, issuer data, and complex derivatives
Chaired tactical meetings with key clients and data vendors to drive strategic ETL projects
Designed and delivered on-site training for 20+ clients on data management channel
Nominated by senior management to direct a regional US team of 5 data experts
Coordinated with Advisory teams to model complex portfolios with time sensitive targets to secure high profile mandates
Acknowledged for improving emerging markets vendor coverage within Aladdin platform.
Analyst
BlackRock
01.2010 - 01.2013
Oversaw quality control and modeling of internally traded assets within Aladdin, worth approximately $3T in AUM
Analyzed multi-asset prospectuses to effectively integrate into Aladdin and delivered comprehensive business support to cross-asset trading desks
Released daily risk management reporting to portfolio managers to help generate alpha
Designed new client documentation interface library to reduce client training engagement and new hire onboarding time
Recognized as fixed income and credit default swap subject matter expert for efficiently resolving data issues and managing complex client inquiries.
Education
Chief Technology Officer (CTO) Executive Program -
Education, University of Pennsylvania
Philadelphia, PA
07.2023
MBA - Business Administration
Huizenga School of Business & Entrepreneurship, Nova Southeastern University
Licenses & Certifications
, Series 6 Mutual Funds and Variable Annuities | Series 63 Uniform Securities Agent State Law | Life Accident and Health Insurance License
Timeline
Director
Blackrock
01.2021 - Current
Vice President
BlackRock
01.2016 - 01.2021
Associate - Data Implementation
BlackRock
01.2013 - 01.2016
Analyst
BlackRock
01.2010 - 01.2013
Chief Technology Officer (CTO) Executive Program -
Education, University of Pennsylvania
MBA - Business Administration
Huizenga School of Business & Entrepreneurship, Nova Southeastern University