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Title Financial Services Business Operations
Target Location US-FL-Palm Beach Gardens
Email Available with paid plan
Phone Available with paid plan
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Boca Raton, Fl PHONE NUMBER AVAILABLE EMAIL AVAILABLEEXECUTIVE SUMMARYSenior executive at premier financial services firms with a proven track record of leading global organizations through cultural and technology transformations that are customer focused and aligns with business growth priorities. Consistently delivers high-quality services and value-driven results by setting strategic direction in partnership with customers, leading high performing diverse and purpose-driven teams with a winning spirit. Developed strategic roadmaps for enterprise operating model changes for Board of Directors approval, which led to the sale of a privately held company. Transformed large-scale IT organizations (400+ systems professionals) through technology changes, allowing for improved support and cost structures. Formulated a strategic roadmap for AI integration across business operations, aligning with long-term organizational goals while increasing overall productivity Spearheaded the development and implementation of a comprehensive AI and Data governance framework, ensuring ethical and responsible use of technologies across the companys operations. Created strategic plan and led CISO implementation to prevent cyber and physical threats to enterprise environments. Established management disciplines that increased productivity across all technology departments, including formation of project management offices, change management processes and technology reviews. Implemented finance review processes that managed and tracked $500MM in capital and operating expenses. Negotiated contract cost reductions for hardware, software and consultants that have saved capital and operating expenses in excess of 25%. Evaluated various solutions for End User Compute platform and worked with business units to create future direction for each business-related application to ensure compatibility with SaaS or IaaS solution Oversaw company-wide Human Resource functions including identifying optimal staffing levels, talent acquisition, team training and development as well as oversight of compliance. 2EXPERIENCEFELD ENTERTAINMENT2023 - Present SENIOR DIRECTOR Spearheaded the development and implementation of a comprehensive AI and Data governance framework, ensuring ethical and responsible use of new technologies. Formulated a strategic roadmap for AI integration across business operations, aligning with long-term organizational goals while increasing overall productivity. Designed and executed a targeted communication strategy to senior management that highlighted the practical applications of AI, leading to an uptick in adoption across the firm. The driving force of a series of workshops and seminars that educated over 500 professionals on the benefits of AI, successfully converting AI skeptics into proponents of the technology Collaborated with cross-functional teams to integrate AI governance principles into the product development lifecycle, enhancing transparency and accountability. Led a cross-functional team to develop and launch an AI-powered Risk assessment tool that identified potential financial, ethical and legal implications of live entertainment processes. Conducted regular audits and updated governance policies to align with emerging AI regulations and industry best practices. Facilitated workshops and training sessions for staff on AI ethics, data privacy, and compliance, fostering a culture of responsible AI use. Designed and implemented data stewardship and data management processes, ensuring accurate and consistent handling of data assets across all departments. Conducted comprehensive data assessments to identify areas for improvement and ensure compliance with GDPR, CCPA, and other relevant data protection regulations. DXC / VIRTUAL CLARITY2016  2022 MANAGING PARTNER / PARTNER  CHIEF OPERATING OFFICER Implemented a complex companywide operational strategy in preparation for the sale of the company, which included operating model, human resource management and delivery Implementation models. Aligned all operational areas to ensure optimal efficiencies of systems and processes, allowing for a smooth transition. As a member of the M&A team, advised Board of Directors on realizing a successful sale and integration to DXC. Charged with leading both pre- and post-acquisition integration. Successfully turned underperforming teams into top-talent units to exceed growth goals through strong collaboration, communication, and innovation. Supervised architects, engineers, and program managers to create cloud-based solutions for large scale financial services firms. Developed and matured ITSM processes (Change, Incident, Problem, Asset, Configuration, Service Request and Automation) to reduce the frequency and duration of business-impacting outages and use resources more effectively.3 Implemented Agile methodology and automation into PMO and Engineering teams, driving speed, customer service and improving service. Oversaw company-wide Human Resource functions, including identifying optimal staffing levels, talent acquisition, team development as well as oversight of compliance KKR2015  2016 DIRECTOR - GLOBAL CO-HEAD OF INFRASTRUCTURE / CISO Supervised regionally based technology teams with the purpose of transforming them into a centralized global IT organization. Created a technology roadmap to redesign the global IT architecture that moved this enterprise into the cloud. Implemented support processes that ensured all network and end user platforms were available 24x7. Redesigned the global WAN to ensure full redundancy, resiliency and support. As CISO, led policy, governance, and compliance activities to define and mediate all physical and technology security issues. Created a 24x7 Security Operation Center to deal with all cyber investigations. Led ERP solutions decision and implementation to impro0ve business process for HR and facility managementBRIDGEWATER2011  2015 MANAGER - GLOBAL HEAD OF INFRASTRUCTURE TECHNOLOGY Completed the design and implementation of the Fund's trading floor, which transformed the existing platform into a virtual environment with full redundancy, and pre-built failover capability. Developed and matured ITSM processes (Change, Incident, Problem, Asset, Configuration, Service Request and Automation) to reduce the frequency and duration of business-impacting outages and use resources more effectively. Recruited to transform the IT organization and lead major cross-functional projects. Led and enterprise team to design and implement the new end user compute platform, including all cyber security and employee surveillance monitoring BLACKROCK2010  2011 MANAGING DIRECTOR  GLOBAL HEAD OF INFRASTRUCTURE TECHNOLOGY Spearheaded the creation of an organization that aligned with each business unit and served their technology needs from engineering, cyber security and day-to-day support. Created and managed a project team responsible for the architecture, design and rollout of Windows 7 globally. This included the remediation and virtualization of all applications and working with each business unit. Managed all end user technologies and drive a technical transformation of the company's global user experience after mergers with two other disparate companies. Delivered a comprehensive and reliable VC infrastructure, which included telepresence, HD and automated monitoring to improve support4ALLIANCEBERNSTEIN2004  2010 SENIOR VICE PRESIDENT  GLOBAL HEAD OF INFRASTRUCTURE 2010  2011 SENIOR VICE PRESIDENT  FIXED INCOME DEVELOPMENT MANAGER Responsible for all aspects of technology for over 30 acquisitions including infrastructure and risk review, integration planning, and operational activities. Created an integral assessment scoring system for in-depth analysis and reporting used for purchase evaluation and presentation to leadership. Served as a strategic advisor to the Board on all major infrastructure projects in excess of $5MM which included funding and implementation. Aligned security and technology to create a culture that ensured the business was protected against all cyber and physical threats. Achieved 15% year-over-year operating expense reductions through server virtualization initiatives, datacenter consolidations and headcount reductions. Achieved 10% ROI on support costs through server and desktop virtualization efforts. Created a business-aligned plan that reduced headcount redundancy and saved $50MM of recurring operating expense. Seconded to work within the Fixed Income Application Development organization to create a single order management system that allowed for a research driven investment process, taking advantage of quantitative modeling and high-quality research to drive portfolio management decisions. Led an effort to define and implement a third-party Municipal Trading and Allocation system(Calypso) allowing seamless automated process flow from Portfolio Managers, through Trading and Trading SupportEDUCATIONNew York University  New York

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