Position:
VP, Business & Technology Services at Boston Financial
Work:
Boston Financial
- Greater Boston Area since Apr 2010
-
VP, Business & Technology Services
Nuveau Consulting
- Greater Boston Area Jun 2009 - Apr 2010
-
Managing Partner
Wellington Management
- Greater Boston Area Jan 2007 - May 2009
-
VP, Information Services
Wellington Management
- Greater Boston Area Jul 2003 - Jan 2007
-
VP, Enterprise Systems
Wellington Management
- London, Hong Kong, Tokyo, Sydney, Singapore Jun 2005 - Jun 2005
-
Head of International IT (concurrent role 2005-2008)
Wellington Management
- Greater Boston Area Jun 2000 - Jul 2003
-
VP, Client Systems
Wellington Management
- Greater Boston Area May 1997 - Jun 2000
-
AVP, Investment Compliance and Regulatory Systems
Wellington Management
- Greater Boston Area Feb 1995 - May 1997
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Manager, Corporate Systems
Liberty Financial Companies
- Greater Boston Area 1992 - Feb 1995
-
Senior Programmer/Analyst
Arius, Inc
- Greater Boston Area 1990 - 1992
-
Software Developer
Education:
Bentley University 1986 - 1990
BS-CIS, Computer Information Systems / Business
Boston University - School of Management
MBA (partial), Completed half MBA
Skills:
IT Transformation, IT Strategy, Strategic Leadership, IT Management, Project Portfolio Management, IT Financial Management, Agile Project Management, Systems Analysis, Software Engineering, Organizational Change, Software Development Methodologies, Vendor Management, PMO, Product Management, Entrepreneurship, Information Management, Business Intelligence, CRM software, Web Applications, Talent Management, IT Outsourcing, Global Sourcing, ERP, Compliance, Portfolio Management, Hedge Funds, Investments, Financial Markets, Computer Security, Business Continuity, Globalization, Global Management, Transfer Agency, Brokerage, Insurance, Retirement Solutions, Web Design, Application Management, Application Design, Social Media, Mobile Technology, Cloud Computing, Venture Capital, Start-ups, Offshoring, E-business, Risk Management, Product Development, Professional Services
Interests:
Licensed Soccer Coach and Division Director, Boys Tier 1 Travel Soccer Coach U10- , Girls Tier 1 Travel Soccer Coach U10-14, AAA Hockey Coach, Austin Prep Middle School Team Hockey Coach, Baseball Coach
Certifications:
CMI - Level 8 Diploma in Strategic Direction and Leadership (affiliate member during studies, Completion Date Expected: June 2014), Chartered Management Institute
Massachusetts Youth Soccer "G" Coaching License, Massachusetts Youth Soccer Association (MYSA)
Leadership Development Program, Center for Creative Leadership (CCL)
USA Hockey Level III Coaches Certification, USA Hockey