CIO2015 - 2019Harold Grinspoon Foundation
- Launched a new website, interviewed users, created the roadmap and user stories, and worked with UX designers and developers.
- Implemented digital and agile transformation strategies to leverage digital and machine learning technologies, created and redesigned multiple websites and enterprise applications, and implemented CRM and ERP applications to create significant business impact.
- Performed a cloud maturity assessment and implemented a cloud adoption roadmap. Migrated systems and websites to SaaS, IaaS, and PaaS-based solutions using public cloud services.
- Established KPIs and performance metrics to consistently measure and track sustained performance.
- Managed the RFP process and contract negotiation for enterprise solutions, established SLAs, and managed relationships with outsourcing organizations and other external service providers.
Director of Product Engineering2010 - 2015SS&C Technology
- Defined product strategy and product roadmap through industry analysis, collaboration with the fund admin group, and client partnerships.
- Re-architected a Windows-based TNR product suite to a SaaS solution using ASP.NET and ASP.NET Web API.
- Built a private equity compliance management solution for Form PF and FATCA regulations.
- Oversaw the development of complex waterfall engine for hedge and private equity fund distributions.
- Created a mobile app for front-office CRM functionality of private equity asset managers.
- Built an API for a TNR product and integrated it with Advent Geneva, Skyline LMS, and the fund administrator portal.
- Created SSAS databases and OLAP cubes used in ad-hoc analytic research and automated reporting. Led a team to build private equity ILPA reporting suite.
Director of Engineering2007 - 2010TheNextRound, Inc.
- Implemented agile tenets such as proper sprint planning, backlog grooming, and sprint review/demonstrations, resulting in higher productivity and stronger customer alignment.
- Oversaw the development of functionality to support complex multi-level fund structures: master-feeder funds, holding companies, SPVs, AIVs, and blocker.
- Enhanced the portfolio module to implement management company structure, streamlined corporate actions transaction processing, and built reconciliation tools.
- Expanded product functionality to support the fund of funds, family offices, and real estate funds.
- Oversaw the development of cap table analytics, portfolio analytics, enhanced reporting capabilities, and ad-hoc reporting and dynamic dashboards.
Principal Developer2004 - 2007TheNextRound, Inc.
- Built a web-based portal using ASP.NET to provide limited partners access to their account information and analytics as well as allow them to download documents such as capital call and distribution notices, K1s, and partner capital statements.
- Developed a deal/portfolio due diligence module as well as an enhanced investor relationship module with correspondence preferences, portfolio valuation models, and advanced analytics.