Professional Experience

accenture 

Senior Account Executive - Strategic Accounts, North East Financial Services  Boston, Massachusetts (2019-)

• Chief Sales and Solution Officer for large strategic accounts

• 5 years of meeting or exceeding performance targets

• First chair for $300M+ in Sales

Virtusa Corporation

Vice President, Head of Asset & Wealth Management segment, BFS  Boston, Massachusetts (2017-2019)

• Regional leadership for Asset and Wealth Management portfolio of accounts

• Drove 30% Q-on-Q growth over the last 3 quarters; improved efficiency by 5%

• Responsible for all aspects of client service, delivery, customer delight and organic growth of accounts

•  Cross practice guidance and strategic planning across FS leaders

• Member of the BFS leadership team

Capgemini USA

 Principal - Capital Markets, Financial Services Global Business Unit  Boston, Massachusetts (2012 - 2016)

• Account Executive/Global Client Partner – Large Financial Services / Asset Management Firm

• Completed the entire sales life-cycle from Lead to Closure of a large high value deals 

• Revived pipeline from a stagnant  account to a Preferred Vendor status with a dedicated Offshore Delivery Center

• Worked across Business Units to shape proposals, sales pitches and Operating Model for multi-location delivery of services

• Completed contracting, staffing, setup and successful Pilot for client in Poland; resulted in client subscribing to rapid growth across multiple business lines

• Awarded North American Country Board Deal Recognition in 2014

• Drove a 40% Y-o-Y increase in headcount and revenue as Client Partner for a smaller account in 2014.

• Superb relationship management and customer intimacy across both Boston based client organizations

Practice Head - Capital Markets Buy-Side

Oversaw the management of strategic projects and clients for technology and BPO services. Drove Capgemini's technology and operating platforms as well as expertise in the Financial Services domain to provide value added services and customized solutions for the largest institutional clients and relationships.

• Build-out of Capital Markets practice for Asset & Wealth Management firms

• New Business Development for Capital Markets clients globally

• Buy-Side leadership / domain strength

• Cutting-edge solution development

• Exemplary relationship management and organic growth initiatives

Cognizant Technology Solutions

 Associate Director - Client Delivery Executive, Banking & Financial Services  Irvine, California    (2009 - 2012)

 As Senior Engagement Manager, Banking and Financial Services Organization, I oversee delivery of strategic projects and programs for technology and BPO services across key clients for Cognizant. This role includes driving Cognizant’s technology and operating platforms as well as expertise in the Financial Services domain to provide value added services and customized solutions for the largest institutional clients and relationships.

 • Regional executive leadership role

• Client focused delivery management

• Client consulting in key domain areas within Asset Management & Securities Services

• Help clients grow organically by implementation of transformational programs 

J.P. Morgan Chase

Executive Director, Client Technology Applications  Dallas, Texas    (2007 - 2008)  

Executive responsibility for the IT organization that provided design, development and support of world class Web-based Client Technology applications on a 24x7 basis to Investor Services client base and internal users. Applications service 3,000 clients and approximately 25,000 users on the JPMorganACCESS portal

• Optimized a distributed development team of 150 technologists to support 35 applications across three development centers, by balancing outsourcing and permanent staffing objectives

• Continuously looked to maximize value across annual operating budget of approximately $28 million via reinvestment in infrastructure, tools, training, utilities and talent management

• Reported directly to the US Region Technology Executive

• Partnered with business across business lines such as Global Custody, Securities Lending, Alternative Investments, Global Funds Services, Reference Data and Pricing, to consolidate system data into highly scalable 10+ Terabyte data warehouse

• Deployed and supported cutting-edge Business Intelligence and ETL tools/utilities such as Cognos and Ascential across organization by partnering with industry leading vendors.

• Extensive experience with distributed computing, networks, storage, open-source and database technologies

• Fostered a dynamic development environment and change management process that reduced turn-around time of client requirements from 6 months to 60 days

• Instituted Software Configuration change management processes that resulted in 100% deployment success rate

Vice President, Technology Head - New Business Development Dallas, Texas   (2006 – 2007)

Prepared and delivered Technology strategy and capability presentations to prospective clients and their Board of Directors.  In addition to providing hands-on demonstrations of Technology products, consulted directly with clients to help establish operating models that would eventually influence decisions on service provider selection

• Provided consulting and leadership on three of the largest Fund Services business mandates awarded to JPMorgan Investor Services in the last 5 years

• Technology lead on the team that executed due diligence which resulted in a $60+ million acquisition of a leading Transfer Agency service provider in 2006

Vice President, Senior Director, Global Funds Application Development Dallas, Texas  (2004 – 2006)

Senior management role responsible for support of core mainframe and distributed processing systems that support Global Funds business lines; applications suite services 1100 internal users and 200+ clients globally

• Reduced operating expenses of business while growing a team of 120 technologists with annual budget responsibility of $15 million via self funding through efficiencies and outsourcing initiatives

• Extensive experience with Performance & Analytics, Compliance, Reference Data, Transfer Agency and Reconciliation platforms used in Fund Servicing

Vice President, Global Head of Accounting Applications Dallas, Texas (2002 – 2004)

Integrated industry leading SunGard InvestOne software into JPMorgan technology architecture in support of Global Funds business representing $1.5 Trillion in Assets under Management

• Introduced a federated development model and collapsed a two-continent development group into a unified, consistent and centralized development super-center for Global Accounting application development

• Represented JPMorgan on SunGard Client Technology Council and Industry panels

Vice President, Head of European Accounting Applications Bournemouth, UK (2001 – 2002)

Relocated to the United Kingdom; helped European Accounting heads establish a local governance model for application enhancements around the SunGard InvestOne core

• Increased team size from 8 to 35 programmers to cater to the explosive growth in European OEIC schemes (similar to mutual funds) and client requests

• Created a regional leadership team in conjunction with the business to help prioritize development efforts

Vice President, Director of Technical Services / Y2K Program Manager Boston, Massachusetts (1999 - 2000)

Managed Desktop services for 1200 desktops and 800 users at the Boston primary and disaster recovery sites. Program managed all site related Y2K remediation, testing, planning and execution for the event

• Flawless execution – zero issues experienced for Boston office across all applications and infrastructure