Success Stories

Scalability and Capacity Improvements

• Led an aggressive campaign to add scale and capacity for increased usage of flagship Views Portfolio Reporting platform from 16,000 reports/month to 650,000 reports/month in one year. Helped save $10+ million by rationalizing heritage reporting platforms while adding 3 business lines and core functionality to product. Read more >>

• Upgraded client facing Transaction Initiation application while retiring legacy trade input systems; resulting platform usage increased from 3000 transactions a day to over 15,000 day with a total market value of $600 Billion in securities movements a month. Directed design for intelligent transaction routing and market cut-off driven SLA’s to ensure customer usage patterns are met for settlement processing.  Read more >>

New Business Development - Revenue Generation

• As a client partner with Capgemini, I personally led a campaign from lead to close for a large multi-year contract with potential for $30mm+ in revenue with one of the largest asset managers in the world.

• As the Technology lead for new business development at JPMorgan - I won three significant business wins that accounted for an increase in revenue of over $35 million for Investor Services in 2006 and 2007. These were identified as some of the largest transitions in the Fund Services industry. Read more >>

Expense Management &  Efficiency

• Successfully reduced operating expenses by over 40% by spearheading an expense efficiency reduction program for Global Fund Services under the direct mandate by the Chairman and CEO of the bank – resulted in a net reduction in expense of over $35 million per year. Read more >>