Functional Skills

Data Science
Project Management
Data Modeling
Data Analysis
Agile Software Development
Quality Control
Disaster Recovery
Operational Efficiency
Data Governance
IT Asset Management
Predictive Analytics
Service Delivery
Incentive Management
Communications
Leadership Development

Software Skills

SQL
PowerBI
Data visualization
Microsoft Excel
Microsoft PowerPoint
Bloomberg

Sector Experience

Business Services
Financial Services
Fortune 500

Experience

SimSpace Corporation Operations
Operations Project Manager - Data Analytics
9/2019 - Present
Designs Power BI dashboards for actionable insights, reducing manual effort by 30%. Automates data processes, enhancing efficiency and ensuring real-time analytics. Leads payroll system transition, maintaining seamless operations for 180+ employees. Coordinates cross-functional teams to meet project goals and ensure data integrity. Trains staff on new systems, boosting data literacy and adoption rates. Led cross-functional teams to deliver data analytics projects on time, achieving significant improvements in project turnaround and client satisfaction. Analyzed data trends to drive decision-making processes, resulting in actionable insights and enhanced strategic initiatives. Implemented a new project tracking system, streamlining workflows and improving overall efficiency in resource allocation. Fostered collaboration between stakeholders and technical teams, ensuring alignment on project goals and seamless execution. Cultivated a positive team environment, encouraging open communicat
State Street Information Technology
Program Manager, Securities Lending
9/2018 - 9/2019
Directed $11M budget, aligning milestones with strategic goals, ensuring timely delivery. Coordinated 100+ team members, facilitating executive meetings for enhanced collaboration. Managed resources effectively, achieving goals within scope and monitoring risks. Designed Power BI dashboards for budget vs spend analysis, improving decision-making. Implemented contingency plans, mitigating risks and ensuring project success. Drove strategic initiatives within the program, achieving alignment with business objectives and delivering measurable improvements in operational efficiency. Conducted in-depth analysis of project performance metrics, enabling data-driven adjustments that enhanced overall project success and stakeholder satisfaction. Fostered teamwork by orchestrating regular stakeholder meetings, leading to improved communication and a unified approach to project challenges.
LPL Financial Holdings Information Technology
AVP - Investment Management
2/2008 - 9/2018
Led technical strategy, impacting $12B in ETF assets, strengthening advisor partnerships Managed $46M equity portfolio, achieving top 3% performance among 300 portfolios Streamlined investment processes, improving decision-making and client portfolio performance Orchestrated investment strategies, enhancing client outcomes and performance Researched market trends, refining strategies for top 3% portfolio ranking Enhanced advisor engagement through targeted outreach, leading to strengthened partnerships and an increase in client retention rates. Developed a risk assessment framework to optimize portfolio allocation, resulting in improved risk-adjusted returns for clients. Analyzed performance metrics to identify trends, driving actionable insights that contributed to a significant boost in portfolio performance. Facilitated cross-departmental workshops to align investment strategies, fostering a culture of shared knowledge and enhancing overall team efficiency. Mentored junior analysts,
Fidelity Investments Data Science / Analytics
Project Manager Data Science
2/2006 - 2/2008
Led data pipeline design, enhancing accuracy and insights Developed analytics models, boosting engagement Automated reporting, facilitating quick decision-making Mentored analysts, fostering innovation Analyzed outcomes, improving productivity Spearheaded the implementation of a data governance framework, ensuring compliance and significantly reducing data discrepancies. Analyzed project performance metrics, delivering actionable insights that led to measurable improvements in team efficiency. Coordinated cross-functional teams to establish project milestones, enhancing communication and driving shared accountability. Maintained comprehensive project documentation, ensuring clarity and alignment across all stakeholders while meeting compliance standards. Evaluated project risks and devised mitigation strategies, significantly minimizing delays and reinforcing project success rates.
Investors Bank & Trust Company Management Consulting
Management Consultant
1/2001 - 1/2006
Optimized custody operations, cutting inefficiencies by 20%, enhancing service continuity. Implemented disaster recovery plans, ensuring compliance and minimizing disruptions. Led risk assessments, establishing recovery priorities and robust continuity strategies. Facilitated workflow redesigns, integrating automation and embedding recovery protocols. Tracked KPIs and risk metrics, delivering insights to senior leadership for process improvements. Streamlined operational workflows, resulting in measurable improvements in service delivery and client satisfaction. Developed and implemented a robust disaster recovery framework, significantly enhancing operational resilience and compliance. Coordinated with cross-functional teams to redesign processes, integrating automation that led to noticeable efficiency gains. Fostered a culture of continuous improvement through training sessions, empowering staff to adopt best practices for operational excellence. Enhanced custody operations through
MIT - Lean Aerospace Initiative Research
Data Research Assistant
1/1998 - 12/2000
Synthesized Lean management research, guiding strategic decisions for large-scale transitions. Implemented data methodologies to assess Lean impact, enabling precise ROI measurement. Led workshops on Lean principles, cultivating continuous improvement across multiple locations. Facilitated stakeholder sessions to address resistance, ensuring successful process adoption. Co-Author three workbooks on the topic of Enterprise Transition to Lean change initiatives.
MA DEP at Southeast Massachusetts Engineering
Civil Engineer
1/1994 - 1/1998
Led the technical review and drafting of complex air quality control permits for major power generation facilities, ensuring compliance with state and federal environmental regulations. Collaborated with plant engineers, legal teams, and regulatory agencies to develop permitting strategies that balance operational needs with stringent air emission standards. Interpreted and applied Massachusetts and EPA Clean Air Act regulations to permit applications, identifying potential compliance issues and recommending effective mitigation measures. Prepared detailed engineering analyses, emission calculations, and technical justifications to support permit conditions and regulatory decisions. Guided multidisciplinary teams through the permitting process, providing expert advice on best practices for emission controls, monitoring, and reporting. Communicated technical information and regulatory requirements to stakeholders, including public officials, facility operators, and concerned citizens, o
U.S. Merchant Marine at International Engineering
Second Assistant Engineering Officer
1/1989 - 1/1993
Supervised daily operation, maintenance, and troubleshooting of steam, diesel, and gas turbine propulsion systems aboard U.S. flag container vessels on international routes Directed engine room watch teams, ensuring compliance with safety, environmental, and regulatory standards (USCG, SOLAS, MARPOL) Conducted planned and corrective maintenance on main engines, auxiliary generators, boilers, pumps, and HVAC systems to maximize vessel reliability and minimize downtime Managed fuel transfer, purification, and bunkering operations, maintaining accurate records and ensuring adherence to environmental protocols Monitored and analyzed system performance data, identifying trends and implementing improvements to increase efficiency and reduce operational costs Assisted Chief and First Engineers in coordinating drydock and repair periods, including contractor oversight and verification of completed work Prepared and updated maintenance logs, inventories, and technical reports for submission to