Functional Skills
Business Analysis
Compliance and risk
Contract Pricing / Negotiation
Product Development
Solution Architecture
Strategic Planning
Robotic Process Automation
Business Process Outsourcing
Business Unit Strategy
Product Data Management
Software Development
Agile Software Development
Vendor Management
DevOps
Accounting
Software Skills
Jira
JavaScript
ElasticSearch
AWS
Microservices
SQL
Java
OAuth
C#
Kafka
SOAP
Confluence
.NET
Automated tests
Database design
Certifications
MCSEMicrosoft Certified Solutions Expert
Series 63
Sector Experience
Financial Services
Technology
Experience
Circleblack
Product Management / Strategy
SVP of Technology
1/2023 - 7/2025
• Served as both Product Manager and Technical Lead for a key initiative modernizing the platform's performance reporting engine, closing competitive gaps and enhancing reporting flexibility for wealth advisors.
• Led a custodial data integration overhaul, rearchitecting core ingestion capabilities using AWS Athena to improve scalability, reliability, and SLA compliance while reducing costs.
• Directed the redesign of portfolio accounting and performance calculation features, transitioning legacy systems to AWS based microservices to improve agility, reduce operational overhead, and support dynamic, on-demand performance derivation.
• Enabled real-time calculations (such as external flows, investment returns, and asset allocation) with minimal system performance impact, replacing inefficient pre-calculation strategies and increasing data accuracy.
• Led a custodial data integration overhaul, rearchitecting core ingestion capabilities using AWS Athena to improve scalability, reliability, and SLA compliance while reducing costs.
• Directed the redesign of portfolio accounting and performance calculation features, transitioning legacy systems to AWS based microservices to improve agility, reduce operational overhead, and support dynamic, on-demand performance derivation.
• Enabled real-time calculations (such as external flows, investment returns, and asset allocation) with minimal system performance impact, replacing inefficient pre-calculation strategies and increasing data accuracy.
Envestnet
Engineering
SVP, Director of Engineering
3/2015 - 5/2022
• Directed one of four engineering divisions for Envestnet's B2B wealth management SaaS platform, leading 8 direct reports and a globally distributed team of 75 engineers, architects, analysts, and testers.
• Owned product and engineering delivery for key functional areas including billing, investment account compliance, workflow automation, and dashboard reporting.
• Built and led a new API strategy and integration team responsible for standards, Apigee gateway implementation, developer experience, and enterprise/custodian integrations—supporting $100M+ in enterprise sales over three years.
• Led modernization of billing functionality into Docker-based microservices and AWS-hosted architecture, reducing infrastructure and support costs by $3M annually.
• Established a 100%-offshore database center of excellence to remediate SQL inefficiencies, implement proactive performance monitoring, and upskill Java developers across the organization.
• Partnered with a key enterprise client to architect and implement a real-time eventing system (via SQL Server Broker Service and Kafka), saving them $2M annually while increasing reliability.
• Drove automation of complex billing operations, yielding $10M in annual staff cost savings by enabling scale without proportional headcount increases.
• Designed a flexible, component-based workflow automation system combining visual design with engineered automation elements, improving SLA compliance and reducing error rates.
• Owned product and engineering delivery for key functional areas including billing, investment account compliance, workflow automation, and dashboard reporting.
• Built and led a new API strategy and integration team responsible for standards, Apigee gateway implementation, developer experience, and enterprise/custodian integrations—supporting $100M+ in enterprise sales over three years.
• Led modernization of billing functionality into Docker-based microservices and AWS-hosted architecture, reducing infrastructure and support costs by $3M annually.
• Established a 100%-offshore database center of excellence to remediate SQL inefficiencies, implement proactive performance monitoring, and upskill Java developers across the organization.
• Partnered with a key enterprise client to architect and implement a real-time eventing system (via SQL Server Broker Service and Kafka), saving them $2M annually while increasing reliability.
• Drove automation of complex billing operations, yielding $10M in annual staff cost savings by enabling scale without proportional headcount increases.
• Designed a flexible, component-based workflow automation system combining visual design with engineered automation elements, improving SLA compliance and reducing error rates.
Envestnet
Product Management / Strategy
SVP, Product Development
1/2010 - 3/2015
• Co-led the Product Management department, managing a team of six Product Managers across billing, performance reporting, trading, compliance, and platform integrations.
• Acted as hands-on PM for investment account compliance, dashboard reporting, and enterprise system integrations.
• Launched 0→1 investment compliance features, including automated surveillance and annual review tools—becoming key differentiators in the enterprise market and driving 20% annual sales growth.
• Led product onboarding and platform consolidation for the Prudential WMS acquisition, retaining $50M in revenue and extending Envestnet's trading capabilities to support trust bank needs (e.g., step-out trading, portfolio manager oversight).
• Served as product liaison to major partners (e.g., Fidelity) and enterprise clients, aligning external needs with roadmap strategy and shaping complex integrations.
• Participated in strategy and partner evaluation for a new joint venture targeting the corporate retirement plan advisor segment, which went on to grow at 130% CAGR.
• Built and mentored a new offshore BSA team in India, transforming the location into a business knowledge hub and elevating its influence and decision-making credibility.
• Acted as hands-on PM for investment account compliance, dashboard reporting, and enterprise system integrations.
• Launched 0→1 investment compliance features, including automated surveillance and annual review tools—becoming key differentiators in the enterprise market and driving 20% annual sales growth.
• Led product onboarding and platform consolidation for the Prudential WMS acquisition, retaining $50M in revenue and extending Envestnet's trading capabilities to support trust bank needs (e.g., step-out trading, portfolio manager oversight).
• Served as product liaison to major partners (e.g., Fidelity) and enterprise clients, aligning external needs with roadmap strategy and shaping complex integrations.
• Participated in strategy and partner evaluation for a new joint venture targeting the corporate retirement plan advisor segment, which went on to grow at 130% CAGR.
• Built and mentored a new offshore BSA team in India, transforming the location into a business knowledge hub and elevating its influence and decision-making credibility.