Experience

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  Fidelity investments

  Oct 1989 - now

  Responsible for managing product strategy of key initiatives, modernization roadmap, and operational structures. Program management for large initiatives including T+1 and DTCC Project Ion. Serve as the central control for regulatory examinations and financial audits. Influenced Fidelity’s strategic direction for a new books & records system that bridges existing lines of business on to a new modernized platform. Ran exploratory initiatives to research blockchain/DLT technology and atomic payments. Lead a team as a product owner and squad leader that designed and development a nucleus component of a next generation settlement system. Created a multiyear product roadmap and oversaw its technology architecture and database designs. Show less Led product development for securities settlement and inventory management supporting Fidelity’s brokerage business. Delivered strategic initiatives for trade clearance, international settlements, depository management and securities lending. Built a SWIFT based management system for US Treasuries on an aggressive schedule to meet critical business and regulatory objectives. Responsible for 15c3.3 customer protection of customer fully paid securities. Supported business operations for middle & back offices, capital markets, regulatory control, and audits. Managed a team of 20-25 in 3 US locations and India. Show less

  • Vice President / Group Squad Leader in Brokerage Transaction Processing

    Jan 2023 - now

  • Strategy Lead for Trade Processing and Settlement

    May 2020 - Dec 2022

  • Director of Development for Settlements

    Apr 2000 - Apr 2020

  • Project Manager for Corporate Actions

    May 1993 - Mar 2000

  • Software Developer for Trade Processing

    Oct 1989 - Apr 1993