Dana Winthers

Experience

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  DeMatteo Monness, LLC

  Apr 2002 - Jul 2017

  Director, Information Technology

  • Directed vendor management strategies, executed creation of IT infrastructure of boutique broker-dealer, oversaw analysis of complex client needs and implemented technical solutions.• Managed daily operations of IT team and 3rd party vendors to provide best-in-class client service, enable business partnerships, and optimize on-site business processes. • Supported senior management decision making, by providing vision and strategy-based business solutions, best-practice standardization, and intricate project management.• Administered complete information technology infrastructure for broker-dealer and in-house hedge fund clients; expanded firm to 4 US (Boston, Chicago, San Francisco, Los Angeles) and 3 global (London, Shanghai, Mumbai) offices.• Led organization through all financial, IT, and compliance efforts, growing 30 professionals to 100+, opened 6 new office sites (US/worldwide). • Created and maintained Business Continuity Plan/Disaster Recovery (BCP/DR) procedures and solutions; including a physical hot site backup in Purchase, NY. Show less

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  DeMatteo Research LLC

  Jan 2017 - Dec 2022

  Director, Information Technology

  • Managed a diversified project portfolio and accomplished large projects within the allocated budget and time. Oversaw all aspects of project lifecycles, including coordinating staff, liaising with stakeholders and monitoring project implementation.• Developed and operationalized corporate IT strategy, business requirements and technical solution implementation; including management of assessments of designs, codes, unit test plans and budgets.• Led the development and delivery of a modern scalable cloud-based infrastructure, leveraging Azure & AWS services, which facilitated remote work capabilities and resulted in a +50% reduction in operational costs and enhanced scalability.• Directed a cross-functional team of developers, analysts and QA specialists in the deployment of a company-wide CRM system in Salesforce ahead of schedule that boosted user engagement by +25%.• Conducted risk assessment and quality assurance in compliance with SEC/FINRA regulations; successfully led the firm through 6+ FINRA audits. Show less

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  Freelance

  Jan 2023 - now

  Freelance IT Specialist

  • Provide technical support services, on-site troubleshooting, and technical assistance to corporate IT teams in the transition of fintech operations to new satellite & family office locations in South Florida. • Assist the migration of legacy applications to cloud-based solutions using AWS and Azure. • Collaborate with cross-functional teams to develop comprehensive disaster recovery plans. • Draft and deliver several internal IT policies, including BCP, Acceptable Use and BYOD policies. Show less