If you need someone to jump in and contribute quickly, either short- or long-term, for research, requirements, analysis, prototyping, stakeholder engagement, testing or program management, I can put a lot of experience to work for you. I am always ready for a new challenge.
In cross-company projects, it sometimes happens that business and tech groups who have not worked together previously may take a while to find a common cadence. I'm the tech enabler. I am an experienced, field-tested facilitator for geek-to-suit, suit-to-geek, and geek-to-geek collaboration.
If you need to get a project up and running until your team can get up to full strength, I can help. If your project is stalled, I can get it moving.
Sometimes an outside perspective prompts new ideas about how to proceed. Once a course is set, if you need someone to pre-emptively locate and demolish obstructions, or track down and eliminate delay-inducing problems, I take a lot of pleasure in doing both.
I have successfully led the development and rollout of critical FinTech systems. When the time comes to deliver, I can assist your team with their planning, review, coordination and monitoring. I can support your problem-, crisis-, and fallback-management.
I have worked on a variety of applications. Below are a few examples. Click here for my full work history. »
Developed and delivered
for Fidelity Capital Markets.
A principal manager for the development and rollout of
Luminex's Equities Brokerage System.
These were significant programs spanning multiple business and technology groups.
Responsible for stakeholder engagement, planning, analysis, design, development, integration,
testing, delivery, server acquisition, vendor management, staff, resource planning and budget.
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Helped analyze, design and evaluate products for CORTEX, a proposed a real-time control system architecture for high- energy particle detectors. Mentored team on software design approaches.
Consulted to the CIO of InTouch, a pioneering mobile phone-based "voice command" startup.
Designed and developed financial applications for the Apple Newton, including proprietary algorithms to enable real-time fixed-income calculations and esoteric (for the era) PIK and STEP bonds.
Co-founded start-up for regional banking systems.
Non-testifying expert for a major ERP software litigation. Advised legal team on technology. Oversaw technical discovery.
Or expand sections below to read it online.
Independent research and prototyping for meal recognition and diet assessment apps on mobile devices using Python, Fastai(Pytorch), ONNX, CoreML, Keras, iOS, XCode and Swift.
Directed large development projects spanning multiple business and technology groups. Responsible for stakeholder engagement, planning, analysis, design, development, integration, testing, delivery, server acquisition, vendor management, staff, resource planning and budget.
Took on multiple roles for LUMINEX (http://luminextrading.com/), a $30M, 50+ participant, 3+ year project to create an advanced block trading exchange for buy-side firms. Luminex Trading launched at the end of 2016.
Successfully delivered major upgrade to the Two-Four trading system. Led development team and engagement with two dozen technical and business stakeholders.
Designed and built automated test environment for SWIFT payment processing. Managed technical issues with vendor. Discovered significant vendor mis-configuration problems, led remediation effort directly.
This upgrade and other development for 2011–2013 was audited and received a rare "no issues" finding.
Added $5M to Fidelity revenue by reviving, re-architecting and delivering cross-company integration of Stock Plan Services with Fidelity Capital Markets. Set direction, coordinated efforts and managed budget for over 20 technology groups. The CIO gave this project his "High-Five" award.
Led Forex development and directed over two-dozen tech stakeholders spanning Fidelity Institutional, Workplace Investing, and Enterprise. Architected the overall design, resolved open end-to-end technical issues that were blocking progress and engaged additional tech groups as the scope increased.
Technology Manager for the replacement of the previous trading system with Two-Four. This significant replacement was deployed with no operational losses and no business impacts.
Led acquisition and deployment of new hardware, analysis and development to revise internal feeds and interfaces. Coordinated with vendor, business, and approximately twenty Forex data suppliers and consumers.
Led internal work for data conversion, testing, validation, recovery planning, cutover and post-deployment monitoring.
Point person for technology reviews conducted prior to launch by Fidelity Trading Systems Group, Institutional, and Enterprise.
Directed development for the Bond Analytics Tool, an application that integrated internal data, market data, order entry, portfolio tools, analytics and reporting to provide a single integrated application to Fidelity Specialists for working with Customers.
Headed major upgrade to the Bloomberg Trade and Order Management System(TOMS).
Evaluation of Learning Management Systems and the standards SCORM and SIF. Requirements Analysis, RFP and Vendor evaluations. Analysis and Prototyping for porting EPS products to Moodle and other LMS. Technology used or reviewed: Moodle, Sakai, Blackboard, SCORM, SIF, FLASH/FLEX, Coldfusion
(Note: This period overlaps with other consulting work shown below)
Non-testifying technology expert for major ERP software litigation; reported to Senior Partner.
Briefed senior partners on database and network technology; project management, SDLC and QA processes. Prepared, advised and supported attorneys for depositions. Drafted technical sections of legal documents. Prepared analysis and presentations for clients. Reviewed, evaluated and managed disposition of technical discovery documents.
Discovered that opposing party was withholding key emails and documents.
Analysis, design and product evaluation for CORTEX, a real-time control system architecture for high-energy particle detectors. Mentored staff in analysis and software application design techniques. Co-authored drafts of research papers.
Program manager for the implementation of InTouch's phone-based voice-recognition agent ("InFlection"). This was adopted by Sprint and became Sprint PCS's "Voice Command". Reported to President.
Project and vendor management, systems integration, analysis, design and development; troubleshooter for CIO. Projects: web-based Yellow Pages service "Big Yellow", Directory Services for Europe and China. Managed developers from MCS Associates, Bell Atlantic and external vendor. Reported to the CIO.
Responsible for multiple European projects, as well as technical and operational support for European sites. Directed the implementation of the MIDAS trading system for the German Free Brokers. Delivered on time and on budget. Responsible for five direct and 25 indirect staff in three countries.
One of a two-person team implementing the experimental language "ECL" (similar to ALGOL). Varsity Crew.