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Machine-Learning Mobile Apps  (2018-present)
MCS Associates

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.

Fidelity Institutional Technology   (2007, 2009-2017)
Program Manager for Equity, Forex and Fixed-Income Trading Systems Development

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.

  • LUMINEX (2014-2017)

    Took on multiple roles for LUMINEX (, 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.

    • Coordinated program-wide development, integration, testing and deployment.
    • Worked closely with business team, information security, finance and compliance to keep the project on track.
    • Expedited delivery by kick-starting cross-team development and fostering inter-team communication
    • Identified, analyzed and resolved end-to-end integration issues.
    • Proactively identified and remediated shortfalls in performance test planning and execution.
  • FOREX - Major System Upgrade (2013)

    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.

  • Program and Development Manager for Integration of Stock Plan Services with Capital Markets (2011-2012)

    Revived and delivered a project to automatically generate, route, execute and reconcile Forex Orders from Fidelity Stock Plan Services to Fidelity Capital Markets.

    This System increased yearly revenue by $5M. The CIO gave it his "High-Five" award.

    Led Forex development, and oversaw over two-dozen tech stakeholders spanning Fidelity Institutional, Workplace Investing, and Enterprise. Architected the overall design, resolved open technical issues that were blocking progress, and engaged additional tech groups as the scope increased.

    This project had languished for over a year before I was asked to get involved.

  • FOREX - Replaced Trading Platform (2010-2011)

    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.

  • FIXED INCOME (2007, 2009-2010)

    Project Manager for the "Super Six" project "Bond Analytics Tool." This system implemented portfolio tools, analytics and reporting with data from multiple sources 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).

Educators Publishing Systems  (2008-2010)
Consultant to CIO

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

MCS Associates  (1999-2006)
Equity & Options Trading ; Technology Research; Application Development

Investing and trading for my own account. Short-term trading using equity option strategies. Research and initial development on intra-day price forecasting models.

Developed Excel-framed option analysis programs using PERL, JavaScript, Java (NetBeans IDE) and Visual Basic.

(Note: This period overlaps with other consulting work shown below)

LeBoeuf, Lamb, Greene & MacRae, LLP (2003-2004)
Technology Expert for ERP Litigation

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. Re- viewed, evaluated and managed disposition of technical discovery documents.

Discovered that opposing party was withholding key emails and documents.

Intouch Systems   (1998-1999)
Program Manager for Voice Recognition Development

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

Bell Atlantic Yellow Pages   (1996-1998)
Consultant to CIO

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.

CERN, Citicorp, Harvard
More History
CERN (European Center for Nuclear Research)

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.

CitiCorp, Global Treasury Services
Vice President, Director of European Development

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.

Harvard University AB, Physics

One of a two-person team implementing the experimental language "ECL" (similar to ALGOL)