Innovative Senior Executive with expertise in technology, finance and operations in the Asset Management and Non-Profit sectors with international and domestic experience conceptualizing projects, motivating teams and achieving results. Excellent presentation skills and the ability to build relationships with senior management, external clients and staff.
EXPERIENCE
International Rescue Committee, New York, NY June 2009- Dec 2010
Directed all operational functions of 26 separate country programs engaged in post-conflict and emergency humanitarian relief with a total annual budget of $200M.
DIRECTOR OF FIELD OPERATIONS
* Formulated Infrastructure Improvement and Performance Measurement and Accountability initiatives of the Strategic Plan as senior member and thought-leader of the IRC's Strategic Development Council
* Evaluated and selected Human Resource Information System software vendor
* Strengthened field connectivity to remote offices in Africa and Asia
* Implemented internal audit corrective action plans to mitigate pharmaceutical supply-chain problems
AllianceBernstein L.P. (formerly Sanford C. Bernstein & Co., Inc.), NY 1986-2008
Grew Bernstein╒s global asset management business from a $2B value-only boutique to an $800B public company by creating its information technology, risk management, quality control and business processes.
PRINCIPAL/SENIOR VICE-PRESIDENT OF TECHNOLOGY & OPERATIONS, Bernstein Global Wealth Management 1995-2008
* Created state-of-the-art statistical based risk modeling tool used by Advisors and Analysts throughout the firm and considered key competitive advantage ╨ patent pending
* Originated and supervised private client website, www.bernstein.com, which became the centerpiece of client communication strategy of firm and enrolled 30% of clients in first year of operation
* Invented Financial Advisor workstation doubling departmental efficiency, reducing errors in client transactions and communication, and providing platform for subsequent analytic and transactional modules
* Founded firm╒s business process reengineering effort, defining best practices to address and mitigate risk and ensure regulatory compliance, reducing cycle times and generating ROI of 50%
* Recommended and prioritized software and business process initiatives to senior management and gained internal acceptance for each project
MANAGER APPLICATION DEVELOPMENT/SENIOR PROJECT MANAGER/PROGRAMMER-ANALYST 1986-1995
* Selected third party vendors, made purchasing decisions for enterprise-wide software/hardware solutions for $100M IT budget
* Guided major systems integration work across mainframe/mini/micro platform utilizing large-scale relational database systems
* Initiated complete data quality review of client and financial databases leading to firm-wide standards, audited independent database administration, dedicated quality-control personnel and documentation
* Launched 1st international private client office in London which opened major new market potential and access to substantial ex-patriot wealth
* Led development of firm-wide knowledge management process to document best practices and provide centralized, on-line access
* Managed multiple software application development teams for trading, portfolio management, and sales, set development standards and implemented SDLC
* Initiated on-line transaction processing system allowing rapid growth in assets
* Designed and developed proprietary tax-trading software
CHARITABLE WORK
Board of Directors, Large Family Foundation, New York, NY 2009-present
* Scientific Affairs and Finance Committees
Board of Directors, New York City Audubon, New York, NY 2006-2008
* Finance Committee
Monitoring & Evaluation (M&E) Consultant, Amend.org, New York, NY 2008
* Developed project plan and M&E plan for NGO with mission of reducing road traffic injury in Ghana, West Africa
Board Member, Bedford Conservation Board, Bedford, NY 2006-2008
EDUCATION/CERTIFICATIONS
Certificate in Global Affairs, 2010, New York University, New York, NY
Bachelor of Science, Mechanical Engineering, cum laude, 1980, University of New Hampshire, Durham, NH
FINRA Series 9, 10, 7, 31, 63, 65
French language speaker (FSI 3.5)
COMPUTER PROFICIENCIES
OS/Environments: Windows NT, PC-DOS, UNIX, VAX-VMS, IBM VM/CMS
Software Development Languages: SQL, Sybase, Visual Basic, HTML, .Net, C, NOMAD, FORTRAN, REXX, SAS, SPSS, DB Replication, CMS-Code Management Hardware: DEC VAX and Ultrix, IBM 4381, PCs/Servers
Object Oriented Methodologies: Shlaer/Mellor Object Oriented Analysis & Design, Rational Rose |
