Innovative technology executive with 30+ years of experience transforming global organizations through strategic leadership and technical excellence. Proven track record of building high-performing teams, modernizing legacy systems, and driving organizational change across Fortune 500 financial institutions. Expert in leading digital transformation initiatives, implementing Agile methodologies, and managing complex, multi-stakeholder technology programs.

Strategic Technology Leadership • Digital Transformation • Global Team Development & Culture Change • Enterprise Architecture • Agile Transformation • Vendor & Partnership Management • Risk Management & Compliance • Innovation & Process Optimization

Led enterprise-wide digital transformation of tax technology infrastructure, managing $100M+ portfolio and 15+ vendor relationships.

Key Achievements:

• Direct multiple AI Hackathons to train and upskill development staff in leveraging AI as a coding tool, and to build AI products
• Spearheaded development of mission-critical Base Erosion Anti-Abuse Tax (BEAT) system, enabling compliance with new tax legislation through innovative Python-based solution
• Transformed tax preparation processes by implementing automated workflow systems, significantly reducing risk and improving efficiency
• Engineered enterprise-scale data consistency solution through Excel Add-in integration with Active Directory Forest
• Developed AI-powered management tools for sprint tracking, onboarding automation, and asset management
• Successfully managed and integrated 65+ vendor applications while ensuring compliance with security and architectural standards

Led strategic technology initiatives for global Prime Brokerage division, driving innovation and digital transformation.

Key Achievements:

• Architected and launched MS Live, an end-to-end client management system that revolutionized client onboarding
• Developed patent-pending exception management solution (PB WorkQ) integrating 200+ services
• Created firm-wide entitlement management system (OGRE) later adopted across entire organization
• Led development of mobile-first client portal (PB Matrix) expanding digital service offerings
• Implemented comprehensive security and entitlement framework for internal and external systems

Pioneered early digital transformation initiatives and established enterprise architecture standards.

Key Achievements:

• Led development of corporate portal strategy and enterprise-wide content management system
• Established architecture standards and training programs adopted across organization
• Directed multiple strategic initiatives including Fixed Income and Equity Research Portal
• Served as Vice Chair of Technology Standards committee
• Mentored technology leaders and managed Technology Leader Program

Agile Methodologies • Enterprise Architecture • Python, Java • Cloud Technologies • AI/ML Implementation • Security & Compliance • Digital Transformation • Data Architecture