A seasoned technology leader with 20+ years of experience in financial services spanning asset management, investment banking, wealth management, hedge funds and fintech currently the Chief Technology Officer at RealBlocks, a global SaaS fintech platform for asset managers and wealth managers.
At RealBlocks, he has delivered a platform for $80 billion in AUM, pivoted the firm to a high revenue SaaS product strategy, and launched multiple new products, such as investor, advisor, and asset manager portals, automated KYC/ AML, SPV capabilities etc. Also built a global agile engineering team, achieved 99.9% uptime, and drove SOC 2 Type 2 certification.
Prior to RealBlocks, held senior technology roles at American Century Investments, UBS, and Millennium Partners. In these firms he managed large IT teams and operated digital platforms for up to $850 billion in AUM and $2 trillion in trading volume, delivering competitive advantage with cutting-edge technologies, e.g. Cloud, Generative AI, AI&ML, data & analytics, and Blockchain. He has a strong expertise in building modern, distributed, cloud-native, high-volume, highly secure platforms and delivering robust technology operations addressing BCP, DR, cybersecurity, and regulatory compliance. He specialize in legacy technology transformation, reimaigining and modernizing manual and semi-automated processes, creating automated workflows and straight through processing.
A strategic leader with deep capital markets industry expertise and the ability to align technology with business and an excellent communicator who partners across functions to deliver cross-functional impact. He is also an inspirational leader adept at attracting talent and building high-performance global teams. His mission is to enable and empower financial institutions to transform and grow with innovative and scalable technology solutions.
Domain Expertise: Fintech | Wealth Management | Asset Management | Investment Banking | Hedge Funds | Alternative Assets | Private Markets | Equities | Fixed Income | Commodities | Multi-Asset | FX | Research & Portfolio Construction | Portfolio Optimization | Portfolio Management | Order Management & Trade Execution | Clearing & Settlement | Collateral Management | Custody | Fund Accounting | Fund Administration
Technology Expertise: Distributed Architecture | Cloud-Native | Full Stack | API | Cloud Native | Generative AI | AI & ML | Data strategy & architecture | Cybersecurity | Compliance | Technology Operations | Blockchain | Cloud Operations & Migration (AWS | AZURE)