Jan 2023 – Apr 2025 · 2 yrs 3 mos · Boulder, Colorado, United States · Hybrid

Sep 2021 – Apr 2025 · 3 yrs 7 mos

May 2020 – Sep 2021 · 1 yr 4 mos

Jan 2019 – May 2020 · 1 yr 4 mos

Jan 2013 – Jan 2018 · 5 yrs

• US Head of Margin and Valuations Technology
• Managed the Americas Margin and Valuations Technology team (10 developers in NY, 6 in Salt Lake City) and delivered numerous top priority and complex client margin related projects.
• Successfully led all SDLC phases of technology projects and managed the design, business requirement analysis, development with automated testing, user testing and deployment.
• Led the Settlements working group in the large-scale Margin Rules program to design and rewrite the collateral agreement and settlement workflow in a service-oriented architecture.
• Collaborated with teams in London, Bengaluru and Singapore to complete large complex projects ahead of aggressive, fixed regulatory dates ensuring compliance.
• Partnered with business managers across multiple business units to budget and prioritize projects and built strong relationships to meet their goals.
• Recruited outstanding technical staff and initiated cross training and mentoring to build a cohesive team resulting in improved productivity.

Jan 2011 – Jan 2013 · 2 yrs

• Global lead for Subledger Team within Client Services Technology
• Led the global subledger team with 21 developers in Jersey City, Salt Lake City, London,
• Bengaluru and Singapore for software build projects.
• Spearheaded the initiative to build a reporting architecture to encapsulate the multiple subledger applications and provide a single standardized interface for data across multiple business lines improving reporting capabilities and SLAs for clients.
• Analyzed functionality across all ledger and subledger applications in the firm in preparation to build a strategic generic ledger application which consolidated multiple applications across GS.

Jan 2010 – Jan 2011 · 1 yr

• Asia head of Client Services Technology
• Managed the Asia regional team with 7 developers across Tokyo and Singapore and led the global statements team responsible for rewriting and consolidating the applications which generated and sent institutional client statements.
• Initiated and led a steering committee to prioritize various new business demands across multiple user groups in Asia.
• Analyzed and project managed numerous new business initiatives in the Asia region, such as repo trading in Korea, Singapore Exchange membership, and Chinese index futures trading.

Jan 2007 – Jan 2010 · 3 yrs

• EMEA project lead for Client Services Technology
• Managed 3 developers in various client related and new business projects, including Futures
• payment application upgrade, new GS Russia business.
• Led analysis with Listed Derivative and Prime Brokerage Operations users to create a common payment workflow across their business lines.
• Analyzed and oversaw the development of a Prime Brokerage post-insolvency books and records application, to be used to liquidate client balances and positions after a bankruptcy event.