Executive Director - Custody Services

• Led the establishment of a core Custody team in Dallas, overseeing hiring, training, and strategic integration into key projects to accelerate long-term investments.
• Built and mentored a global team of over 30 people in Custody Asset Transfer, which enhanced technical skills and fostered a collaborative culture, significantly improving project delivery.
• Managed multiple cross-divisional initiatives across various global regions, aligning diverse stakeholders and technical teams to ensure seamless execution on complex business goals.
• Oversaw the modernization of the asset transfer platform, coordinating a globally distributed team to upgrade core technology and improve operational capabilities.
• Designed and directed the development of a next-generation asset transfer processing platform that was engineered to handle a 500% increase in business volume while maintaining high speed and data integrity. The platform's design incorporated robust controls to ensure regulatory compliance and positioned the business for significant future growth.

Vice President - Software Engineering

• Engineered the foundation for a Mobile Check Deposit service, overseeing the end-to-end integration with a third-party vendor to enable a new digital business capability.
• Led the design and integration of a high-security encryption and access control system to meet the rigorous standards of Swiss regulations, ensuring compliance and data protection for all users.
• Developed a high-performance platform for client account activity review, leveraging ElasticSearch to provide advisors with real-time access to critical data.
• Introduced and built an automated, scheduled transaction generator to handle internal cash movements, which enhanced consistency and reduced manual operational tasks.

Vice President - Software Engineering

• Designed and integrated a complete suite of Asset Transfer capabilities, successfully transitioning a key business function from a vendor platform to an in-house solution.
• Directed the full lifecycle of the BREXIT initiative, from design to implementation, leading a team of engineers to enable a smooth transition and mitigate significant business risk.
• Oversaw the design and implementation of a highly available payments platform for clients to manage payments and internal transfers via mobile and web applications.
• Led a multi-year Strategic Asset Transfer Program to improve user and operational efficiency, including the design and build of a "Push Authentication" feature that improved efficiency by over 50%

Software Engineer - Associate

• Designed and built a scalable application to modernize the automated transaction approval process, which significantly increased operational efficiency by intelligently approving low-risk transactions.
• Implemented key controls for regulatory projects like Regulation E, ensuring the company remained in full compliance and mitigating risk.
• Maintained a critical business application, ensuring its smooth and uninterrupted operation.

Software Engineer - Analyst

• Engineered the core job scheduling and execution component for a billing system, automating the calculation and handling of tens of thousands of daily transactions and ensuring high reliability.
• Developed and deployed a critical gateway that enabled seamless communication between a legacy system and new Java-based applications, which was essential for modernizing the technology stack.