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G.A. Baird Partners & Co., LLC, New York, NY Jun 2017 - present
Chief Information Officer

Currently part of an initiative that will be a true disruptor in the US retail banking and payments system that is currently operating on 40+ year old technology, with customers that are frequently disappointed with the product/service/costs, and where the largest players are not able, or incentivized, to modernize.


MongoDB New York, NY Nov 2013 - Jun 2017
Enterprise Architect & Special Solutions; CTO of Partner Program

North American presales and strategic positioning at the enterprise level for at MongoDB, the #1 NoSQL database. Duties include major financial services account pre-sales and strategic engagement, special systems integrator projects, developing the rich shape ecosystem around MongoDB, and speaking engagements at the webinar, industry panel, and large conference level. Notable projects included large scale stock and bond index composition and calculation, full stack geo platforms (from Google Maps thru Java geo libs to MongoDB), advanced risk management in the geo and RiskMetrics output spaces, bioinformatics and next-gen management of variants and samples, electronic health and medical records (EMR/EHR), web media placement/campaign systems, and simplified blockchain and semantic analysis solutions. Active engagement with ISVs, Tier 1 hardware vendors, and global SIs to design and execute next-gen solutions.


JPMorganChase & Co., Inc. New York, NY May 2008 - April 2013
Chief Architecture Officer, Investment Bank

Responsible for enterprise business and technical architecture and important strategic and tactical design efforts for $2.28B global IT group of 9000 development & support staff. Member of enterprise-wide Architecture Board guiding technology for Firmwide IT population of 34,000.


BEAR STEARNS & CO., INC. New York, NY Feb 2000 - May 2008
Chief Architecture Officer

Responsible for enterprise architecture and important tactical design efforts for $700M global IT group of 2000 FTE development & support staff. Oversight role for all projects in firm-wide technology portfolio. Team of 27 SMEs and associates provides leadership in technology stack standards and leading-edge solutions architecture, software design, information modeling, product R&D, and corporate information security for projects across all lines of business including equities, fixed income, clearance, derivatives, operations, asset management, private client services, and investment banking. Approx. 16 matrixed reports from senior architects in LOB-aligned (but IT managed) development groups.


BEAR STEARNS & CO., INC. New York, NY 1992 - 2000
Director of Technology, FAST (Fixed Income Dept.)

Responsible for FAST (Financial Analytics and Structured Transactions) group architecture standards and design and development of major applications in $1B net revenue department. Ensured innovation in technology matched pace of business innovation to secure Bear Stearns as #1 ranked mortgage-backed securities sales and trading unit.

BEAR STEARNS & CO., INC. New York, NY 1988 - 1992 Programmer, Fixed Income Dept.

Programmer and Manager for a variety of projects in the trade capture and operations space.

SALOMON BROTHERS INC. New York, NY 1986 - 1988 Business Systems Analyst

Application Design Leader and project coordinator for automating Salomon Brothers Realty Corp. operations. Responsibilities included all staff training, design of database engine interfacing, system utilities, program development tools, and applications coding for the IBM RT/AIX operating environment with an emphasis on portability across UNIX platforms.

Industry Certifications
Passed CFA I exam, June 1993; Series 7 & 63, 1999

Education
Massachusetts Institute of Technology, B.S., June 1986

Interests
Playing Rock for Wounded Warriors Project, Reserve Aid, and Operation Finally Home
Scuba diving, performance driving & automobilia, and playing and recording original music