SUMMARY
Comprehensive Business analysis, Product management, Technology strategy
and Software development experience, with over 18 years. Managed cross-
functional teams with diverse technical and geographical backgrounds in
planning and executing projects in financial services, wireless and
telecommunication domains. Core areas of expertise include:
? Technology Management ? Wireless/Telecomm ? Product
Management
? Enterprise Architecture ? System Integration ?Offshore
Development
? Client Relationship Mgmt ? Profit & Loss ? Vendor
Management
EDUCATION
UNIVERSITY OF CHICAGO, GRADUATE SCHOOL OF BUSINESS Chicago, IL
MBA (Finance, Marketing and Strategy) June 2003
(Dean's Honor List, New Venture Challenge Finalist, Authored a paper on
Warren Buffet's Leadership style.)
STATE UNIVERSITY OF NEW YORK Buffalo, NY
MS Computer Engineering 1989
(Received NY State Research Fellowship, Published paper in IEEE Conference
on Neural Networks)
MADRAS UNIVERSITY (PSGTech) Coimbatore, India
BE Electrical and Electronics Engineering (With Honors) 1985
PROFILE
. Experienced software technologist in wireless/telecom (12 years) and
financial services (6 years)
. Business Analysis, Product Management, Vendor and Technology Evaluations
(8 years)
. Experienced building and managing relationships with External/Internal
business and product vendors (5 years)
. Managed teams of up to 12 people with onsite/offsite model (6 years)
. Highly technical with strong business and product knowledge of financial
services and telecom/wireless.
EXPERIENCE
CITI - Global Transaction Services Jersey
City, NJ
Consultant - Project Manager - Middle Office Portfolio
Management/Trading 6/08 - 3/09
. Managed rollout of Vestmark/PORTIA Managed Accounts Platform for 2 Key
clients comprising 80K accounts Responsible for business analysis
(account admin, model management, reconciliation, account rebalancing &
trading), 3rd party vendor management & End-to-End product delivery.
Established test automation frameworks for SIT, UAT and Performance
testing.
. Managed 'in sourcing' of Vestmark platform to Citi data center that to
cater to the growth in clients and accounts and to improve platform
stability inside Citi, with separation of duties rules per Citi
standards. Performed gap analysis on market data feeds used in house vs.
the vendor. Reviewed vendor contract with technology and business.
Created financial and operations model, management reports and acceptance
test plan. Expected savings: $1.5M/year
LEGG MASON, INC ((previously Citigroup Asset Management 2005-06))
Stamford, CT
Lead Business Analyst - Front Office Trading/Portfolio
Management 1/07-11/07
Consultant - Business Analyst/Project Manager (Citigroup Asset
Management) 1/05-12/06
. Global Equities Trading System: Served as the Lead BA for Fidessa Latent
Zero(Tesseract, Minerva)/PORTIA implementation to consolidate 3 legacy
front office/trading/ compliance platforms around the globe supporting
equities, FI and options trading. Created a tactical solution to
integrate Bloomberg real-time pricing feed with LatentZero and other back
office systems. (Responsible for Business/functional/technical Analysis,
system/data architectures, workflows, QA, SIT and UAT plans)
. Senior business analyst on consolidation project to centralize 3
compliance systems onto Latent Zero's Sentinel platform. Compiled
requirements, functional specs, use cases (SIT, UAT); worked closely with
business and technical teams. Guided QA team in building test cases and
assisted in testing of applications. Provided user training and
acceptance testing.
. Managed the rollout of the CRAMS project to replace GCR feeds for managed
accounts, as part of the firm wide transition to a new concentration
reporting system for SEC 13D/13G reporting.
. Performed business and systems analysis to implement Charles River /
PORTIA to implement portfolio accounting, order and trade management
workflows to replace legacy systems to increase efficiency and to reduce
operational risk for global equity, fixed income and balanced portfolios.
Eagle PACE used for reporting. Bloomberg and Reuters were used for market
data. Omgeo CTM used for post-trade to pre-settlement workflow automation
using standard STP messaging.
. Managed the rollout of the DATAWARE project for managed accounts, as part
of the firm wide implementation of employee trade monitoring and approval
platform.
. Conceptualized, developed and maintained 'Top 10 Programs' dashboard for
PMO office to aid decision making for senior management team during the
post-merger transition.
. Web Platform for Separately Managed Accounts: Managed the rollout of a
Front Office Decision Support Web Portal Platform used by the firm's
Private Portfolio Group, to manage accounts and Client Reporting
functions for 200,000+ accounts with more than $40bn in AUM. This project
involved managing the software rollout of 10 cross-functional platforms.
Responsibilities included project planning, business analysis, use case
scenarios, Model management for Accounts administration, order routing
and Client Reporting functions.
VOLANTE TECH - Data Management Solutions for Financial Services Industry
New York, NY
Consultant - Product Manager
4/04 - 12/04
. Reporting to CTO, created business and functional Business models for a
suite of message management products targeting asset management,
brokerage and clearing firms. These products provide complex message
transformations based on message definitions in the metadata repository
resulting in improved data quality, reduced errors and elimination of
hand coding without performance degradation.
ISYS INC - Technology Strategy, Telecom & IT services and business
consulting firm Chicago, IL
Principal 1996-2004
Roles: Software development, Architecture, System Engineering, Product
Management and Business analysis.
Selected clients and accomplishments include:
IT services
. Ernst &Young: Consulted with Ernst & Young, to develop content management
and workflow portal for a large travel services firm. New enhancements
increased website traffic from 100,000 to more than a million unique
users per month. Built ROI model to evaluate ASP vendors.
. Norwest: Consolidated consumer-lending systems for Norwest's post merger
efforts with Wachovia using Client-Server Technologies. Significantly
expedited the loan approval process by 50%, with the number of
applications reduced from 27 to 10.
. Options Clearing Corporation: Managed a cross disciplinary team of 8 to
develop high availability and reporting architectures for Options
Clearing Corporation's real-time options clearing system. Robust error
recovery mechanisms built into the architecture reduced the overall cost
of the platform, by $2M a year.
Telecom/Wireless
3Com: Consultant - Product Manager (team of 4)
. Managed the development of fault tolerant Network and Service Management
software for the CommWorks (VoIP, Wireless data) platform. The
architecture was designed to span across multiple operating systems and
protocols, creating one binary which was deployable across multiple
platforms. Resulted in Cost savings of $4M in software life cycle cost
over 2 years.
. Performed technology/vendor due-diligence/contract negotiations to select
real-time middleware platform.
. Performed industry analysis of on 3rd generation wireless data networks
and authored a white paper.
. Managed requirements definition and implementation of a fault-tolerant
naming service for CommWorks.
True Position: Consultant - Systems Integration (team of 3)
. Defined interface control API describing messaging interface between
Wireless Location System (WLS) and internal subsystems, drive test client
and 3rd party application vendors.
. Managed drive testing trial for wireless carriers, demonstrating location
enabled and 3rd party applications.
. Design and development of System Configuration Utility (SCOUT) used to
manage, configures and test WLS.
Motorola: Consultant - UI Designer/Product Manager (team of 6)
. Managed the Architecture definition & development of Application software
Layer (Applications & UI) for CDMA & DECT handsets.
. Engaged with marketing and carrier account teams to define custom
features and product improvements.
. Wrote concept paper on over the air software update and network phonebook
backup, which was the implemented, FOTA solution on devices shipping for
3-4 yrs.
. Assisted senior management in the contract negotiation process to select
protocol stack software vendor.
. Implemented product line extensions (for DECT) to large retail warehouse
customers with $10M new sales.
Teradyne: Consultant - Project Manager (team of 4)
. Managed requirements definition and implementation of software download
feature for 4TEL Line Test system. Rollout resulted in savings of
$500/node/year on a carrier network of 5000 systems.
Tellabs: Consultant - Software Architecture & Systems Engineering
. Software architecture, requirement analysis, tools evaluation of an
element management platform for voice-over-IP and optical switching
system. This system was based on Telecomm Management Network (TMN)
standards to enable carriers to deploy new services faster and to improve
end-to-end quality of service. Performed technology due-diligence efforts
on 2 potential acquisitions valued at $80M.
USWest: Consultant - Software Engineering
. Designed and developed a network capacity planner tool set that supported
customer service planning, implementation and management of network
capacity processes. Resulted in elimination of manual processes, that
led to consolidation of 6 call centers.
Business Consulting
. Duff & Phelps:
Evaluated early stage investments in healthcare IT sector. Performed
qualitative and quantitative due diligence. Built valuation models using
DCF, comparables and venture capital methods.
CALISYS INC - Application Integration Group San Jose, CA
Director, Solutions Delivery 1994-1996
. Managed turnkey projects in custom and packaged ERP solutions for
industrial companies with an ROI payback of less than a year due to
business process improvements realized via integrated applications.
. Setup a development center in Bangalore, India and grew the practice from
4 to 50 consultants.
. Managed global project delivery teams of varying sizes (5-30).
Responsible for $1M revenues out of $6M total.
SIEMENS - Communications Product Group Boca Raton, FL
Product Manager 1993-1994
. Gathered requirements, did competitive analysis and wrote Produce
Requirements Documents (PRDs) for network management solutions for
Siemens Frame Relay/ATM switching product line with 15MM revenue/yr.
. Led a task force of 6 people to consolidate the management traffic
(alarms and events) from 5 switch sites to one NMC site using Cisco
Router and Net Expert platform. Negotiated system integration contracts
worth $1.5 MM.
. Performed technology due-diligence and cost-benefit analysis on a $75M
software acquisition.
Technical Lead 1991-1993
. Led team of 10 engineers to design and develop network management station
software for frame relay network. Managed the outsourcing relationship
for the build out of UI software from a 3rd party vendor.
. Coordinated/Managed cross-functional software feature testing teams in
Australia, Germany and US.
. Managed the development of management agent, E1 subscriber network
interface software for Frame Relay network node of Siemens EWSM product
line.
Senior Software Engineer 1989-1991
. Design, development and testing of network management (agent, manager)
and embedded software for packet and cell switching products.
. Designed and implemented AMA Billing processor for Siemens' ATM switching
system. The software formats the raw charging data into the Bellcore
format and transmits to the RAO billing center.
. Development and testing of Administrative Processor (AP) system for X25
network. Provided training to customer support team, lead the efforts of
integration and system testing.
TVS ELECTRONICS, Bangalore, India Software Engineer
1986-1987
ENTREPRENEURIAL WORK
WIRELESSWARE - Software platform to deliver wireless applications to
handheld devices Chicago, IL
Founder 2000-2001
. Led business plan efforts, product requirements and marketing strategy.
Developed architectural prototype.
. Performed wireless industry competitive research to analyze business
model viability. Made a field trip to India, Japan and Europe to
understand the consumer behavior and usage patterns of wireless
applications.
TECHNOLOGIES
Vendor Products: Vestmark, Fidessa LatentZero(Minerva,Sentinel), Charles
River, Portia, PAM, POMS, OASYS, SWIFT, FIX, Markit
Financial Products: Equities, Fixed Income, Mutual Funds/ETF, Options and
Structured Products.
Market Data: Bloomberg, Factset, IDC and Reuters.
Financial Skills: Security Analysis, Corporate Finance and Valuation (DCF,
Multiples, Comparables and VC).
Databases: Oracle, DB2, MS SQL, AbInitio, Solid, Times ten, Informix,
Access.
Languages: Java, C++, C, SQL, XML, Shell scripts, Perl, VB.
Enterprise Tools: J2EE (EJB, Servlets), Weblogic, Websphere, Hyperion,
Autosys.
Design/Methodology: Rational Rose (UML, Rumbaugh), SDLC (waterfall,
iterative, agile), DDTS, SEI/CMM.
Systems: Unix (Sun, HP, IBM), Windows NT, Linux, VAX (UNIX 4.3 BSD/ VMS),
Tandem (Guardian, UNIX)
Communications: TCP/IP, UDP, Wireless, Frame Relay, ATM, Network Mgmt,
Corba.
Other: Excel, MS Project, Visio, Erwin, Teamtrack, Clearquest.
PERSONAL
. US Citizen ? Won Eagle Scout Award from President of
India