Senior Product and Business Development Professional
Product Development – Business Development – Key Account Management
A senior product and business development professional with over 20 years of experience. Expertise setting company-wide strategic direction, championing organizational change, leading the delivery of mission critical applications, selling to large customers, and managing key customer relationships. Strong knack for working with diverse, cross-disciplinary teams.
Work Experience
Eze Software Group RealTick EMS (Owned by TPG Priv. Eq.) August 2006– Present
Former Subsidiary of Barclays, Lehman Brothers, and ConvergEx
Managing Director, Head of Product Management and Business Development
Formerly Head of Marketing, QA, and Project Management
Managed team of product managers, developers, project managers, and test engineers ensuring on-time, high-quality delivery of web, mobile, and SaaS applications
Led all releases of EMS
oEquities – list execution and management, multi-broker, global market build out, bracketed orders, algorithmic integrations, dark pool crossing, advanced order entry, performance against various benchmarks
oOptions – New options UI, ISE spread book, spread views, automatic delta hedging
oFutures – spreads, global market build out, quote board
oFX – quick and full tickets; Barclays FX, 5/3 FX
oOMS compliance and locate integration
oSell-side OMS – commissions, Omgeo, ACT, reporting portals
Led sales and proposal efforts for some of Eze’s largest wins, including Pershing, Bank of New York Capital Markets, ConvergEx, UBS O’Connor, and others. Previously acted as senior account executive for these clients as well as Bank of America Merrill Lynch, UBS, and Wells Fargo
Defined and executed company's strategic direction and product roadmap
Championed introduction of Agile Methodologies.
oGuided the product roadmap and groomed the backlog for the scrum teams
oLed teams that author user stories, lead sprint team planning sessions, run stand-up meetings and guide sprint teams to decompose user stories into development tasks.
oUsed Jira and Confluence as primary Agile planning tools
Previously led sales engineering, marketing, project management, and QA
Helped grow EMS revenue by 60% over 5 years and profit margin from zero to 35%
Total revenue = $290M. EBITDA = $95M.
Presented to industry analysts and publications. Led to Eze winning various industry awards - Best Provider of Execution Management Systems (EMS) by Waters Technology and Best EMS by Buy Side Technology magazines
Published and quoted in various industry magazines
Defined and led market data (ticker plant) strategy. Ticker plant supports almost every global exchange for equities, futures, and options.
oOne-minute bars are stored since collection began, tick data is stored for seven days.
oGolden copy reference data is compiled from a number of sources, including IDC, Bloomberg, Thomson Reuters, and others.
Helped form the PMO department
oPromoted project transparency, tracking, and reporting
oEstablished demand management and project reporting methodologies
Accenture, Chicago, Illinois
Senior Manager October 2005 – August 2006
Role: Project delivery, business development, new sales
Chicago Board Options Exchange (CBOE)
Sold project work to an exchange in Chicago. The project involved writing a number of data feed handlers utilizing developers in Mumbai, India.
TransUnion
Led a team of 8 onshore and 15 offshore (developers in Dalian, China) people.
TechNet Consulting, Chicago, Illinois August 1996 – October 2005
President
Founded TechNet Consulting. Annual revenue of $2.5M per year.
Chicago Board of Trade (CBOT)
Architected, led, and developed a real-time trading system reporting to VP of IT and COO
Managed over 50 people. Led four projects to successful delivery in the range of $5 – 8 million and numerous smaller projects.
Wrote thousands of lines of C and C++ code and hundreds of stored procedures.
Other clients included: Citadel, UBS, Unified Markets
Deloitte & Touche Consulting Group August 1995 – August 1996
Senior Consultant
Clients included CNA Insurance Company and TTX Railroad
Accenture (f.k.a. Andersen Consulting) January 1992 - August 1995
Senior Consultant
Role: Senior application architect and developer
Clients included CNA Insurance Company, Illinois Chamber of Commerce, and Miller Brewing
Education
University of Virginia. Charlottesville, VA
Masters of Science in Management Information Systems, May 1993.
University of Illinois. Champaign-Urbana, IL
Bachelor of Arts in Economics, May 1991.
Community Involvement
PADS homeless shelter monthly volunteer
Former neighborhood association president
Director of Membership, Big Sand Lake Club, Phelps, WI
Former director of youth basketball league (8 years)
Youth sports coach (basketball, baseball, and soccer)