Ameriprise / US Bank / Wells Fargo$10M Brokerage Migration10,000 Advisor Conversion
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Various Employers
Software Developer
May 2003 — Oct 2006 • Minnesota
ASP.NET / C#Energy Trading SoftwareSQL Server
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Technical Skills
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Languages
C# (.NET), Java (Spring Boot), SQL, Python
Cloud
AWS, Microsoft Azure
Databases
SQL Server, Oracle 19C, Snowflake
Reporting
Tableau, MicroStrategy, Power BI
Dev Tools
JIRA, Confluence, GitHub, Jenkins, Maven
Platforms
Salesforce, Pega PRPC, Blue Prism, Charles River IMS
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},
bio:{title:’About Me’,body:
‘
I am a hands-on technology leader with full ownership and accountability over Wealth trading technology platforms. With a development background and current leadership responsibilities, I bridge the gap between code and strategy — I still code on and off while driving the vision for enterprise-scale systems.
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What I Do
Tactical production support & incident management
Lead new development initiatives & architecture design
Enterprise system integration across complex multi-platform environments
Technology strategy, digital transformation, and Fintech advisory
Technology integration for mergers of Asset & Wealth Management companies
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Core Values
Humility and authenticity — I let the work speak for itself
Loyalty and longevity — I build lasting relationships with teams and organizations
Culturally aware of Asset Management ecosystems and their unique challenges
15+ years navigating major banks and top consulting firms in financial services
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},
projects:{title:’Key Projects’,body:
‘
AWM Digital Transformation Program
JP Morgan Chase
Led the $340M+ multi-year enterprise program transforming investments, compliance, and trading systems for the Asset & Wealth Management business. Spanned front-end configuration, data integration, and cloud migration across AWS and Azure.
$340M+ BudgetCharles River IMSAWSAzure
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IMS Cloud Migration
JP Morgan Chase
Managed the program to migrate the IMS trading platform from Cloud Foundry to AWS and Azure cloud infrastructure, ensuring zero-downtime transition for active trading operations.
Cloud FoundryAWSAzureZero Downtime
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UMA/SMA Portfolio & Trade Management
JP Morgan Private Bank
Implemented the UMA/SMA-based portfolio and trade management system, including workflow alerts, equity and ETF trading blotters with FIX message integration, and compliance rules.
UMA/SMAFIX ProtocolCompliance
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Enterprise Securitization Platform
Fannie Mae (via EY)
Spearheaded the multi-million dollar enterprise securitization data platform, building applications with logic to calculate bond payments for MBS/CMOs including REMICS and Giant MBS.
MBS/CMOSecuritizationBond Calculations
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Salesforce CRM Migration
Major Broker Dealer (via EY)
Migrated over 17,000 advisors and representatives from legacy CRM to Salesforce.com, managing data integrity and business continuity throughout the transition.
17,000 UsersSalesforceData Migration
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Brokerage Platform Conversion
Ameriprise Financial (via Cognizant)
Led the $10M brokerage platform conversion from SunGard Phase3 to Thomson ONE, migrating books of business for approximately 10,000 financial advisors.
Seeking to leverage 20+ years of hands-on technology leadership and deep Fintech expertise to drive digital transformation at scale, with a focus on transitioning into senior management roles.
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Technology Leadership
Continue leading enterprise-scale technology programs in Asset & Wealth Management, combining hands-on technical depth with strategic vision to deliver transformative platforms.
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Management Track
Transition into senior management, leveraging my track record of managing multi-million dollar programs, cross-functional teams, and executive stakeholder relationships.
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AI & Machine Learning Integration
Apply machine learning and data science expertise (Cornell ML cert, Data Incubator) to modernize trading platforms, compliance systems, and investment decision-making tools.
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Cloud-Native Fintech
Drive cloud-native transformation of financial services infrastructure, building on proven experience migrating mission-critical trading platforms to AWS and Azure.
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Strategic Advisory
Provide technology strategy, target operating models, and digital transformation roadmaps for financial services organizations navigating complex technology landscapes.
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},
personal:{title:’Personal’,body:
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Beyond the world of Fintech and enterprise systems, here\’s what fuels my curiosity and keeps the creative spark alive.
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📈
Data & Analytics
Exploring data science, machine learning models, and turning raw data into actionable insights
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☁️
Cloud Architecture
Designing scalable, resilient cloud infrastructure on AWS and Azure
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Cultural Awareness
Navigating diverse teams and global financial markets with empathy and understanding
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Continuous Learning
From Cornell ML to AWS certs — always investing in growth and staying current
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Mentorship
Coaching and developing junior professionals, sharing knowledge gained across two decades in the industry
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💻
Hands-On Coding
Still writing code — from Python scripts to .NET integrations, keeping the engineering muscle sharp
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}
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Data Poly Glot 