Board Member
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Transformative Chief Technology & Operations Officer Enabling Accelerated Business Growth Technology with 20+ year track record of creating sustainable competitive advantage to businesses by spearheading & implementing vision and strategy across complex organizations & creating collaborative/transparent processes. Expertise includes modernizing complex systems through thoughtfully-phased re-architecture/redesign, maximizing operational effectiveness & building top-performing teams. Flexibility to adapt to change, proactive and collaborative spirit & ability to identify/remove complexity in order to achieve standardization and simplification. As Chief Technology & Operations Officer at OppenheimerFunds, reporting to the CEO & leading a ~1,000-person organization, created an integrated foundation to enable further growth. Enhanced the business through tech/ops transformations based on newly-created departmental strategy/vision. Starting with defining technology, business/people goals, began implementing strategic projects in 2015. By eliminating a perpetual 10% budget growth, enabled self-funding of key technology initiatives & led enhancement of people, business partners & process transparency; drove delivery of better service & reduced complexity by creating a 21st century Operations organization through centralization of previously-federated Operations groups. Built people/capability, led teams that increased stability/ service levels & reduced total cost of ownership. Enabled portfolio/sales growth by modernizing the tech stack; reduced tech debt & improved capability/functionality; led a cyber-security transformation, greater client satisfaction & promoted employee development. Before, during 17-year career with Putnam, held progressive roles. As Chief Technology Officer, enabled Investments & Global Distribution to grow the business/keep pace with emerging tech through greater effectiveness via mobile-computing environment.
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