2016 – Present 3EDGE Asset Management, LP, Boston, MA
Managing Partner and Chief Technology Officer
- Responsible for operations, research and trading platforms.
2015 – 2015 HBX Harvard Business School, Boston, MA
Acting Chief Technology Officer
- Supported efforts to scale the online business education offering.
2012 – 2015 TurnRight Advice Solutions, Inc Cambridge, MA
Co-Founder & Chief Technology Officer
- Designed and implemented cloud-based multi-tenant mentoring platform.
- Managed financial planning and operations for company.
2000 – 2002, 2009 -2012 Windhaven Investment Management Boston, MA
Executive VP and Chief Technology Officer
- Designed and implenented portfolio management, trading and CRM systems that allowed company to grow from $50M to over $11B
- Managed all trading including risk and compliance
- Managed the Research team responsible for the Windward Global Asset Allocation model. Served on the Investment Committee that made portfolio investment decisions for all clients.
- Managed financial planning and operations for company.
2002 – 2008 Fidelity Investment Management Boston, MA
Senior Vice President, Channel Management
- Responsible for business strategy development and implementation for NetBenefits.com and Plan Sponsor Web Station the online service platforms for Benefits servicing at Fidelity
- Supported development of multi-channel service models for phones and online channels.
- Integrated the online strategies for Fidelity.com and NetBenefits.com as part of the creation of the Personal and Workplace Investing Business Unit.
2000 – 2002 Whatifi Financial Inc. Woburn, MA
Executive VP and Chief Technology Officer
- Designed and supervised implementation of the architecture for Whatifi.com including portfolio configuration, content delivery, account opening and management, messaging-based transaction system and XML-based integration with SunGard shareholder accounting system.
- Managed operation of the web site
- Negotiated outsourced support for all operations including customer service
- Supported CEO in obtaining $12M in financing for company
- Supported EVP Marketing in obtaining and supporting third party distribution
1998 – 2000 Oracle Corp Burlington, MA
VP and Chief Architect, Configuration
- Designed and supervised the integration of the SellingPoint Configuration technology into Oracle CRM and Oracle Order Management for Release 11i
- Developed marketing campaigns for guided selling and self service ordering of complex products using Oracle 11i
- Supported Oracle sales teams in major product presentations resulting in major wins at GM and other Fortune 500 companies.
1985 –87,1993 –98 ICAD Inc. / Concentra Corp Burlington, MA
Chief Technology Officer 1996 – 1998
VP, Engineering 1993 – 1996
Sr. Consultant 1985 – 1987
- Responsible for the complete software development cycle for two major products, The ICAD System and SellingPoint
- Managed an engineering organization with 40+ engineers and marketing personnel
- Developed product architecture, launch strategy and marketing approach for SellingPoint, a tool for selling configurable products across multiple sales channels including web, field sales and inside sales
- Supported CEO in executing sale of the ICAD product to KTI for $17M.
- Designed integration with Siebel Systems products for SellingPoint; sold as Siebel Product Configurator
- Supported CEO and COO in negotiating sale of Concentra to Oracle for $43M in 1998.
- Developed initial training program, consulting process and product application for the ICAD System.
1987 – 1993 General Electric Co, Aircraft Engines Lynn, MA
Senior Engineer, Design Automation
- Technical and project responsibility for all advanced design automation applications for Aircraft Engine Division
- Architect of the Integrated Engineering Environment, an award winning turbine blade design system
- Provided corporate wide consulting on advanced computer software issues ranging from CAD to Artificial Intelligence.
1986 – 1987 University of New Hampshire Durham, NH
Assistant Professor, Mechanical Engineering
1984 – 1985 Babcock and Wilcox Barberton, OH
1980 – 1982 Idaho National Engineering Lab Idaho Falls, ID
1979 – 1980 Oak Ridge Gaseous Diffusion Plant Oak Ridge, TN
1976 Argonne National Lab Argonne, IL