Successful application of innovative technical architectures to complex financial services business problems. A demonstrated track record in building consensus with a demanding user base to engage and co-develop truly unique products, thereby creating competitive advantage within vertical (B2C and B2B) markets through the application of technology.
Specialties: registered investment advisory, broker dealer business, banking, application of technology to financial services, financial planning, brokerage, service oriented architecture, object oriented design and architecture, web security, transitioning to a fee based business, NASD regulations, SEC regulations