SUMMARY OF QUALIFICATIONS

• Exceptional team builder, talent developer, and peer-respected coach with hands-on leadership style.
• 15+ years of continuous leadership in Finance, Education, IT R&D, eCommerce, Navigation, and Search.
• Specialize in highly-interactive/high-performance/throughput-optimized projects like financial charting, Excel add-ins, data visualizations, and animations.
• Proven data skills dealing with large datasets (20 TB+) in a variety of platforms.
• Expert experience in relational database design, integration, project planning and costing, graphic design across all types of media, and user-interface design.
• Superior work ethic: life-long learner, self-motivated to improve, detail-oriented, skilled problem-solver, and team player.

RELATED EXPERIENCE

Fidelity Youth App & Client Engagement Chapter Leader, Young Customers

Fidelity Investments, Boston, MA [ https://www.fidelity.com ]
January 2022 - present

• Led a global team of 43+ engineers partnering with business to define features, build, and deliver the Fidelity Youth App on-time by August 2023. Many of the features and capabilities available in this app are net-new to Fidelity; such as enabling short-term goals held in cash, gift-card-to-cash conversions, send/request money via SMS, recurring weekly allowance, incentivized video learning/earning, second-parent inquiry, and basket (thematic) trading. Moving this work forward required a healthy mix of effort, talent, collaboration, negotiation, and goodwill.
• Championed for re-use. Being a new app, we took the opportunity to adopt the newest technologies and standards, allowing us to experiment and pave the way for our Flagship apps that were much bigger. Out of necessity, we became strong contributors to shared Trade modules (trade ticket, watchlist, quotes, etc.) and Learning modules that are now shared across Fidelity Flagship, Bloom, and Crypto.
• Led architecture effort behind "First 30 Bundles" which are disparate tasks in Fidelity.com grouped into a neat checklist that maintains status and context so that users can continue their journey at any time until goal completion. These goals include Saving for Retirement, Emergency Fund, Get Invested, among others.
• Took on the Value Card Experience and Value Aggregator API as part of our Client Engagement effort. This tool aims to present our customers with the total monetary and non-monetary Value that Fidelity.com has brought to them over the course of their time with us.
• We're actively working to gain and retain AUM during Wealth Transfer events.

Director of Engineering, Digital Experience Chapter Leader

Fidelity Investments, Boston, MA [ https://www.fidelity.com ]
June 2019 - January 2022

• Help bring small business culture, teamwork, courage, agility, and candor to Fidelity at scale. I work amongst a team of leaders who are seriously passionate about building collaborative communities where folks bring 100% of themselves to work each day. We're the department that brought you Fractional Shares, Zero Commissions, and Fidelity Spire in 2020! In 2021, we built our Beta mobile experience simplifying our UI/UX in response to Robinhood joiners, while adding content to encourage Young and Women investors. We won NerdWallet's Best Online Broker for Beginning Investors and Best App for Investing! Go Team!
• Support Fidelity's Technology domain, specifically the Tribes aligned with Wealth Management Digital Planning & Advice and HELIOS. This includes much of the Fidelity website and our mobile apps. I'm measured by the direction and growth of Fidelity Go, Personalized Planning & Advice, and Spire--winning Forbes Best Overall Robo Advisor quarter-after-quarter and winning Barron's Best Overall Online Broker!
• Created and delivered "Next Best Action" personalization and recommendation component/pattern for both Web and Mobile. We see this in use all over Fidelity's offerings today.
• Responsible for thought leadership, hiring, coaching, training, and retaining of Fidelity's technical competency within the Digital Experience space. This collectively accounts for the happiness and well-being of over two hundred wonderful people.
• Continuously redefining Fidelity's joyful philosophy and culture which we know leads directly to quality-of-work. Constantly transforming how work gets done in our organization. Maintain healthy balance of inspiration, stepping outside comfort zones, keeping growth mindsets, general positivity, and human decency. Spread this {Culture.Code} to all associates in Personal Investing Home Office.

Lead Engineer, Founder

Draft Studios, LLC, Boston, MA [ http://draftstudios.com ]
January 2011 - Current

• Responsible for all technical and business decisions with strong emphasis on execution.
• Repeat Speaker at Adobe's ColdFusion Summit 2018, Summit East 2019, Summit Virtual 2020 on Interactivity Programming and AI/ML Methodologies in 2023. Showcased the inner workings of http://lab.draftstudios.com and https://draftstudios.github.io/reinforcement/.
• Help small businesses understand and affordably develop their technology, infrastructure, and security needs.
• Organically grow our business and expand our staff year after year.

Head of Development

Advantage Data, Inc., Boston, MA [ https://www.advantagedata.com ]
May 2017 - June 2019

• Actively developed proof-of-concepts, new products, optimizations, and enhancements to the Advantage Data Platform using diverse set of languages and tools. Adopted Agile to the point we were deploying to production dozens of times a day.
• Responsible for Advantage Data's short, medium, and long-term technology plans to ensure we're positioned to deliver on all of our business goals and needs.
• Planned and performed the migration of Advantage Data's data center infrastructure to Amazon Web Services. Auto-scaling, ease-of-management, load-balancing, backups, redundancy, and cost were all concerns that were solved.
• Owned all security compliance and continuity/disaster recovery policies, processes, and initiatives. Handle all integrity, privacy, confidentiality, and availability needs of our high-profile client-base.
• Responsible for data pipelines including: financial analytics, correlation models, discounted cash-flow models, predictive analytics, and data classification.
• Integrated Google Cloud Platform offerings, specifically BigQuery, Compute, Storage, and Classification/Learning.
• Deployed Infrastructure-as-Code using Packer, Terraform, Ansible, and AWS-CLI.
• Responsible for the productivity of a much larger team (peaked at 20 members) including managers across various verticals. Maintained spirited morale of the team to allow high-level execution despite dealing with complex problems.
• Fostered engineering talent in-house through careful shepherding and coaching. Long history of embracing diversity and upholding trust allowing the hiring of motivated engineers who are collaborative, curious, and accountable.

Head of Application Development, Security

Advantage Data, Inc., Boston, MA [ https://www.advantagedata.com ]
May 2016 - May 2017

• Managed five Senior Engineers responsible for maintaining and enhancing our flagship Web-based Platform.
• Created two-time award-winning BDC-Mid Market Loan Advantage product, winning 2017's Inside Market Data Award for Best New Market Data Product and American Financial Technology Award for Best New Technology.
• Modernized coding standards and versioning throughout entire company.
• Integrated Confluence (documentation), Jira (ticketing), Bitbucket (versioning) and planned for CI/CD goals.
• Responsible for Front-End Team's accelerated training in ReactJS, Bootstrap, React-Toolkit, and D3.
• Developed ReactJS implementation of Advantage Data's heavily interactive Charting platform.

Manager, Information Security

Advantage Data, Inc., Boston, MA [ https://www.advantagedata.com ]
Jan 2013 - May 2016

• Oversaw SOC 2 readiness and compliance efforts.
• Created the Information Security program including all policies, procedures, and standards that passed rigorous vetting and allowed new business from BofA, Goldman Sachs, Morgan Stanley, RBS, and U.S. Bank to occur.
• Promoted activities to create information security awareness throughout the organization.
• Created and maintained Advantage Data's disaster recovery and business continuity plans.

Sr. Full Stack Developer

Advantage Data, Inc., Boston, MA [ https://www.advantagedata.com ]
May 2008 - May 2016

Software Engineer

SmartEDU, Lowell, MA [ http://www.smartedu.net ]
May 2002 - May 2008

CONFERENCES & TRAINING

• Adobe Summit East: Washington, DC (2023) - AI/ML Methodologies
• Adobe CF Summit Virtual: Online (2020)
• Adobe CF Summit West: Las Vegas, NV (2019)
• Adobe CF Summit East: Washington, DC (2019)
• Adobe CF Summit West: Las Vegas, NV (2018)
• Advanced React: Cengage Boston (2017)
• Data Mining (2016)
• Agile and Iterative Project Management (2016)
• Managing Large Data Sets (2016)
• Operating Systems Foundations (2013)
• Computer Network Security (2013)
• Virtual Systems (2013)
• Digital Forensics (2013)

• PL/SQL II: Advanced Oracle 11g PL/SQL (2013)
• Oracle Java / Web Development (2012)
• Database Administration III: Oracle 11g Projects (2012)
• Database Administration II: Advanced Oracle 11g (2011)
• Database Administration I: Oracle 11g (2010)
• Linux (2010)
• Enterprise Development with Flex / ActionScript 3 (2009)
• Oracle 10g SQL Development (2007)
• Network Security (2007)
• Information Security (2006)
• Macromedia Flash (2006)
• Project-Based Information Systems (2005)
• Relational Database Concepts (2005)
• Digital Imaging: Adobe Photoshop (2002)

TECHNICAL SKILLS

• Cloud Infrastructure Platforms and Tools: Amazon Web Services: Packer, Ansible, Terraform, ElasticSearch, RDS, Lambda. Google Cloud Platform: BigQuery, Compute. Private: Docker Swarm, GlusterFS.
• Operating Systems: Windows, Windows Server, Mac OS X, RHEL, CentOS, Oracle Linux 6, Oracle VM Server.
• Primary Languages: JavaScript [native/ReactJS v0.14.8+/ES6+/jQuery/ExtJS/Angular 2+], ColdFusion, MXML (Flex), ActionScript 3, SQL, PL/SQL, CSS, HTML 3/4/5.
• Secondary Languages: Python, Perl, PHP, Java, C#, C/C++, Ruby/Rails.
• Databases: Oracle 10g/11g/12c/18c, MySQL, SQL Server, PostgreSQL, MongoDB, and Microsoft Access.

GROUPS & ACTIVITIES

Professional

• (2023) Adobe Product Advisory Board Member
• (2022) NC State IBM Quantum Hub - Panelist

EDUCATION

University of Massachusetts Lowell, Lowell, MA

Master of Science, Information Technology
2013 - 2020 (Degree Obtained) - GPA: 3.9

Certification - Oracle 11g Management Technologies, Oracle Academic Initiative
2009 - 2013 (Certificate Obtained) - GPA: 4.0 (21/21 credits)

Bachelor of Science, Information Technology, cum laude
2001 - 2007 (Degree Obtained) - GPA: 3.3

Middlesex Community College, Bedford, MA

Associate of Science, Compute Science
2002 - 2003 (Degree Obtained) - GPA: 3.5