Portfolio of Projects
Working with private equity firms to provide technology assessments of target portfolio companies. Delivered product is a full technology review which is used to decide if target company will be acquired.
Worked with HMO/TPA firm plan and transition from mainframe / legacy technology platform to current application architectures. Served as mentor to software developers and engineers while helping the organization adopt technology designs that will allow for rapid enhancements and deployme
Provided strategic technology and business operational consultation to early stage legal firm based in Indo-China. Advised founder on how best to focus efforts to solidify early adopters and adopt technology decisions that could lead to growth acceleration.
Hired by New York Brokerage Firm trade desk to build a build a particular high frequency trading strategy. Upon completion, an OMS and EMS solution was deployed to follow the proprietary algorithm. Trades and executions were submitted to exchanges and dark pool routes.
A small RIA wanted to expand its business by offering digital advisory services. PIM Tek built a Robo Advisor to weave proprietary portfolios into a scoring algorithm and serve up a questionnaire to qualify prospects into the appropriate portfolio. Along with the front end Robo Advisor, PIM Tek built a portfolio management and reporting system along with an account management system to monitor customer accounts.
Hired by New York Brokerage Firm to build a fully autonomous trade engine to monitor and execute trade signals based on proprietary trade signals. Trades we submitted to exchanges via intermediary services using FIX protocols. The system user interface enabled traders to build algorithms and test hypothesis in real market conditions via shadow trades and back testing modules.
Hired to build daily valuation reports used to mark to market hedge fund and SMA portfolio values. Reports ran daily without user intervention and were distributed to managers.
A Massachusetts municipality had purchased licenses for Microsoft 365 and wanted to introduce the product suite as an overall digital collaboration strategy set forth by the CIO. I created and executed a roadmap to introduce the digital collaboration solution to over 2000 municipality employees and 10,000 users. This initiative included moving on premise AD services to Microsoft AD Cloud services as well as complete restructuring of Microsoft licenses. Once deployed, numerous other tools O365 were deployed to support daily business functions.
A Massachusetts municipality had years of source code which was stored in non centralized locations. Under the direction of the CIO, I implemented GIT Lab to serve as a centralized code repository as well as support future CI/CD needs. With the new repository in place, I implemented a set of coding standards to support source code documentation.
A Massachusetts municipality school system required a reporting system for school nurses to capture COVID-19 cases. With data captured in Google Sheets, I created reports using Google Data Studios to reflect the necessary information to parents of the school system.
Worked with several small businesses to establish and manage Facebook advertising campaigns. Results drove new business opportunities and leads to respective clients.