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