SUMMARY

An accomplished senior technology manager and architect offering over 15 years of demonstrated career success in developing and executing IT strategies to facilitate business growth and optimal utilization of emerging technologies; skilled in grasping the big picture, conventionalizing, developing, and implementing solutions, partnering closely with business leaders, key stakeholders, and C-level executives. Possess hands-on skills in a variety of technology solutions and is also comfortable in a role that encompasses both technology management and architecture/delivery.

• Excellent communication skills, both oral and written
• Strong interpersonal and leadership skills
• Effective in Vendor/VAR negotiation and management
• Technical expertise in enterprise network/systems architecture, design, integration and management
• Project planning, execution and management
• Budgeting and Cost Control
• Development of Project Proposals, Project Charters, Project Plans, and project documents
• Demonstrate expertise in a variety of concepts, practices, and procedures
  
• Team Acquisition, Development and Management
• Business Continuity Planning & Crisis Management
• Self-Starter & Experience in leading a team
• Hands-On Technical and Strategic Expertise
• Successful in fast paced & quick changing environments
• Development of IT Policies and Procedures
• Embrace changing technology trends & eager to learn new technologies
• Rely on extensive experience and judgment to plan and accomplish goals

05/2006 - present CTO & Lead Solutions Architect, Confidential, New York, NY
Confidential provides securities brokerage services. The firm offers stocks, options, fixed income, futures, mutual funds, and currency trading services. Additionally, it provides private placement of securities, financial management, securities valuation, mergers and acquisitions advisory, and underwriting services. IXE Securities was formerly known as Arka Securities, Inc. The firm’s name was changed due to its acquisition by Ixe Casa de Bolsa, S.A. de C.V. The firm is headquartered in New York, New York. IXE Securities, LLC. operates as a subsidiary of Ixe Casa de Bolsa, S.A. de C.V.
My Role:

• Reports to the CEO, fulfill both executive/management and technical/architectural roles, oversee and direct the work of technology team, including consultants and counterparts in Mexico
• Establish, strategize and administer all IT framework, technology operations, and practices of the firm. Identify, prioritize and implement technology solutions to meet current and future needs of the firm. Evaluate IT equipment and procedures for maximum efficiency and cost containment.
• Hands-on role in technical projects involving solutions such as Windows Servers, Active Directory, Messaging and Collaboration, Remote Computing, Business Continuity, Firewall Management, Security and Compliance, Server Virtualization and Deployment, Data Replication and Storage, Switching/Routing, VPN, VOIP, Electronic Data Compliance, Cloud Computing, SaaS, etc.
• Project Management (fulfill project management role for key internal projects as well as various Inter-Org collaboration projects with other financial institutions)
• Review and approve proposals, IT budget preparation, vendor/VAR negotiation and management, inventory management, establish IT policies and procedures, implement and execute business continuity plans
• Work closely with Trading/Marketing, Business Development and Operations to define and deliver new products and enhancements
• Embrace and leverage technology solutions, such as Cisco, Microsoft, Citrix, VOIP, VPN, Extranet, Virtualization, Cloud Computing, Software As a Service (SaaS), and colocation/managed services strategies to fulfill various technology objectives of the firm
• Discuss technology strategies with the firm leaders, strategic business partners, and key stakeholders. Define project scope, objectives, budget, deliverables, and timelines. Create and deliver professional presentations and other documentations
• Incorporate key fundamentals of ITIL for our service management processes, while leveraging PMBOK for project management strategies
• Orchestrate regulatory compliance, risk management, and audits in keeping with corporate mandates and for obligations related to SOX and FINRA
• Managed recent Data Center consolidation projects, specific to consolidation of servers, databases and applications
• High-level technical interaction with financial services vendors on strategies and issues related to clearing, allocations, account data, electronic data compliance, order management/execution, etc.

05/1998 - 05/2006 Senior Systems Consultant, Confidential, New York, NY

Confidential is a leading national provider of innovative IT solutions and services to Global 2000 and mid-size companies Partnered with industry-leading technology providers such as, Cisco, Citrix, and EMC, MTM Technologies’ business solutions include virtualization, unified communications, IP telephony, enterprise storage and messaging, security and network and systems infrastructure. Service areas include managed services, consulting, professional IT staffing, training and implementation.
My Role:

• Served as Lead Systems Consultant, which was a role that encompassed Architectural/Delivery and Pre-Sales Engineering for MTM’s client engagements. MTM clients include business sectors such as Financial Services/Banking, Insurance, Legal Services, Fashion, Hospitality, Media, Education, and others
• Provided both strategic and hands-on technical expertise and selling capabilities to prospects and clients
• Analyzed technical needs, requirements, business impact, and state of a customer’s current infrastructure and operations. Identified opportunities and developed technical solutions to meet customers needs and requirements, using a variety of 3rd party solutions, including Cisco, Citrix, Microsoft, EMC, RIM, and others
• Assisted the Sales and Professional Services group with requests for quotes / information, bids, proposals and statements of work
• Pre/Post Sales engagement tasks such as Project Scope development, Site Analysis/Audits, Documentation, Tech Briefing/Presentation, Operation Manuals, and Training/Support, etc.
• Interacted with CIOs, CFOs, IT Directors, and other high-level IT management
• Participated in engagements involving company startups, mergers/acquisitions, office moves, technology consolidation, Multi-site environments, etc.
• System design, strategic planning, hands-on implementation, upgrade/migration, and management (solutions including, Windows Server, Active Directory, Group Policy, MS Exchange, SQL, Citrix, Virtualization, Email data compliance, Antivirus/Anti-Spam, etc.)
• Disaster Recovery/Business Continuity, Data Replication, Storage and Virtualization, Server Deployments
• Evaluated new vendor technology offerings, providing recommendations and sales strategies for said technology. Participated in vendor training to maintain and grow skills and knowledge of existing and new products

EARLIER CAREER:

• 01/1997 - 05/1998 Systems Analyst,Confidential
• 09/1994 - 12/1996 Network Support Technician,Confidential

• Bachelor of Technology
• Associate of Applied Science
• Associate of Applied Science

Certifications:

• Confidential
• Confidential
• Confidential

EXPERTISE & EXPOSURE

Managerial: Project Management, Budgeting, P&L, Lifecycle Management (Project, Application),
Data Center, Vendor/VAR negotiation/mgmt, BCP/DR, Governance, Team Building, etc.

Market Technologies: Understanding of High Frequency Trading network, FIX protocol, OMS, EMS, DMA Bloomberg, Electronic Data Compliance/Discovery, Clearing Solutions, Data Rooms, etc.

Hardware: Servers & Desktops (Dell/HP), SAN, NAS, Tape Backup, UPS & Data Center solutions, Cisco Firewalls/Switches/Routers, Thin Clients, Load Balancers, and others.

OS/Software/Framework: Windows (All versions), Active Directory, Group Policy, VMware, Cisco IOS, Citrix, MS Exchange, Server Clustering, Data Storage/Replication, various Antivirus Solutions, MS Office, Visio, MS Project, Blackberry Ent, Kaseya, QuickBooks, etc.

Protocols/Language: Proficient in IP Addressing, DNS, DHCP, LDAP, TCP, UDP, HTTP, SMTP, FTP, SNMP, iSCSI, and others

• Knowledge of BGP, IGRP, MPLS, VPN, OSPF, RIP, and others
• Knowledge of HTML, VB, VB Script, C, Java Script

Emerging Technology: Cloud Computing, SaaS, Virtualization, VOIP/Unified Communication, etc.

Architectural/Sales: Diagramming, Seminar/Presentation, Pre-Sales Engineering, Technical Writing, etc.

Operational Guideline: ITIL, PMBOK, SOX, FINRA electronic data regulations

Vendor/VAR: Cisco, Microsoft, Citrix, EMC, RIM/Blackberry, Dell, HP/Compaq, Avaya, APC/Snyder Electric, IBM, Postini/Google, Bloomberg, Pershing, CDW, Symantec, and others.

• Substantial knowledge of carrier fiber networks, extranets, carrier hotels, data centers, and colocation facilities in the New York City metro area, including but not limit to: Confidential
• Maintain a solid ongoing relationship with vendors, VARs, and Consulting firms that can facilitate strategies that include, Office and Trading Floor build-out, UC/VOIP, Data Center, Electrical and Wiring, Networking, Systems Integrating, Compliance/Auditing, Software Development, and other solutions