Seasoned software leader and business strategist with 24+ years of experience and extensive international exposure. Highlights include 2.5 years of interim engineering leadership (CTO) for a cryptocurrency exchange through bankruptcy, multiple banking integrations (M&A), restructuring technology for one of Mexico’s largest brokerages, building and leading teams that shipped several new products, and automating trading operations for a multinational hedge fund. University of Chicago Booth MBA with two Computer Science degrees.
Experience
Sr. Director — AI, Product/Engineering, Private Equity, Crypto
Nov 2021 – Present- Lead AI empowerment engagements for portfolio companies — training teams, customizing AI workflows and copilots, and building AI agents — driving tangible cost and revenue gains; also oversaw A&M’s internal AI initiatives to make its own consultants more efficient.
- Led all Engineering and Customer Service operations for a major cryptocurrency exchange through its bankruptcy — including the claimant claims platform and the payments integrations behind a multi-billion-dollar claims distribution.
- Lead Product/Engineering engagements: SDLC performance optimization, product diligence, and IMO/SMO technology support.
Director — Strategy / M&A, Technology Center of Excellence
Feb 2017 – Nov 2021- Led integration, separation, and due-diligence efforts for private-equity and strategic clients in financial services (150+ diligences).
- Served as Technical and Engagement Lead on high-complexity integrations across Banking, Payments, and Capital Markets.
- Built and maintained a Platform Diligence Playbook; trained teams to assess platform stability, scalability, and security.
Partner — Management Consulting
Nov 2012 – Dec 2016- Provided strategic leadership for firm-wide restructuring, strategy, and operational improvement.
- Hired and mentored two teams of 20–30 engineers, recognized among the firm’s most effective technical teams.
- Architected proprietary order routing, CRM, automated commissions, a real-time service bus, portfolio management, master data management, and a blockchain-based settlement system.
Manager, IT — Technology Operations
Aug 2011 – Nov 2012- Owned all technical operations (DevOps) for a 24x5 automated trading environment.
- Drove digitization that reduced cycle times ~300% and scaled to ~2B transactions annually.
- Developed automated trading strategies that measurably improved trade slippage.
Earlier: Sr. Software Engineer — Superfund Asset Management, Chicago (2008–2011) · Systems Architect — Equity Office Properties, Chicago / Bangalore (2006–2007) · Sr. Software Engineer — Motorola, Schaumburg IL (2002–2006)