Financial Services Technology Expert
Hal is a digital transformation and systems implementation executive for alternative investment, hedge fund, private equity, asset management, private wealth, fund administration and broker-dealer organizations as well as retail and commercial banks. He has hands-on experience in architecture, design, development, and implementation of front, middle and back-office systems while managing cross-functional teams. He holds a client attested track record on reducing the cost of ownership and delivering high-quality solutions for investment technology and operations. His leadership and implementations expertise spans across key business verticals including trade processing, reconciliation, corporate actions, security master, pricing, fund accounting, risk reporting, regulations, and compliance.
Hal has deep vendor systems expertise including implementation, integration and upgrade for Charles River, Black Mountain, Bloomberg, Fiserv, IVP, IHS Markit, SS&C Advent, FIS (former SunGard), Multifonds, SimCorp, Omgeo, FactSet and StatPro. He is a subject-matter expert in fund administration operations, portfolio and fund accounting, cash and collateral management, multi-currency bank debt, CLO/CDO, special purpose vehicle securities processing, securities finance and lending operations.
Architecture, design and hands-on project management of an enterprise data management and analytics system build for an international sports organization.
Program and project portfolio management and executive technology leadership responsibilities for an international organization on their public cloud enablement and digital transformation journey.
Product, project and implementation executive role for middle and back office technology and operations for the credit division of a private equity company with more than $130BN AUM.
Client onboarding, operations and technology servicing role for the institutional investor division of a large commercial bank with leadership responsibility over 160 staff members. Program management responsibilities for middle office service projects for clients up to $300BN AUM as well as operations support for projects with budgets ranging from $1MM – $35MM.
Implementation senior consultant role for fixed income performance and attribution system for the retail brokerage arm of a multi-national bank with over €290BN AUM.
Senior project manager responsibilities for the conversion of a brokerage firm from corresponding clearing using Broadridge to self-clearing with Pershing (BNY Mellon) while managing a team of 27 professionals.
Intraday compliance, trade matching and execution processing product manager role for the largest stock exchange in the World. Hands-on application development responsibilities using Python. Implemented functional and load test automation.
Practice leadership position for a consulting firm with agile development towards DevOps implementation and automated software quality goals.
Hands-on experience in operational data store and business intelligence solutions development using MS SQL, Tableau and MicroStrategy for asset management and fund administration organizations.