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Engagements Cogency Software www.cogencysoft.com Burlingame , CA 2002 - present Founder and Chief Technology Officer Defined the mission and strategic direction of products and technology of the company, working with board of directors, executive team, clients and prospects, and industry leaders Created all Cogency products, from concept to design to implementation Cogency Wisdom , a patented visual environment for defining and running business intelligence applications. The platform included connectors to external data sources and protocols, rules, OLAP and workflow engines, and visual rending in browser and rich-graphical client environments. This platform could be used by business-analysts to create analyses, prototypes and applications for their own use. Cogency Fund of Hedge Funds Insight , a full-lifecycle operations product for fund-of-hedge-funds, which included portfolio accounting, partnership accounting, and risk, volatility and liquidity analysis. Worked with CFO's and fund accountants at client-sites to design and implement this product, which was recognized within the industry as the most complete and extensive solution available for fund of funds. The product was built on the Cogency Wisdom platform. Cogency Portfolio Insight , a portfolio risk and reporting product for hedge funds. This product provided basic portfolio analytics, and since it was built on the Cogency Wisdom platform, gave the hedge funds the ability to add their own custom analytics and reporting based on the needs of their strategies. We sold this product to hedge funds, fund administrators, and prime brokers who serviced hedge funds. Built, inspired and led the development teams in Burlingame and India
TenFold Corporation www.tenfold.com San Francisco , CA 2000 - 2001 Chief Architect 1997 - 2000 Vice President, Development As Chief Architect, helped define the strategic direction of TenFold's patented technology, and directed the tactical implementations. Worked with various customers to refine requirements for their products; subsequently distilled all custom requirements into one common platform. Participated in the definition of all engineering processes. Our processes helped create high productivity, excellent code quality, and high employee retention. Designed and implemented major sections of TenFold's Universal Application: a rules-based platform for describing and deploying large-scale distributed business applications. Major areas of responsibility included the user interface, transaction processing engine and rules engine. Among other things, designed the architecture for (1) dynamically generated web interface for applications that previously only ran under Windows, and (2) dynamically generated guided interface (“Wizards”) to create a simplified user-interface. Grew the development team from 3 to 40 (with teams in 5 cities throughout the country), while maintained an inspiring work environment .
Financial Technologies International, now www.thegoldensource.com New York , NY 1997 Chief Technology Officer 1995 - 1996 Vice President, Object Technology Designed an automated framework for building business applications for the global financial services industry based on FTI's industry-standard datamodel. A team of coders implemented the framework -- first in Smalltalk, then in Java. A team of domain experts used this framework to build business applications by combining visual components. Built one of the first-ever 100% java distributed applications using RMI (Java's remote method invocation library). Managed client relations with 5 major international banks. Set the technical direction for the company; responsible for exploring new technologies and choosing software language, communications protocols and middleware, and development environment for the company's products. Built a team of 20 developers, many of whom followed me there from previous projects
UPS (United Parcel Service) Ramsey , New Jersey 1990 - 1993 System Architect Designed and led the implementation of the Feeder Control System that was subsequently used at all of UPS's major routing centers throughout the country. The application optimized the movements of trailers and packages into and within the routing centers. This was a flagship massively distributed, client-server application for both IBM and UPS, with OS/2 as the client platform. Other technology platforms involved in the total solution included: Client applications written in C for OS/2 and DOS Transaction servers written in C/C++ running on OS/2 servers Interface to MVS systems using CICS and LU6.2 Interface to proprietary UPS hardware units using NETBIOS, and proprietary protocols Distributed databases on OS/2 LAN servers and MVS Automated testing using packaged testing tools as well as custom-built tools and scripts
Cutting Code New York , NY 1989 - 1996 Independent consulting Founder of an independent consulting practice specializing in object-oriented design and development for departmental-scale applications, using Smalltalk, Clipper, Lotus, dBase, and other programming environments of that era. Partial client list: Showtime Networks NBC Networks Dendrite International GE Capital NYNEX ( New York Telephone) First Chicago Trust Metropolitan Opera
Gourmet Pizza People San Francisco , CA 1983 – 1988 Bookkeeper, Comptroller, Accountant Created an all-manual operations and accounting system for a chain of six pizza restaurants. Prepared all consolidated monthly statements and year end taxes This is where I ‘cut my teeth' on accounting, systems design, and towards the end, computer programming and software design

Engagements

Cogency Software www.cogencysoft.com
Burlingame , CA
2002 - present Founder and Chief Technology Officer

Defined the mission and strategic direction of products and technology of the company, working with board of directors, executive team, clients and prospects, and industry leaders
Created all Cogency products, from concept to design to implementation

Cogency Wisdom , a patented visual environment for defining and running business intelligence applications. The platform included connectors to external data sources and protocols, rules, OLAP and workflow engines, and visual rending in browser and rich-graphical client environments. This platform could be used by business-analysts to create analyses, prototypes and applications for their own use.
Cogency Fund of Hedge Funds Insight , a full-lifecycle operations product for fund-of-hedge-funds, which included portfolio accounting, partnership accounting, and risk, volatility and liquidity analysis. Worked with CFO's and fund accountants at client-sites to design and implement this product, which was recognized within the industry as the most complete and extensive solution available for fund of funds. The product was built on the Cogency Wisdom platform.
Cogency Portfolio Insight , a portfolio risk and reporting product for hedge funds. This product provided basic portfolio analytics, and since it was built on the Cogency Wisdom platform, gave the hedge funds the ability to add their own custom analytics and reporting based on the needs of their strategies. We sold this product to hedge funds, fund administrators, and prime brokers who serviced hedge funds.

Built, inspired and led the development teams in Burlingame and India

TenFold Corporation www.tenfold.com
San Francisco , CA
2000 - 2001 Chief Architect
1997 - 2000 Vice President, Development

As Chief Architect, helped define the strategic direction of TenFold's patented technology, and directed the tactical implementations.
Worked with various customers to refine requirements for their products; subsequently distilled all custom requirements into one common platform.
Participated in the definition of all engineering processes. Our processes helped create high productivity, excellent code quality, and high employee retention.
Designed and implemented major sections of TenFold's Universal Application: a rules-based platform for describing and deploying large-scale distributed business applications. Major areas of responsibility included the user interface, transaction processing engine and rules engine. Among other things, designed the architecture for (1) dynamically generated web interface for applications that previously only ran under Windows, and (2) dynamically generated guided interface (“Wizards”) to create a simplified user-interface.
Grew the development team from 3 to 40 (with teams in 5 cities throughout the country), while maintained an inspiring work environment .

Financial Technologies International, now www.thegoldensource.com
New York , NY
1997 Chief Technology Officer
1995 - 1996 Vice President, Object Technology

Designed an automated framework for building business applications for the global financial services industry based on FTI's industry-standard datamodel. A team of coders implemented the framework -- first in Smalltalk, then in Java. A team of domain experts used this framework to build business applications by combining visual components.
Built one of the first-ever 100% java distributed applications using RMI (Java's remote method invocation library).
Managed client relations with 5 major international banks.
Set the technical direction for the company; responsible for exploring new technologies and choosing software language, communications protocols and middleware, and development environment for the company's products.
Built a team of 20 developers, many of whom followed me there from previous projects

UPS (United Parcel Service)
Ramsey , New Jersey
1990 - 1993 System Architect

Designed and led the implementation of the Feeder Control System that was subsequently used at all of UPS's major routing centers throughout the country. The application optimized the movements of trailers and packages into and within the routing centers.
This was a flagship massively distributed, client-server application for both IBM and UPS, with OS/2 as the client platform. Other technology platforms involved in the total solution included:

Cutting Code
New York , NY
1989 - 1996 Independent consulting

Founder of an independent consulting practice specializing in object-oriented design and development for departmental-scale applications, using Smalltalk, Clipper, Lotus, dBase, and other programming environments of that era.
Partial client list:

Gourmet Pizza People
San Francisco , CA
1983 – 1988 Bookkeeper, Comptroller, Accountant

Created an all-manual operations and accounting system for a chain of six pizza restaurants. Prepared all consolidated monthly statements and year end taxes
This is where I ‘cut my teeth' on accounting, systems design, and towards the end, computer programming and software design