Mohan Gurupackiam's Email Addresses & Phone Numbers

📖 Summary

Vice President @ AssetMark Greater Los Angeles AreaSenior Software Engineer @ (Tata Unisys Ltd.)Tata Consultancy Services From 1995 to 1998 (3 years) Senior Training Officer @ Aptech From June 1994 to June 1995 (1 year 1 month) Chief Technology Officer @ Cetera Financial Group From January 2017 to October 2017 (10 months) Greater Los Angeles AreaDirector, Software Engineering, Head of Wealth Management Technology @ E*Trade Financial Oversee business IT portfolios, driving wealth management, marketing, and sales systems, advisor and cost basis reporting initiatives. Report to CIO and responsible for execution of all strategic and day to day initiatives across the business units.Strategized and implemented several industry leading solutions. Defined the digital marketing strategy and Lead the marketing technology transformation with the implementation of web CMS, T&T, Personalized Ads, Tag Management. • Led and executed Industry’s first portfolio margining system for sophisticated derivative traders. • Rebuilt marketing and sales system to improve customer acquisition costs by around 30%• Directed build of advisor products from ground up into a 50B$ Line of Business. • Transformed wealth management technology division to support the fastest growing revenue segment within E*TRADE• Designed and implemented localization server for simultaneous translation of E*TRADE website into 10 different languages.• Coordinated and executed industry mandated transition from OPRA to OSI symbology; initiative required complete revamp of all internal systems that handle derivatives.• Provided key leadership in implementation of offshore outsourcing model, including vendor selection, design and implementation of management processes, and creation of work methodologies.• Instituted standardization of data management processes across enterprise.• Executed the first true multi-currency global trading platform for E*TRADE clients• Architected and implemented intraday risk management, helping E*TRADE weather market crash of 2007/2008. From April 2007 to December 2013 (6 years 9 months) Menlo Park, CAHead Of Application Development @ Cetera Financial Group Nation’s second largest Independent Broker Dealer that provides advisors with tools for brokerage, investing and retirement services.Transformed the application development and Data teams across the 11 broker dealers of Cetera financial group. Led all strategic and integration initiatives across the organization. Transformed and Oversaw the application development and Data warehousing functions. Worked closely with the business unit leadership to strategize and implement the next generation platforms for internal and external consumers. Collaborate with key technology partners to provide build the best of breed infrastructure and applications. • Data Transformation: Architected and implemented big data based data warehousing, Transformed data organization with introduction of agile techniques and efficient technologies. Grew data ware house by 10x in less than 8 months.• Organization Transformation: Organizational transformation through process improvements & staffing model. Scaled the organization for 4x Capex in less than 24 months while reducing unit costs by more than 30%. Streamlined processes for SDLC and reduce ongoing IT cost by more than 20%. Spearheaded transition to Agile methodology for faster product delivery.• Application Rationalization: Strategize and lead the technology integration of the 11 broker dealers onto common enterprise and Risk Platforms. Created the vision, roadmap and implemented a common platform for advisors, end clients and Home office users.• Open Platform & Architecture: Pioneered the use of Open Source technologies . Created an open API platform for Vendor integration and converged all 3rd party data transfer into a single point of entry• Innovation: Championed the use of modern ALM tools and robust source code management processes. implemented active / active data center and high availability apps across the enterprise using converged infrastructure. Delivered operational efficiencies through workflow automation. From January 2014 to December 2016 (3 years) Greater Los Angeles AreaConsultant / Manager /Senior Manager @ E*TRADE • Strategized, and executed technology integration for 2 large acquisitions, including transfer of 1M+ accounts and roughly $80B in assets. • Managed implementation of portfolio management tools, as well as E*TRADE’s award-winning retirement planner. • Built sweep / cash management solution for brokerage accounts which account for more than 60% of their current profits• Architected and implemented migration of back office systems from BETA systems to ADP BPSA system for 3 Mil+ accounts.• Directed build out of E*TRADE Germany Bank/Brokerage from ground up, building staff in Berlin, handling vendor selection, designing multilingual website, and serving as technical lead• Managed back office system for E*TRADE UK, including user and order management functions• Built technology platform for Japan’s 3rd largest brokerage house E*TRADE Japan / Softbank Investments. Built in a record 4 months’ time from scratch• Led implementation and integration of industry’s first open source based middle office platform that replaced legacy VMS-based system and managed migration of 3M customers; increased capacity of retail platform by 300% with significant reductions in cost. From 1998 to 2007 (9 years) Menlo Park, California