Tom Dunlap
Owner at WealthTech Advisors LLC | Berwyn, Pennsylvania, United States
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Tom Dunlap is a seasoned professional in the investment management sector, currently serving as a Senior Manager at Meradia. With a robust background as a SAFe-certified Program Manager and an AWS Certified Solutions Architect, Tom specializes in guiding investment managers through their cloud migration journeys. His extensive client portfolio includes prestigious firms such as American Century Investments, The Vanguard Group, Wells Fargo, and Fidelity Investments, showcasing his ability to navigate complex financial landscapes and deliver tailored solutions.
At Meradia, Tom has been instrumental in leading a dedicated team of consultants in a high-stakes project for Legal and General Investment Management. This initiative involved the migration from B-One to State Street Alpha and FactSet Portfolio Analytics, focusing on critical components such as IBOR total return, security-level return, and fixed income attribution. Under Tom's leadership, the team successfully addressed longstanding challenges related to security classification and implemented rigorous data quality measures, significantly enhancing the client's operational efficiency.
Tom's expertise extends beyond project management; he possesses a deep understanding of database design, application architecture, and machine learning, which he leverages to optimize data analysis and drive strategic decision-making. His strong communication skills and conflict resolution abilities enable him to foster collaboration among stakeholders, ensuring that projects are executed smoothly and align with organizational goals. As a director-level professional, Tom continues to make a significant impact in the investment management industry, empowering clients to harness the full potential of cloud technologies and data analytics.
Owner at WealthTech Advisors LLC in September 2023 to Present
Engagement Director at Tata Consultancy Services in August 2019 to September 2023
Owner at WealthTech Advisors LLC in September 2017 to August 2019
Senior Implementation Manager at Charles River Development in March 2016 to February 2017
Managing Director at BISAM, a FactSet Company in September 2012 to February 2016
Manager at Deloitte Consulting LLP in October 2004 to August 2012
Delivery Manager at Info724 Ltd. in January 2000 to September 2004
Technology Analyst at Arthur Andersen LLP in June 1998 to December 1999
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Director level
Amazon Web Services (AWS)
Scaled Agile Framework
Project Management
Program Management
Business Analysis
Software Development
IT Strategy
IT Management
Leadership
Risk Management
Mergers & Acquisitions
Enterprise Software
Data Warehousing
Software Project Management
Project Portfolio Management
IT Project & Program Management
Project Recovery
Agile Project Management
Project Team Management
Team Leadership
Team Motivation
Collaborative Problem Solving
Communication
Conflict Resolution
Contract Negotiation
Scope Management
Business Requirements
System Deployment
Reporting & Analysis
Data Analysis
Data Migration
Database Design
Application Architecture
System Architecture
Web Application Development
Information Technology
Data Center Consolidation
Application Support Management
Machine Learning
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What is Tom Dunlap email address?
Email Tom Dunlap at [email protected]. This email is the most updated Tom Dunlap email found in 2026.
How to contact Tom Dunlap?
To contact Tom Dunlap send an email to [email protected]. (updated on September 13, 2024)
What company does Tom Dunlap work for?
Tom Dunlap works for WealthTech Advisors LLC
What is Tom Dunlap's role at WealthTech Advisors LLC?
Tom Dunlap is Owner
What is Tom Dunlap's Phone Number?
Tom Dunlap's phone (215) ***-*194
What industry does Tom Dunlap work in?
Tom Dunlap works in the It Services And It Consulting industry.
Tom Dunlap Email Addresses
Tom Dunlap Phone Numbers
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