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With 23 years of experience in the financial services industry, Scott has spent the majority of that time delivering solutions designed to increase the efficiency of Investment Managers, Broker-Dealers and Custodian Banks. Scott has a strong mix of strategic, operational, product development and integration experience having served executive leadership roles delivering complex software implementations, business model enhancements and operational improvements. In addition, he has a well-rounded perspective having served roles in all aspects of the investment lifecycle from front office through back office, and has extensive understanding of multiple asset classes, local market practices, and regulatory environments. Previously, he served roles as Executive Director for Omgeo, LLC, leading the company's global securities pre-settlement transaction and settlement instruction solutions. He also served as Director at CCBN, an application service provider serving the regulatory needs of corporations and the institutional investment community. Scott served as Chief Operating Officer for Technical Data, responsible for global operational oversight for $50M division of Thomson Financial delivering real-time data, research and analysis. He also served as a Portfolio Manager at Weston Portfolios where he was instrumental in the inception and management of New Century Portfolios mutual funds family.
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