TNR – Private Equity, Hedge Fund, and Alternative Investment Software
Led TNR's product team to build a platform used by alternative investment managers to manage $500+ billion in assets.
A solution built for private equity, venture capital, real estate investment funds, family offices, fund administrators, limited partners, and fund of funds that provide fundraising, CRM, deal management, fund accounting, portfolio management, investor relations, and BI solutions. The platform is available as a SaaS, a licensed products, and as part of a set of software-enabled services.
WPDT – Retirement Plan Builder Tool
Led the product engineering team for Fidelity's retirement plan builder application.
WPDT is used by fidelity investments to build 401k and 403b plans for corporations. It allows the fidelity retirement plan team to set up various plan features such available funds, ESOP, fees, etc. Led both onsite and offshore teams for the WPDT application.
AllScripts - EHR System
Led the product design and development of AllScripts EHR system's medical imaging module.
1. Performed user interviews, gathered requirements, and performed business analysis of the medical imaging module.
2. Worked with UI/UX designers to create and present the user interface
3. Coordinated with offshore developers and business users to develop the system.
4. Created a weekly metrics report to update the status of the project to all stakeholders.
TNR Investor Portal and Mobile App
Led product design and development for an investor relationship portal/app to communicate and manage $500+ billion in assets.
TNR is used by PE investors (limited partners) to access information about their investments and download investor documents. Limited partners also have the availability to run reports and visualize investment performance. Investors also have the ability to update their information, which gets reviewed by GPs before being updated. General partners have a content management system functionality to manage content on the portal.