1. Donald Rosenberg
13625 Firenza Circle, Apt 307, Charlotte, NC 28273
603.490.8164 (Cell) • drosenberg56@gmail.com
Program Manager with a proven track record of managing all aspects of technology delivery and process change
supporting the front, mid, and back offices for the asset management, wealth management, banking, brokerage,
hedge fund, and insurance industries. Extensive experience managing programs and projects that align technology
with business objectives while reducing complexity. Successful in managing domestic and off-shore project,
development, and implementation teams that deliver future state requirements.
Comprehensive knowledge of the end-to-end business functions/operations for the global capital markets;
especially fixed income, structured finance instruments, mortgage-backed securities (including TBAs and Dollar
Rolls), derivatives, equities, FX, futures, options, money markets, and bank loans. Deep domain experience in
trading & operations, pre & post trade compliance, portfolio management, portfolio accounting, securities
processing, custom reporting, collateral management, data governance & data quality management, and master
data management (MDM).
Professional Experience
IGATE CONSULTING - USA Charlotte NC  2014 - Present
Leading the Capital Market Consulting practice for North America. Consulting for Financial Services with a focus on
program management, project delivery, technology assessment, strategy and operational delivery.
 Project lead for the creation and implementation of a customized Security Master Reference and ‘Party’
Master Data Management (MDM) Hub for LPL Financial.
 The Security Master Reference and Market Data Pricing MDM supports all of LPL’s asset classes. The
project includes reconciling and normalizing 10 overlapping data sources, an initial load of 4.2mm
SMRs, processing the daily delta file, and providing subject matter expertise for each of the asset
classes.
 The ‘Party’ MDM supports all of LPL’s Investors, Advisors, and their corresponding Accounts. The
project includes reconciling and normalizing 20 overlapping data sources, an initial load of 10mm
investor/advisor/account records, and processing the daily delta files.
DIRECTOR, LIQUIDHUB, INC. Boston MA  2011 - 2014
Management consulting and systems integration firm, specifically focused on the needs of the financial services
industry.
 Supervised the creation of business requirement documents (BRDs) for custom reports, workflows, and
interfaces for State Street Investment Management Services (IMS) to support Alliance Bernstein’s
wealth/asset management business. This includes working with the technical architecture team to validate
State Street’s custom database for proper design, field definition, and content.
 Implemented Calypso for State Street Global Markets (SSgM) to offer OTC Derivatives Clearing Services (in
compliance with Dodd Frank) to their clients; clearing trades through the Chicago Mercantile Exchange
(CME). In addition, configured Calypso so SSgM could become a Central Clearing Counterparty (CCP). The
project includes designing workflows, interfaces to downstream systems, UAT, and creating business
requirements for operations, collateral management, finance, tax, risk, reporting, and technology.
MANAGING PRINCIPAL, CAPCO New York NY  2011
Capital markets strategy, solutions, and technical consulting for both buy-side and sell-side clients.
 Created a fully detailed RFP for a large government-sponsored enterprise (GSE) to outsource their entire
accounting back-office for their assets, liabilities, and derivatives books and records. Specific areas
included treatment for hedge accounting, accrual accounting, receivables/payables, requirements for
handling sophisticated derivatives, option embedded instruments, etc.
CONSULTANT/BUSINESS ANALYST, BNY/MELLON WEALTH MANAGEMENT Boston MA  2010 - 2011
Advised BNY/Mellon Wealth Management on their fixed income analytic requirements and developed their plan to
consolidate their trading platforms from Charles River Development to Longview Trading Systems.

2. 2
Donald Rosenberg
DIRECTOR, ADEPTYX CONSULTING, INC. Boston MA  2009 – 2010
Investment management systems and operational solutions consulting for both buy-side and sell-side clients.
 Evaluated Bloomberg and Charles River Development for a large Connecticut based hedge fund, to support
their trade order management requirements, concentrating in Fixed Income, FX, Credit Default Swaps, and
other complex derivative instruments. Defined the business requirements, workflows, engaged vendors for
compatibility, and built consensus on technology selection.
 Project Manager for Ares Management, a large global alternative asset manager ($50B AUM), conducted
requirements gathering and analysis for implementing a trade order management system (Black Mountain)
for bank loans – performed user acceptance testing (QA), defined customization, workflow, and integration
elements to align solution with business drivers and end-user expectations.
MANAGING DIRECTOR, CUTTER ASSOCIATES, INC. Rockland MA  2008 – 2009
Define the business, market and technology requirements, workflow analysis, industry trends, market analysis and
facilitating system search projects for both buy-side and sell-side clients.
 Evaluated BlackRock Solutions, LatentZero, and Bloomberg for Babson Capital Management, a large asset
manager ($110B AUM), to support trading, compliance and portfolio management for all asset classes for
their General Insurance and Separately Managed Accounts. Negotiated key concessions from vendor,
business, and IT teams; reviewed and recommended necessary changes to existing processes to leverage the
strengths of selected platform.
 Supervised analysis and recommendation of risk management, performance measurement and client
reporting enhancements that would position RockIT Solutions, a large wealth management service provider,
to penetrate the domestic and global hedge fund and alternative asset management industries.
 Advised the investment division of MetLife, a large insurance company ($350B AUM), in the selection of an
enterprise-wide risk management system. Responsibilities included defining the business requirements as
well as engaging with vendors to screen for compatibility with these requirements.
 Reviewed the product functionality for Calypso, a major sell-side derivatives vendor; recommended
enhancements required to expand their service capabilities to support the buy-side market.
 Performed an evaluation of the strengths and weaknesses of Misys’ bank loan system, LoanIQ, including a
competitive assessment of the product relative to other bank loan systems.
CONSULTANT/PROJECT MANAGER, DEUTSCHE BANK Santa Ana CA  2003 – 2007
Provided global support and operational expertise to Deutsche Bank’s CDO trustee operations group, with offices in
New York, California and London, which allowed the organization to function and grow.
 Redesigned and developed the CDO implementation process, which reduced the time to implement a CDO
deal from 3 weeks to 5 days. This process was used to implement over 150 deals with over 15,000 assets
including bank loans, ABS, bonds, swaps, CDS and other derivatives.
 Implemented CDO Suite for asset administration, compliance and reporting and converted the bank’s
existing CDO books and records to the new platform.
 Managed and performed QA on all production fixes, software and process upgrades for a 100+ user base
 Developed and maintained the compliance rules for each CDO deal, including continuous monitoring to
ensure compliance of each deal per its indenture.
 Served as a key liaison between globally dispersed senior management, business groups, and IT to align
technology and processes with business objectives.
DIRECTOR OF PRODUCT MANAGEMENT, LEWTAN TECHNOLOGY Waltham MA  2000 – 2002
Directed the Product Management and Development teams, consisting of 15 professionals; responsible for creating
web-based software products for the structured finance industry.
 Managed design and development of web-based/ASP solution for the structured finance industry – conceived
and delivered iCDO for CDO portfolio management, cash management and compliance. Revenues in FY 2002
exceeded $3.2 million.
 Designed the database architecture as well as coded the nightly processing cycle and the User Interface.
 Key member of the management team that successfully sold iCDO to Deutsche Bank to use as their system
of record for their CDO Trustee operations.
 Directed development and early delivery of initial release of iCDO, which generated $1million in revenue.

3. 3
Donald Rosenberg
DIRECTOR OF PRODUCT MANAGEMENT, SS&C TECHNOLOGIES, INC Windsor CT  1998 – 1999
Director of the Product Management Group, consisting of 10 professionals, for CAMRA, a fixed-income and equity
trading, accounting, and reporting system that supports both domestic and global markets.
 Managed and designed the initiative to enhance support for TBA and Dollar Roll processing that generated
$12.5 million in revenue.
 Led the product management team responsible for researching and defining CAMRA’s business and product
requirements including the Euro infrastructure and conversion.
VP OF PRODUCT MANAGEMENT, THOMSON FINANCIAL SERVICES, INC. Boston MA  1991 – 1998
Recruited to initiate the business plan, define the market requirements, design the technical architecture and
develop the majority of the software necessary to support the fixed income requirements of trading, portfolio
management, accounting and custody/safekeeping for the banking and brokerage industries. Paragon was the first
system to offer integrated analytics (bond swap, cash flow projections, duration, total return, rate shock testing,
etc.) as part of the core system.
 Solicited and received venture funding for a major business development initiative (MBDI) of $750,000 to
develop the product.
 Solicited four beta sites that represented strategic market segments. Delivered Paragon in less-than six
months with the first customer going live two months later.
 Within 3 years, Paragon had unseated every major competitor and established itself as the market leader,
selling over 100 Paragon licenses to every tier in the banking sector, including the top 10.
 Managed relationships with third party vendors, including contract negotiations and business development.
 Built and managed the product management, product development, QA, and implementation teams into a
profitable business unit that consisted of over 30 professionals with an annual budget exceeding $4.0
million.
PRODUCT MANAGER, SUNGARD FINANCIAL SYSTEMS Andover MA  1981 – 1991
 Product Manager for the Front Office Trading (FOTS) and Portfolio Management Systems (PMS), both were
LAN-based systems that performed the real-time trading, accounting and reporting of fixed income
securities.
 Designed, programmed and documented application software supporting money market operations for the
banking and brokerage industries.
SOFTWARE ENGINEER, INFORMATION SCIENCES, INC. Cranston RI  1978 – 1981
Coordinated the conversion of Fleet National Bank’s entire money market operations.
Education
BRYANT COLLEGE, Smithfield, RI
Bachelor of Science - Business Administration, 1978