Back to list

New York

Certified Agile M&A Practicioner

specialization
  • Human Resources

  • Finance

  • Marketing

  • Sales

socials
Richard Itri
M&A and Divestiture Advisory
general information

For the past 18 years, I have been driving innovation, minimizing risk, and accelerating trading and operations activities for financial services and investment firms. I began my career as a developer and advanced to the senior executive level where I have the opportunity to align business and technology strategies while providing solutions to support and facilitate front-, middle-, and back-office operations.

Because of my extensive background in Alternative Investment/Asset management industry, I understand the needs of asset management companies, and I am able to develop leading-edge solutions to support all levels of the financial organization—from senior executives through Portfolio Managers, Traders (executing global and domestic equities, derivatives, swaps, FX, distressed debt, bespoke credit, and other products), and accountants.

Strengths and attributes include:

~ Unique approach to managing IT operations as a business to dramatically cut costs and align IT with the vision and goals of the organization.
~ Able to inspire and effectively manage change by assessing needs and creating technology solutions that meet present and future business needs.
~ Engaging, accessible communication style.
~ Passion for inspiring and coaching teams.
~ Player-coach mindset; able to perform all technical roles when needed.

Specialties:

►Proven Experience Leading IT for Alternative Investment & Hedge Fund Operations
►Technology Strategy & Execution
►Business & Operational Planning
►Business & Technology Alignment
►System Design & Integration
►Budgeting & Cost Containment
►Performance Analysis
►Process Improvement
►Enterprise Infrastructures & Applications
►Data Warehouse Solutions
►Service-oriented Architecture (SOA)
►Team Building & Leadership (U.S. and International Teams)
►Hands-on Technical Proficiencies: Geneva, CRD, Java, C#, C++, PL SQL, Oracle, MS SQL, and countless others

09.2019
AkzoNobel — Coca-Cola

Led multi-million euro, high-impact, multi-functional and cross-border CFO sponsored transformations on business process and organization optimization. Specializations include process-centric M&A integration, back-office optimization, shared services and digitalization. Focus functions include Finance, IT and HR. Worked with flagship companies like GE, AkzoNobel, Coca Cola and Stryker, as well as several SMEs. I’m a LEAN Six-Sigma Master Blackbelt.

08.2019
Stryker — GE

Unique approach to managing IT operations as a business to dramatically cut costs and align IT with the vision and goals of the organization.

Gilead Sciences — M&A Consultant
2018-2019

Led multi-million euro, high-impact, multi-functional and cross-border CFO sponsored transformations on business process and organization optimization. Specializations include process-centric M&A integration, back-office optimization, shared services and digitalization. Focus functions include Finance, IT and HR. Worked with flagship companies like GE, AkzoNobel, Coca Cola and Stryker, as well as several SMEs. I’m a LEAN Six-Sigma Master Blackbelt.

VMWare — Head of Business Development
2017-2018

Established Go-to-Market, IT and Engineering M&A and Divestiture strategy, plan and execution. Identification, development, and management of product/professional services opportunities within seven industry verticals

Gilead Sciences — M&A Consultant
2018-2019

Led multi-million euro, high-impact, multi-functional and cross-border CFO sponsored transformations on business process and organization optimization. Specializations include process-centric M&A integration, back-office optimization, shared services and digitalization. Focus functions include Finance, IT and HR. Worked with flagship companies like GE, AkzoNobel, Coca Cola and Stryker, as well as several SMEs. I’m a LEAN Six-Sigma Master Blackbelt.

VMWare — Head of Business Development
2017-2018

Established Go-to-Market, IT and Engineering M&A and Divestiture strategy, plan and execution. Identification, development, and management of product/professional services opportunities within seven industry verticals