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Richard Itri — Chief Innovation Officer · Eze Castle Integrations (ECI) · New York, New York, United States.
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About
With 24 years of experience in the financial services industry, I am a technology strategist and innovator who drives innovation, minimizes risk, and accelerates trading and operations activities for investment firms. As the Chief Innovation Officer at Eze Castle Integration, a leading provider of IT solutions and cloud services for hedge funds and alternative investment managers, I lead the Strategic Advisory/CIO Advisory group that I built from the ground up, generating over 15 million dollars in revenue in two years.
I advise clients on IT governance, financial planning, regulatory compliance, and cloud transformation, using my extensive background in alternative investment and asset management to understand their needs and deliver leading-edge solutions. I also develop and launch new products and services, such as the priority assessment platform for cloud migration. I regularly chair client IT Steering Committee meetings, attend and produce content for Board Meetings, and build strategic, business-aligned IT roadmaps. I am passionate about inspiring and coaching teams, managing change, and aligning business and technology strategies.
Experience
Chief Innovation OfficerCurrent
ECI · New York City Metropolitan Area
Jun 2020 – Present
Oversee Product Management, Strategic Advisory, Growth, and Data & AI **Head of Strategic Advisory** -Established the Strategic Advisory/CIO Advisory group from scratch, generating over $15M in revenue within two years. -Developed a comprehensive client advisory framework, encompassing onboarding, strategy workshops, IT governance, and financial planning. -Launched the Cloud Transformation practice and created a priority assessment platform. -Regularly chaired client IT Steering Committee meetings and produced content for Board Meetings. -Advised on regulatory compliance related to IT and cybersecurity for financial services. -Built strategic, business-aligned IT roadmaps. -Defined hybrid work models, ensuring security, compliance, and seamless transitions. -Thought leader, published whitepapers and blogs, and regularly hosted webinars. **Head of Digital Transformation Group** -Led a team of over 200 engineers. -Developed internal and external GenAI strategies and built development pods. -Possesses strong knowledge of business processes, data, and applications used in the hedge fund, private equity, family office, and investment banking industries. -Thought leader on innovative solutions for private equity firms and hedge funds. -Developed reference architectures for Alt Data Mesh, Deal Management, Deal Staffing, Compliance, and Data Warehouses. -Grew the business to over $12M in revenue. **Head of Product Management** -Launched five new products within two years. -Aligned existing solutions with Microsoft core frameworks and solutions. -Led the development of the standalone cybersecurity business/MSSP launch. -Collaborated with other executive team members to facilitate the execution of the product strategy. -Ensured that product actions were completed at various levels to achieve desired results. -Drove the implementation of appropriate product OKRs and metrics to measure performance and progress towards strategic goals.
Managing Director, Chief Technology Officer
PJT Partners · NYC
Jun 2015 – May 2020
Technology strategist and innovator with 22 years of experience designing, directing, and optimizing solutions that precisely align with business priorities while meeting the ever-changing demands of the financial services industry. Proven expertise engineering leading-edge systems that align to the business and help reduce risk and drive revenue growth. Support end-to-end operations for global financial services firm – Investment Banking (Strategic Advisory, Restructuring, Capital Raising, and Professional Services/Consulting), Asset Management, Hedge Funds, and Private Equity. Strong asset class/capital structure knowledge, managed IT across numerous Portfolio Strategies. Unique approach to managing IT operations as a business to reduce IT costs, cultivate productive relationships with vendors and stakeholders, and effectively manage change. Engaging, accessible communication style with a passion for aligning IT to help support revenue and business growth. Roll-up-your-sleeves work ethic; able to perform all technical roles when needed including in-depth management of enterprise risk and exposure.
Education
Skills
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