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Tom Dunlap

Linkedin Profile
Owner at WealthTech Advisors LLC | Berwyn, Pennsylvania, United States
View Tom Dunlap's Email & Phone Number

About Tom Dunlap

  • Tom Dunlap is a seasoned professional in the investment management sector, currently serving as a Senior Manager at Meradia. With a robust background as a SAFe-certified Program Manager and an AWS Certified Solutions Architect, Tom specializes in guiding investment managers through their cloud migration journeys....
    Tom Dunlap is a seasoned professional in the investment management sector, currently serving as a Senior Manager at Meradia. With a robust background as a SAFe-certified Program Manager and an AWS Certified Solutions Architect, Tom specializes in guiding investment managers through their cloud migration journeys. His extensive client portfolio includes prestigious firms such as American Century Investments, The Vanguard Group, Wells Fargo, and Fidelity Investments, showcasing his ability to navigate complex financial landscapes and deliver tailored solutions. At Meradia, Tom has been instrumental in leading a dedicated team of consultants in a high-stakes project for Legal and General Investment Management. This initiative involved the migration from B-One to State Street Alpha and FactSet Portfolio Analytics, focusing on critical components such as IBOR total return, security-level return, and fixed income attribution. Under Tom's leadership, the team successfully addressed longstanding challenges related to security classification and implemented rigorous data quality measures, significantly enhancing the client's operational efficiency. Tom's expertise extends beyond project management; he possesses a deep understanding of database design, application architecture, and machine learning, which he leverages to optimize data analysis and drive strategic decision-making. His strong communication skills and conflict resolution abilities enable him to foster collaboration among stakeholders, ensuring that projects are executed smoothly and align with organizational goals. As a director-level professional, Tom continues to make a significant impact in the investment management industry, empowering clients to harness the full potential of cloud technologies and data analytics.
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  • Tom Dunlap Work

    • Owner at WealthTech Advisors LLC in September 2023 to Present
    • Engagement Director at Tata Consultancy Services in August 2019 to September 2023
    • Owner at WealthTech Advisors LLC in September 2017 to August 2019
  • Tom Dunlap Skills

    • Director levelAmazon Web Services (AWS)Scaled Agile Framework
      Project ManagementProgram ManagementBusiness AnalysisSoftware DevelopmentIT StrategyIT ManagementLeadershipRisk ManagementMergers & AcquisitionsEnterprise SoftwareData WarehousingSoftware Project ManagementProject Portfolio ManagementIT Project & Program ManagementProject RecoveryAgile Project ManagementProject Team ManagementTeam LeadershipTeam MotivationCollaborative Problem SolvingCommunicationConflict ResolutionContract NegotiationScope ManagementBusiness RequirementsSystem DeploymentReporting & AnalysisData AnalysisData MigrationDatabase DesignApplication ArchitectureSystem ArchitectureWeb Application DevelopmentInformation TechnologyData Center ConsolidationApplication Support ManagementMachine Learning

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  • About Tom Dunlap's Current Company

  • Frequently Asked Questions about Tom Dunlap

    • What is Tom Dunlap email address?
      Email Tom Dunlap at t***p@tcs.com. This email is the most updated Tom Dunlap email found in 2024.
    • How to contact Tom Dunlap?
      To contact Tom Dunlap send an email to t***p@tcs.com. (updated on September 13, 2024)
    • What company does Tom Dunlap work for?
      Tom Dunlap works for WealthTech Advisors LLC
    • What is Tom Dunlap's role at WealthTech Advisors LLC?
      Tom Dunlap is Owner
    • What is Tom Dunlap's Phone Number?
      Tom Dunlap's phone (215) ***-*194
    • What industry does Tom Dunlap work in?
      Tom Dunlap works in the It Services And It Consulting industry.

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