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.