Joe D'Alessandro

Over 25 years of experience delivering institutional trading, market data, and capital markets technology solutions for banks, dealers, exchanges, and fintech providers. Proven success leading platform launches, technology transformations, vendor migrations, and strategic product initiatives. Specializing in Fixed Income Trading Platforms, Electronic Trading & RFQ Systems, Market Data Platforms, Enterprise Data Management (EDM), Trading System Integrations, Capital Markets Technology Transformation, Product & Program Leadership, Vendor Selection (RFI/RFP), and Trading Platform Migrations.

My strong communication, collaboration, organizational skills, and attention to detail have consistently earned the trust and respect of colleagues, clients, and leadership teams.

Consulting at D'Alessandro & Associates Inc. (2023-09 – Present)

• Review vendor agreements and provide recommendations for compliance and opportunities to reduce costs.
• Review cyber security readiness and provide recommendations for improving cyber security posture including penetration testing, awareness training, phishing exercises, incident management plan and incident response.
• Review technology platforms, patching, backup, restore policies and provide recommendations for improvement.
• Review Business Continuity Plan (BCP) and provide recommendations for improvement. Create BCP if none exists.

Product Manager/Program/Project Manager/Head of Technology at CanDeal (2001-09 – 2023-08)

As the founding Head of Technology, built the foundation team that helped grow and support the trading platform from startup to over a 10 trillion/year marketplace. Contributed to strategic product and service planning, participating in senior leadership discussions. Strong engineering leadership with long term vision for development and solutions. Strong focus on high availability and low latency designs and solutions. Provided leadership to ensure business and technical strategies remained aligned. Evolved from a technology specialist into a trusted business advisor, ensuring initiatives met organizational needs. Supported sales and business development with insights on new offerings and product improvements. Deep understanding of Request For Quote (RFQ) trading model including asset class nuances and pre/post trade flows. Strong understanding of trade cycles from initiation to post trade delivery and settlement.

Managed

Operations, Service Desk, QA, Application Development and Support, Business Analysts and Project Managers. Strong verbal, written, interpersonal, communication skills.

• Oversaw daily operations across key systems and platforms.
• Partnered with business units to gather requirements and guide development.
• Managed full lifecycle of products from concept to requirements, development, testing, deployment and support.
• Managed the creation of a buy side rules based auto-trading platform removing human intervention.
• Created and maintained a detailed multi-year product roadmap.
• Managed a multi-million dollar development budget, ensuring cost-effective outcomes.
• Oversaw business requirement gathering, testing and development of new features.
• Partnered with project managers on scheduling and delivery of new features and updates.
• Led prioritization of enhancements to ensure timely responses to user feedback.
• Managed team workflow and productivity for business analysts.
• Established governance structures to streamline initiative tracking and reporting.
• Conducted regular stakeholder meetings to maintain visibility and alignment.
• Met regularly with bank owned stakeholders to maintain visibility.
• Proactively identified and removed obstacles to keep initiatives on schedule.
• Supported day-to-day team operations and collaborated with project management for timely delivery.
• Implemented project tools like Jira and Confluence to improve team efficiency.
• Built and managed strategic partnerships with vendors and clients to enhance product delivery.
• Managed the customization of Salesforce CRM system to improve sales and support workflows.
• Handled escalations for technical and application issues.
• Oversaw and guided client FIX based integration efforts with third-party platforms such as ION, Charles River, Bloomberg and Blackrock Aladdin.
• Managed relationships with data partners to support product and service offerings.
• Participated in industry working groups to support regulatory and process improvements.
• Delivered internal platforms that improved operational workflows and compliance.
• Navigated the complex regulatory and audit challenges.
• Ensured that all solutions followed a 'security first' approach.
• Carefully balanced the build vs. buy to ensure the best solution.
• Some key best of breed industry technologies integrated into the platform included FIX, TIBCO, MySQL and Java.
• Managed the creation of a FIX based enterprise data management platform aggregating multiple price and trade data sources for consumption and distribution within the trading platform. This strategy decoupled the trading platform from the price and trade data fixed income contributors, enabling improved and accelerated pre and post trade integration with low maintenance reusable solutions.
• Managed the creation of a real-time and historical price and trade data platform for client and internal use.
• Managed vendor evaluations from requirements, Request for Proposal, evaluations, negotiation and selection.
• Oversaw the launch and transitions of complex trading systems, customizations, and client onboarding.
• Introduced a cybersecurity monitoring service for organizations lacking internal IT security capabilities.
• Managed large-scale technology transitions across thousands of users for RBC Wealth Management.
• Designed and managed the development for one of the first web-based transaction platforms with built-in compliance features at CT Securities.
• Managed the development of a pioneering communication portal between wealth management advisors and clients at Brokercom.

Bachelor in Electrical Engineering Technology – Ryerson Polytechnical Institute