Raj Ponnuraj started his work in the banking, financial services and insurance arena as part of the team that created the listed derivatives platform for a major custodian in New England. It was deployed to hundreds of clients worldwide.
In 1999, he joined Eagle Investment system to develop the web platform for the Eagle Star Accounting Platform under the leadership of Kevin Sullivan, the founder of Eagle Investment systems. This revolutionary platform, which was based on a rules based accounting engine and a rules based user interface allowed eagle to deploy the accounting platform to a wide variety of vertical segments including tax lot accounting, brokerage and insurance. The system provided a variety of accounting and back office services such as trade entry, confirmation, reconciliation, reference manager, security reference manager, pricing, valuation and reporting systems. The system is able to handle a wide variety of instruments including equities and bonds.
During his tenure as Vice President at Eagle Systems, in addition to managing the Eagle STAR accounting platform, he also built the messaging center, which allowed customers to send their trades electronically.
Leveraging his extensive experience managing offshore teams, Raj started SRI Infotech in 2006, with the express purpose of providing reliable consulting services to financial services clients. His goal was and remains leveraging the internet and evolving technology to pair highly skilled engineers with technology projects around the globe.
David brings extensive managerial experience across all business functions to SRI Infotech. Hired in 2012, David supervises and implements virtually every aspect of the company’s day to day procedures. From human resources to offshore compliance, and from project management to finance, David is instrumental in our success.
Prior to starting with SRI Infotech, David served as operations manager for the Boston law firm of Smeloff & Benner, as well as the branch manager for Loansnap, LLC. He possesses a Bachelor of Science Degree in Business Management from University of Massachusetts Boston.
Tracey, our Executive Administrator, brings significant skill and organization to SRI Infotech. Working closely with Raj and David, she supervises the on-shore and off-shore hiring process, as well as employee benefits management. In this role, she interacts with attorneys, as well as United States Citizenship and Immigration Services. She further assists with financial management, event management, scheduling and office operations.
Jim brings over 20 years of direct sourcing and recruiting experience in high tech and finance. With over 25 endorsements on LinkedIn he’s not only one of the top networked recruiters in the area, he’s also the go to guy for many recruiters in the area needing help. While a firm believer in leveraging technology he’s very old school in his approach. It’s all about understanding people, their needs both personal and professional. Raised in Chicago with a VAX PDP23 in his house, Jim never lost his love of technology. He is also an accomplished musician performing in clubs all over Boston. He discovered his love of recruiting after working as an account rep in the Carter, Bush and Reagan administrations. He joined SRI, motivated by the team philosophy and the average longevity of our consultants (averaging over 4 years!)
Mr. Johansen is the Principal of BHK Global, a consulting firm focused on Financial and Technology businesses. Previously, Mr. Johansen was the Senior Managing Director, Global Head of Operations and Asia-Pacific Chief Operating Officer for State Street Global Markets (SSGM), the Investment Research and Trading arm of State Street Corporation. Mr. Johansen was a member of SSGM’s Executive Management Group and State Street’s Operational Risk Committee and has over 25 years of experience in the Finance and Technology field. Mr. Johansen obtained his MBA from Boston University and his BS from Stonehill College, with concentrations in Finance and Computer Information Systems.
Carlos Recalde is currently the Managing Director of Successful Technology, LLC, and also serves as the Chief Operating Officer for Sheltered Harbor LLC, a Financial Industry not-for-profit cyber-resiliency organization. Until recently, he was the Chief Technology Officer for SunGard’s Asset Management business, where he led a transformation to market-focused, agile product development which enabled double-digit revenue growth for this global financial technology provider. He has previously served as an executive transformation leader in Technology and Product Management for Barclays PLC, Lehman Brothers Inc. and KPMG, LLP.
He has over twenty years of diverse business experience in technology, marketing, and business strategy, including eight years in the packaged software business, over ten years in information security and nineteen as the founder of four separate professional services companies. He is an accomplished and well respected leader with a stellar track record for recruiting and developing outstanding management and technical talent; defining and implementing strategic information technology; developing strategic alliances; and managing the top and bottom lines of competitive, high-value organizations. Carlos was named a Premier 100 IT Leader
by Computerworld in 2004, and has twice led companies into the Inc. 500 Fastest Growing Companies List. He describes himself as an entrepreneurial, pro-social business geek.
Carlos has been responsible for the successful deployment of cutting edge business solutions for companies in a variety of industries, including Financial Services, Telecomm, Media and Entertainment, Fashion Marketing, Manufacturing, and Logistics. In addition to his deep financial systems experience he architected and authored software for Manufacturing and Enterprise Resource Planning as well as Customer Relationship Management, and has managed the implementation of global infrastructure for multi-national enterprises. His leadership at Sheltered Harbor is transforming the financial industry’s approach toward consumer account protection in the face of new and ever evolving cyber threats. He spends his time helping C-Level execs improve their business agility by integrating Business and IT strategies and tactics, for which he says the first step is establishing clear common objectives and trust.