Raja Sen

Shantanu Sen Digital Transformation & Financial Services Technology Leader Highly accomplished and results-driven Technology Leader with over two decades of experience leading large-scale digital transformation, enterprise software delivery, and financial services innovation. Proven track record of delivering AI/ML-powered solutions, driving strategic objectives, and building high-performing global teams across Financial Advisory Platforms, Wealth Management, and Brokerage technology. Areas of Expertise • • • • Strategic Planning Global Leadership Change Management Digital Transformation • • • • Enterprise Software Development AI/ML & NLP Cloud Computing Portfolio & Project Management • • • • Enterprise Architecture Technology Roadmap Definition Operational Excellence Finance and Business Management Career Experience HCL America Inc., Malvern, PA 03/2023 – Present Global Practice Director – Financial Advisor and Wealth Management Technology • • • • • • Spearheaded the adoption of AI/ML technologies across advisory platforms, introducing 3 new AI-driven processes that reduced processing time by 50% and improved reconciliation accuracy to 95% Implemented NLP solutions to enhance client data parsing and automated insight generation, improving advisor productivity and client personalization Leveraged customer data analytics to identify key friction points, improving product adoption rates by 20% and customer satisfaction scores by 15% Closed 5 major global deals worth $10M in revenue, increasing market share by 15% by highlighting data-driven, AIenhanced platform capabilities Led 15-person cross-functional teams across 3 Technology Departments to launch 4 digital products, increasing customer engagement by 35% and revenue by 12% within 6 months Facilitated joint meetings across global stakeholders to enhance collaboration, improving project delivery timelines by 20% Orange Crow Consulting, Malvern, PA 11/2021 – 02/2023 Founder • • • • • Guided 5 cross-functional teams in designing and deploying AI/ML-powered automation frameworks, reducing manual processing by 50% and increasing process accuracy by 35% Developed NLP-enabled solutions for data extraction and trend analysis, improving decision speed and insight generation for wealth platforms Defined application delivery roadmaps for Wealth Management and Brokerage, improving system uptime by 15% and reducing delivery delays by 20% Identified 10 key digital initiatives aligned to business OKRs, improving efficiency by 25% and reducing costs by 30% Delivered 20+ workshops to Research Analysts on emerging technologies including AI, NLP, and data analytics, improving forecasting accuracy by 18% Page 1|2 Fidelity Investments, Radnor, PA 01/2005 – 09/2021 Vice President, Wealth Management and Advisor Technology • • • • • • • Deployed enterprise-wide AI/ML automation solutions that cut manual workload by 45%, improved operational efficiency by 35%, and saved $15M annually Led AI/ML initiatives to create predictive models for client engagement, and automated advisor workflows, improving service personalization Developed NLP-driven tools to extract insights from unstructured financial data, reducing analysis time by 60% Oversaw 3 high-volume data aggregation applications that improved processing speeds by 50% and increased data accuracy, enhancing client satisfaction by 15% Managed a $50M budget and drove cost optimization strategies, reducing expenses by 12% while improving service quality Directed a team of 12 to implement advanced analytics platforms, increasing decision speed by 40% and report accuracy by 25% Introduced 3 competitive tech products, aligned with strategic goals, increasing revenue by 18% and reducing risk by 25% Additional Experience Deutsche Bank, Manager - Equity Research, Bangalore, IN Jamcracker Inc., Development Manager, Cupertino, CA, US Global Automation Inc., Lead Engineer, Mountain View, CA, US IKON Office Solutions Inc., Lead Software Engineer, Tucson, AZ / Bangalore, IN Tata Unisys Ltd., Senior Lead Analyst, London, UK OMC Software Ltd., Software Engineer, Secunderabad, IN Education MCA Devi Ahilya Vishwavidyalaya, Indore, MP, IN B. Sc. (Comp Science) Holkar Science College, Devi Ahilya Vishwavidyalaya, Indore, MP, IN Certification Strategic Thinking, Tuck School of Business, Dartmouth, Hanover, NH Digital Strategies for Business: Leading the Next Generation Enterprise, Columbia Business School, New York City, NY Page 2|2