Rafael Pabón leads projects focused on systems and business strategies for financial, technology and healthcare organizations. He combines information technology expertise with extensive experience in sales, vendor relations, quantitative analysis and strategic management to help companies reach higher levels of scale and profitability.

His background encompasses designing and implementing C-level systems programs for Fortune 500 companies and building sales and customer support systems for multinational companies. He also leads technology strategy and performs due diligence for M&A and venture investors. Mr. Pabón has consulted for senior executives at Morgan Stanley, Thomson Financial, JPMorgan Chase, Advanta Growth Capital LP and Dover Corporation. Recent engagements include:

For the president of a wealth management division at Morgan Stanley, Mr. Pabón led a five-year technology and operational outsourcing project to increase margins and enable higher-end client services. The project encompassed requirements and process analysis, strategic sourcing and contract negotiations, and a global software rollout. He coordinated over 150 team members across trust administration, data center and IT functions. Mr. Pabón launched SaaS, enterprise portal, CRM and workflow applications to fully integrate operations nationwide. The new financial technology platforms reduced direct and allocated annual costs by over 45%. Throughout, he worked with senior executives to develop technical strategies and infrastructures to meet business goals and ensure compliance with SEC, OCC, OTS and FFIEC regulations.

As CTO of Loan Quorum.com, he oversaw the design and development of an international trading system for syndicated loans, and led technical presentations to global brokerage firms. For several venture capital firms and investment banks, he performed due diligence and advisory services related to emerging hardware and software technology companies.

Mr. Pabón led the New York office and sold fixed income and derivative products for Barra International (now MSCI), a premier global financial analytics firm. He performed detailed analysis of customer financial and portfolio data and ran a series of client conferences and training sessions for money managers and brokerage firms.

As a member of JPMorgan’s Strategic Programs Management Group, he led a team to evaluate and select software and hardware systems and set global policies. He developed and delivered a “Leading Edge Networking” series to brief senior executives on new trends in communications technologies and the business benefits for their units.

At IBM, he sold complex communications solutions to global financial services firms, maintained client relationships, and represented IBM at industry events. Initially, he was responsible for requirements analysis, product development, and manufacturing processes for communications controller products. He worked with vendors to adapt sophisticated military industry design and manufacturing techniques to enhance product features and reduce costs in private industry.

Mr. Pabón holds an MBA from Stanford Graduate School of Business, with concentrations in investment analysis and business strategy, and a BSE from Princeton University in Electrical Engineering and Computer Science, where he was the recipient of the Manfred Pyka Memorial Physics Prize. Mr. Pabón has served on the boards of the MIT Enterprise Forum of New York City and the Stanford Business School Alumni Association.