Rafael Pabon leads projects focused on systems and business strategies. 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. Mr. Pabon’s background encompasses designing and selecting software for Fortune 500 companies and start-ups, integrating legacy and web technology, building sales and customer support systems for multinational companies, and performing due diligence for M&A and venture investors.

Mr. Pabon has worked with clients such as Morgan Stanley, Thomson Financial, JPMorgan Chase, Advanta Growth Capital LP and Dover Corporation. For Morgan Stanley, he recently led a four-year technology and operational outsourcing project to increase margins and enable higher-end client services for a high net worth business unit. The project encompassed requirements and process analysis, vendor selection and contract negotiations, and a global software rollout. He led over 150 team members across functions including trust administration, bank deposit sweep, check printing and statement generation. New financial technology platforms reduced direct and allocated annual costs by over 45%. Mr. Pabon implemented enterprise portal, sales and workflow applications to fully integrate operations nationwide. 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 CIO 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.

At Barra International, a premier global financial analytics and consulting firm, Mr. Pabon led the New York office and sold fixed income and derivative products. 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. At JPMorgan’s Strategic Programs Management Group, he led a team to evaluate and select software and hardware systems and set global policies. He developed a seminar series to educate senior executives on the latest leading edge communications technologies and the potential 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. Pabon 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. Pabon has served on the boards of the MIT Enterprise Forum of New York City and the Stanford Business School Alumni Association.