Nicholas Cusato
San Diego
Summary
Dynamic technology leader with a proven track record at Investment Placement Group, specializing in digital transformation and data architecture. Spearheaded the development of a digital onboarding platform, enhancing client experience and compliance. Adept in R (Shiny) and team leadership, driving operational efficiency and strategic project planning across diverse teams.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Chief Technology Officer
Investment Placement Group
01.2025 - Current
- Company Overview: Broker-Dealer & Registered Investment Advisor
- Lead enterprise-wide technology strategy and oversee IT operations.
- Delivered a digital onboarding platform, enhancing client experience and compliance.
- Built scalable data warehouse infrastructure to optimize firm-wide reporting and analytics.
- Led development of tools for operational efficiency and regulatory communication capture.
- Broker-Dealer & Registered Investment Advisor
Vice President, Financial Technology
Investment Placement Group
01.2022 - 12.2024
- Directed firm-wide rollout of Zoho One, modernizing CRM and operational workflows.
- Built and managed internal compliance monitoring platform.
- Expanded use of Addepar platform; hired and led program manager.
- Created internal knowledge systems with Coda.io to support process transparency and collaboration.
- Awards: ‘21: Excellence | ‘22: Employees’ Choice, IPG Elite Team, MVP, Game Changer, Mission-Possible | ‘23: MVP, Mission-Possible, Outstanding Project
Technology Implementation & Development Manager
Investment Placement Group
10.2019 - 12.2021
- Led successful implementation of Addepar data platform; managed intern support.
- Developed R Shiny platform for cross-custodian portfolio aggregation and trading.
- Integrated cloud-based workflows to support scalable compliance and operations.
Technical Product Manager
Xignite
04.2019 - 10.2019
- Company Overview: Financial Market Data Provider
- Collaborated with engineering on API development for fixed income security master.
- Performed strategic data analysis to drive product enhancements.
- Financial Market Data Provider
Financial Data Analyst
Xignite
03.2018 - 04.2019
- Developed internal dashboards (R Shiny) for API monitoring and analytics.
- Conducted Redshift and Athena-based data investigations to inform decisions.
- Supported cross-functional teams to ensure data accuracy and client responsiveness.
Trading Desk Associate
Investment Placement Group
07.2016 - 03.2018
- Executed equities, FX, options, and fixed income trades across multiple global platforms.
- Served as Registered Options Principal overseeing approvals and surveillance.
- Developed internal analytics platform using R Shiny to streamline trading and compliance.
Education
MSc - Investment Management
Cass Business School
London, UKBSBA - Finance
Daniels College of Business
Denver, COSkills
- R (Shiny)
- SQL
- Microsoft Excel (Advanced)
- Zoho Suite
- Codaio
- Salesforce
- AWS (Athena)
- Redshift
- Technology strategy
- Data architecture
- CRM management
- Team leadership
- Teamwork and collaboration
- Scalable technologies
- Risk assessment
- Process automation
- Visionary leadership
- Strategic project planning
- Digital transformation
- Cloud integration
Certification
- Project Management Professional (PMP)
- FINRA Licenses: Series 7, 66, 3, 4
Accomplishments
- 2021 - Excellence Award at IPG
- 2022 - Employees’ Choice Award at IPG, IPG Elite Team Award, MVP Award 2022, Game changer Award at IPG, Mission Possible Award at IPG
- 2023 - MVP, Mission-Possible Award, Outstanding Project Award
Languages
English
Native/ Bilingual
References
References available upon request.
Timeline
Chief Technology Officer
Investment Placement Group
01.2025 - Current
Vice President, Financial Technology
Investment Placement Group
01.2022 - 12.2024
Technology Implementation & Development Manager
Investment Placement Group
10.2019 - 12.2021
Technical Product Manager
Xignite
04.2019 - 10.2019
Financial Data Analyst
Xignite
03.2018 - 04.2019
Trading Desk Associate
Investment Placement Group
07.2016 - 03.2018
MSc - Investment Management
Cass Business School
BSBA - Finance
Daniels College of Business
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