Robert Lynch
31 Greenleaf Lane, Ancaster,ON
Summary
Dynamic technology leader with a proven track record at InvestCloud Canada Inc., specializing in solution architecture, software architecture, and product management. Adept at cross-functional collaboration and team mentorship, fostering high-performance cultures that deliver exceptional results. Strategic relationship builder focused on client retention and growth.
Overview
34
34
years of professional experience
Work History
EVP, Global Head of Process and Solutions
InvestCloud Canada Inc.
Burlington, ON
12.2017 - 06.2025
- Recruited and developed global solution architecture team to advance strategic initiatives.
- Created and implemented recruitment, training, mentorship, and career progression programs.
- Collaborated with pre-sales engineers and clients to formulate effective solution plans.
- Introduced innovative ideas that enhanced product offerings and improved team performance.
- Coordinated cross-functional efforts to address product-related issues and achieve objectives.
- Facilitated adoption of AI technologies to enhance operational efficiency.
CTO, Head of Product, Digital Wealth Analytics
InvestCloud Canada Inc.
Burlington, Ontario
12.2014 - 12.2017
- Directed product strategy development for innovative technology solutions in competitive markets.
- Collaborated with cross-functional teams to define product roadmaps and set priorities.
- Managed complete Agile product lifecycle from conception through launch, ensuring timely delivery of 75-85% of projects.
- Facilitated user feedback sessions to improve product functionality and user experience.
- Established key performance indicators to measure product success and drive improvements.
CTO
Envisor Technologies
Burlington, Ontario
10.2013 - 12.2014
- Developed technology strategy to align with company objectives and industry trends.
- Managed software development projects using Agile methodologies and best practices delivering on-time and within budget on 75-90% of projects.
- Ensured IT infrastructure reliability and compliance with security protocols while reducing operational costs by 20%.
- Evaluated emerging technologies for integration into existing systems.
- Mentored technology team members to enhance skills and performance.
Partner, CTO
Vastardis Capital Services
Burlington, Ontario
10.2005 - 12.2014
- Formulated strategic business plans allowing the fund administration business to grow their client base by 25-50% annually.
- Evaluated emerging technologies for integration into existing systems.
- Planned and successfully delivered 10% or more below operational budgets each year.
- Provided leadership to enhance interdepartmental collaboration among team members.
Director, Lead Software Engineer
Investors Bank and Trust
New York, NY
10.2001 - 10.2005
Consultant, Lead Software Engineer
Mizuho Financial Group
New York, NY
04.2001 - 10.2001
Consultant, Lead Software Engineer
Tullett Prebon
New York, NY
03.2000 - 03.2001
Consultant, Software Engineer
ING Barings
New York, NY
12.1997 - 03.2000
Software Engineer
Seradex ERP Systems
Burlington, Ontario
06.1995 - 12.1997
Software Engineer
Southam Computer Group
Hamilton, Ontario
09.1992 - 06.1995
Co-op, Software Engineer
Royal Trust Company
Toronto, ON
12.1991 - 04.1992
Education
Associate of Science - Computer Technology
Mohawk College of Applied Arts And Technology
Hamilton, ONSome College (No Degree) - Computer Science
McMaster University
Hamilton, ONSome College (No Degree) - Computer Science And Electrical Engineering
University of Waterloo
WaterlooSkills
- Solution architecture
- Software development
- Technology strategy and P&L management
- Applying AI technologies
- Product management
- IT infrastructure
- Database modeling and data warehousing
- Cross-functional collaboration
- Performance analysis
- Supervision, leadership, and team mentorship
- Critical thinking and problem solving
- Effective communication
- Strategic planning and policy development
- Stakeholder engagement
- Decision-making and troubleshooting
- Conflict resolution
- Flexible and adaptable
References
References available upon request.
Timeline
EVP, Global Head of Process and Solutions
InvestCloud Canada Inc.
12.2017 - 06.2025
CTO, Head of Product, Digital Wealth Analytics
InvestCloud Canada Inc.
12.2014 - 12.2017
CTO
Envisor Technologies
10.2013 - 12.2014
Partner, CTO
Vastardis Capital Services
10.2005 - 12.2014
Director, Lead Software Engineer
Investors Bank and Trust
10.2001 - 10.2005
Consultant, Lead Software Engineer
Mizuho Financial Group
04.2001 - 10.2001
Consultant, Lead Software Engineer
Tullett Prebon
03.2000 - 03.2001
Consultant, Software Engineer
ING Barings
12.1997 - 03.2000
Software Engineer
Seradex ERP Systems
06.1995 - 12.1997
Software Engineer
Southam Computer Group
09.1992 - 06.1995
Co-op, Software Engineer
Royal Trust Company
12.1991 - 04.1992
Associate of Science - Computer Technology
Mohawk College of Applied Arts And Technology
Some College (No Degree) - Computer Science
McMaster University
Some College (No Degree) - Computer Science And Electrical Engineering
University of Waterloo
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