To Contact Us:
95 Dublin Drive
Pleasant Hill, CA 94523
Founder's Bio and Blog
In September 1987, David joined the North American Investment Bank of Citicorp as VP Decision Support in Public Finance.
From there, he joined Shearson Lehman Hutton in May 1989 and delivered state-of-the-art OTC Equities Trading Station, an Institutional Sales System, an Equity Block Trading System, converted systems from and retired Wang Systems for Equity Research and finished as head of Network Applications for the Investment Bank of Lehman Brothers in 1993-94
In August 1994, David joined JP Morgan's Corporate Technology Group as a senior architect creating a client communications strategy, a legacy wrapping strategy and a rebuilding analysis for the custody business which was sold to Bank of New York, in part, as a result of the pricing of the technology update.
At JP Morgan, he was part of the group that put Risk Metrics on the Web in August 1995, thus creating a new market for risk analytics.
From March-November 1996, he ran global software development for a dispatch and a customer interaction software firm.
In 1997-99, David consulted on large scale print production systems with a focus on financial reporting for brokerages and mutual funds as well as re-engineering a Citicorp subsidiary's portfolio management system maintained for institutional and private clients.
It was then that he was recruited to run advanced technology and co-head enterprise architecture at Schwab Technology Services.
David M. Sherr
In the Fall of 2004, David founded New Global Enterprises which is dedicated to assisting individuals and firms to profit in the change and complexities of modern markets and technologies.
Since leaving Wachovia in January of 2008, he has been doing data center optimization through predictive modeling and analysis and remediation of infrastructure and business architecture.
At Wachovia, David was VP Technology Products Group responsible for aligning the new technology infrastructure to the various business systems of the Corporate and Investment Bank with an emphasis on securing the access to systems.
Additionally, he mentored the young technology managers in this 80+ person group.
Prior to Wachovia, from August 2004 to April 2007, he designed and promoted a cross selling platform for retail banking and brokerage sales with a focus on face-face experience design.
Additionally he provided architectural advisory services to Firemen's Fund and Juniper Networks. At Charles Schwab, David ran advanced technology for five years from May of 1999 to July of 2004.
In this period, Schwab ATG delivered production grade enhancements for eight of 26 innovations where the usual success rate is considered good at 1 in 10.
David's experience is broad and deep.
He has significant knowledge of health care planning and administrative systems in the 70's from post doctoral consulting on decision-making in the emergency system in Philadelphia and community service work when he served on the board of the Health Systems Agency of SE PA.
David holds a PhD in Computer and Information Sciences from the University of Pennsylvania. Since 2005, he has been a Wharton Fellow.
Here, David opines on the issues and challenges facing the New Global Enterprise. In so doing, we begin to develop a Business Vocabulary.
- The Moment of Trust
With whom do you interact and transact?
- A Moment of Trust
How do you build Trust?
What is Complexity, anyway? Part 1.
A puzzling example.
What is Complexity, anyway? Part 2.
How hard can it be?
What is Complexity, anyway? Part 3.
How big is your brain in bits?
A Special Report in Memory of 9/11
I was there, in the Millenium Hotel lobby, 100 yards from Tower 1, a front row seat at the Apocalypse. And here is the original report I made September 12, 2001.
Government Oversight in US Financial Markets, Part 1
The beginning of re-regulation of US Financial Markets.
Government Oversight in US Financial Markets, Part 2
A deeper view of how financial institutions and others need to think to respond rationally.
Government Oversight in US Financial Markets, Part 3
We may be near a bottom in these mortgage/credit crises.
Government Oversight in US Financial Markets, Part 4
More on the mortgage/credit crisis and why it will impart renewed regulation.
Getting to "Oh." not "Wow!" (Sorry Tom Peters)
Understanding by funders of projects is more important than impressing them with one's intelligence.
Government Oversight in US Financial Markets, Part 5
What are the processing implications of new and renewed regulations?
- Reflecting on framing the questions for Cloud Encryption and Key Management Panel and Interoprability and Portablity Panel
The Open Narrative Framed Question "The Business Case == Lower Cost Structure" for David's participation in two panel discussions at the Cloud Security Alliance Federal Cloud Security Symposium in McLean, VA, on Aug 5,2009.
- Some 1994 Reflections on Information as the New Monetary Standard
Having left Lehman Brothers in August 1994, David prepared a proposal for three books which was not to be fulflled as he joined JP Morgan in the Corporate Technology Group. These 21 pages of notes to himself provide some timeless observations,
specifically on the emergence of Information as the new global standard in currency trading as observed by the legendary Walter Wriston.
Your comments welcome