Mr. Richard J. Carlson

Richard J. Carlson
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With more than 20 years of experience developing and deploying enterprise software, Richard serves as Senior Vice President of Engineering with responsibility for all the technological areas of the firm.

Prior to joining ByAllAccounts, Richard was CTO for OneCore.Com, an online banking startup.During his tenure at OneCore, he spearheaded software development to reorient the product from a direct-sales retail model to a B2B private-label product for small business services.In addition to expanding the product's breadth, he also developed and integrated new online account aggregation features.

Prior to OneCore, Richard was Vice President of Technology for Pegasystems, a leading eCRM system provider.He was responsible for the management of relationships with many top-tier clients, including Citibank, Bank of America and Fleet.Richard was also responsible for directing the development of the successful PegaArchive group of products, including PegaIndex, an All-items solution used by the US Federal Reserve Bank.

Richard started his career at Casher Associates where he developed and implemented various cutting-edge financial systems, including early online brokerage and private banking services.

www.byallaccounts.com

Richard J. Carlson, Senior Vice President of Engineering

Richard Carlson, VP of EngineeringRichard Carlson brings 22 years of software development experience to his role of Vice President of Engineering at RulesPower.Prior to joining RulesPower, Mr. Carlson was the CTO for OneCore, an ASP specializing financial services where developing comprehensive service interfaces with a number of financial services providers and legacy systems were a key to the company's success.Prior to OneCore, Mr. Carlson was the Engineering Director at Pegasystems responsible for implementations at numerous Fortune 100 corporations.While at Pegasystems, Mr. Carlson created the highly successful PegaArchive product line, developing a set of "utility" programs into a $30 million business.Mr. Carlson holds a degree from Boston College Carroll School of Management.

Richard Carlson - Chief Technology Officer
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Richard Carlson - Chief Technology Officer

Mr. Carlson began his career in 1981 at Casher Associates as a software consultant responsible for the creation of custom software for the banking and insurance industries.His work included claims processing, reinsurance, and customer relationship management (CRM) systems written for the American International Group (AIG), and Business Performance Management (BPM) systems for Citicorp.While at Casher he developed a $1 million per year professional services revenue stream as well as being responsible for product management for TRACS, a record management and control system and FAST-11, an integrated development product.

In 1991 he joined Pegasystems, a $100 million software and services firm, offering CRM and BPM products and strategy for the financial and healthcare markets.As a development manager, Mr. Carlson supported pre-sales efforts and implementation at such clients as Citibank, AIG, Blue Cross/Blue Shield, the Federal Reserve Bank, Bank of America and Chase.While at Pegasystems, Mr. Carlson created the highly successful PegaArchive database product line-PegaSearch, PegaIndex, and PegaReelay- developing a set of "utility" programs into a $30 million business.

In 2000, Mr. Carlson accepted the position of Vice President of Technology (CIO) for OneCore, an Application Services Provider specializing in providing financial services to small business via the Internet.As a financial portal and discount broker, OneCore's e-enabled self-service solutions include insurance, investment, bill payment, payroll, and 401(k) processing.OneCore's commercial web site is capable of supporting 30,000 customers.This comprehensive service interfaces with a number of providers and legacy systems through a unique "e-Finance Bus Architecture" designed by Mr. Carlson and his team.

In 2002, Mr. Carlson assumed responsibility for technical leadership as Senior Vice President of Engineering for ByAllAccounts, an aggregation start-up, funded by State Street Corporation.ByAllAccounts provides account aggregation for over twelve hundred financial institutions together with investment management and BPM tools for wealth management, private banking, and brokerage.

In 2003, Mr. Carlson left ByAllAccounts to apply his deep knowledge of both the financial industry, online services and aggregation technology to the problem of Earnings Data Gathering.He has implemented several patent-pending methods for data scrubbing and information cleansing as part of Wall Street Horizon's unique data management system.

Mr. Carlson holds degrees from Boston College Carroll School of Management.