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Deepak Puri
Executive Chief of Staff & PMO/Technology Finance leader in Financial Services
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About
Chief of Staff / PMO leader at CAIS who built a firm-wide product & technology roadmap and delivery governance from the ground up, partnering directly with the executive committee to define OKRs and prioritization. Led cross-functional GTM readiness tracking and delivered major platform modernization (monolith to microservices) plus trade lifecycle automation in the alternative assets/independent financial advisor space, while also instituting financial discipline and vendor negotiations that saved millions.
Experience
Education
Key Strengths
- Built PMO function from scratch and scaled project manager team aligned to business capabilities
- Established firm-wide OKRs and prioritization process with executive committee and corporate strategy
- Drove executive alignment via quarterly prioritization steering committee and monthly exec committee roadmap reporting (RAG, risks/issues/resolutions)
- Delivered multi-year technology transformation (IAM, product master, profile management) enabling monolith-to-microservices migration
- Improved GTM execution by expanding reporting beyond tech delivery to cross-functional launch readiness tracking
- Implemented financial discipline for Product/Tech (budgeting, forecasting, product costing/profitability)
- Led vendor management workflow and commercial negotiations, saving the firm millions of dollars
Reference Highlights
- Scaled a function from 6 to 150 people
- Led creation and leadership of a new PMO function
- Highly effective at managing strategic initiatives
- Strong at resource allocation in a rapidly changing environment
- Instrumental in ensuring project success
- Improved product roadmap effectiveness with PMs
- Optimized development organization to reduce rework
- Handles pressure, ambiguity, and competing priorities extremely well
- Thrives in a high-pressure scaling startup environment
- Excellent written and verbal communicator with executives and broader teams
- Provides transparency through reporting to keep projects on track
- Broad cross-functional understanding (finance, resourcing, project management)
- Adaptable to changing needs and contexts (startup to larger enterprise)
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