Accomplished technology professional with over 14 years of software engineering experience. Versatile contributor with a broad skill set that includes project management, business analysis, systems analysis, people management, architecture, support and development. Leader of mission-critical, complex technical projects. Full systems development life-cycle (SDLC) expertise. Builder of high-performing teams and systems through use of strong teamwork, communication and organizational skills.
TECHNICAL EXPERTISE
COBOL, SQL/DB2, JCL, CICS, EZTrieve, CA-7, NDM, FTP, Control-M, Endevor, MS Windows (Excel, Word, Project, etc), Visio.
PROFESSIONAL EXPERIENCE
12/2007-11/2008 Development Manager, Project Manager/Systems Analyst Fidelity Investments, Boston, MA, Correspondent & Advisor Brokerage Systems
• Acted as skillful and leading liaison between business and systems partners; ensured accurate and complete communication between business, project management, development, QA and support teams. • Worked in mainframe development/support environment as manager (staff of 3 principal software engineers), as an individual contributor architect, and as a mentor/technical lead to both onshore and offshore resources. • Enforced systems development life-cycle (SDLC) as well as development policies, procedures and standards. • Wrote comprehensive highly-coherent systems design specifications and technical design specifications. • Responsible for application support of a brokerage statement system (6 million paper and/or electronic brokerage statements generated monthly). • Accomplishments o eNotification; working with a large project team, contributed greatly to the successful implementation of an email notification process for Fidelity's correspondent brokerage statement clients. o Vendor Splitter; enabled correspondent client data distribution application for use by investment advisor clients; smartly scaled software for use by both business lines. Data is distributed to clients via NDM and FTP.
2/2006-12/2007 Development Manager, Project Manager/Systems Analyst, Application Support Manager Fidelity Investments, Boston, MA, Retail Marketing Brokerage Systems
• Managed multiple mainframe and distributed systems developers and support specialists (staff of 13) • Supported 2 of Fidelity's most high-visible applications; • Commission Calculator; this mainframe application interacts with both web (Fidelity.com for example) and mainframe generated transactions to determine trade order commissions and trade execution commissions for the entire Fidelity systems plex. • Generic Rules Engine; this mainframe/distributed system hybrid (mainframe, C++, Unix, Oracle, Informatica) manages business rules for multiple applications, most notably Fidelity's Margin Rate process. • Other supported applications included College Investment Trust (529 plans), Promotions, and Marketing database. • Accomplishments o Implemented architecture review process to facilitate and increase offshore utilization by approximately 100%. o GRE; In order to account for future growth, reconfigured GRE application rule upload process using a combination of Informatica scripting and mainframe technologies. o Commissions; Managed multiple projects to add new parameters for enhanced commission processing.
9/1996-2/2006 Development Manager, Project Manager/Systems Analyst, Application Support Manager, Lead Developer, Developer Fidelity Investments, Boston, MA, Correspondent & Advisor Brokerage Systems
• Contributor (as a developer (9/1996 to 10/1998), lead (10/1998 to12/2002), then manager (12/2002 to 2/2006) to a monthly Correspondent Brokerage Statement system that grew from 500k accounts to 5M accounts (10 times growth) while process time decreased by nearly 50%. • As manager, managed 2 systems (staff of 8) o Correspondent Brokerage Statements o Correspondent and Advisor Ad Hoc Reporting & Batch Updates; team included a manager and 4 developers. Team was responsible for 1) generating ad-hoc reports based on queries from business partners, and 2) application of systematic updates to brokerage system data elements when manual update by a business partner would not be cost efficient. • Accomplishments o Multiple successful Statements projects; Inclusion of cost basis information, complete statement redesign, development of a back-end CICS process (for a web front end) to support cost basis election, messaging, insert selection, and CD ROM copy election, inclusion of multi-currency (foreign currency) and REPO information. o Reporting/Updates; Migrated several hundred manual processes to an automated production environment, implemented new QA process for offshore resources, oversaw an approximate 80% increase in productivity.
4/1994-9/1996 Information Systems Consultant Keane Inc., Boston, MA
• Worked with a multi-user broker information system within a large mutual fund company (Putnam Investments; 7/1994-9/1996) o Responsible for program analysis, coding, documentation, testing, and implementation. o Responsible for all development and support aspects of wholesaler compensation and performance reporting. ? Other clients included a student loan servicing company (ELSI; 6/1994) and another large mutual fund company (Fidelity Investments; 4/1994-6/1994).
EDUCATION/TRAINING
• The University of Vermont, Burlington, VT, B.S. in Mechanical Engineering, 1993 • Completed Keane's Accelerated Software Development Program, 1994. Topics included mainframe and client/server programming, databases, project management and consulting skills.
INTERESTS Golf, basketball, reading.
References Available Upon Request
Certifications
See above
CONTACT DETAILS
You must be logged in and have a current resume access subscription. Login or Register »