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Dynamics 365 Consultant, Technical Lead Resume

New, YorK


  • Dynamics CRM Consultant/Solution Architect/Technical Lead/Developer.
  • 17 years of experience with Microsoft technologies within an enterprise environment focused primarily on Dynamics CRM implementations since the platform inception.
  • Experience with all facets of the Microsoft enterprise software stack including .NET development since its introduction as well as extensive data integration and migration experience.
  • Broad Financial Services experience.
  • Experienced in juggling multiple projects simultaneously while trying to meet competing priorities.


Dynamics 365 Consultant, Technical Lead

Confidential, New York

  • Providing consulting services for the Finance Advisory business migration from legacy software onto Dynamics 365 Online XRM platform. Solution Architecture and technical leadership.
  • Software development process reengineering. Migrating the development team from the implementation partner model onto a more direct implementation of expanded requirements by in - house group.

CRM Solution Architect, Technical Lead

Confidential, New York

  • Focused on multi-tenant Dynamics CRM implementations, data integrations, and extensions within the Asset Management division of a top tier global Investment Bank utilizing every portion of Microsoft enterprise software stack.
  • Technical Lead and Solution Architect on the global CRM/XRM 2013 platform build out for the Asset Management/International Wealth Management division
  • Global Asset Management CRM implementation (NY, APAC, Switzerland, London)
  • Boutique CRM organizations supporting Private Equity Funds
  • Private Fund Group CRM for global marketing of PE funds
  • Managed Solutions architecture to support “build once deploy many” of common functionality across multiple organizations.
  • Strong Director and C-level communication and interaction
  • Technical Lead for development team in an offshore and onshore model of 10+ people
  • Implemented new Agile development process for the globally distributed team
  • Implementing new source control management and build/deployment architecture
  • Working closely with business stakeholders to define, develop, and implement requirements on several distinct projects simultaneously
  • Migrating multiple business groups from other platforms onto shared architecture
  • Serve as solution architect to define complex data integration and data migration solutions while building out a shared integration platform
  • Custom Workflow Activities, Plug-Ins, form Java-script, and entity configurations.
  • Migrating legacy Plug-In code to Workflow and custom Activities to improve functionality and visibility of custom coded solutions.
  • Installation and configuration of multi-tenant Dynamics CRM platform (3.0, 4.0, 2011, 2013 versions)

Senior Software Engineer

Confidential, San Diego, California

  • Brought on as a Senior Software Engineer to develop a solution to process student loan applications. Utilizing Workflow Foundation (in CTP/Beta at the time) as the framework for a State Machine.
  • Custom web services development to perform data validation, routing, and dynamic processing of student loan applications.

Senior Consultant

Confidential, San Diego and Irvine, California

  • Senior Consultant with this Microsoft Partner specializing in Dynamics CRM 3.0 customization, development, and integration.
  • Primary role was as the technical member of a project team for varied clients building custom services and solutions. Clients included Qualcomm, and Calloway Golf.

Software Engineer, Consultant

Confidential, San Diego, California

  • Consultant providing Dynamics CRM 3.0 implementation customizations and integrations, as well as .NET web application and web service development.


Confidential, San Diego, California

  • Principal provider of software development services as a member of a small IT team. Responsible for ongoing development and maintenance of e-Commerce store/portal website.
  • Architect and developer for a major migration of custom CRM system to an extensively customized implementation of Microsoft CRM version 1.2

Software Engineer

Confidential, Carlsbad, California

  • Provider of custom .NET software solutions and consulting services including web development, SQL Server database engineering and performance optimization. Onsite and offsite customer support. Clients included Microsoft and AAA Insurance.

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