SUMMARY:

• Action/results - oriented professional with extensive knowledge of financial services industry, practices and products.
• Management style characterized by effective leadership through personal and professional development of subordinates.
• Heavy emphasis on design, development and enhancement of strategic information systems, modernization of legacy systems, and effective consulting at all levels within financial services organizations.
• Over 35 years experience in positions of increasing responsibility including:
• Systems Design, Development, Enhancement and Maintenance - System Conversions Product Design, Development and Implementation - Team Building Project Management - Fostering Partnerships Insurance Administration Systems

INFORMATION TECHNOLOGY EXPERIENCE:

Hardware/Software Experience: COBOL, REALIA COBOL, CICS, FORTRAN, PL/1, VISUAL BASIC, EASYTRIEVE, EASYTRIEVE PLUS, ASSEMBLER, ABEND-AID, IBM 3000 SERIES, SYSTEM 32/34, AS/400, RS6000, BURROUGHS 5900,6700, 7800 AND 1800 SERIES, PRIME 350, 550, 750, AND 950 SERIES, ADVANCED REVELATION, UNIDATA, UNIVERSE, UNIX, OS/MVS, OS/JCL, NOVELL NETWARE, SQL Server, DB2, EXPIDITER, TSO, IDMS, VSAM, VM, CMS, PANVALET, CHANGEMAN, ZEKE, INFORMATICA, NT NETWORKING, VB6, .Net, XML, VBA, IDMS

PROFESSIONAL EXPERIENCE:

Confidential, Grain Valley, MO

Business Analyst

Responsibilities:

• Built processing matrix on trading transactions. This matrix was a pre-processor to determine how to classify each transaction for tax reporting.
• Produced all mapping documents from in-house to new technology system
• Directed developers on conversion efforts
• Worked developing testing scenarios for Q/A
• Analyzing existing data entities from in-house system to help develop new technology schemas
• Trained business analysts, Users on existing system design and improvements
• Helped developers with Informatica development
• Created Macro based spreadsheets to generate testing scenarios and validating data
• Created functional and technical specifications.
• Waterfall environment

Confidential, Saint Louis, MO

Technical lead

Responsibilities:

• Analyst on finding corrupted data within in-house systems. Worked from system faults back to the offending transactions to aid in fixing.
• Documented all system failures and the associated data fixes needed.
• Created aged document sub-system. The client needed a follow-up system for outgoing documents that have not been returned.
• Analyst on direct debit processing
• Analyst on enhanced check request system
• Analyst on Annuity processing system
• Analyst on Money market fund processing
• Agile environment

Confidential, Des Moines, IA

Technical Lead

Responsibilities:

• Duties included analyzing all rate& mortality information by exporting and importing admin system tables into Excel.
• I wrote extensive macros to reformat production data into an actuarial accessible format.
• Analyzed all policy related data and used Excel to denote data problems from previous conversion efforts.
• I also used Excel for queries given that this legacy system was not SQL compliant.
• These queries reduced system overhead given all policy information could be obtained from the spreadsheets.
• Responsible for maintenance on the companies existing CAPS-IL Admin system.
• Duties included conversion of 300,000 policies across 29 different companies.
• The block of business was converted from the Lifepro OS/2 software package.
• Duties included end-user training on modifications required for the new block of business.
• Was the overseer of all programming staff to ensure the data transfer was successful.
• Performed data screening to ensure all data was validated at the source. Was coordinator between management and users on the conversion effort.
• Created a VBA interface to change passwords for access to the CAPS-IL system.
• This module would allow the creation, modification or removal of users from the main system.
• Waterfall environment
• Created functional and technical specifications

Confidential, Des Moines, IA

Responsibilities:

• Responsible for migration of personal line P&C business from Allied to Nationwide
• Duties included software migration, job control migration, viability testing, system flow
• Created Excel VBA job control flow. I used the job scheduler to denote which tasks were run. The VBA coding showed the job control flow per process (daily, weekly, monthly, etc.).
• This company is in the process of merging best-of-breed applications between Allied & Nationwide. My duties included coordinating all migrations of the personal line business to the Nationwide environment. This included regression testing, software enhancements (where needed) and job control. The Allied environment was unique in that the job scheduler used a prerequisite approach to process. The new environment required a predecessor / successor scheduling approach. Given this change, I created a system flow document to show how to convert the jobs from one environment to the other.
• Created Excel modules to convert rating tables to mainframe format. This process required importing a variety of Excel rate calculation spreadsheets and combining this data to produce the DB2 equivalent import file. This task also required reporting of new changes of rates. The previous was also done through Excel.
• Modified mainframe Auto Insurance system
• Created functional specifications on all Auto & Home user interface

Confidential, Woodbury, NY

Technical Lead

Responsibilities:

• Responsible for maintenance on the companies existing CAPS-IL Admin system. Duties included conversion of 300,000 policies across 29 different companies. The block of business was converted from the Lifepro OS/2 software package.
• Duties included end-user training on modifications required for the new block of business. Was the overseer of all programming staff to ensure the data transfer was successful. Performed data screening to ensure all data was validated at the source. Was coordinator between management and users on the conversion effort.
• Agile environment