CAREER SUMMARY:

• As a seasoned IT professional with 20+ years experience in the financial services industry, I have enjoyed many years working within and leading teams.
• I have been an integral part of delivering critical software to clients and organizations.
• Most of these successes have been achieved by applying one or more Agile project management methodologies.
• The projects I’ve worked on have varied in size and scope.
• As a proponent of Agile Principles, and having a background in software development and business analysis, I see the big picture when working on projects.
• I am a solid Scrum Master, however, whether my role is Scrum Master, Project Manager, Business Analyst, or Product Owner, my goal is to remain true to Agile Principles and to ensure that projects remain on the Agile path.
• This is how I have achieved many successes in my career and I look forward to sharing more success with you.

RELEVANT AREAS OF EXPERTISE:

• Agile Expert
• Scrum Master/Project Manager
• Portfolio, Program and Project Management
• Agile\Lean Project Management, Transformation and Coaching
• Merger and Acquisition Consolidation
• Vendor and Contract Management
• Software Development (C#.Net)
• Change and Release Management
• Understanding of financial markets
• Architecture and Performance Reviews
• Business Continuity and Disaster Recovery Planning
• Customer Relationship Management (CRM) Systems

TECHNICAL SUMMARY:

Agile Enabling Tools: Jira, Confluence and Top Team

Development Lead: Development Manager for Agile, Waterfall, RAD software development teams and projects

Development IDEs: Microsoft Visual Studio, Xcode (iOS 7), Spring (STS) and IntelliJ for Java 4.1

Hardware Platforms: Multiple Blade Servers and SAN solutions

Cloud Platforms: Amazon Web Services

Operating Systems: LINUX, MS Windows Server, MS Windows, Apple OS X, Apple iOS and Google Android

Virtualization: VMWare

Network Services: Active Directory and MS Exchange

Network Equipment: Cisco Switches, Routers and Firewalls (ASA)

Digital Media Tools: Adobe InDesign, StoreFlow, Google Pics.io and Eloqua

Accounting Systems: PAM, SunGard GMI

Languages: .Net, C#, C, Python and advanced Excel Macro Development

Web Development: HTML, DHTML, CSS, Javascript, PHP, Perl, XML, XSL, jQuery, JSON, AJAX, SOAP and MS WCF

Database: Microsoft SQL Server, Oracle, MySQL and SqlLite databases. and Bulk Copy Program, SSRS, SSIS

PROFESSIONAL EXPERIENCE:

Confidential

Product Automation Engineer/Business System Analyst/Scrum Master

Responsibilities:

• Reporting to the Chief Technology Officer in Investment Management Services (IMS), responsible for working directly with multiple Project Managers, developers, testers and business analysts to ensure that the project adhered to Agile principles, was executed in a timely manner, deadlines were met, software was delivered continuously and all team members understood their roles within the agile framework.
• Agile Coaching and Agile Training
• Ensured that the team understood their roles within the Agile framework from the project (a hybrid of Scrum and XP)
• Worked with individuals to ensure that they understood how Agile practices helped reduce risk and increase product delivery.
• Scrum Master for the team ensuring Agile principles applied
• Removed barriers and shielded the team from external interference.
• Ensured that the team adhered to the agile processes.
• Identified risks and escalated to the appropriate team for resolution.
• Led daily time - boxed stand up meetings and taught the benefits of the time-box approach
• Wrote test scenarios for developers to code J-UNIT software for UI and service automation.
• Helped Business Analysts write and estimate User Stories for the product backlog.
• Facilitated decomposition sessions and buffered the business from development teams
• Applied my industry knowledge and subject matter expertise to help programmers understand business requirements
• Using LeanFT and JUnit, helped write test programs and scripts to assist in automated testing.
• Had a hands-on role in regression testing and defect tracking
• Documentation and Key Controls
• Captured all system requirements in Top Team.
• Developed Confluence and SharePoint Sites for the Team

Confidential

Senior Business Analyst and IT Specialist

Responsibilities:

• Reported to the Senior Program Director.
• He was responsible for consolidating and sourcing data across all OMS systems trading multiple asset classes, analyzing the existing middle layer between trading applications and accounting systems and conducting a technical review of legacy systems in order to determine whether to buy or build new trade processing software.
• Data Sourcing for 20+ front-end trading systems trading multiple asset classes
• Identified data source (vendors) for all trading systems (20+ systems)
• Map structure of SRMs for each asset class
• Identify redundant data sources
• Identified data that could be recycled across similar trading systems.
• Current state Java code analysis
• Read through legacy Java code and converted it into business logic for analysis
• Message Queuing and Delivery
• Provide solution for message delivery from middleware system to backend accounting system
• Presentations to Board Members and Directors
• Provide diagrams and graphic presentations of present state and future state of the overall system.
• Provide project status updates

Confidential

Senior Technical Business Analyst and IT Specialist

Responsibilities:

• Reporting to the CIO, responsible for analyzing clearing systems used for start of day and end of day clearing operations.
• While at his the Confidential, applied software development skills to automate many operations that, for years, had been manual processes.
• Business Analyst / Agile Facilitator working with Scrum Master
• Business Analyst enabling Scrum Master to facilitate Agile development Sprint cycles
• Assist in buy vs. build assessment for Asset Management and Banking Application
• Create specification for Aeco Pipeline project
• Analyze customer-facing experience in order to improve data transfer experience
• Redesign and build out account management system
• Acquired existing exchanges and developed software to reconcile open position register with clearing member firms’ accounting systems
• Formatted acquired firms positions to match CME Risk Engine format so that SPAN margin rates could be applied to all new products
• Designed software solution to facilitate Interest Rate Swap compression.
• Designed software solution to convert data from CSV to FIXML format (and back)
• Created software to help the client services team with the client onboarding process
• Back-testing using 20 years of historical market data
• Testing involved interpreting the trader’s algorithm, allowing it to parameterized for risk thresholds and feeding data into the program in order to test performance.
• Real-time market data to test algorithmic trading system performance
• Read data off the CME Globex market data server and successfully tested trader’s algorithmic systems using real-time market data.

Confidential

Director of Software Development / Project Manager / and Senior Business Analyst

Responsibilities:

• Reporting to the CTO, led a team of 15 developers responsible for creating trading systems, mobile trading systems, market data products, websites for each North American division and any internally built software offered to clients.
• Responsible for overseeing all software development for proprietary software for in-house consumers as well as external clients.
• Was the Product Owner for all proprietary software projects and worked with stakeholders and Business Analysts to create User Stories and Acceptance Criteria in order to capture requirements and deploy an Agile / Scrum project management methodology.
• Introduced Agile methodologies to software projects. This was a transformation from tradition SDLC methods. Initial efforts included XP and considerable amounts of paired programming.
• Multiple email marketing campaigns using Oracle’s Eloqua marketing software engine
• Used software to track all metrics on prospects and existing clients, including email open rate, forward rate, delete rate and automated tracking of responses and communications.
• Configured software to use built-in queries to enable decision making for cost allocation of future campaigns, created custom queries, created email blasts without being labeled as “spamming”.
• Developed a trading application that provided real-time streaming market depth from all major exchanges. The application was given to retail and institutional investors. futures and options, all major order types spreads, up to four legs. processing approximately two million transactions per day.
• Market data from every major exchange, domestic and international
• An XML-encoded API for B2B access to order routing services and market data real-time, pre-trade risk management
• Created mobile applications for placing orders on all exchanges and receiving market data
• Created mobile applications for accessing corporate website, allowed logging in to see customer funds, market data, place trades and view margin information and statements.
• Built an electronic order ticket system, which eliminated the need for printed order tickets. All order tickets were stored in a database in image format replicating an order ticket.
• Project manager for large, global initiatives, for example migrating the Singapore office off of a vendor product onto an in-house order-entry system.
• Project Manager overseeing all websites to be consolidated to share a similar design, navigation scheme and technological architecture.
• Project Manager overseeing build-out of a disaster recovery center ensuring business continuity.
• Optimized the current installation of SalesForce.com for a large retail division
• Installed and configured the Eloqua Software Suite to assist in marketing campaigns for retail divisions
• Implemented a simulated trading system in a coop ad campaign with the Confidential
• Supported senior management selling technology. This required frequent travel and meticulous preparation (slides, live demos, FAQ preparation).
• This required the ability to distill complex technical concepts into basic concepts and present them to various audiences in terms understandable to everyone.