SUMMARY:

• Around 12+ Years of experience in Management, Systems Integration & Strategy Consulting for Fortune 500 Enterprise Clients
• Project Management/Business/Quantitative Analysis experience in delivering projects up to $10MM ((Team Size of 3 - 30) & below using PMO techniques such as Rational Unified Process (RUP), RAD, Agile(Scrum, Kanban), SAFe 4.0 (Scaled Agile Framework), Extreme Programming & Waterfall life cycle
• Extensive experience in managing B2B, B2C - On Prem/Web/Cloud, Intranet, Internet, SaaS, Paas based applications across varous channels - (Desktop, Tablet, Mobile)
• Experience in managing Platform Capabilities, Product requirements, Roadmap, market analysis, product adoption and integration with product development organization
• Experience in interviewing Business users & SME’s providing recommendations to resolve issues for various business/technical groups & defining strategic solutions to business problems in a multiple project environment
• Experience in developing detailed functional specs through JAD sessions, Sprint/Story Planning, Scrum Meetings, interviews, on site meetings with business users & development team
• Strong experience in developing Use Case diagrams, Use Case Specification Documents, Business Requirement Document(BRD), Functional Requirements Document(FRD), Test cases, Production Release/back-out Plan
• Experienced in Test plans, manual/automated/A/B testing, integration testing, regression testing, black box/white box testing, UAT (user acceptance tests)
• Strong Experience in ETL Crosswalks, Source to Target Mappings, Data Profiling, Trend Analysis, modeling, cleansing, mapping, warehousing, mining, governance & BI reporting
• Experienced in Data Sourcing, Validation, Profiling, Matching, Standardization, Survivorship Rules, Access and Data Governance, Roles/Stewardship model, Advanced Edition Mapping (Data Lineage), Data Scripts
• Experienced in statistical, quantitative, forecasting/predictive analytics, multivariate testing and optimization algorithms
• Worked in ETL environment involving Informatica, Talend & Business intelligence tools like Cognos, Crystal Reports, Business Objects, OBIEE & Tableau
• Extensive knowledge in dimensional/data warehouse modeling (star & snowflakes schema) and analyzing scope of changes in different phases of the data-mart & reporting development efforts
• Business strategist; plan and manage multimillion-dollar projects aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains
• Experienced in Business Analytics, Scoreboards, KPI’s, Financial Models & Management Summaries
• Experience in and mentoring of team members with product knowledge and business processes
• Expertise in managing multiple projects and teams with an excellent track record
• Working experience in a cross-functional team environment/geographical disperse teams (Onshore + Offshore - India, China, Germany, Canada)
• Experienced in defining Project Operating Model, MVP, User Story Templates, Release Plan, Run Book using SAFE 4.0/Disciplined Agile Delivery Frameworks
• Active Contributor of PMO Frameworks (Project/Portfolio Management, Risk Management, Strategic Alignment, Prioritization, Governance, Performance Management, Planning) to maximize business value & help support of Organization’s Strategic objectives
• Good knowledge of Financial Markets & Instruments: Equities, Fixed Income, FX, Options, Futures, Asset backed securities, Mortgage backed securities, Swaps, CLO’s/CDO’s, Master Forwards, Repos & Commodities
• Experienced in Market risk, Operational risk, Counter party Credit risk management, Liquidity Risk, VaR, Stressed VaR, Monte Carlo, Historical Simulation, P&L reporting and SEC/FINRA/NYSE legal/regulatory risk compliance including anti-money laundering (AML), trading surveillance, suitability, OATS, Basel II, III, CCAR(FR Y-14), BCBS 239, Single Counterparty Credit Limit (SCCL), DFAST Enhanced Prudential Standards, Reg NMS, Reg SHO, REG O, Reg P, FATCA, Know your Customer/Regulatory, MIFID II, Performance Reporting (GIPS)
• Strong exposure to Front, Middle & Back office operations including Trade Management System, Order Management System, Collateral Management, Treasury, Clearing, Settlement, Reconciliation, Fund Accounting, Corporate Actions, Funds Transfer Pricing & Benchmark Performance
• Experienced in various market conventions (ISO 20022 SWIFT, FIX, FPML), global collateral agreements ISDA, ISMA, CSA, Dodd-Frank act & Volcker Rule
• MISMO XML v2.3.1, 2.4, EDI x12 2, 263,997,260,259,266), Quicken DU Formats - MI Origination, MI Query, MI Rate quote, MI Policy Cancel, MI Servicing Loan Set, Servicing Transfer
• ACORD PandC XML (Policy Rate, Quote, Inquiry, Verification and Notification)
• Familiar with Mortgage Origination Systems: Byte, Dynatek, Calyx, Encompass, Sound, Fiserv Easy lender, Empower, Fics Loan Producer, Harland
• Experienced in Healthcare Systems (ITS, Blue Square, Blue Exchange, QNXT, Facets, NASCO, CS 90, WGS, ACES), Health insurance plans - Indemnity plans, Managed Care plans(HMO, PPO & POS), Government Sponsored Programs (Medicare, Medigap, Medicaid, FEP & SHBP) & Consumer Driven Health plans(CDHP)
• Experience with Medicare, Medicaid & commercial insurances in HIPAA ANSI X12 4010, 5010 formats including 270/271, 834, 835, 837, 997, ICD 9,ICD 10, NDC, DRG, CPT, NCPDP codes & NSF formats for interfaces & images to third party vendor applications
• Experience with various modules like management, premium billing, enrollment, claims processing & adjudication, benefits administration within Healthcare industry
• Experience with claims process & adjudication in Medicare, Medicaid & Private insurance sectors
• Experienced in HIPAA, HITECH Act (Privacy, Security, Compliance and Enforcement), CANSPAM, COPPA, FCRA,GLBA, SOX & SOC I & II, ISO 27001, State privacy laws, International legislations such as CASL, EU GDPR etc

TECHNICAL SKILLS:

IT INDUSTRY SOFTWARE S: Rational Rose/Requisite Pro, Clear Case, Clear Quest, HP Quality Center, Test Director, ERWIN, Informatica, Teradata, SAP S4 Hana, Sales force Sales Cloud, Service Cloud, Chatter Cloud, CRM, Documentum, FileNet P8, Tridion, SharePoint,Axure, Oracle, HP ALM, PPM tool, IBM NASCO, Sterling Integrator, Gentran, Facets, QNXT, Portico PNO, Mercury QTP, KOFAX, Autosys, StateStreet Global +, APPIAN BPMN (16.2), Microsoft Dynamics, OFSAA, Oracle E-Biz Suite, Toad, PG Admin, Markit EDM 10.5.3.7, Collibra, Amazon AWS, EC2, Redshift, Confluence 6.0.6, Infosphere Master Data Management 11.5.0, SSIS, SSRS, SSAS, Jupyter, Apache Zeppelin, SNOMED CT, HL7, Alteryx

DATABASES: MS Access, MS SQL Server, Oracle 9i/10g/11g, DB2, Sybase, Main Frame, Teradata, PostGreSQL

LANGUAGES: C/C++, JAVA, VBA, .Net, COBOL, XML, UML, FPML, HTML, PL-SQL, R, Python, PySpark, HQL, CQL

BIG DATA: NoSQL, BigQuery, Cassandra, Hadoop 2.0, Hbase, Hive, Pig, Flume, Sqoop, MapR, YARN, ZooKeeper, Kafka, numpy, pandas, seaborn, datareader, plotly, matplotlib

MACHINE LEARNING: Linear/Logistic Regression, Decision Trees, Principal Component Analysis, Vectors, K-Nearest Neighbors, NLP, K Means Clustering, Neural Networks

OFFICE TOOLS: MS Office 03/07/10/13, Word, Excel, Power Point, Visio

PROJECT MANAGEMENT: MS Project 03/07/10, JIRA 7.2, SeeNowDo, Rally, HP PPM, TFS 2013, 2015

REPORTING TOOLS: Business Objects, Cognos, Crystal Reports, Micro Strategy, OBIEE, Tableau 1002

FINANCIAL SYSTEMS: Bloomberg AIM, POMS, Fact Set, Capital IQ, Deal Book, Confidential, Yield Book, Acadia Soft, Portia, Charles River(CRD), SWIFT, Actimize, FIX, Sungard XSP, Calypso, MBS Expert, Dun & Bradstreet (Retail Customer), Lexis Nexis(Employment Data), Moody s Risk Analyst, Oracle Financial (AP,AR, GL, Chart of Accounts), Peoplesoft, Trade Web, GTSS, Omgeo Oasys, Advent OnDemand, ACD (Advent Custodial Data), Netx 360, Morningstar, Advent Market Data, Fortigent, Axys, Openlink-Endur, MISYS-Opics, Risk Frontier, Algorithmics, Sungard Intrader, Factset, Barclays Point, MSCI BarraOne, AFS, ALS, CACS, Appro, Unifi, LoanServ, LoanIQ, FD, Datascan4, TSys commercial, Leasepak

PROFESSIONAL EXPERIENCE:

Confidential

Environment: Agile - Scrum, MS Office 2013, JIRA, Confluence, Eloqua 10, Custom Built LMS(SQL Server), Customer Service Portal (Oracle Db), SAP HANA MDG 10.1, Harte Hanks (Marketing - Segmentation, Personas, Content, Journey), Salesforce SFDC, MuleSoft, Informatica, SAP PI/PO, SAP FIORI UI5, SAP BODS, One Trust, RSA Archer, Collibra, BigID, Adobe Experienced Manager

Responsibilities:

• Identify, Define, Validate PII Data Elements across all Enterprise Application Systems (
• Perform Privacy Enhancing Tool Comparison and identify tactical & Strategic Tool Selection
• Identify, Define Capabilties (Privacy/Data Impact Assessments, Surveys, Privacy Threshold Analysis, Risk Assessment Templates, Scoring, Real Time Data Mining, Country Specific Vizualisations, Risk Heat Maps, Record of Data Processing Activities, Meta Data Mapping, Lineage, Article 30, Article 35 Reporting)
• Assist in Business/System Remediations, Privacy Policies, and Awareness for GDPR Compliance across all Business Units - (R&D, Information Center, Security, Sales, Global Support, HR, Finance (payroll, sourcing, procure to pay)
• Assist Privacy/Legal Team in Privacy, Cookie Policies, Disclaimers, Disclosures, Terms and Conditions guidelines, controls, by Business Unit/Region/Partner Affiliates
• Enhance/Remediate email marketing, lead generation, sales enablement and multi-channel campaigns management for Sales Ops in Eloqua
• Define/Present Graph based Multidimensional Uniform Consent Framework (Country, Channel, Consent Type, Ps, Product) that will be leveraged for golden book of record for persons across all Confidential Systems
• Define Refererence Data Governance,Data Masking, Access, Advanced Edition Mapping (Data Lineage),Roles/Stewardship Model, Data MDM Scripts for Privacy/Legal/IIC/GSS Teams using native MDG and SAP Fiori UI 5
• Perform Sourcing, Validation, Profiling, Matching, Standardization, Survivorship Rules for Person Core, Key, Derived, Enriched Attributes, Consent Attributes, Location Attributes from 7 Source Systems (Phase I - 20 MM records) out of 31 impacted by GDPR
• Define Error Handling, Data Enrichment, Data Reconciliation, Perfomance, Audit, Audit History Rules for MDM system

Confidential

Environment: Agile - Scrum, MS Office 2013, JIRA, Confluence, SSIS, SSRS, SSAS, Symed, Visual Cactus, GE/IDX Centricity, IBM Infosphere MDM, IBM Cast Iron, MS SQL Server 2012, Oracle 11g, Tableau, Oracle Financials

Responsibilities:

• Develop Portfolio Manager Onboarding and Schedule across various Entities; Outline Business Strategy, related tactics and Business Capability Roadmap
• Platform Roadmap by Products/Foundational Data sets for Performance/Investment, Risk Attributes & Analytics
• Responsible for project success and day to day project execution (Agile Ceremonies) & act as single point of contact for Client, Vendors & various Stakeholders
• Define Project Operating Model, MVP, Templates, Release Plan using SAFE Agile Methodologies (Scrum + Kanban) and Process Components for successful Agile Transformation
• In corporate production issues and Urgent product analysis in to Sprints through Maintenance request process
• Define, develop and coordinate execution with external business units, the program communication model inclusive of criteria and metrics for determining prioritization of efforts and alignment with Enterprise Portfolio.
• Assist in development and grooming of product Backlog as well as User Stories & Epic planning
• Identify, Define, Prototype and Implement Risk Reporting Deliverables using Excel/Tableau/Python (Daily, Monthly, Quarterly, Yearly) for Board, CIO, Portfolio Managers, Regulatory Agencies, Risk Committees, Investment Product Teams, Global Advisory Services.
• Establish Data Sourcing, Profiling, History and Archival Data Governance/Management Strategy, stewardship model among various data sets (Security, Market Data, AUM, NAV, Research, Pricing, Trades, Holdings etc) from various Source Systems/Third Party Data Vendors
• Model, Validate Ex-Post, Ex-Ante Risk, VAR & Expected Shortfall, Performance (GIPS compliance), Liquidity, Exposure, Attribution (GICS Sector, Country, Active Specific Risk, Top/Bottom etc.), TEV Factor Risk Calculations/Models, Stdev, Beta, Ratios (Sharpe etc), BASEL III (RWA Based Avg. Weighted Risk at Fund Level), Issuer/Counterparty Exposure Monitoring for various Investment Products/Funds (Equity, Fixed Income, Multi-Asset, Alternatives) using Excel/Tableau/Python
• Create Tableau Scorecards, Dashboards, Plots for visual representation for Risk Teams
• Recommend changes to Client/Portfolio/Account Onboarding Processes to onboard Quality Data Feeds into Performance & Risk Data Management Platform

Confidential, San Ramon, CA

Environment: PM COP Methodology, MS Office 2010, Oracle, HP ALM, Oracle OBIEE, Tableau, APPIAN BPMN 7.9, Informatica, Teradata, Toad for Oracle 11.5, Microsoft Dynamics CRM, Moody’s Risk Analyst, Collibra, Calypso, Openlink Endur, Algorithmics, MISYS-Opics, Risk Frontier, Sungard Intrader, PostGreSQL, MS Office 2013, Oracle 11g, Python/R, Informatica Data Quality, Denodo, Oracle Data Integrator

Responsibilities:

• Complete Data Sourcing, Staging, Loading, Profiling, Validation & Rules Based Matching, History & Archival from 28 Source Systems (Loans, Deposits, Leases, Investment Products) across the Group ( Confidential & First Hawaiian Bank) to provide Single view of the Customer/Obligor/Counterparty/Legal Entity/Business Group
• Support ALM-T (Asset Liability Management-Treasury), 2052 a/b US LCR (Liquidity Coverage Ratio), EU LCR, Internal (Enterprise, Credit, Market) & Regulatory Risk Reporting, CCAR, BASEL III Liquidity Final Rule, Section 165 of Dodd Frank Wall Street Reform Act, Customer Due Diligence (KYC, KYA) & Compliance Initiatives
• Establish Data Governance (Target Operating Model) across various Lines of Business (Regional Banking Group, Commercial Banking Group, Wealth Management Group & National Finance Group
• Perform Gap Analysis, Metadata, Lineage and KDE’s for CCAR FR 14Q, 14M, 14A & DFAST schedules
• Enhance existing Reports for Liquidity Coverage Ratio, Net Stable Funding Ratio by currency for monthly & quarterly basis
• Model Calibration, Validation for Stress testing Capital Ratios (Balance Sheet and Income Statement) under baseline, adverse, severely adverse scenarios
• Support Credit, Market and Operational Risk reporting under Enhanced Prudential Standards of Dodd-Frank Act (DFA)
• Improve Collection, Organization and Aggregation of Risk information across US operating entities that constitute CUSO (Combined US Operations), Intermediate Holding Company (IHC).
• Configured Ad Hoc query and Reporting environments to deliver solid, scalable, robust BI reporting/analytic solutions
• Design, develop, and document OBIEE repository/metadata Develop, implement, and maintain data cubes, loading data, dimensions, calculating data and aggregation techniques Models, configures and optimizes the RPD/Universes from Data Warehouse (OLAP) and databases (OLTP)
• Credit Risk Ratings, Scorecards, Exposure Calculation, Aggregation, PD, LGD, Economic Capital, Single Counterparty Credit Limits, Risk Policies and Procedures across various entities
• Define Market/Traded Products Sourcing Templates, Sourcing Strategy, and related tactics for successful project planning stage

Confidential, San Francisco, CA

Environment: Water fall/Agile Methodology, DB2, Mainframe, Web sphere, J2EE/Angular JS, MS Office 2010, Actimize, SEI, Informatica, MS SharePoint, SIMS, OAM, LoginApp, IA, Mobile Banking App, Trust Online Platform, Micro Strategy, IBM Requisite Pro, Teradata, Adobe Experienced Manager

Responsibilities:

• IFS Data Visualization for Trust & Investment Managed Accounts (Desktop, Tablet & Mobile) (Wealth Management Grp)
• Enhance existing Business Processes (Desktop, Tablet) Like Campaign ROI, Hierarchy, Influence, Lead Management, Case escalation workflows & Case analytics
• Enhance Collaborative Forecasts, Outlook Attachments, Service Communities and Knowledge for Trust/Private Client Group Service teams
• Enhance Existing Business Processes like Asset Allocation, Account/Portfolio Investment Objective Level Grouping and Tax Loss Harvesting
• Analytical Dashboard reporting for Account/Portfolio level Performance & Activity Gain/Loss
• Implement Fraud Prevention & Authentication for P2P Transfers & Payments, Passive Device Registrations (250K)
• Support Confidential Online Banking ( Direct Auto Loans) to new online Sales & Marketing Platform (500K)
• Enhance Fed Regulatory CCAR, DFAST & BASEL III Reporting (Monthly & Quarterly CCAR FR Y-14 and DFAST reporting modules
• Lead Digital project teams in the execution of business projects, which support the Consumer & Small Business Digital Sales strategy. Work closely with project teams to proactively identify innovative options and solutions to the business and customer needs/problems. Partners on developing scope and requirements and ensuring solutions are compliant with regulatory standards.
• Contribute to project implementation plans and status reports, assist with development of test planning and lead User Acceptance Testing.
• Develop appropriate strategies to assure that product group initiated projects are implemented optimally and with the greatest sales impact.
• Help lead the "Sales Funnel Effectiveness" programs with focus on optimizing the current research and application processes to increase sales and leads.
• Participate in the development of ideas for identifying new functionality based on audience analysis, competitive benchmarking and product group partner needs. Recommend creative solutions to implement new features and improve usage of existing functionality.

Confidential, Irvine, CA

Environment: Agile Methodology, Sybase, Web sphere, J2EE/EJB 3.0, Adobe Flex, Power builder, MS Office 2010, MS SharePoint, Business Objects, Calypso, SunGard XSP v5, SWIFT, JIRA

Responsibilities:

• Corporate Actions Master Event List /XSP/SWIFT
• Automated Real time work queue, business workflow & MQ messaging communication (Inbound & Outbound) with Investment Manager (PIMCO) & Confidential Corporate (GCAS, XSP)
• Custodian Communication via SWIFT (MT 564/568, MT 565, MT 566) for feeds received from XSP v5
• Automate Corp Action postings to SMARTS (Investment Accounting System) via Camel - Trade Manager System workflow

Confidential, Walnut Creek, CA

Responsibilities:

• Enterprise Application Interface team
• Client On boarding for Pioneer Credit Union for Cuna Mutual Group
• WESB Upgrade to v7.5
• Support HARP process for Confidential, BOFA, Confidential
• Enterprise Data Management team

Confidential, Irvine, CA

Sr. Business Systems Analyst

Environment: Agile, Crystal Reports, MS Access, MS SQL Server, Oracle 9i/10g, Sybase, Quality Center, MS Office 2010, MS SharePoint, Crown Products, Rapid SQL, Perforce, Autosys, Quality Center, Perforce, Bloomberg, Investors View, Confidential Global +, Charles River (CRD), Sales force SFDC Sales Cloud, Chatter Cloud (Summer 2012 version), Eloqua

Responsibilities:

• Identity Access Management for all PCSIT applications
• Quad Application Upgrade & Enhancements
• Private Client Services Central (Sales force SFDC Sales cloud, Chatter) & PCS Expresso (Wealth Management Group)
• New Account Setup & Maintenance, Fees, Asset Marshalling & Financial Account, Asset Allocation based Investment Mandate, Class Action Workflow enhancements for Desktop & Mobile applications
• Automation of Marketing Exhibits, Client Books & Portfolio Reports in pdf from Salesforce through PCS Expresso
• Account Mandate enhancements for Active Equity, Fixed Income, Separately Managed - Fixed Income, Equity Accounts
• Architect Acct level, Module & Line of Business level Multidimensional Security Matrix
• Sell Hold Analysis Application Enhancements & Maintenance

Confidential, Irvine, CA

Environment: Agile, Requisite Pro, Bloomberg, MBS Expert, Tri Optima, Business Objects, MS Access, MS SQL Server, Oracle 9i/10g, Sybase, Clear Quest, Quality Center, MS Office 2007, C++, JAVA, VBA, COBOL, JIRA

Responsibilities:

• Participate in Enterprise-wide design, development, testing and implementation for various applications (Collateral Unified Platform (CUP) (Aladdin), Standing Settlements Instructions (SSI), and Compliance (CLASS), LTDM & Reconciliation etc. used in Middle office and Back Office operations services for Investment Management companies like PIMCO, Wellington Management, Confidential, Babson and Lazard Asset Management

Confidential, Newark, NJ

Sr Business Systems Analyst

Environment: IBM NASCO, PNO, PBM, Agile, Requisite Pro, AIX/DB2, Clear Quest, SQL, MS Access, MS VISIO, MS office, MS word, MS excel, Share Point 2007, COGNOS Impromptu 7.2, Informatica, Mercury QTP, IBM Lotus Notes

Responsibilities:

• IBM NASCO NART Admin Feed: Implement automated feed of Admin file data from Provider Hub (Provider Network Operations to NASCO NART Admin subsystem)
• Portico PNO Reporting Application: Build automated reporting application to identify data anomalies in source system (Provider Network Operations Db)

Confidential, Mason, OH

Environment: Facets 4.51, WGS, CS 90, ACES, Web Logic server, Portal server, Oracle content server 10g R3, MS SharePoint, excel, Google Search Appliance, Test Director, PBM, Agile, Requisite Pro, AIX/DB2, Clear Quest, SQL, MS Access, MS VISIO, MS office, MS word, MS excel, Share Point 2007, COGNOS Impromptu 7.2, Informatics, Mercury QTP, IBM Lotus Notes

Responsibilities:

• ESI Pharmacy migration: Participated in company-wide design, development, testing and implementation for appropriate online user (secured as well as unsecured content) experience that delivers pharmacy features on legacy eportal and micro sites for members with medical coverage through Confidential as a result of Next Rx business unit sold to Confidential Inc (ESI).
• Enhance Med Measures (VIPS with HEDIS (Healthcare Effectiveness Data and Information Set) program
• Implement National Consumer Cost Tool (NCCT); BCBSA Inter-Plan Programs (IPP) Tool

Confidential, Las Vegas, NV

Environment: Facets 4.41,Facets interfaces (IFOX), Facets extensions, Agile, Requisite Pro, SQL, Toad 9.7, Share point, MS Access, MS Visio, MS office, MS word, MS excel Clear Case, Clear Quest, Quality Center, Oracle 9i, DB2, JAVA, Informatics 7.1, Cognos 8.4

Responsibilities:

• Mainframe to Facets: Participated in company-wide design, development, testing and implementation transition from a legacy system to Trizetto's Facets enterprise solution. Adhered to strict compliance, policies/regulations, and configured facets modules such as Claims,, Billing, Benefit and plan. Part of the project was to migrate all application functionality and convert data from a mainframe-based system to an open systems environment
• Up-gradation of HIPAA and ICD 9 to ICD 10: Up-gradation of HIPAA X12 4010 transaction to HIPAA X12 5010 and ICD 9-CM (Clinical modification) to ICD-10-CM/PCS (Clinical modification/procedure coding system) simultaneously

Confidential, NY, NY

Environment: WinRunner 7.0, BugZilla, VSS, Windows 2000, WebSphere, EJB, JSP, Servlet, XML, JavaScript, HTML, Oracle, Charles River (CRD), Portia

Responsibilities:

• Implementation of STP (Fixed Income Front Office) Portfolio Investment Management System
• Enhance Performance attribution, Performance, Risk, Markets Pricing, P&L Data systems

Confidential, STANLEY, NY

Environment: Mercury Tools (QuickTest Pro, WinRunner, Test Director), Rational Suite (RequisitePro, Clearcase, Rational Rose), J2EE, DB2, MS Project, MS Visio, Nice - Actimize AML, ECM

Responsibilities:

• Enhance Insurance Strategic Partnership (ISP) system from proprietary and non-proprietary carriers for the Sale of their annuity and life products
• Enhance Commercial/Mortgage Loan Origination/Underwriting/Servicing Process
• Implement Vendor Product for Anti-Money Laundering (AML), KYC, KYA, CDD, KYA, SARS, CTR Compliance

Confidential

Environment: Mercury Tools (Quick Test Pro, Win Runner, Test Director), Dashboard, Rational Suite, J2EE, DB2, MS Project, MS Visio Ascendant One/AQS rating engines/policy systems

Business Data Analyst

Responsibilities:

• Enhance Fixed income Performance/Attribution System that supports Ultra High Touch Private/Wealth Management Clients