SUMMARY:

• Lead Data Architect with in depth knowledge of Oracle, Enterprise Data Modeling Standards and Best Practice, Conceptual, Logical and Physical Data Models, SQL, PL/SQL, Normalization, Data Warehousing, ETL, BI, Data Governance and Metadata repositories.
• An 18 year history of Brokerage and Asset Management Financial IT.
• Full SDLC systems development.

TECHNICAL AREAS:

• 11 years Oracle 11, 10g, 9i, 8, 7.1, etc Modeling and SQL Development
• Business Intelligence: Cognos 8 Framework Manager
• 8 years Data Architecture.
• ETL: Data Stage, Informatica Power Center 7, Metamatrix
• 6 years of Trade History and Portfolio Performance Data Warehouse modeling Immon and Kimbal modeling,
• 9 years IT Project Management with a team of up to 18 programmers
• Data Warehouse Redesign with ODS, Data Mart, BI and ETL implementation
• Transactional Data Systems
• 6 years Enterprise Data Modeling using Erwin 3.5.2 4.1, ERWIIN Model Manager and Embarcadero DB Artisan, Model Mart
• SynDesk and SynTicket IPO marketing tool
• 6 years Data Governance, Data Stewardship, Data Ownership, Data Quality
• PRINCE2 Registered Practitioner (The European equivalent of the PMP)
• Metadata Repositories: MetaCenter and Unicorn. Vendor Review and Implementation, Taxonomy and Ontology
• 9 years IT Project Management with a team of up to 18 programmers
• XML Schema Message design: XML Spy 3 years
• CRM systems, AIM, PIVITOL
• Enterprise XML Schema Project
• Also used DB2, Sybase and SQL server
• Master Data Management, client, securities, Mutual Fund Products and employee master data.
• Batch, load and transformation processes

BUSINESS KNOWLEDGE:

• 15 years of Investment Banking Brokerage IT.
• International Experience (London)
• 3 ½ years of Portfolio Management IT
• Fixed Income and Derivatives
• Equities Trading
• Loan IQ
• Equities Sales and Research
• CRM Systems development
• Trade Clearing Operations
• Vendor Selection and Integration
• Client and Account Master Data System
• IPO, M&A Investment Banking
• Security Master System
• MS in Computer Science
• Financial Reporting Systems
• BS in Electrical Engineering
• FIX Messaging
• Healthcare IT
• Fidessa, SAP, Sales Connect, SAP, Geneva and Calypso (feeds only not direct hands on)

OTHER SKILLS:

• Taught SDLC to Software Engineers
• Mentored Development Team Members
• Taught Software Quality Assurance
• Attended DAMA conference on Data Governance
• Presentations on Oracle Best Practice
• Authored best practice for Data Stewardship
• Presentations on to Senior Management
• Interfaced with Vendors
• Participated in Requirements Gathering
• Team Leadership of up to 18 resources
• Managed offshore resources in Hong Kong, India and London
• Wrote performance reviews for team members
• Toast Masters Member comfortable with presentation to Senior Management
• Full Life Cycle Project Manager with an excellent delivery record

PROFESSIONAL EXPERIENCE

QA Engineer

Environment: Oracle 11 g, .Net and C# GUI, Cognos Reporting, Informatica ETL.

Confidential, Mount Vernon, NY

Responsibilities:

• Data Modeling - LDM and PDM of the Product MDM, the Product Data Warehouse area and the Product Dimension for the Data Stores. Both Star Schema and 3rd Normal designs were used for different areas.
• Authoring Source to Target Mappings for the ETL developers
• Working with the Informatica ETL developers and the Cognos Framework Developers.
• Assist in ETL debugging and testing
• Mentoring developers
• Presentations to the business and senior IT management
• Assist with BA and DA of source systems
• Data Definitions and Data lineage

Enterprise Data Architect (Consultant)

Environment: Oracle 11g with RAC, Flashback Total Recall and Coherence. HP UX,, SAN, Blaze Rules Engine, WFC and Web portal. Business Object used for reporting and accessing the warehouse. Oracle Streams and Informatica ETL used for data transport and mapping.

Confidential

Responsibilities:

• Create Data Architecture Standards including Naming Standards, data type usage, template tables for master data and crosswalk / association tables, audit fields, PKs, FKs, Not Null constraints and defaults. Teach standards to software developers and enforce same on all model changes.
• Create, Maintain, Document and Deploy the data model changes using ERWIN 7.2 and 7.3. TOAD, and SQL Developer. Maintained HTML diagrams for use by downstream parties and programmers.
• Deployed new tables top the DEV and Integration Test databases, worked with Deployment team to maintain the QA and Production systems.
• Participated in Requirements and Design JAD sessions.
• Designed database objects for functional modules.
• Acted as the development DBA: deployed database objects quickly so as not to impede development efforts, maintained change control, did grants and synonyms, coordinated with the DBA team in constructing the Production system.
• Indexing and partitioning for performance and to archive inactive data.
• Worked with metadata team to ensure data stewardship, good definitions, sources and dependencies and other metadata for the ETL, Data Warehouse and Business Objects teams
• Assignment terminating upon successful deliver to production of the EMBRAC E and associated systems.

Lead Data Architect

Confidential

Responsibilities:

• GTS - Global Trading System - Fixed Income and Equities Trading system
• GES - Global Execution System - a system to evaluate the best execution routing for a trade. It collects and evaluates past performance to determine the best market and broker to execute a particular trade.
• OTS - A Fixed Income Trading system (being phased out in favor of GTS)
• PMW – Portfolio management Workstation. An application to view, measure and adjust portfolio weightings.
• Performance Attribution – a system that measured the performance of Portfolios against a set of benchmark indices or Portfolios.
• GENEVA General Ledger System
• CALYPSO Trading Software
• Pricing – an end of day and start of day pricing time series repository.
• Holdings – Securities held by particular clients as broken out from individual Portfolios.
• Compliance – Pre Trade Compliance . A Rules engine that reviewed a proposed trade to ensure that it met our client’s trading restrictions, Wellington Compliance standards and Risk Management requirements prior to execution.
• DataMart – the core datamart for all enterprise reporting on performance, benchmarks and client holdings.
• Security Master – The Instrument and Security master data system containing security descriptions, symbology cross reference, analyst ratings, risk exposure measurements, and corporate actions
• Vendor Data Framework: a generic Vendor data loading system. This is meant to be a functional development Pattern for all Wellington Vendor data feeds.
• AIM – Account Information Master Data.
• FI – a variety of applications supporting Fixed income investments and portfolios.
• Hedge fund – a system to implement the restrictions on Hedge Fund trading for our Compliance Systems
• Application Inventory
• Batch Cycle Control System

VP

Confidential

Responsibilities:

• Developed company wide standards for database models
• Developed Enterprise Data Model “blueprints”.
• Developed Enterprise Message Model “blueprints”.
• Design assistance for project data system designs
• Design assistance for project messaging
• Helped develop and maintain a standard data dictionary for messaging and database systems