SUMMARY

• More than 34 years of CRM experience in major Financial Services Companies,
• Past 14 years 100% with Microsoft Dynamics CRM O365 Power Platform, 2016, 2015, 2013, 2011, 4.0.
• CRM Solution Designer and Senior Technical System Architect.
• Integration Specialist including Microsoft Dynamics CRM 2015, 2013 upgrades.
• Expert level hands on experience in SSRS CRM reports, Workflow, Dialogs, Business Rules
• Dynamics CRM expert in SSIS Kingswaysoft to integrate migrate data from to ERP systems.
• Dynamics CRM Power BI integration and Power BI development expert.
• Experienced in integrating CRM with 3rd party systems, developing CRM solutions and CRM related infrastructure, system analysis, Data Modeling, Data migration/integration
• Experienced in tracking and resolving complex software/hardware CRM related issues.
• Proficient in Microsoft Dynamics CRM installations and upgrades.

TECHNICAL SKILLS

• NLB
• SQL clusters. ADFS
• CRM
• CRM O365

PROFESSIONAL EXPERIENCE

Confidential, New York

Vice President

Responsibilities:

• Dynamics CRM Project Manager, Solution architect for global locations head office NY.
• Developed, deployed Dynamics CRM for CFE ( Confidential European countries)
• Develop Miffed II and GDPR solution within Dynamics CRM
• Developed number of C# Plugin to satisfy Miffed II and GDPR requirements
• Integrated Dynamics CRM with Click Dimensions for advance mass marketing
• Migrating existing BDVision iPreo Financial CRM to MS Dynamics CRM O365.
• Configured/Developed Dynamics CRM O365 for the Investment Banking group.
• Created number of SSIS Kingswaysoft data integration packages to migrate iPreo data to Dynamics CRM o365.
• Introduce configured InsideView social hub with Dynamics CRM O365
• Configured Interactive Social Hub features for US Capital Market group.
• Configured number of executive dashboards for senior management.
• Solution designed for the Confidential ’s US Capital Market, Corporate Access, Research and Sales, Equity, Gravities, Sales and trading department. Integrated Confidential quarterly data with top 100 institutional clients in CRM.
• Integrated Vote data with Dynamics CRM for research and sales group.
• Integrated Power BI, BlueMatrix, Click Dimensions research authoring tool with Dynamics CRM O365.
• Currently managing four one - production online and one Production Dynamics CRM O365 environments for Confidential LLC.
• Developed number of SSIS package with Kingswaysoft to refresh data into CRM daily.
• Configuring Server Side Synch with Outlook Contact, Emails, Task, and Appointments.
• Configuring, CRM UI’s, Data modeling, SSRS reports, charts. Several requirements are in process to configure workflow, Dialog, Business Process flow, Business Rules, Rollup and Calculated fields.
• Designing CRM Security (Business Units, Teams, Access Team, and Hierarchy model).
• Working with On/Off-Shore developer to develop CRM Plug-in, and Java Scripting needs.
• Developed and integrated number of Power BI reports within Dynamics CRM

Confidential, New York

Dynamics CRM PM

Responsibilities:

• Working with US IT to integrate a brand new MS Dynamics CRM 2015 with UK.
• Configuring a complex security model to comply with FINRA and MAR regulatory requirements.
• Moving US based home grown CRM’s i.e. Goldmine, Sales Logics to MS Dynamics.
• Configuring Server Side Synch with Outlook Contact, Emails, Task, and Appointments.
• Creating a Pipeline Dashboard for the team lead and company executives.
• Configuring, CRM UI’s, Data modeling, SSRS reports, charts.
• Several requirements are in process to configure workflow, Dialog, Business Process flow, Business Rules, Rollup and Calculated fields.
• Designing CRM Security (Business Units, Teams, Access Team, and Hierarchy model).
• Working with IT team to advise IT what is needed to deploy Microsoft Dynamics CRM i.e. AD, Exchange, NLB, SQL clusters. ADFS, CRM Offline, Mobile devices deployment.
• Working with Off-Shore developer to develop CRM Plug-in, and Java Scripting needs.
• Working with business stakeholder to translate business challenges into CRM technology.
• CRM project owner to manage all aspect of the CRM
• After UK/US integration UK/Singapore and Germany will be started

Confidential, New York

Dynamics CRM solution Architect/Administrator

Responsibilities:

• Create a unique CRM Data auditing process within CRM using OOTB functionality.
• Monitor CRM infrastructure (SQL Server, Web Servers - IIS, and Back End Servers).
• Manage server side synchronization for 150+ partners.
• Maintain and configure CRM email routers.
• Automate CRM workflow and CRM dialogue.
• Develop CRM views, reports for end users.
• Design CRM Security (Business Units, Team and data security model).
• Monitor daily jobs; work with CRM developer to manage Java and CRM plug-in needs.

Confidential, Parsippany, New Jersey

Technical Architect

Responsibilities:

• Upgraded Dynamics from 2011 to 2013 to 2015.
• Worked with business units to capture detailed CRM requirements.
• Worked with the development team to insure development is done according to end user requirements.
• Created QA test scripts and worked with QA team to insure all bugs/issues are resolved.
• Worked with marketing team to insure segments are captured in Eloqua.
• Provided end user training.

Confidential, Houston, TX

Dynamics CRM Project Manager

Responsibilities:

• Worked as CRM Project Manager/Technical Architect for Dynamics CRM 2011 upgrade from version 4.0.
• Led team of developers offshore.
• Led the integration efforts of Dynamics CRM with SAP.
• Created functional and technical design documents.
• Gathered business requirements from business groups and work with developers, IT, QA, SD, BA.
• As a Senior Business Analyst, added new functionality to CRM, contract and contract view.
• Worked with developers to configure additional plug-ins.
• Developed custom workflows and plug in using Dynamics CRM SDK.

Confidential, New York

VP CRM Business Technology

Responsibilities:

• Reviewed existing Dynamics deployment and completed cost-benefit analysis to migrate Dynamics 3.0 to 4.0 and then to Dynamics 2011.
• Led the efforts for the Dynamics CRM 4.0 upgrade and deployed Dynamics 2011 in 12 countries.
• Developed a unique Financial Industry Confidential CRM functionality related to Institutional Client’s on boarding process and MMD (money market directory) integration.
• Developed a data security structure for Zurich, Luxembourg and Brazil and then configured a data synchronization process worldwide.
• Helped IT and SD’s to connect major locations via LAN synchronization without compromising data security.
• Complied with SAS70
• Reviewed and maintained CRM project budget and resources.
• Team lead, 12 members onshore/offshore

Confidential, New York

VP/Senior CRM Project Lead and Configuration Manager

Responsibilities:

• Prepared detailed analysis justifying move from Saratoga CRM and Salesforce.com to MS Dynamics.
• Architected and configured CRM solutions for the enterprise.
• Prepared CRM functional design document for marketing, consultants, and business development and compliance groups.
• Deployed CRM within 17 countries. Created business specs to establish auto data sync between global regions.
• Created training materials, trained users/trained the trainer.
• Integrated SharePoint and ERP Systems for daily/weekly/monthly bi-directional data feeds with internal and external systems.
• Worked with IT on all phases of development, QA, UAT and production rollout for all changes of CRM deployments.

Confidential, NY

Lead CRM Solution Designer and CRM Project Lead

Responsibilities:

• Led CRM administrator and SR BA, Saratoga Systems CRM, now Pivotal CRM. Customized, developed and provide business analysis for CRM requirements.
• Prepared functional design document to integrate Saratoga CRM Avenue with Expense Management system, Concur.
• Integrated retail sales CRM with 3rd party custodian ( Confidential ) system, SCI.
• Developed expense vs. budget tracking system for CRM.
• Configured CRM/SharePoint, Nelson, and MMD data integrations.
• Automated prospect, client mass mailing, and event planning process within CRM.

Confidential, Atlanta, GA

CRM Global Group Lead and Senior BA

Responsibilities:

• Developed/migrated Siebel CRM to Saratoga System, 40 global offices.
• System supported 800 users. I80 users worked off-line to a central CRM data base.
• Developed reporting structure to capture financial information based on style, region, rep., RFP, pipeline, ERISA, DB and DC plans.
• Migrated many homegrown small CRM systems to one centralized CRM.
• Led the global DBA team to support CRM related databases.
• Created training material and trained the trainer.

Confidential, New York

CRM System Administrator

Responsibilities:

• Started as a trading floor system specialist and then moved to SPS (Sales Productivity CRM System), Business Analyst position. Then promoted to CRM system administrator/BA.
• Primary BA CRM System Administrator responsible for the Citigroup Saratoga Ave CRM system.
• Responsible for the reconciliation of cash management vehicles such as Repo, Time Deposit T - Bills and Bonds.