TECHNICAL SKILLS:

HARDWARE: IBM Mainframe, Client/Server

SOFTWARE: OS/MVS, CICS (Macro and Command), TSO/SPF, Assembler, COBOL II, DB2, XPEDITER, DYL280, FILEAID, VSAM, JCL, IBM Utilities, Windows, Powerbuilder, Microsoft Visual Basic, Java

EXPERIENCE:

Confidential

Production Management Regional Lead

Responsibilities:

• These applications manage cash and investment positions for clients of Confidential .
• In this role, manage Level 1 and 2 support activities as Confidential Regional lead for Tampa Custody Production Management Team.

Vice President (Application Development Manager)

Confidential

Responsibilities:

• Managed and developed the National Fidelity Services tax lot conversion to Retail Portfolio of tax lot data providing Confidential with the ability to maintain cost basis reporting in - house.
• Designed, managed, and developed large scale enhancements to increase the performance and efficiency of the Retail Portfolio mainframe batch stream to handle the large volume of tax lot data processed for Chase Wealth Management accounts converted to the system as part of the Confidential conversion.
• This was vital to meeting SLA’s required for Chase online client facing and Broker Dealer systems.
• Managed Business as Usual/Level 3 activities as well as Project workload of Retail Portfolio AD staff which is a combination of onshore New York based AD employees and offshore AD employees.
• Participated in design / development as well as directed AD staff in development of post 2008 cost basis regulatory reporting enhancements reporting. Included major modifications to the core of the Retail Portfolio system and development of a completely new reporting sub system.
• Leveraged 20+ years of experience in the Retail Portfolio system as an SME in tax lots and cost basis accounting.
• Experience includes Series 99 certification.

Confidential

Programmer Analyst, Vice President, Associate Director, Managing Director

Responsibilities:

• Over the 12 years on the Retail Portfolio application assumed progressively more responsible roles from programmer/analyst to Managing Director (Application Development Manager).
• Perform Analysis and Design and production support of COBOL, CICS, BATCH, DB2, PowerBuilder, and Visual Basis applications in the Retail Portfolio application which provides Tax Lot accounting / Cost Basis information on a trade date basis.
• Manage and provide technical assistance to members of the Retail Portfolio AD staff.
• Designed, coded and implemented the Global Adjustment Processing System.
• Designed, coded and implemented the Daily Performance Monitoring System.
• Designed, coded and implemented the ADP Cost Basis Statement Feed.
• Designed, coded and implemented major modification to carry disposal prices on tax lots.
• Participated in design, coding and implementation of VSAM to DB2 conversions of Transaction History, Open Tax Lot and Closed Tax Lot files
• Designed, coded and implemented PowerBuilder Global Adjustment Processing system.
• Designed, coded and implemented Visual Basic Daily Performance Correction System.
• Designed, coded and implemented DB2 Stored Procedures used by Daily Performance System VB front end for all I/O against mainframe databases.
• Designed, coded, tested and implemented adhoc fixes to correct Corporate actions not handled correctly by the Portfolio system.

Confidential

Programmer Analyst

Responsibilities:

• Perform Analysis and Design of COBOL/CICS/BATCH/DB2 programs in the BITS/IOPS application.

Confidential

Independent Consultant

Responsibilities:

• Provide COBOL, CICS, DB2 programming solutions for client companies in Senior Programmer Analyst/Project Leader roles.

Confidential

CMAR Applications

Responsibilities:

• Perform maintenance/new development on the CMAR Confidential subsystem.
• Applied intensive COBOL CICS/DB2 and Intertest skills to the enhancement of the Confidential subsystem.
• Resolved problem logs/issues within the Confidential subsystem in a timely manner.

Confidential

Associate

Responsibilities:

• Provide technical expertise and standards guidelines for application programming staff, who are the clients of the Command Center.
• Extensive use of PC packages (MICROSOFT OFFICE, OS/2, etc.) to run the Mainframe System test while providing statistical reporting of the progress of System test cycles.
• Provide 24-hour production support while running the System test under the UCC-11 scheduler.
• Requires multi-platform proficiency (OS/2, Windows, and Mainframe) and knowledge of COBOL, DB2, CICS, DYL280, as well as PC applications.
• Provide support to application programming staff, in preparation for production acceptance testing environment and standards.

Confidential

Project Manager/Advisory Programmer Analyst

Responsibilities:

• Administer Confidential Environment. OS/2 and Developer's Edge Administrator for Confidential .
• Provide technical expertise and assistance for maintenance of Confidential applications.
• Coordinate implementation of LAN testbed for offloading of work from mainframe.
• Participate in COBOL II conversions of Confidential applications.
• Provide assistance to other group members in mainframe and PC technical knowledge.
• Produce adhoc reporting using PC and mainframe tools such as DYL280 and SAS.

Confidential

Senior Programmer Analyst/Project Manager

Responsibilities:

• Perform Analysis and Design of COBOL/CICS/BATCH applications in the Group Financial Services Systems Department.
• Provide production support to the Confidential 401(k), Retirement plan, and Employee Stock Option plan systems.
• Provide direction/technical assistance to Group Financial Services systems staff.

Confidential

Consultant

Responsibilities:

• Provide COBOL, CICS, and Assembler programming solutions for client companies in Senior Programmer Analyst/Project Leader roles.

Confidential

Lead Technical Support Analyst

Responsibilities:

• Provided technical expertise and guidance in support of all Confidential and Batch applications.
• Supported and participated in DB2 pilot project to convert Assembler/COBOL/CICS/VSAM application to COBOL CICS/DB2.
• Evaluated and made formal recommendations for the acquisition of vendor software.
• Installed and administered vendor software for the applications areas.
• Provided technical supervision for two support team members.

Confidential

Programmer Analyst

Responsibilities:

• Was responsible for Assembler/COBOL Confidential and BATCH applications in the Financial Systems area.
• Provided production support for the Sales Accounting, General Sales, and Accounts Receivable systems.
• Analyzed needs, wrote specifications, and performed maintenance/new development.