SUMMARY:

• Extensive experience as a hands on Program\Project Manager, Tech lead, Systems Analyst and DBA\Data Architect with over 15 years of well - rounded IT experience including 10 years working with various leading CRM systems (Salesforce, MS Dynamics, SalesLogix and Sugar CRM) and 5 yeas designing and building custom ERP and eCommerce systems.
• Proven track record of working with Sr. Management of Fortune 500 companies to bring large ($1mm-$2.5mm+) software development projects to completion, on time and on budget.
• Effective results-oriented personable leader with a positive, can-do attitude that motivates development teams with a proven track record of taking over turning around struggling projects.
• Expert in all facets of project lifecycle for software development and IT, including planning, resource management, budgeting, tracking milestones and risk management.
• Ability to understand complex business processes and explain them to clients and developers.
• Consistently manage multiple concurrent projects, allocating resources to appropriate projects to insure all are completed on time and on budget.
• Excellent written and verbal communication skills.
• Data Science hobbyist - participate in Kaggle competitions.

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Technical Manager - Salesforce Practice

• Responsible for designing and overseeing the development of all major data migrations and integration implementations for projects within the Salesforce practice as well as institutionalizing best practices for data related tasks.
• Responsible for all aspects of Project Management including Planning, Scope\Schedule\Budget Management, Relationship Management, Risk Management and Mitigation, Resource Management, Procurement, Creation of all PM Documents (Project Plan, Status Reports, Schedule\Resource Documents, etc.).
• Assist clients in translating business strategy into a technology road map, advising them on critical decisions about what features or products to build or buy, in what order and time frame, and how those decisions effect there overall customer relationship strategy.
• Assist in product demonstrations and sales pitches including effort estimations and authoring responses to RFPs and SOWs.
• Responsible for building and maintaining the Salesforce Practice’s library of data migration accelerators and data utilities
• Project work includes:
• Bridgewater Associates: Client Services CRM - Project Manager and Data Migration\Integration Tech Lead - Successfully launched on time and on budget. Analyzed their internal systems, designed and managed the development of the Data migration from their Legacy CRM as well as integrations with proprietary systems. (Portfolio Management System, Report Distribution System, Custom Email Daemon and SharePoint Sites) (T-SQL, SSIS, C#) (Budget 1.6MM, Team Size: 8)
• Delta Airlines: Customer Care CRM - Data Architect and Integrations Tech Lead - Design Data migration and ETL integrations with Delta internal Systems and act as an advisor to the Delta development team. (Budget 1.5M, Team Size: 10)
• Bridgewater Associates: Support Contract - Integrations Tech Lead - Design and manage the build of all enhancements to Integrations of BW systems to SF as part of an ongoing support contract (Budget 350k, Team Size: 6)
• Allianz Global Investors: US Retail CRM Planning and Design Phase - Design Data migration from existing CRM and integrations with Allianz internal MMD Systems and external Data providers (DST, RIA) (Budget 250k, Team Size: 4)
• Manning and Napier: Tech Lead - Design and Build custom integrations with M&N’s proprietary portfolio management system as well as MARS SalesFocus. Data cleanse and Migration and from Saleslogix.
• Gilder Gagnon Howe & Co - Took over as Project Manager for GGHC when it was over budget and behind schedule. By Implementing new procedures and communication protocols I turned it around and brought it to completion in 4 months. GGHC has since signed on for an additional 6 month of support\enhancements. (Budget 450k, Team Size: 6)
• Processunity - Project Manager and Tech lead - Build of Salesforce App Exchange App that would all for user configured bi-directional data synchronization between ProcessUnity’s flagship app and Salesforce. (Budget 150k, Team Size: 5)
• Hennessy Funds - Project Manager and Tech Lead - Oversee the installation and configuration of our Asset Management Framework. Integration with DST, Salesfocus, Meridian IQ and FINRA Broker Check. Data Migration from Selentica. (Selentica is an Asset Management CRM Build on MS Dynamics) (Budget 150k, Team Size: 3)
• LiquidHub Asset Management Frame work Team - Design and build all data integrations needed for our Asset Management Framework including S&P’s Money market Directory. (Budget N/A, Team Size: 1)
• Chicago Equity Partners - Tech Lead overseeing the data migration from Satuit CRM + Integration with S&P’s Money market directory.
• HRC Financial Group - Project Manager and Tech Lead - Oversee that installation and configuration of our Asset Management Framework, Integration with DST Salesfocus. Data Migration from MARS.
• Dowling & Yahnke Wealth - Tech Lead overseeing the data migration from Junxure CRM.
• Beacon Capital - Tech Lead - Data migration from ACT
• CUNA Mutual Fund Group - Tech Lead - CUNA is aggressively acquiring smaller mutual funds, as the we migrate the data from the acquired firm’s CRM (whatever that may be ) to CUNA’s Salesforce system.
• Technical Advisor for many others: Royal Bank of Canada, Alliance Bernstein, Soros Foundation, First Eagle Investors, City National Rochdale, Cohen & Steers

Confidential, NY

Program Manager, CRM

• Took over the largest ever MS Dynamics CRM Cloud implementation when it was behind schedule and behind budget, turned it around and completed it on time and under budget. Project won Microsoft’s Customer Excellence Award: Cloud Transformation 2013.
• Responsible for the successful delivery of all Weight Watchers Member B2C CRM related systems and projects ($5m annual budget) through the full software development life cycle (SDLC).
• Projects includes a Global CRM System for Email Marketing (400k+ sends a year via Exact Target), Global Call Centers (Integrating MS Dynamics CRM with Other Line of business Apps), Email Marketing, Survey Tool (ClickTools) and a platform for a pilot of new one on one coaching products.
• Project teams include 5 Vendors, 35+ developers, a DBA, 3 QA analysts, and a Business Analyst.
• 3 points of integration with local systems (BI Systems, Master Data System and Meeting Room System) pushing over 1mm updates to the cloud daily. System can push up to 7mm records daily if pushed to capacity.
• Partner with CRM Director and Sr. Executives to identify IT solutions that will achieve both long and short term strategic business goals.
• Act as CRM Director in Directors absence, managing the production support team.
• Responsible for all aspects of Project Management including Planning, Scope\Schedule\Budget Management, Relationship Management, Risk Management and Mitigation, Resource Management, Procurement, Creation of all PM Documents. (Project Plan, Status Reports, Schedule\Resource Documents, etc.)

Confidential, NY

Technical Architect \ Sr. Project Manager

• Simultaneously manage multiple teams of developers (working on different projects) through full software development life cycle (SDLC) to bring large software development projects (Lan, Web, Mobile and Cloud) to completion, on time and on budget with individual project budgets ranging from $50k-$1.2mm.
• Responsible for all aspects of Project Management including Planning, Relationship Management, Scope\Schedule\Budget Management, Resource Management, Procurement, Creation of PM Documents. (Project Plan, Status Reports, Schedule\Resource Documents, etc.)
• Manage all aspects of development\customizations of client CRM and BI systems (Primarily SalesLogix but also SugarCRM and MS Dynamics CRM), and integration with other Internal Systems and External systems including Social Media Platforms. (Twitter, Facebook, LinkedIn, Google+ and Bit.ly)(C#, ASP.Net, JQuery, NHibernate, Winforms, SQL Server, SSIS, Scribe)
• Meet with clients to identify software needs, budgets, and to set project scope, goals, deadlines and priorities.
• Analyze Clients existing systems and Business Processes to advice on best possible solutions.
• Work with clients to develop and Implement Social Media, e-Marketing and Web Analytics strategies and properly integrate them with their CRM and BI systems.
• Work with clients to develop and Implement reporting and BI strategies. (SSIS, SSRS, SSAS, Crystal Reports, SharePoint, PowerPivot, Qlikview, Tibco Spotfire)
• Successfully manage a diverse development team spanning across 4 countries and 2 continents.
• Re-engineered internal SDLC\QA Processes raising Project Successes (and customer satisfaction) levels across the entire organization to new heights.
• Assist in product demonstrations and sales pitches including authoring responses to RFPs and SOWs.

Confidential, New York, NY

President \Managing Partner

• Manage family business and all major projects, providing custom ERP systems, Custom E-commerce Sites and Business Intelligence for mid-sized businesses in a wide variety of industries (Wholesale, Retail, E-tail, Apparel, Footwear, Advertising, Jewelry, Electronics, Warehousing, Trucking) with an Emphasis on financial analysis\reporting, improving operation efficacy and supply chain management.
• Founded the E-Commerce and Business Intelligence divisions bringing new revenue streams to the Co.
• Meet with Clients to discuss software needs, budgets, and to set goals, deadlines and priorities.
• Analyze client’s existing systems then define, design, and manage the development of back office systems including order entry, shipping, sales journal, accounts receivable/payable and inventory.
• Work with third party vendors to integrate custom ERP systems with third party developed client websites, public warehouses, credit card processors, EDI trading partners, Amazon (AWS), Froogle, Yahoo Stores, UPS world ship, CIT (factor), UPS/DHL package tracking systems (FTP, JSON, XML, SOAP).
• Designed and built data-cubes for business intelligence. (MS OLAP, DTS, SSAS, SSIS, MS Office Web Components)

Confidential, New York, NY

SQL Server Database Administrator/ Developer

• Administer five production and two test SQL Servers used for housing Firms Financial data (Approx. 2Tb of data on largest server) for financial analysis, automation of journal entries and back end of web applications.
• Built, designed, and implemented all backup systems and procedures.
• Assist programmers with logic and syntax for stored procedures (SPs), triggers, performance tuning\query optimization, DTS Packages and general database design.
• Upgraded Servers from SQL 6.5 to 7.0 to then to 2000.
• Managed all application migration from SQL 6.5 to 7.0 then to 2000.
• Responsible for reviewing and authorizing all test to production moves.
• Manage security, creating roles, developed web based front end to manage scheduled jobs and dbccs through use of system tables. (ASP, VB 6.0\ Script)
• Assembled new multi-processor servers including RAID, tape drives, installation and configuration of Win NT/2000 Server running SQL Server and IIS.
• Built Web application for monthly 401k journal entry creation. (Asp, SQL Server)

Confidential, New York, NY

Senior Systems Analyst/ Database Administrator/Programmer

• Managed two junior analysts who were responsible for technical support and system testing.
• Designed, built and administered two direct web-advertising systems (FoxPro), including banner-to-order tracking (ASP, VB Script, FoxPro), cost analysis, and reporting system.
• Designed and Built Tape Traffic system, which manages station commercial instructions (traffic) and telemarketer instructions, keeps a log of ongoing traffic revisions, automates the production of necessary direct response television codes and dub house orders. (MS Access, VBA, FoxPro, MS-DOS)
• Responsible for data integrity of five direct television response and two web tracking systems, etc. over 100,000 records imported across the seven systems daily.
• Analyzed and corrected data integrity issues. (FoxPro, Ms Access, and SQL Server)
• Wrote data conversion programs to realign, normalize, and reformat data files from external sources into the proper system format, or format needed for any particular task.
• Designed and wrote new reports for television and web systems, some of which consolidates data from all five direct response television systems into one report, for clients such as Bell Atlantic, Johnson and Johnson, Glaxo Wellcome, and the Arthur S. DeMoss Foundation (Crystal Reports).
• Trained users on database concepts using MS Access, FoxPro and proprietary tracking and reporting systems
• Performed technical interviews for the Internet advertising department.

TECHNICAL SKILLS:

Computers Competencies: Information Architecture\ DB Design\Modeling, Project Management (PMP), Systems Analysis, Business Analysis, User Interface Design, Software Testing, Data Flow Diagrams\Process Modeling, Use Cases, Object Oriented Design and Programming (OOD/OOP), EDI, Social Media, SEO (Search Engine Optimization)

Languages: ANSII SQL, T-SQL, VB.Net, SSIS,C#, ASP/.NET, Java Script (AJAX), PHP, Python, Crystal Reports, VFP\Xbase, Visual Basic 6.0, VB Script, JQuery, NHibernate, VBA, Html, Some C++, Java, Pascal, COBOL

Databases: Sql Server, OLAP, Oracle, Sybase, MySQL, MS Access, dBase, ODBC

Tools: MS Visual Studio, Visio, MS Project, MS Source Safe, MS IIS, Apache\TomCat, Microsoft Office