Project
Replacement Of Third Party Vendor Application. Bank. Year 2018
Replaced an external vendor legacy application with a new build in-house solution to support Basel III regulatory reporting FR2052A submission and European Regulatory LCR reports.
PROJECT / DATABASE APPLICATION
Trade Cost Improvement. Trading. Year 2017.
To improve an accuracy of trade cost calculation, designed and coded a new solution for European countries equities trades to calculate a settlement, clearing and a central counter-party pass-through fee and to reconcile with an exchange invoices.
PROJECT
Replacement Of Third Party Data Feed. Broker Dealer. Year 2016.
Implemented a project to migrate all broker dealer brokerage accounts to a new selected custodian as a new clearing and settlement partner.
PROJECTS/ DATABASE APPLICATIONS
Data Warehouse, BI, Reporting. Broker Dealers. Year 2004-2015
Developed and enhanced an enterprise-wide proprietary application/tool in multi-year project, allowing company to hire more advisors, bring more clients and grow sale and asset under management, by aggregating client accounts and customer data from many different holding locations into single consolidated report view.
DATABASE APPLICATION
Performance Reporting. Broker Dealer. Year 2003.
Designed, developed and implemented a tool that allows producers to view multi-period performance appraisal summary and details reports and measurements (a rate of return) on all their client accounts by various products from different holding locations.
PROJECT / DATABASE APPLICATION
Data Warehouse. Insurance. Year 2001-2002.
Designed, developed and implemented data mart application to process individual investors variable annuity and variable life contract information.
PROJECT / SOFTWARE APPLICATION
Networking Update System. Broker Dealer. Year 2000.
Built a system for automated updates that provides a function for global and individual account update information when there is change in the branch address, branch number or broker in order a non-trade related client information to appear identically on the records of Firm and Funds using the industry standard for the exchange of mutual fund account maintenance.
PROJECT
Data Conversion and Data Interface. Retail. Year 1999.
Converted a massive volume of historical data from a legacy hierarchical non-relational database to migrate a company Point Of Sale application to Oracle relational database.