Summary
Overview
Work History
Education
Skills
Timeline
Generic

Albert Roitfarb

Head of Software Development
Wayland,MA

Summary

Results-oriented investment executive with demonstrated record of accomplishment in developing software, implementing systems, improving operations and communicating with clients. Decisive leader creating a positive culture and attaining corporate goals.

Overview

23
23
years of professional experience

Work History

President

DataVerse Systems
11.2020 - Current

Developed a new fixed-income analytic system that competes with Bloomberg. Designed a position keeping and accounting system that support tax loss harvesting.

Director of Software Architecture

Morningstar LLC
06.2016 - 11.2020

Morningstar acquired InvestmentSoft to implement it's fixed-income analytics software and security master data base into Morningstar's extensive data repository. Headed the integration of the fixed-income library and security database that performed daily calculations of over 3 million bonds across over 20,000 mutual funds. Also assisted in the development of Morningstar's fixed-income risk model.

President

Investment Technology
03.2005 - 06.2016

Developed a trading and accounting system for the dealer and broker department at Credit Suisse that connected to the Swiss Exchange. Headed several consulting engagements to evaluate investment reporting systems. Installed and supported our fixed-income analytic system at several software vendors. Headed the development several a multi-asset class position and accounting system at a large money manager. Consulted for a large mutual fund on fixed-income accounting.

Senior Vice President

State Street Corporation
01.2001 - 03.2005

Head of the development team that designed a trading and position management system for State Street Global Markets. The system supported multi-asset, multi-current trading and maintained book-keeping capabilities. Also Implemented a fixed-income analytics system used by the custody department and by Cambridge Associates.

Education

Master of Arts - Finance & Operations Research

Boston College
Chestnut Hill, MA
06.1973

Master of Science - Physics

Northeast University
Boston, MA
06.1971

Bachelor of Science - Physics

New Mexico State University
Las Cruces, NM
06.1969

Skills

  • Software Development
  • Improving Efficiency
  • System Integration
  • Project Planning
  • C programming
  • Java Programming
  • SQL Programming

Timeline

President

DataVerse Systems
11.2020 - Current

Director of Software Architecture

Morningstar LLC
06.2016 - 11.2020

President

Investment Technology
03.2005 - 06.2016

Senior Vice President

State Street Corporation
01.2001 - 03.2005

Master of Arts - Finance & Operations Research

Boston College

Master of Science - Physics

Northeast University

Bachelor of Science - Physics

New Mexico State University
Albert RoitfarbHead of Software Development