Results-driven financial services professional skilled in management, systems analysis, and programming. Collaborated with cross-functional teams to enhance order management systems in the financial sector. Demonstrated leadership in task prioritization and decision-making, fostering efficient workflows. Strong communicator, facilitating interactions across all organizational levels.
Overview
37
37
years of professional experience
Work History
Team Lead
Charles River Development
03.2022 - Current
Led international teams to deliver streamlined, high-quality implementations of the Charles River IMS and State Street Alpha platforms..
Optimized project management workflows, improving collaboration and reducing time to market for client projects.
Mentored junior team members, fostering skill development and promoting a culture of continuous improvement.
Sr. Systems Analyst
Charles River Development
01.2008 - 03.2022
Delivered client-facing, business and technical support and managed production Charles River IMS systems for multiple clients within the Charles River Managed Services offerings.
Participated in implementation, development and ongoing refinement, enhancement and continuous process improvement for the services.
Implemented Charles River IMS in both hosted and remote managed systems.
Participated in implementation, development and ongoing refinement, enhancement and continuous process improvement for the services.
Performed pre-implementation unit, UAT and parallel testing of software upgrades and enhancements.
Provided daily operational processing monitoring and support.
Director of Information Technologies / Project Manager
Arrowhead Solutions / thinkorswim, Inc.
01.2004 - 01.2008
Managed network and business application support for multi-site software firm, ensuring seamless operations for large client base.
Successfully directed satellite office move, including space design, network and infrastructure requirements and physical movement of equipment.
Presided over and participated in improvements, maintenance and support of production and internal systems infrastructure.
Led improvements, maintenance, and support of production and internal systems infrastructure to optimize performance and reliability.
Created outage instance summaries and communicated recovery and corrective action details to client base, enhancing transparency and trust.
Supported corporate internet presence, including a web based maintenance and reporting application.
Delivered production application guidance and created documentation for troubleshooting techniques and resolutions.
Managed and participated in testing of software releases.
Senior Technical Analyst
Arrowhead Solutions / thinkorswim, Inc.
01.1999 - 01.2004
Contributed to development of trading system for major financial firms, focusing on new product development, systems analysis, conversion, implementation, and support.
Developed, tested, implemented, and supported trade execution/order management system, including web-based maintenance and reporting application.
Created and implemented plan to convert firm's financial system from VAX/Sybase to NT/SQL Server.
Delivered technical support for LAN and network systems at a small firm.
Directed and contributed to initiatives related to the Mellon/The Boston Company merger conversion as well as other projects. Acted as Intranet site manager for the Private Asset Management Division.
Directed initiative to convert Mellon’s trading system to a new platform.
Simplified users' ability to access client-related information through the development of a new Intranet-based environment.
Managed the structure, layout and content of the division's Intranet sites.
Directed movement of Intranet-based applications across environments.
Implemented standards and provided training for client development of web content.
Programmer Analyst, Private Asset Management
The Boston Company (Mellon Trust)
01.1995 - 01.1997
Provided new products, enhancements and client support for the Jumbo Mortgage and Private Asset Management groups.
Converted mortgage department's records management system to newer platform.
Provided an address entry and verification system for the marketing department for the purpose of mass mailings.
Provided daily maintenance, enhancement testing and support for the Jumbo Mortgage department's system.
Senior Programmer/Analyst, Institutional Services Company (FIIS)
Fidelity Investments
01.1993 - 01.1995
Directed key projects that helped FIIS surpass Fidelity’s retail service company in revenues for the first time. Provided team leadership for five projects. Supplied installation support, troubleshooting, and customer support for multiple client groups.
Initiated pricing system to support new class of mutual funds. This project received special recognition from the FIIS President for helping bring in additional assets to the company.
Reduced costs by forecasting hardware (storage) needs for department.
Headed testing and installation of software management package, reducing project installation errors. Provided training and support for product.
Programmer/Analyst, FIIS
Fidelity Investments
01.1990 - 01.1993
Led and participated in several projects which helped reduce the company’s operating costs and improved information disseminated to internal clients.
Engineered first installation of bank account reconciliation package for the mutual funds industry. Earned outstanding service award for the amount of customization delivered in a short time frame.
Directed project to enhance FIIS’ Blue Sky regulatory reporting process which saved Fidelity Investments $1 million.
Developed system to control the storage and distribution of internal documentation to allow faster access to data.
Education
B.S. - Management Information Systems
New Hampshire College
Manchester, NH
A.S. - Computer Science
NW Connecticut Community College
Winsted, CT
Skills
Sharepoint, Salesforce, Jira, Service Now, Tidal, GitLab, Ansible, Eclipse, Microsoft SQL, MS Word, Excel, PowerPoint, Project, Access, Visio
Timeline
Team Lead
Charles River Development
03.2022 - Current
Sr. Systems Analyst
Charles River Development
01.2008 - 03.2022
Director of Information Technologies / Project Manager