ROBERT D. HILLIARD III
Delray Beach
Summary
Dynamic Senior Product Specialist at Charles River Development, specializing in UAT testing and troubleshooting. Established history of optimizing client product utilization and resolving intricate trading challenges. Exceptional interpersonal communication and leadership capabilities, enhanced by proficiency in SQL and database management, facilitating successful implementations and elevating client satisfaction.
Overview
34
34
years of professional experience
Work History
Senior Product Specialist
Charles River Development
Burlington
05.2005 - Current
- Ensuring that Charles River Development's installed base of client is optimizing their use of CRD's products especially in the newest releases.
- Troubleshooting Trading issues real-time in production
- Leveraging my previous experience in advanced technology to troubleshoot problems and provide solutions for optimize usage of the Charles River's Trading systems in widely varying implementations.
- Handle all FIX related issues do to installation, and usage. Perform client implementation on site of FIX connections to TradeWeb, MarketAxess and Bloomberg TSOX and all network connectivity.
- Provide technical consultancy to troubleshoot and optimize product usage, to current clients especially as it relates to the technology, and trading issues.
- Supporting the application and to provide installation/upgrade support for both prospective and existing clients.
- Provide technical support to assist sales with prospective clients and Implementation Managers with new clients as they are being implemented.
- Visit customers on-site from time to time as required to resolve advanced technical issues.
- MiFID II reasonability's for implementation over FIX and trade reporting for ESMA and FCA
- Implementing third party execution venues likes LQNT, ITG, BIDS, FXC and FXALL
- Main support contact for CRD Wealth Hub
QA Analyst/Platform lead on Tandem OS
JP Morgan Chase
Boston
11.2000 - 04.2005
- Perform oversight of Quality Assurance testing (i.e. functional, user acceptance and preproduction) to ensure components meet the basic quality standards as required before the changes are placed in production.
- Responsible for planning and controlling the test phases of time-bound initiatives.
- Use a structured approach to deliver results via Test Strategies and Plans, the scope of which is driven by project complexity.
- Continuously monitor the project status using a variety of applicable methods, formal walkthroughs, status meetings, management reviews, team meetings, and one-on-one communication.
- Responsible for revising the testing project plan when changes are indicated.
- Understand the Business Requirements, Functional Specs and Technical Specs associated with proposed system changes of assigned projects and provide accurate LOE estimates.
- Prepare test strategies, test plans and develop defect tracking and other metrics reports and presentations for Management review.
TRADER
10.1995 - 11.2000
- Strong knowledge of the OTC, and listed equity markets.
- Execute trades for an established client base.
- Resolve any trade problems that deal with price or quantity.
- Vast knowledge of fixed income products.
- Daily contact with various bond and fixed income departments on their inventory and availability of specific issues.
Account Executive
WATERHOUSE SECURITIES
Boston
06.1995 - 10.1995
- Servicing client's accounts, and executing trades for an established client base.
- Extensive customer service skills with the ability to analyze and resolve related problems and recommend plans of action.
Account Executive
OPPENHEIMER & CO.
N.Y.
07.1993 - 06.1995
- Servicing client's accounts, attaining new accounts, and the development of accounts through various financial products to meet client's objective.
- Manage assets for corporate and private accounts.
- Perform fundamental and technical research, prepare documentation and present recommendations.
- Reconcile monthly brokerage statements of clients.
Junior Account Executive
BEAR STEARNS & CO.
Boston
04.1993 - 07.1993
Account Executive
THOMAS JAMES & ASSOCIATES
Boston
11.1992 - 04.1993
Legislative Aide
NEW HAMPSHIRE HOUSE OF REPRESENTATIVES
Concord
10.1991 - 04.1993
- Extensive research and preparation of bills coming before the legislature for vote.
- Significant contact with state legislators, administrative staff and lobbyists.
Education
Masters certificate - Web Application Development
BOSTON UNIVERSITY
Boston, Ma02.2003
B.S. - Economics, Marketing
CLEMSON UNIVERSITY
Clemson, SCSkills
- Financial objectives and markets
- UAT testing and troubleshooting
- Business and economics concepts
- Portfolio management strategies
- Microsoft Office applications
- SQL and database management
- Web development languages
- Interpersonal communication skills
- Leadership and team management
- Salesforce expertise
- Azure cloud services
Strengths And Responsibilities
- Development of accounts to meet client's financial objectives, and accumulating assets.
- Manage 14 business users during UAT testing for Quarterly releases.
- Attain new business and economics concepts, financial markets including stocks, bonds, mutual funds, portfolio management, and various other financial products.
- An ability to work well under pressure and meet demanding deadlines.
- Proficiency in Microsoft word and excel, SQL.
- Working knowledge of HTML, Java Script, Java, Visual Basic.
- Working knowledge of SQL for querying database tables.
- Strong interpersonal communications and leadership skills.
- FIX Network knowledge.
- FIX knowledge of FIX 4.0, 4.2, 4.4.
- Ability to troubleshoot production issues in a high pressure demanding environment.
- Salesforce.
- Azure.
Timeline
Senior Product Specialist
Charles River Development
05.2005 - Current
QA Analyst/Platform lead on Tandem OS
JP Morgan Chase
11.2000 - 04.2005
TRADER
10.1995 - 11.2000
Account Executive
WATERHOUSE SECURITIES
06.1995 - 10.1995
Account Executive
OPPENHEIMER & CO.
07.1993 - 06.1995
Junior Account Executive
BEAR STEARNS & CO.
04.1993 - 07.1993
Account Executive
THOMAS JAMES & ASSOCIATES
11.1992 - 04.1993
Legislative Aide
NEW HAMPSHIRE HOUSE OF REPRESENTATIVES
10.1991 - 04.1993
Masters certificate - Web Application Development
BOSTON UNIVERSITY
B.S. - Economics, Marketing
CLEMSON UNIVERSITY