Experience

Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Senior Data Management Associate

  • Mar 2022 - Present

• Data Management Associate

  • Oct 2019 - Mar 2022

  (In October 2019, Sontag Advisory LLC rebranded as Wealthspire Advisors)• Works on system architecture and integration needs for the firm• Helps build and maintain reporting across a variety of systems including SQL, SSRS, Microsoft Excel, and other third party platforms• Maintains and ensures data integrity of the in-house systems including reporting, CRM, financial planning, and transactional database• Serves as a technical support contact for co-workers, clients, and vendors as needed Show less



Sontag Advisory

• New York, New York

• Technology Associate

  • Jul 2019 - Oct 2019

  • Works on system architecture and integration needs for the firm • Helps build and maintain reporting across a variety of systems including SQL, SSRS, Microsoft Excel, and other third party platforms • Maintains and ensures data integrity of the in-house systems including reporting, CRM, financial planning, and transactional database • Serves as a technical support contact for co-workers, clients, and vendors as needed • Works on system architecture and integration needs for the firm • Helps build and maintain reporting across a variety of systems including SQL, SSRS, Microsoft Excel, and other third party platforms • Maintains and ensures data integrity of the in-house systems including reporting, CRM, financial planning, and transactional database • Serves as a technical support contact for co-workers, clients, and vendors as needed



SimpleToWork

• Greater New York City Area

• VBA/SQL Developer

  • Nov 2018 - May 2019

  • Design and construct medium to large relational databases • Work with raw data to clean and modify input data into projects • Integrate different user applications into project to auto-generate data • Automate reporting structures based on user needs • Debug and test for potential flaws in project development • Create project and tutorial manuals and assist in project implementation and in-person (or remote) training of key users • Establish security and permission protocols in projects to ensure data integrity Show less



Professional Data Solutions, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Programmer/Analyst

  • Aug 2015 - Aug 2017

  • Developed and maintained systems management services for healthcare plans • Worked with clients to code new and existing COBOL programs as well as create JCL processes • Tasked with modernizing local in-company services such as payroll, timekeeping, and project tracking, creating new Java applications with DB2 integration based off old DBASE systems • Developed and maintained systems management services for healthcare plans • Worked with clients to code new and existing COBOL programs as well as create JCL processes • Tasked with modernizing local in-company services such as payroll, timekeeping, and project tracking, creating new Java applications with DB2 integration based off old DBASE systems



Penn State University

• United States
• Higher Education
• 700 & Above Employee

• Student Programmer

  • Jul 2014 - Dec 2014

  • Coded new and existing Java applets for direct use in online chemistry courses • Worked alone underneath Chemistry professor • Coded new and existing Java applets for direct use in online chemistry courses • Worked alone underneath Chemistry professor