Experience

PCR Financial Aggregation

• United States
• Financial Services
• 1 - 100 Employee

• Technical Analyst

  • Jun 2021 - Present

  -Lead RPA Dev with Uipath and xceptor -Integrated 150 websites into RPA Automation. -rebuilt architecture to integrate Azure for data metrics and tracking. -Built power bi enhancements for tracking downloads. -Working on rewrite of architecture to create a scalable offering for 1000s of websites. -Lead RPA Dev with Uipath and xceptor -Integrated 150 websites into RPA Automation. -rebuilt architecture to integrate Azure for data metrics and tracking. -Built power bi enhancements for tracking downloads. -Working on rewrite of architecture to create a scalable offering for 1000s of websites.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Reference Data Analytics Lead, VP

  • Dec 2020 - Jun 2021

• Manager of the Operations Private Bank Data Analytics and Intelligent Automation Team

  • Aug 2018 - Dec 2020

  • Responsible for managing the first centralized group in wealth management operations for ETL integration, BI system build, and general data delivery through direct server querying. Tools include Alteryx, Tableau, Cognos, Qlik Products and Xceptor.• Responsible for delivering millions of dollars of overall cost savings through automation and data delivery.• Head researcher and standardization designer for the group.

• Manager of Rapid Development Team

  • Jan 2015 - Aug 2018

  • Built and maintained over 250 tools in office products (Microsoft Access, Excel, and SharePoint). • Lead a team of developers to help document, build requirements and add governance around tools in operations. • Helped implement Congo’s bi tool and became SME on report builds.• Worked with complex SQL query design and integration of tools with Json based end points.



Brandywine Global Investment Management

• United States
• Investment Management
• 100 - 200 Employee

• Compliance analyst

  • Jan 2013 - Aug 2014

  • Built, maintained, and documented 12 user tools for the group. • Worked with Traders, Analysts, and Portfolio Managers on 2 major trading platforms (Charles River Development and Bloomberg). Was an SME on trade rule design and data analysis within the systems. • Put in charge of training new hire around system usage and documented processes. • Built, maintained, and documented 12 user tools for the group. • Worked with Traders, Analysts, and Portfolio Managers on 2 major trading platforms (Charles River Development and Bloomberg). Was an SME on trade rule design and data analysis within the systems. • Put in charge of training new hire around system usage and documented processes.



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Compliance Associate

  • Jun 2010 - Jan 2013

  • In charge of data quality and review with in the Charles River Development platform. • Helped codify SEC 1940’s act and prospectus rules into the trading platform.• Responsible for building multiple user tools for the group to automate tasks.

• Broker

  • Aug 2007 - Jun 2010

  • Helped train multiple new brokers to Vanguard Brokerage Services.• Dealt with larger Flagship clients equity transactions.• Worked on a major project to design what the future broker role would look like (Project one).