Experience

NYC Citywide Administrative Services

• United States
• Government Administration
• 300 - 400 Employee

• Computer Specialist - Software

  • Oct 2016 - Present

  New York City Application Developer, System Analyst, and Production Manager for Property Asset Management, Tenant Accounting, and Mortgage Accounting applications. In these roles I discuss issues and implement resolutions and essential enhancements. As Production Manager, I operate the application, ensuring system availability and stability. Also a developer on the team which is migrating the Real Estate Management applications to the Dynamics 365 / Azure cloud.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Development Manager / Developer - Vice President

  • Dec 1996 - Apr 2016

  New York, New York Subject matter expert for financial advisor registration and branch tracking applications. I led onsite and offshore teams in the development and enhancement of applications maintaining the registration requirements for financial advisors, as well as tracking of branch locations in the wealth management network. Was the lead for semi-annual updates necessary to maintain system and regulatory compatibility between registration and WebEFT, the Financial Industry Regulatory Authority (FINRA)… Show more Subject matter expert for financial advisor registration and branch tracking applications. I led onsite and offshore teams in the development and enhancement of applications maintaining the registration requirements for financial advisors, as well as tracking of branch locations in the wealth management network. Was the lead for semi-annual updates necessary to maintain system and regulatory compatibility between registration and WebEFT, the Financial Industry Regulatory Authority (FINRA) electronic file transfer application. • Led the development and implementation of a state registration renewals application. This replaced a manual spreadsheet based renewals process with a GUI based facility. It enabled financial advisors to select and cancel the state registrations they would need for the upcoming year, saving the advisors and the firm nearly a million dollars annually in registration expenses. • Developed and maintained a blue sky registration checking facility for trading and back end applications. This performs and logs hundreds of millions of registration checks monthly, and is available to web based, online, and batch applications via web service and callable API. The development of this function has eliminated blue sky violations in all applications that subscribe to it, and has saved millions of dollars since its implementation. • Developed and maintained the interface to the FINRA electronic file transfer service. This greatly reduced the manual processing performed in the registration department as form filings, registration updates, and reporting functions now take place electronically. • Performed the registration component of the private wealth management conversion for the Smith Barney acquisition in which the high wealth advisors from Smith Barney were integrated into the wealth management platform. This has allowed the new group of advisors to trade on the Morgan Stanley platform. Show less



CGI

• Canada
• IT Services and IT Consulting
• 700 & Above Employee

• Application Manager

  • Nov 1990 - Nov 1996

  New York, New York Worked on the NYC Parking Violations Operations (PVO) project at the client site, leading a team of twelve developers in building and maintaining the Parking Violations summons tracking and billing application. Reported to the PVO IT director and representatives of the Mayor’s office on oversights weekly to review project status. In this position I would meet with the finance department users to design enforcement programs for delinquent parking fines, and led/worked with the technical team in… Show more Worked on the NYC Parking Violations Operations (PVO) project at the client site, leading a team of twelve developers in building and maintaining the Parking Violations summons tracking and billing application. Reported to the PVO IT director and representatives of the Mayor’s office on oversights weekly to review project status. In this position I would meet with the finance department users to design enforcement programs for delinquent parking fines, and led/worked with the technical team in development, implementation, and execution. • Managed the Summons Tracking and Account Receivable (STARS) application which generated an average of a million dollars in revenue daily. • Generated quarterly mailings of dunning notices to individuals having overdue summonses. • Executed three amnesty programs which forgave penalties, resulting in millions of dollars in previously unrealized revenue. • Received the Professional Services Award from the City of New York in recognition of outstanding performance during the 1993 amnesty program. Show less



Paine Webber (now UBS Wealth Management)

• Software Developer

  • Dec 1986 - Nov 1990

  Weehawken, New Jersey