Lou Rosario

Trade Strategy Manager at Collective2
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Contact Information
us****@****om
(386) 825-5501
Location
Brooklyn, New York, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
  • Italian Limited working proficiency
Skills

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Bio

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Brandon B. Bess

I had the opportunity to work with Lou on a tech transformation initiative and the guy is truly a rock star. I was really impressed with Lou's ability to navigate the landscape of the client, engage with stakeholders, and drive end-to-end value across the project. A major value-add to any team due to his of skills, but most importantly his ability frame problems and solutions in an actionable way.

Colby Beacham

Lou is highly proficient with the analytic process and knows how to approach financial analysis with the best method for the task at hand. On several occasions, Lou was able to identify trends in our global client data that directly translated into monetized gains for both our company and our clients. Lou has a natural ability with numbers, but it's his consistent pursuit of knowledge that allows him to routinely bring fresh insight to any project he is involved with.

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Credentials

  • Software Testing
    Satisfice, Inc.
    Apr, 2014
    - Nov, 2024
  • Security+
    CompTIA
    Jan, 2014
    - Nov, 2024
  • Network+
    CompTIA
    Aug, 2013
    - Nov, 2024
  • A+
    CompTIA
    Jun, 2013
    - Nov, 2024

Experience

  • Collective2
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Trade Strategy Manager
      • Nov 2022 - Present

      Collective2 is the world's first Distributed Hedge Fund. •Achieved a ROI of over 175% and obtained over 500,000 in AUM within the first month. Collective2 is the world's first Distributed Hedge Fund. •Achieved a ROI of over 175% and obtained over 500,000 in AUM within the first month.

  • Capco
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Lead QA Analyst [Consultant] @ Morgan Stanley
      • May 2016 - Nov 2022

      Wealth Management and Global Currency (Foreign Exchange)Responsible for the testing the data migration of FX derivative trade processing, settlement, reporting and other bookkeeping functions from legacy WM systems to a strategic IB platform. Core responsibilities are the coordination, validation, management and reporting of testing efforts, ensuring that the system role out is conducted in an organized and precise manner in order to ensure minimal risk and post-migration incidents.Key Responsibilities:UAT Coordination •Test Plan Approach | •Supplementation of existing Test Cases and Scripts where necessary •Test Data Preparation | •Test Verification, Coordination and Defect Management | •Status Reporting | •Test Completion Report/Sign Off | •Go-live/post-release support Project Management•Work with stakeholders to understand their priorities and make sure that they are represented in priority discussions | •Track and communicate project status to stakeholders including deviations from planned timelines and budgets | •Liaise with Operations & IT colleagues across multiple areas to assist in strategic test management | •Support project communications effort and ensure dependencies with other initiatives are understood and managed Relationship Management•Interface with stakeholders and senior management to confirm project guidelines and support, align strategies, and report progress, achievements, significant issues and risks | •Interact with stakeholders to define UAT objectives and priorities within the scope of the project | •Collaborate and manage relationships across organizations, e.g., IT, Ref Data, etc. Show less

    • Lead QA Analyst [Consultant] @ Morgan Stanley
      • Feb 2015 - Apr 2016

      Wealth Management & Alternative InvestmentsResponsible for the testing of a global data repository system that handles the position management and reporting of Alternative Investments; which include investments such as Real Estate, Managed Futures and Hedge Funds. •Responsible for White Box Functional script execution, Regression and Defect Testing.•Analyzed and re-engineered the current state of testing process flow structures.•Created an interactive standardized UAT process flow template for testing practice efficiency.•Added automation functionality to templates to streamline the testing documentation accuracy.•Added Pre-conditions & EOD test data setups to QA Dashboard to identify scripting approach.•Participated in weekly SCRUM call meetings. Show less

    • Junior QA Analyst [Associate] @ MUFG Union Bank
      • Oct 2014 - Jan 2015

      Commercial Lending Responsible for the testing of the ACBS Commercial Loan software via Syndications and Multi-Currency loans validations.•Analyzed BRDs (Business Review Documents) and functional requirements.•Created New/Additional Core Test Scenarios based on scope of project.•Uploaded approved Test Cases to HP ALM Quality Centre for process management standardization.•Created pre-validation Test Data setups within the ACBS system for post execution effectiveness.•Participated in a 3 tiered execution cycle which included Smoke, Functional Script Execution, Defect and Regression Testing. Show less

    • Junior QA Analyst [Entry] @ Barclays
      • Jun 2014 - Sep 2014

      Wealth and Investment ManagementResponsible for the assessments of Business Review Documentation(BRD), Test Plans and the creation of Test Cases in addition to maintaining QA Analytics Dashboards.•Reviewed Business Required Documents(BRD) to understand project scopes.•Accessed Test Plan coverage against BRD's to identify testing direction.•Analyzed Control Flow diagrams to visually depict program structures.•Created, revised, and submitted Test Cases based on User Acceptance Testing(UAT).•Utilized QA Dashboards to keep track of projects under management.•Participated in SCRUM calls and ran it against TODO checklists.•Researched internet resources to aid in Black Box UAT Test Cases. Show less

  • Per Scholas
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • QA Analyst Trainee
      • Feb 2014 - Apr 2014

      Participated in the Software Testing Education Program (STeP) and graduated second in the class. STeP is run in partnership with Barclays and is an intensive, lab-based, instructor-led eight-week course created to prepare students for entry-level software testing roles. •Learned Rapid Software Testing methods. •Reviewed the Software Development Life Cycle (SDLC). •Logged ”Bug” recognition, analysis, documentation and presentation. •Performed manual and black box testing. •Accessed Regression testing theories. •Analyzed quality control and test management techniques. Show less

  • Worldwide TechServices
    • United States
    • IT Services and IT Consulting
    • 500 - 600 Employee
    • Computer Support Technician (L2)
      • Oct 2012 - Apr 2014

      Responsible for technical service requests on enterprise/personal level servers, PC and laptop computers, storage sub-systems and drives, as well as networking devices at client locations. •Provide call taking and site specific support. •Perform installs, moves, adds and changes as required. •Take responsibility for follow-up services or problem escalation. •Test and certify PCs, networks, servers and client approved applications. •Install and maintain enterprise servers, mainframe, and networking models. •Prepare and present performance incident reports to the customer and Manager. •Provide troubleshooting capabilities on software and hardware regarding inter-connectivity problems. •Configure servers, storage-subsystems, drives, document processing equipment, peripherals and PCs. •Provide desk-side support for software, hardware and networking support desktops, laptops and servers. Show less

  • Brooklyn Center for Technology
    • Greater New York City Area
    • IT Tech Trainee
      • Feb 2013 - Jan 2014

      Attended the CompTIA A+, Network+, and Security+ IT Intensive Acceleration (CIA) program and graduated first in my class. CIA is a one year instructor lead program, lab based, and is focused on giving students a solid entry level IT foundation within hardware. • CompTIA A+ Acquired skills to required to install, upgrade, repair, configure, troubleshoot, and perform basic maintenance on computer hardware systems and peripheral devices. • CompTIA Network+ Course covered networking fundamentals, networking protocols, network design, implementation, troubleshooting and support. • CompTIA Security+ Reviewed how to secure network services, network devices, and network operating systems. Show less

  • Growth and Development Services, Inc. (GDS)
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • IT Volunteer | Systems/Network Admin
      • Aug 2013 - Oct 2013

      Responsible for the analysis, solutions and implementation on all aspects of technology enhancements. • Tested functionability of CAT5 cables. • Created Visio blueprint of IT infrastructure. • Reviewed event viewer logs for system discrepancies. • Reorganized and tagged wiring telecommunications closet. • Performed asset tag accountability for all hardware and software. • Increased node efficiency via service packs and software drivers. • Streamlined IP’s, Subnets and default gateways on nodes via DHCP. • Deleted inactive users, added new users to MS Server 2008 AD mainframe. Show less

  • Canon Business Process Services
    • United States
    • Outsourcing and Offshoring Consulting
    • 700 & Above Employee
    • Business Data Analyst
      • Feb 2007 - Sep 2012

      Managed the reporting of national and global accounts with a collective annual base revenue of over $700 million. •Maintained data integrity between reporting platforms. •Provided detailed data analysis to clients, teams and corporate leaders. •Provided metrics that enabled regions to evaluate performance and increase profit. •Recommended solutions to address trends, outliers or anomalies noted in analysis. •Proactively re-evaluated templates that improved overall analysis, reporting and timing. •Performed complex ad hoc reports for evaluating, updating and implementing changes. •Developed and implemented reporting deliverables and timelines for each assigned case. •Created insightful trending reports which enabled teams to work proactively towards goals. •Develop business cases and process re-engineering solutions for current and potential customers. ------------------------------------------------------------------------------------------------------------------------------------------------ Canon Achievements: Promoted from assessment specialist to data analyst within three months. Created a financial model that calculated business metrics via key point indicators. Increased department efficiency with the use of advanced excel automation processes. Received an award of distinction during the companies annual conference. Show less

  • Pitney Bowes
    • United States
    • Software Development
    • 700 & Above Employee
    • Service Coordinator
      • Aug 2003 - Feb 2007

      Maximized current business and strategically analyzed current/potential product base at client sites across the New York region. •Coordinated the work-flow of 30 employees via the Remedy software system. •Proactively evaluated the client needs and proposed additional services. •Evaluated performance via reporting metrics in order to increase work-flow synergies. •Created a quality management program where client surveys were evaluated monthly. •Developed comprehensive reporting that calculated productivity statistics of services provided. •Saved clients money via the proposal of obtaining additional Pitney Bowes management services. ------------------------------------------------------------------------------------------------------------------------------------------------ Pitney Bowes Achievements: Promoted from customer service representative to senior coordinator within the first year. Created an Excel workbook that logged employee accountability via productivity. Managed an office relocation for over 10 floors and 1000 employees. Show less

  • Town Total Health
    • Compliance Coordinator
      • Jan 1998 - Aug 2003

      Assessed individualized compliance case work for patients with HIV and Cancer through monthly medical regimens. • Maintained patient confidentiality throughout all processes. • Marketed nutritional supplements to patients as trials with doctor’s approval. • Furnished detailed case analysis that provided the patient’s regimen consistency. • Conducted presentations on the importance of regimen compliance via technology gadgets. • Routinely evaluated patients health via questions regarding any reactions to current regimen. • Worked with pharmacist/nurses to request prescriptions and arrange nurse visits when possible. ------------------------------------------------------------------------------------------------------------------------------------------------ Town Total Health Achievements: Promoted from a technician to a coordinator within the first two years. Created index file system which systematically synced with the proprietary software. Identified major software flaw in pharmacy Opus ISM system which prevented system crashes. Show less

  • Army National Guard
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Automated Logistical Specialist
      • Feb 1997 - Jul 2001

      • Supported Battalion with the collection of logistic data. • Processed supplies for distribution to supported units. • Performed accounting and sales functions in self-service supply. • Supported Battalion with the collection of logistic data. • Processed supplies for distribution to supported units. • Performed accounting and sales functions in self-service supply.

Education

  • Western Governors University
    Bachelor of Science in Information Technology Security, Computer and Information Systems Security/Information Assurance
    2016 - 2018
  • PerScholas
    Software Testing Education Program (STeP), Computer Software Engineering
    2014 - 2014
  • Cisco Networking Academy at Gompers Vocational
    CCENT/CCNA in progress, Routing and Switching
    2013 - 2014
  • Brooklyn Center for Technology
    Certified, CompTIA A+, Network+, Security+
    2013 - 2013
  • Borough of Manhattan Community College
    Assosiates, Business Administration and Management, General
    2002 - 2005

Community

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