Experience

Portfolio BI

• United States
• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • Jul 2016 - Present

  RolesHead of Architecture CommitteeLead a committee to resolve technical debt and simplify the implementation and support process.• Refactored Security Master module to convert hard coded configurations into a data driven design. This enabled configurations to be done directly through the UI and reduced the code’s susceptibility to errors.• Refactored OMS module to convert from two-tier architecture to a three-tier architecture with distributed SignalR messaging. This reduced the load on the database and sped updates through the system easing performance issues.• Adjusted OMS data layer to SQL Server temporal tables to allow for point in time trade revisions. This optimized the time it took to load trades and review trade modifications.Projects• Worked to integrate several new clients to our Azure Cloud offering with Microsoft Managed SQL• Migrated several internal WCF service to WebAPI• Built a customizable mapping system for integrating our Security Master to both Eze OMS API (security master module) and Geneva. This mapping can be edited through the app to allow immediate changes to new specifications.• Enhanced process for integration with Eze OMS API for both trade and security information to address client feedback concerns.• General performance, bugfix, and enhancement to all facets of the IMS suite. Show less

• Senior Consultant

  • Jan 2013 - Jul 2016

  • Led several projects deploying our on-premises flagship WinForms application.• Contracted to rewrite a clients proprietary WinForms/SQL trade and allocation system into a three-tier WPF/WebAPI/SQL application. Work included migrating SQL based allocation into WebAPI and providing an Angular Web App for reviewing. Additional built a full allocation regression library using NSubstitute/MOQ to confirm all allocation paths were accurate. The trade entry application was rewritten using WPF/Unity Framework and had an upgraded SignalR messaging system to the WebAPI for distributed messaging. The DAL was rewritten using EntityFramework.• Contracted to build several Angular/WebAPI/SQL calculator tools to be used by front office traders.• Enhanced and corrected accrual and P&L calculation libraries to match industry expectation.• Built a customizable Mapping system for integrating our Security Master to other third-party systems using inspection of third-party objects or schema docs to a provided list of our available fields. This mapping can be edited through the app to add/remove/update additional fields immediately.• Remaster several of our OMS functionality to correct for trade booking breaks. Additionally, added bulk finance trading functionality to facilitate moments where clients needed to manually book hundreds of trades in a day. Show less

• Consultant

  • Jun 2011 - Jan 2013

  • Worked with teams on several projects deploying our on-premises flagship WinForms application.• Worked with ABS desk to manage and existing application. Feedback required re-writing the UI from WinForms to WPF and adding a WebAPI service layer. Work also included managing a PDF file scraper to pull out third-party data to provide for the ABS desk.• Consulted to research a viable data visualization and GIS tools. Investigated Tableau, Qlik, and Spotfire.• Constructed a custom Risk Management service to hook into our flagship application. As the application published holdings updates, the service would run several risk scenarios and dump to a output report for the Chief Risk Officer to review.• Integrated with Bloomberg’s real-time price updating and broadcasted price changes using UDP to client application to see up-to-the-second price changes. This would then recalculate the P&L of holdings to display intraday changes. Show less

• Associate Consultant

  • Oct 2010 - Jun 2011

  • Worked with teams on deploying our on-premises flagship WinForms application to an Asset Manager.• Worked to add finalizing requirements and user feedback review for a custom-built option ticket tracking system using WinForms and SQL Server.



Seton Hall University

• United States
• Higher Education
• 700 & Above Employee

• Junior Web Developer

  • May 2008 - Oct 2010