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Work experience


Developer/Technical Business Analyst


• Design and develop new features and enhancements on various applications: principally Smith Barney Broker Compensation, Web-based Workflow, and Investment/Insurance Referral Applications.

• Liaise with internal business clients to assist with requirements definition and clarification. • Write test plans, coordinate integration and user acceptance testing and implementation. • Integrate monthly data feeds from data sources like clearing firms, annuity vendors, and insurance vendors into Oracle database, by creating or modifying SQL queries or using SQL*Loader. • Alter back-end batch processes using PL/SQL, writing packages and stored procedures. • Design and develop Java Servlets/JSP/HTML screens and reports with customized filtering ability. • Develop/maintain custom management reports and outgoing data feeds for business clients to assist in the analysis of revenue, sales and compensation data. • Technologies used: Java Servlets, Java Server Pages, Java EJB, Oracle PL/SQL, XML, HTML, JavaScript, SQL *Loader, Oracle Report Writer.

Selected Accomplishments:

·      Enabled management and tracking of >300 projects per year by developing database application to store project data, prioritize projects, manage time and size estimates, and produce reports.

·      Improved call center operations, reduced costs, eliminated work duplication, and ensured regulatory compliance by creating screens to track clients’ employment history and other demographic data, account investigations, charge backs, and errors.

·      Dramatically increased account management efficiency and client retention by designing solution to capture back office issue reports and route email messages to broker of record.

·      Enabled management of >333,600 new IRA accounts valued at $377M. Redesigned screens to allow back office personnel to issue checks and create debits/credits to IRA accounts.

·      Facilitated tracking of non-compliant brokers, resulting in less regulatory risk, by designing detailed compliance reports for Compliance group.


Technical Management Associate


Database application design, development, implementation, and improvement.

Selected Accomplishments:

·Designed division’s first-ever project database to track technical project management, including resource and time estimates. Database utilized by 20 application managers and 10 technical project managers nationwide, and eventually became model for corporate standard application.

·Developed database to collect, report, and maintain project sizings, metrics tracking, and resource utilization tracking for Retail Consumer Banking business unit projects.



Master of Science

New York University


Columbia University - Fu Foundation School of Engineering and Applied Science


Columbia University in the City of New York


·Highly accomplished software developer and business analyst with extensive experience in web development and database development.

·Superior technical expertise, including HTML, Oracle PL/SQL, Java, Microsoft Access, and JSP development.

·Adept at prototyping, creating web pages, and designing database tables, queries, and reports.

·Experienced at unit, functionality, data integrity, and systems integration testing.

·Excellent problem solving, project management, change management, and feasibility analysis skills.


Web Development - Database Development - Web Analytics - Data Mining - Business Intelligence


Skills: Oracle PL/SQL, Oracle Stored Procedures, Java, HTML. CSS, VB for Applications, JavaScript, UNIX Shell Scripting, Java Servlets, Java Server Pages, AJAX, XML/XSL, UML, Microsoft Word, Microsoft Excel, Microsoft Access

Databases: Oracle, Microsoft Access

Platforms:  Solaris UNIX, Windows

Tools: JDeveloper, SQL Navigator, SQL*Loader, Oracle Reports, Visual Source Safe, CA SQL Station