R E S U M E

Applications and Operating Systems:

• Microsoft: Access, Word, Word for Windows, Excel; Lotus 1-2-3; Comshare: System W, Commander EIS, Personal W (One-Up)
• Windows 9x, NT 4.0, Windows CE; MS-DOS, VM/CMS, UNIX: AT&T System V 3, HP-UX

Projects:

January 1997 - Present

Merrill Lynch

CTS- Common/Corporate Trading System

• Architect / Lead Developer
  Lead architect and designer chartered to build the new Merrill Lynch unified trading system architecture. CTS combines the 2000+ initiative for advanced trading workstations with the need to access legacy system functionality and data. Written entirely in Java and using Uniform Modeling Language (UML) and the Rational Unified Process (RUP), the CTS architecture builds an EJB-based datamart broker (i.e.: a small data warehouse), common business trading services, and an infrastructure of frameworks that conform to a common adapter layer. The adapter layers link legacy systems with newer 2000+ application systems-- providing consistent, extendible, and reusable access to both old and new application technologies.
  

MLB2B- Business-to-business Transaction System Framework

• Architect / Developer
  Architected and designed the prototype for Merrill Lynch business-to-business (B2B) transaction architecture. MLB2B consisted of a four-tier B2B: a Java or HTTP (browser) client, an Enterprise Javabean (EJB) Server holding business workflow procedures and business logic, and messaging server (TIBCO or simple socket server), and a web server. Transactions created in the existing legacy system could be intercepted via the messaging broker, transformed into XML, sent across the Internet via secure-HTTP, received by an external business’ client or server application, and authenticated to be rendered or used. Rendering was performed using extensible stylesheet language (XSL) and a compliant browser or via a server-side renderer for HTML-only browsers. Executable transactional objects (like Order or Bid objects) were reconstituted on the client-side into Java objects via a class factory and used dynamically within the client application.
  

MuniWeb- Municipal Bonds Web Site

• Architect / Web Designer
  Redesigned and implemented the Municipal Bonds Corporate web site using HTML, JavaScript, and Java Servlets: providing a more sculptured look-and-feel that conformed to the Merrill Lynch web standard.
  

CARAT- Client and Revenue Tracking System

• Architect-
  Architected a three-tier client/server application that provides Municipal Bankers with a tool for tracking Municipal Bond deals. Written in Visual Basic and C++ for Microsoft Windows NT, the entire system is made up of 4 sub-systems using Microsoft Exchange Server and Oracle Database Servers as back-end data repositories:
  
  • Client Management-
    user-interface is tightly intregrated with Microsoft Outlook Calendaring/Email Groupware
  • Deal Initiation
  • Revenue Summary
  • Revenue Tracking
  • Client Meeting Global Calendar Monitor (middle-tier service)
  • Security Manager (middle-tier service)-
    Full scale service providing both object and field level security. Diverse user rights can also be set (for creation, reading, writing, deletion, execution, as well as approval and auditing flags).
• Designer/Developer-
  Designed and developed (from scratch) an application framework consisting of layered services:
  
  • Business Objects
  • Business Access Objects
  • Query Objects
  • Database Abstraction Objects (Oracle for OLE, ODBC)
• Object-oriented Methodology Instruction:
  Taught an department-wide object-oriented methodology class. The class introduced and discussed the basic and advanced concepts of Object Modeling Technique (OMT, ala Rumbaugh). The class equipped Visual Basic and C++ developers with a technique for performing object-oriented business analyses and turning those business analyses into an three-tier object-oriented implementation model (Object, Dynamic, and Functional).

October 1994 - January 1997

Bankers Trust Company

BTWorld Asset Management System

• Redesigned and implemented existing application as Windows-based client/server asset management system. The workstation is designed as a dial-up application within a three tier client/server architecture. Private bank customers use the workstation as a means of retrieving daily and monthly information on their holdings, transactions, and cash summaries. These portfolio reports are transferred (via DDE) into Excel for custom graphics and further calculations. The workstation user interface was written in Visual Basic with all service functionality (communications, query management, and database processing) implemented in Visual C++ as dynamic-link libraries (DLL's) and custom controls (VBX's). Designed and created, in Visual C++, a fully object-oriented database class library to transparently handle database access to Sybase (via native DB-LIB) with an open architecture-- allowing for ODBC support or native API support.
• Designed and implemented a plain English event-driven reporting tool (written in Visual Basic) that allows the customer to easily create customized, "newsflash" E-mail reports.
• Created a database administration tool that facilitated the maintenance of server-end application system metadata.
• Created, in C++, an object-oriented, "back-end" database batch data loading service that synchronizes the SQL Server database with the DB/2 legacy host system using (insert, update, delete) transaction files. The system provided file and socket-based monitoring of transaction updates along with the ability to re-run incomplete batch updates.

February 1994 - October 1994

Barclay's Bank (Barclay Zoete Wedd)

OPS- Trading System

• Designed and implemented the client/server Back Office Trading Support System that allowed maintenance functions and business processes for the trading clerks. This system allowed the perusal and "drill-down" of warning diaries, trade notifications, confirmations, risk management books, and currency information. Implemented system in C++ under DOS/Windows and Windows NT using zApp application framework and Sybase RDBMS.
• Implemented C++ classes for UIBASE-- An underlying interface library relating user interface controls with retrieved data result sets.
• Implemented high-level classes for OQI (Object Query Interface)-- An encapsulation of relational entities and their associative retrieval functions.

September 1993 - February 1994

Morgan Stanley and Company

FRED- Futures Redevelopment Online System

• Designed and implemented a client/server system that automated Morgan Stanley Operations Clerks' work flow for maintaining margin calls. The system provided each clerk (and clerical group) a daily view of new, aged (unreconciled), and failed margin call commitments. From this view the clerk was able to settle calls (directly through Agent Bank), close margin calls, and provide customer and client feedback about their accounts via data drill-down. The decision support tools for analytical drill-down supplied margin call details concerning: Closing Cash Balance, Open Trade Equity, Purchases and Sales, Pending Purchases and Sales, Initial Margin (by summary, exchange, and offset by collateral), Securities on Deposit, Product Details, and Trading Activities. The system was written in Visual BASIC using Microsoft's Open Database Connectivity (ODBC) to access the Sybase DBMS running on Sun SPARC architecture.
• Provided project management and coordinating for Visual BASIC programming efforts (both domestically and internationally).
• Designed and implemented application toolkit to facilitate client/server access in Visual BASIC.
• Created guidelines for current and future Morgan Stanley Visual BASIC client/server applications development.

October 1992 - September 1993

IBM Professional Services at Consolidated Edison of New York, Inc.

Compliance System Prototype

• Designed and implemented a system to schedule, track, and report on equipment and procedural compliance within the power generating facilities of Con Edison. The business and data analysis was encapsulated using Object Modeling Technique (OMT) [Rumbaugh, et al] and translated into Gane/Sarson to be input into System Architect CASE tool. The system was implemented using Powerbuilder 2.0 to develop the client application and Gupta SQLBase (DOS/Windows), SQL Server (OS/2) and Sybase (DEC VAX VMS) to develop the database counterpart (server).
• Ported system to Visual BASIC 2.0 with the database access coded first in SQLServer Toolkit and then in ODBC. This was Consolidated Edison's first Visual BASIC client/server application. Expanded Compliance System to include lubrication scheduling, human resource procedures, and any other schedule-based business procedures. The system also necessitated the construction of a general purpose toolkit (VBGRID), written in Visual BASIC, to initialize and manage Visual BASIC grid controls for database access and user interaction.

DBObject Database Access Encapsulation

• Designed and implemented DBObject, an abstraction of database access for Visual BASIC. DBObject provided the Visual BASIC application developer with a seamless, easy-to-use database datatype (called a DBObject) and collection of functions and subroutines to perform database queries and data processing. The benefit of DBObject was that it became a consistent, API-independent method for accessing database management systems. An application using DBObject with an underlying implementation of ODBC could be ported to Q+E Multilink/VB or SQL Server Toolkit without changing the application database access code. Porting the application in the reverse direction was also possible. DBObject was written in Visual BASIC 3.0 using ODBC and Q+E Multilink/VB for database access.
• Indian Point Office (IPO) Prototype
• Directed management and a team of analysts in producing the initial object-oriented analysis and design (using OMT) and behavioral analysis (proprietary) for the Indian Point Work Management System. This system replaced the planner's manual tools for work order request processing and work package building with a "file cabinet/folder" desktop metaphor. Similar to an electronic organizer, IPO was the client frontend tool for routing, approving, scheduling, and assigning materials and resources for work order requests. The client application was implemented in Visual BASIC 3.0 using DBObject (see above) to access DB2, SQL Server, and Sybase as the database servers.

September 1990 - October 1992

Pepsi-Cola Company; PEPSICO Incorporated

Pepsi 10X Reengineering Lab

• Automated Customer Equipment System (ACES) Senior Systems Analyst providing Powerbuilder application coding and development support for the Customer Order Fulfillment (COF) business reengineering lab. Coded the equipment profitability subsystem which evaluated an equipment's profitability based on product delivered, market area placement, and service record.

Pepsi Application Architecture Team

• Senior Analyst responsible for the development and rollout of Microsoft Windows-based application architecture for entire corporate reengineering effort. Evaluated client-server corporate application development solutions (C++, Visual BASIC, Powerbuilder, SQLWindows). Developed a systems and training overview for Powerbuilder application development. Pepsi-Cola Multimedia Lab
• Senior Analyst charged with evaluating technologies, hardware, and software solutions for business wide multimedia application development.

Insight Decision Support System (DSS)

• Systems Analyst charted with providing overall Windows-based application development guidelines and techniques. Insight was a sales based decision support tool which equipped financial analysts with the ability to view and report on multidimensional product data. Information could be viewed by product, market area, time period, and sales formula dimensions. Data could be rearranged and "drilled-down" (adhoc) via dynamic querying. The product was written in Gupta SQLWindows accessing DB2 database management system. Wrote a high performance dynamic link library (DLL) in C++ to rearrange SQL data result sets and send them to Microsoft Excel. Designed an implemented the C++ database encapsulation.

Peptalk Executive Information System (EIS)

• Extended Peptalk Bottler Information (EIS). Peptalk was a high-level interface to detailed reports and summary data sets for the Pepsi-Cola executive body (Chairperson, Senior Vice Presidents, and Financial Directors). Peptalk allowed executives to view weekly and daily data and reports on franchise bottler data, sales reports, syndicated scanner data, and stock news and prices. Peptalk was implemented using Comshare's Commander EIS development kit on a Token Ring Network using Novell Netware.

August 1988 - September 1990

Kraft General Foods Company

Integrated Central Engineering System (ICES)

• Lead systems analyst on the analysis and development team. Lead in-house design and implementation of company's first client-server, multiuser application. ICES provided a integrated application system for Purchasing, Expediting, Requisition Processing, Estimating, and Cost of Work in Progress Reporting. The system was designed from an analysis using Schlaer/Mellor object-oriented analysis and design and implemented using INGRES/4GL. The client application was accessed by IBM PC's on a StarLAN 10 network logged into an HP-9000 running HP-UX 7.0 (Unix) and INGRES.

Standards Master

• Implemented module for database access and updating to on-line scientific data. Standards Master was a key tool in creating, changing, and versioning research product ingredients. On-line database access was provided by Relay Gold communications software. Local work was performed and maintain using DOS-based XDB relational database manager.

May 1984 - August 1988

General Foods Corporation

POST Consumption System

• Created and rolled out a system that collected, consolidated, and measured Post Cereals sales, share, and product cannibalization. System was developed using System W VM/CMS multidimensional financial modeling system and Relay GOLD communications package. The system ran on a PC platform that accessed model financial model information via AT&T's Information Services Network (ISN).

Customer Profitability System

• Resource in designing and maintaining the General Foods Customer Profitability System. This system provided decision support reports to analysts, highlighting which customers gave General Foods the most remunerative leverage.

Worldwide Strategic Planning System

• Resource in developing and rolling out General Foods Worldwide Strategic Planning System. This system collected and consolidated all business unit financial data for the rollout of the five year strategic plan. Was the on-site Western European support (communications and systems support) for General Foods International Business Units.

References Furnished Upon Request