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Morris Brody 1845 52: Technology

Morris Brody has over 30 years of experience designing, developing, and maintaining relational databases and data integration systems. He has extensive experience with technologies like Java, Salesforce, Oracle, SQL, and data integration tools. Currently he works as a Salesforce Healthcare Cloud Engineer and Data Architect at Horizon Blue Cross Blue Shield, where he builds and customizes their Salesforce implementation and manages data integration.

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0% found this document useful (0 votes)
349 views10 pages

Morris Brody 1845 52: Technology

Morris Brody has over 30 years of experience designing, developing, and maintaining relational databases and data integration systems. He has extensive experience with technologies like Java, Salesforce, Oracle, SQL, and data integration tools. Currently he works as a Salesforce Healthcare Cloud Engineer and Data Architect at Horizon Blue Cross Blue Shield, where he builds and customizes their Salesforce implementation and manages data integration.

Uploaded by

Nivesh Gurung
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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MORRIS BRODY 1845 52nd Street Brooklyn, New York 11204

Phone (718) 234-6459 Email: [email protected]


SUMMARY
Designing, developing, data modeling, and maintaining logical and relational data bases, for Global
Plus financial enterprise CUSTODIAN TRUST COMPLIANCE systems. Interfacing with
BLOOMBERG and SUNGARD, for Front Office Trading systems, Multi tier Risk management,
Derivatives, M.B.S., Repos, Fixed income products, FX, Options, Equities. Strong application
design, coordination of development team activities, implementation and support of production
code; working with project manager to create project plans.
TECHNOLOGY
JAVA, SALESFORCE, TALEND ESB, HEROKU, POSTGRES, ORACLE, COUCHBASE,
ZEPHYR, SLANG, RDS, TDS, INTELIJ , SECVIEW, SECDB, TIBCO,WAVE ANALYTICS,
CLOUD, DATA LOADER, RUBICON, QUICK BASE, RUBY ON RAILS, ACTIVE RECORD,
RUBY MINE, RSPEC, ZEUS, PENTAHO, DATA INTEGRATOR / MIGRATOR, WebFOCUS,
IBM DATA STUDIO, IBM CONTROL CENTER, QLIKVIEW, SEQUEL_PRO, MYSQL, GIT,
MOBAXTERM, JIRA, MOCA, SOA, OAG, OEM, OSB, ESB, POLICY STUDIO,WEB SERVER
LOGIC, VORDEL, BASE64, F5, GNU, TDD, AGILE, JIRA, SQL Loader, Razor SQL, FileZilla,
INFORMATICA, StreamScape, IBM RATIONAL SUITE, CLEARCASE, MS SQL SERVER 2000,
MS VISIO, STORED PROCEDURES, PVCS, C, DB2, SQL, ERWIN, MERCATOR, ORACLE,
TELNET, TOAD, XML, XSL, SYBASE, SPUFI, QMF, DDL, DML, PLATINUM, COBOL, COBOL
II, CICS, SDF, CEDF, INTERTEST, XPEDITER, NATURAL, ADABAS ADAMINT, ADAPREP,
VSAM, IDMS, TSO/SDSF, OS/MVS, STROBE, OMEGAMON, HPS, WINDOWS, TELON, MS
EXCEL, MS WORD, PC/DOS, SUN, UNIX, DEC, STARTUS, EASYTRIEVE, PANVALET,
DOS/VSE, DOS/JCL, ICCF VOLLIE, LIBRARIAN, CHANGEMAN, ENDEVOR, ROSCOE, QCL,
PROCS, DFU, SDA, SORT, DYL280, REXX, FTP, NDM, PLAYBACK, IBM UTILITIES; VAX,
I.B.M 3090, 3080, 4300 XA, Z/OS, ESA AS400.
PROFESSIONAL EXPERIENCE
Horizon Blue Cross Blue Shield of New Jersey
SALESFORCE HEALTH CLOUD Engineer Analyst Data Architect October 2019 to Present.
 Customizing designing developing providing the solution, for SalesForce Lightning HealthCare Health Cloud Care
management, Chat Mobile, reports dashboards, medicaid, medicare, individual, small group, lean product, large
group; HRM, GEMS, PHA, Cohort / Referral Import; Workflow process builder, sun-setting old systems, Siebel
SMA. Analyzing, fixing migration issues, closely working with the Zipari developers to implement SMA Horizon.
Fixes and design changes agile scrum environment. Working with Horizon clients eliciting, analyzing the
requirements, develop designs, implementing Sales Force (JAVA SALESFORCE APEX VISUALFORCE
LIGHTNING HealthCare Health Cloud Service Cloud Marketing Cloud Sales Cloud Field Service Lighting CPQ
AMPscript SQL POSTGRES ORACLE).
 Extracting Transforming Loading, integrating migrating and mapping high volumes of data HMD serving as
primary system administrator for the Salesforce environment, handling all design and administrative functions user
account maintenance, reports and dashboards, workflows and other routine tasks Completed regular internal system
audits and prepared for upgrades, Managing Salesforce data feeds and other integrations (JAVA SALESFORCE
APEX VISUALFORCE LIGHTNING HealthCare Health Cloud Service Cloud Marketing Cloud Sales Cloud Field
Service Lighting CPQ AMPscript SQL POSTGRES ORACLE).
 Installing customizing configuring Salesforce Fair Warning Security, Governance, investigations, policies, reports,
and dashboards.
 Installing customizing configuring OwnBackup for the Salesforce comprehensive data protection and back up
storage.
 Implementing CI/CD Jenkins Integration for salesforce deployment utilizing Visual Studio IDE.
 Liaison between the Offshore team, users, vendors and the application development teams, Leverage best practices,
responsible for business requirements, functional design, process design, scenario design, flow mapping, journeys,
prototyping, configuration, testing, defining support procedures, implementing the technology, creative business
solutions for an iconic brand, solving some of the most exciting problems for our clients (JAVA SALESFORCE
APEX VISUALFORCE LIGHTNING HealthCare Health Cloud Service Cloud Marketing Cloud Sales Cloud Field
Service Lighting CPQ AMPscript SQL POSTGRES ORACLE)
Emids SALESFORCE HEALTH CLOUD Engineer Analyst Data Architect May 2019 to September 2019.
 Customizing developing designing providing the solution, for SalesForce Lightning HealthCare Health Cloud EHR
EMR Provider, Payer, Prescription, Clinical, Preventive, Mobile, reports dashboards, Workflow process builder,
sun-setting old systems. Analyzing, fixing migration issues, closely working with the developers to implement fixes
and design changes agile scrum environment. Working with clients eliciting, analyzing the requirements, develop
designs, implementing Sales Force (JAVA SALESFORCE APEX VISUALFORCE LIGHTNING HealthCare
Health Cloud Service Cloud Marketing Cloud Sales Cloud Field Service Lighting AMPscript SQL POSTGRES
ORACLE).
 Extracting Transforming Loading, integrating migrating and mapping high volumes of data serving as primary
system administrator for the Salesforce environment, handling all design and administrative functions user account
maintenance, reports and dashboards, workflows and other routine tasks Completed regular internal system audits
and prepared for upgrades, Managing Salesforce data feeds and other integrations (JAVA SALESFORCE APEX
VISUALFORCE LIGHTNING HealthCare Health Cloud Service Cloud Marketing Cloud Sales Cloud Field
Service Lighting AMPscript SQL POSTGRES ORACLE).
 Effectively acting as the liaison between the users, vendors and the application development teams, Leverage best
practices, responsible for business requirements, functional design, process design, scenario design, flow mapping,
journeys, prototyping, configuration, testing, defining support procedures, implementing the technology, creative
business solutions for an iconic brand, solving some of the most exciting problems for our clients (JAVA
SALESFORCE APEX VISUALFORCE LIGHTNING HealthCare Health Cloud Service Cloud Marketing Cloud
Sales Cloud Field Service Lighting AMPscript SQL POSTGRES ORACLE)

SALESFORCE SERVICE MASTER ETL Engineer Analyst Data Architect January 2019 to April 2019.
 Developing providing the solution, for SalesForce Lightning Sales Cloud FSL CPQ Classic Lighting Mobile,
reports dashboards, Workflow process builder, sun-setting old systems. Analyzing, fixing migration issues, closely
working with the developers to implement fixes and design changes agile scrum environment. Working with clients
eliciting, analyzing the requirements, develop designs, implementing Sales Force (JAVA SALESFORCE APEX
VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales Cloud Field Service Lighting AMPscript
SQL POSTGRES ORACLE).
 Extracting Transforming Loading, integrating migrating and mapping high volumes of data from JD EDWARDS,
and from various sources CCMP, Mission, and legacy; to Salesforce objects, Asset, Lead, Opportunity, Account,
Order, Order line Item, Quote. Quote Line Item, Work Order, Work Order line Item, Product, Price,
PriceBookEntry, Service contract, Contract Line Item, Location, Survey Responses, Offers Coupons, Service
Resource, Skill, Property, Case. (JAVA SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud
Marketing Cloud Sales Cloud Field Service Lighting AMPscript SQL POSTGRES ORACLE).

 Responsible for business requirements, functional design, process design, scenario design, flow mapping, customer
journeys, prototyping, configuration, testing, defining support procedures, implementing the technology, creative
business solutions for an iconic brand, solving some of the most exciting problems for our clients (JAVA
SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales Cloud Field Service
Lighting AMPscript SQL POSTGRES ORACLE)

GUARDIAN LIFE INSURANCE ETL Engineer Lead MDM Architect May 2018 to December 2018.
 Overseeing an offshore team; developing, guiding, assisting; NYFDS cyber security IM Data Purge of terminated
lapsed, Stale inactive PII (personable identifiable information) T+10 / T+7 data purging, policies, applications,
contracts. Clients; archiving created scripts that are called from web applications (INFORMATICA JAVA Shell
scripting DB2-UDB Linux, MS SQL Server, IBM, Windows Oracle AIX 6 MySQL AWS VSAM, AUX,
Mainframe SALESFORCE APEX VISUALFORCE LIGHTNING AMPscript Service Cloud Marketing Cloud
Sales Cloud).
 Overseeing an offshore team; developing, guiding, assisting; a GUI front end that stores Policy id / number,
Holders name, allows application owners to put a legal hold on selected criteria; Life, Disability, Group, Individual
MultiLife; enterprise level data warehouse platform, interfacing ICM, ACS, GOL, eDelivery, eOffer, CMS,
TITAN, LCS, UNITY, CLOAS, AUS, STP, App SetUp Lite, Stars, BerKw, ODS, OTTO (INFORMATICA JAVA
Shell scripting DB2-UDB Linux, MS SQL Server, IBM, Windows Oracle AIX 6 MySQL AWS SALESFORCE
APEX VISUALFORCE LIGHTNING AMPscript Service Cloud Marketing Cloud Sales Cloud).
 Building SQLs for pre-purge qualified list; Parameters file creation; build delete SQLs for purge, populate delete
SQLs in Config DB; creating DDLs on source to drive purge; Logging, building SQLs for logging of the purged
records; Setup DDLs for logging Creating Staging tables, Loading Prepurge tables and staging tables and Primary
key values, conduct Unit Testing; Build shell scripts Build run books for Control-M Scheduling, Create run Jobs
(INFORMATICA JAVA Shell scripting DB2-UDB Linux, MS SQL Server, IBM, Windows Oracle AIX 6
MySQL  AWS SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales
Cloud).
Goldman Sachs Engineer - Java Salesforce ETL Architect January 2018 to April 2018.
 Developing Slang Java scripts, Account Benchmark Portfolio Opal for GSAM Fixed Income Derivative products,
issuer and industry MTD, QTD, and YTD, Developed Markets interest rates, EM Corporates (SLANG JAVA
SALESFORCE APEX VISUALFORCE LIGHTNING AMPscript Service Cloud Marketing Cloud Sales Cloud
TALEND HEROKU POSTGRES ORACLE).

 Developing Java RDS Wrapper scripts, from TDS, Datacube; pivoting the reports vertical for QlikView, for Net
monthly, Time period, Excess return, Portfolio return, Benchmark return, sort order first and second factor, first
second, third level factor and GSH 6 Corp Industry(SLANG JAVA SALESFORCE APEX VISUALFORCE
LIGHTNING AMPscript Service Cloud Marketing Cloud Sales Cloud TALEND HEROKU POSTGRES
ORACLE).

 Liaison with the diverse business and IT teams analyzing information availability, in various data sources,
Performing ETL, data visualization, business intelligence and report development, Data Quality Analysis
contributing to data governance.
 Leading mentoring fellow team members, Developing Dashboards interactive reports data feeding
QlikView,Communicating with the stakeholders and management , developing business rules and reporting,
Documenting data flows, identifying critical data elements(SLANG JAVA SALESFORCE APEX
VISUALFORCE LIGHTNING AMPscript Service Cloud Marketing Cloud Sales Cloud TALEND HEROKU
POSTGRES ORACLE).

IRONWORKERS SFDC - Lead MDM Technical Development Data Architect June 2017 to December2017.
 Developing designing maintaining an MDM database in Heroku Postgres for Member, Member Drug Test results
and status, Certificate Type, Member Certificate, Course, course_class, member_course_class. (SALESFORCE
APEX VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales Cloud TALEND HEROKU
POSTGRES ORACLE JAVA).
 Configuring promoting Talend ETL /ELT Big Data jobs on Heroku across development and production
environments.
 Developing designing maintaining Talend ETL and ELT jobs, integrating between SQL SERVER SSIS SSMS.
Postgres MDM (Talend ESB/API) and Salesforce (SALESFORCE APEX VISUALFORCE LIGHTNING
Service Cloud Marketing Cloud Sales Cloud TALEND HEROKU POSTGRES ORACLE JAVA).
 Configuring promoting Heroku Connect integration across development and production environments.
 Developing designing maintaining data model / structures, related processes, APIs adding modifying removing
fields and tables per individual project requirements; field names, types, and the integration data structures. Master
data management, data governance, data security, data quality, enterprise-level data architecture and management
strategies, and solutions (SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud Marketing Cloud
Sales Cloud TALEND HEROKU POSTGRES ORACLE JAVA).
 Design develop maintain configure a MDM data store, PostgreSQL on Heroku across development and production
environments.
 Developing designing maintaining in Salesforce, objects and custom objects ,for IMPACT sfdc, IWITS, IWATS;
community, contact, account, member, member_drug_test__c, course__c, course_class__c,
member_course_relationship__c, certificate_type__c, member_certificate_relationship__c (SALESFORCE APEX
VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales Cloud TALEND HEROKU POSTGRES
ORACLE JAVA).

DuPONT SALESFORCE SFDC - Lead Technical Development Architect October 2016 to May 2017
 Developing designing managing administrating Global DuPont one split too twelve Business orgs by object,
lookup, relationship, reference, filter criteria, permission sets, and sequence, scripts, triggers, and functions
(SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales Cloud HEROKU
POSTGRES JAVA ORACLE).
 Lift and shift chatter, notes, email, and all history data objects, from Global DuPont one, too twelve DuPont
Business orgs, billon rows of data(SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud
Marketing Cloud Sales Cloud HEROKU POSTGRES JAVA ORACLE).
WESTERN UNION SFDC - Data Modeling Architect Developer Designer June 2015 to September 2016.
 Overseeing an offshore team guiding, assisting on how to modify bTtrendz to improve the cloud financial
visualization performance management at Western Union, Risk analysis, AML KYC Compliance; represent agents
by volume and value of transactions by consumers, Send, Pay, aggregate consumer transactions data. on a daily
basis, filtering criteria based on transaction type, class of agent and geographic location of agent, fields visualized
on dash board; agents marked on map with different colors (based on class of agent) Zoom-in and out on a
particular section of the map, on mouse over a particular agent, would show full address, features, volume and
value (SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales Cloud
JAVA ORACLE PENTAHO).

 Overseeing an offshore team to generate a CRM cloud geographical visualization behavioral analytics
Competition Density by Agent Location; providing insights on competition, providing Population characteristics
and concentration of types of households for a given geographic region; Risk analysis, AML KYC a geo-map of
the western union agents and its competitors in close proximity, on mouse over, pop-up the features of non-WU
agents, Top 5 agents per location would be taken for the T&I mark the agents with different colors(WU vs non-
WU).

 Utilizing CouchBase Big Data NoSql, as the messaging database, for real time compliance critical high priority
retrieve and write, interfacing with Tibco, Jboss, and legacy data model.

 Developed a Product Code Reference Repository, alleviating issues of cryptic product codes; internal departments
and their IT supporting software, such as (Finance, ACM, Transactions, and Settlement) utilize different definitions
to classify the same product offered to Western Union agents (SALESFORCE APEX VISUALFORCE
LIGHTNING JAVA ORACLE PENTAHO).

 Mapped correctly end to end; product enrollment group, product attributes and product codes, having the end
product available for all type of reference, available on all platforms to all applications; feeding the pricing
analytics engine; a bridge toward other processes embracing the product attributes.

 Defining implementing managing technology architecture to support the future state vision, processes and
requirements, Data governance, Data cleanup (SALESFORCE APEX VISUALFORCE LIGHTNING Service
Cloud Marketing Cloud Sales Cloud JAVA ORACLE PENTAHO).

 Implementing a single solution to enable Compliance KYA GDD digital enrollment, and recertification of Western
Union agents globally.

 Condensing the International and Domestic enrollment channels Agent Customer Maintenance ACM Credit-trac,
Lotus Notes, Green screen, to SFDC documenting the enrollment and maintenance processes.

 Generating the process flow; to migrate from legacy systems, to SFDC; identifying the Agent type definitions,
Independent, Network, Master, Sub-Agent, Distributor, Commercial, Biller; Key Products Offered, Mobile money
Transfer, Prepaid card sales, Quick Cash, Quick Collect, Quick Pay, Swift pay, Convenience pay, Money Transfer
to bank accounts, Money Transfer, Payments, across industries served by Western Union; Financial Services,
Insurance, Government, Auto Financing, Mortgage, Telecom, Global, Wupsil, NonWupsil, Austrac
(SALESFORCE APEX VISUALFORCE LIGHTNING Service Cloud Marketing Cloud Sales Cloud JAVA
ORACLE PENTAHO).

 Identifying logical groupings Product Hierarchy Brand, Product family, product; Business ID, Company ID,
Distributor ID, Network Agent ID (NAID), Main Account, Location ID.

 Produced System Integration Templates International and Domestic; for Agent Portal, credit trac Ofac, Moore,
Learning Management System, Serbank and Lombardi.

SKY IT GROUP ETL Engineer Data Architect October 2014 May 2015.
 Developing ETL flows for Clients Derek Lam, Michel Kors, Alice Olivia, Tory Burch to calculate sales dollars,
sales units , on hand dollars, on hand units by retailer (SALESFORCE APEX VISUALFORCE DATA
INTEGRATOR/MIGRATOR, WebFOCUS, IBM DATA STUDIO, IBM CONTROL CENTER, QLIKVIEW
JAVA ORACLE LINUX UNIX DB2).
 Processing .txt, .csv, .xls, .xlsx; pdf files via pdf converter; implementing ETL flows loading to the frontend GUI
SKYPAD, based on NRF week ending calendar for markdown consideration by client.
 Developing Qlikview parsers by style, color, size, and upc code; for retailers Shopbob, Bergdorf Goodman,
Neiman Marcus, Net A Porter, Barneys; generating statistics on how to best replenish stock merchandise.

 Designing and developing the staging and facts reference inventory management data warehouse utilizing database
architecture, building indices, building views, referential integrity relationship, developing stored procedures, ETL,
logical and physical data modeling and layout utilizing model monitoring, performance tuning, and trouble
shooting (SALESFORCE APEX VISUALFORCE DATA INTEGRATOR/MIGRATOR, WebFOCUS, IBM
DATA STUDIO, IBM CONTROL CENTER, QLIKVIEW JAVA ORACLE LINUX UNIX DB2).

 Evaluating designing data collection, data staging, data movement, analytics delivery, data quality, archiving
strategies, performing data profiling, source target mapping, ETL development SQL tunings, optimization (DATA
INTEGRATOR/MIGRAT4OR, WebFOCUS, IBM DATA STUDIO, IBM CONTROL CENTER, QLIKVIEW
JAVA ORACLE LINUX UNIX DB2).

MARKET76 Data Architect ETL Engineer April 2014 September 2014.


 Designing and building an internal security master reference database, interfacing with market data pricing vendors
(SALESFORCE APEX VISUALFORCE JAVA ORACLE RUBY ON RAILS SQL RSPEC ZEUS RAKE
GITHUB CONFLUENCE) interfacing with the database and codebase utilizing CRUD.
 Integrating Tax Lot cost basis data feeds from various existing custodians such as TD bank, Schwab, and Fidelity.
 Writing ETL processors to pull trade data into market76 database, promoting the raw native data feeds to
production data and automation testing.
 Providing methodologies, approaching accounting problems, pushing for higher level of data quality; to the analytic
model engine, for P&L to the investor and financial analyst (SALESFORCE APEX VISUALFORCE JAVA
ORACLE RUBY ON RAILS MYSQL RSPEC ZEUS).

WeightWatchers OAG / ETL Middleware Developer October 2013 March 2014


 Utilizing Oracle Fusion Middleware, Policy Studio, Oracle API Gateway Linux, RedHat OSB EBS OEG OAG
OEM WSL TDD AGILE JIRA providing deployment, and management of service-oriented architecture (SOA),
managing, delivering, and securing Web APIs governance, and security Service Result Cache, Automated
Lifecycle Service Governance, and improved performance  enabling to securely and rapidly adopt Cloud, Mobile
and SOA Services bridging the gaps and managing the interactions between all relevant systems, integrating ,
routing XML and other types of data Clinical science studies (SALESFORCE APEX VISUALFORCE JAVA
ORACLE).
 Setting up APIs, Json files deploying OAG gateway, jar and policies.fed files, and OEM to Dev, QA, Prod Psqa,
and Disaster Recovery; configuring the topology, interfacing with Oracle to resolve Gateway configuration issues,
shell scripting automation testing.
 Developing ORACLE PL Sql queries and stored procedures, on boarding new clients such as Fitbit, utilizing Git as
the repository for JAVA, XML and system documentation performing MOCA smoke and initialization tests.

ALDO ETL / ELT Developer Data Integrator July 2013 September 2013
 Designing in Talend ESB (Enterprise Service Bus) configuring routes and developing routes exporting routes to the
Box and importing routes from the Box to Talend.
 Developing Business models Job Design Palette, XML to XSL endpoint to endpoint transformation.
(SALESFORCE APEX VISUALFORCE JAVA ORACLE PL/SQL TALEND ESB INFORMATICA TDD
AGILE JIRA ).
 Developing a XML Global canonical model to accommodate the sub routes to consume the same file without
needing to apply multiple transformations.
 Developing PL Sql queries and stored procedures automation testing.
 Developing JAVA transformation rules, code routines interfacing with ALDO, OMS, and ORACLE RESPONSYS.
Bank of New York Mellon ETL Developer Data Architect March 2013 June 2013
 Developing for SALESFORCE, EWODS, and GMEP; ETL INFORMATICA mappings and workflows extracting
source data from DB2, Vsam, sequential files data migration and data cleansing and Oracle to Oracle tables for
Ginnie Mae HUD HECM, Multi Family, and Single family mortgages (SALESFORCE APEX VISUALFORCE
JAVA ORACLE SQL INFORMATICA).
 Developing a document identifying within NPPS and MAMS for Ginnie Mae HECM, Multi Family, and Single
family mortgages; a list of oracle tables that need versioning to accommodate optimistic lock function.
 Constructing business rules, automation testing validation rules, DVM derive compute calculate rules, column data
types and mapping the Ginnie Mae IPMS Modernization screen mnemonic elements, to the precise Oracle table
and accurate data column(JAVA ORACLE PL SQL TALEND INFORMATICA TDD AGILE JIRA).

BROADRIDGE ETL Developer Data Administrator March 2012 February 2013


 Developing for the FLUENT Digital Mail system a data warehouse repository, which houses historical data such as
Client_id, Consumer_Account, Name & Address Finalist DPV(delivery point value), and consumer document
delivery preferences (SALESFORCE APEX VISUALFORCE JAVA ORACLE SQL RAZOR INFORMATICA
TDD AGILE JIRA).
 Developing software API’s to interface with the StreamScape engine upon on boarding clients and consumers,
retrieving their accounts and preferences for digital mail document distribution to Pitney Bowes Volly, Manila,
Zoombox, and Epost (JAVA ORACLE PL/SQL RAZOR INFORMATICA AGILE JIRA).
 Developing PL Sql queries and stored procedures automation testing for BPS and ICI..
 Developing ETL software to extract, transform, data migration and data cleansing load historical data from
Transactions (statements), Postsale (confirms), Proxy and Prospectus Interim mailings (2.5 billon rows of historical
data) from sequential files, vsam files and DB2 tables, generating Unix pipe delimited files, transferring the data via
FTP and NDM to a Unix File Farm; loading the data into the Oracle repository(JAVA ORACLE SQL
INFORMATICA DB2 CICS COBOL II VSAM JCL).

CITIGROUP Senior PA/PL August 2011 February 2012


 Developing ETL software sql queries, unloading the TOP SECRET database for all different type of TSS records,
matching the selected data against the TASA history.
 Analyzing program and database data to support business decisions across business product lines, Risk analysis,
AML.
 Developing PL Sql queries and stored procedures automation testing.
 Enabling the MSSB and PERSHING spinoff analysis for the TOP SECRET profiles on IFI, GFNA, ISG, and
GCMS platforms, retrieving information thru EERS entitlement by application id; drilling down to profile id;
analyzing the EERS entitlement profile data, to determine the composition of a given profile, associating the
application modules and the CICS on line transactions; that constitute a profile reference database.

FISA (Financial Information Services Agency NYC) Senior PA/PL April 2006 July 2011
 Designing and developing the financial Vendor Relationship Management data warehouse utilizing database
architecture, building indices, developing stored procedures, ETL, logical and physical data modeling and layout
utilizing model monitoring, performance tuning, and trouble shooting.

 Developing software to Extract, Transform, and Load transactions, contracts and all reference databases from
FMS2 ADVANTAGE.2x. to FMS3 ORACLE, providing quality assurance/verification of the coding.

 Developed, tested, automation testing, and implemented to PRODUCTION, a nightly automated CICS shutdown;
via batch JCL, closing cics from the desktop, allowing for FMS3 (DB2 UNIX WINDOWS RTView WebSphere
ORACLE JAVA) to interface with FMS2 ADVANTAGE.2x, performed code reviews.

 Deploying AIG / CGI Enterprise Server FMS enhanced software to the FMS application, in accordance with
Clients development standards.

 Identifying technical requirements, DB2 tuning replacing PDBIO queries, with DB2 direct SQL queries.
 Reviewed and provided feedback, rewrote the Workers Comp system (DB2 CICS) interfacing with Chase on a
daily basis, avoiding any possible fraud, producing multiple checks and balance reports, complied with project and
industry standards.

 Reserved Words Project; Team Leader / Hands On role: gathering all the analysis, producing a repository; listing
members referencing a reserved word; across Source, Copybook, Ddl/Dclgen, Ctlcards, Jcllib, Proclib, various
DB2 databases, DB2 Tables IO Module TDEF FORT, DB2 Packages, Screens, and Screens with Matching INI
entries; to be used to delegate the enhancement for deployment; generating and maintaining the libraries as
necessary, providing assistance and guidance to other FMS project teams as appropriate (e.g., system test, business
analysts); providing knowledge transfer.

 Facilitating the DB2 V.9.1, CICS 3.2, COBOL 4, and ZOS 1.12 conversions; unit testing, application and system
testing, and production deployment, troubleshooting job failures.

 Increased robustness fine tuning programs and jcl, reducing run time by 12 hours for the month end cycle. FMS3
System is up and available sooner expert knowledge of development tools and methodologies used for
ADVANTAGE 2.x or 3.x applications.

 Eliminated the generation of unnecessary files; and daily feeds, to the city agencies’.

GOLDEN SOURCE Senior PA/PL DEC. 2005 March 2006.


 Deploying Enterprise manager, Transaction tracer, and Mapping composer utilizing UNIX Linux, Oracle, and
Windows.
 Mapping, parsing the Bloomberg global feeds to the product connecters reference database, utilizing MSF, XML,
and XSL.
 Developing UI screens for Issue/Issuer and account segments in Windows Workstation development via Tomcat.

MORGAN STANLEY Senior PA/PL AUGUST 2004 to NOV. 2005.


 Developing the Profit and Loss reconciliation system in Stored Procedure DB2 SQL on the UNIX Linux
SQLbrowser, and Mainframe platforms, feeding the GUI Sybase front-end reporting system, and to Excel
Spreadsheets delivered to Managers E-mail accounts via PERL. Creating DB2 tables views alias as needed.
 The P&L system reports Daily, MTD, and YTD for all European exchanges, execution, execution order, client
notice, commission, notional value, and fee in local currency and applying daily FX exchange rates converting to
USD.
 P&L Reports are produced by exchange, cost center, charge Subtype, trade and client related columns.

TASK MANAGEMENT JAN. 2003 to JULY 2004.


Performing consulting assignments for the following clients:
ADP Senior Programmer Analyst/Project Leader
 Developing for the annuities and proxy system (DB2 CICS COBOLII VSAM) a data warehouse to register all
printed books by barcode, date, sheets, tie breaker, item number.
 Providing interactive intelligent print services, and receipt acknowledgment by barcode.
BANK OF AMERICA (RISK & COMPLIANCE) Senior PA/Project Leader
 Developing the ATLAS data warehouse which will house all products combined trade, order, execution, position,
security, account, and Line Of Business for clients and associates, in one repository (MS SQL SERVER 2000,
STORED PROCEDURES, Erwin, EXCEL, WORD) for the AML control room, and trade surveillance.
 Determining the technical design, database modeling, ETL DTS file & package creation, distributed 4 part query,
MS SQL job creation, stored procedure development, ODBC DSN creation, EII link server creation, database
creation, database login creation, DB replication development to subscribers, deploy database changes mapping
data elements, gaps between MSfile ADP AS400 and Central Data Repository.
 Developing database maintenance plans and database disaster recovery.
McGRAW Hill STANDARD & POORS Senior Programmer Analyst/Project Leader
 Converting Fixed Income, Municipal Bond, UIT legacy Tuxedo, CICS, DB2 database to ORACLE.
 Developing metadata, use cases, business rules, mapping data elements, utilizing (ERWIN, MERCATOR, DB2,
CICS COBOLII, EXCEL, WORD).
 Developing I-O modules to unload DB2 data, convert from DB2 format to ORACLE format, load to the UNIX box.
ACS STATE AND LOCAL SOLUTIONS Senior Programmer Analyst/Project Leader
 Developing enhancements to the (ADABAS, DB2, CICS, COBOLII ) Traffic Information database, and the False
Alarm database as per the requirements of new municipalities cities, and clients.
UBS Paine Webber PRIVATE CLIENT GROUP Senior Programmer Analyst/Project Leader
 Developed a DB2 fixed and variable rate lending database associating the loan account to the collateral account.
 Developed a CICS ON LINE interface to assign for every loan account a parent collateral account.
 Developed COBOLII I-O programs to load and update new account data to the appropriate DB2 tables.

J P MORGAN (CHASE) PRIVATE BANKING 2001 to 2003.


Senior Programmer Analyst/Project Leader
 Developed a Product master database (DB2 CICS ) for Municipal Bonds and Options, based on extracting inbound
BLOOMBERG market data, and product data feeds, mapping data elements.
 Developed a Corporate Action, Reorg, and Proxy response system (DB2 CICS) to ADP’s EQUITY inbound E and
P jobs; generating accurate outbound reply’s based on the in-house Product Master and Inventory Position data
tables.
 Developed for the OMNITRUST Global plus custody Asset Management, H & Q LEWCO Securities; Delaware
Charter TRUSTAR conversion, an IRA monthly scrub process for Demographic, Tax Withholding, Contribution
and distribution transactions.
 Developed a QA/UAT conversion transition environment to facilitate the H & Q LEWCO TRUSTAR conversion.

BEAR STEARNS 1997-2001.


Senior Programmer Analyst/Project Leader
 Designed through implementation a DB2 CICS COBOLII reimbursement system for netted money fails, credits vs
debits, generated from Mortgage trades, Treasuries, coupon payments, fixed rate refactors, variable rate refactors,
TBA pairoff pools, Margin money line type 7 and type 1.
 Functions of the DB2 CICS systems are, Add, Browse, Change, Delete, interactive real time netting, display of
trades and generated net money fail.
 Developed DB2 SQL queries in CICS and for batch cycle reports by status, reason code, settlement date
security/product number, and account.
 Accepting CICS real time feeds from various interactive CLEARANCE systems and DBank incoming and
outbound wires, settling with SWIFT MERVA.
 Designed through implementation a DB2 data warehouse storing GLOBAL MULTI CURRENCY FOREIGN
DERIVATIVES futures and options, collecting uploaded UNIX trade activity and position feeds from
BLOOMBERG, SUNGARD, LT, CATS, HYDRA and FAST, producing three way reconciliation PRICE,
POSITION, and ACTIVITY break reports at the LONDON office.
 Designed through implementation a GOVERNMENT MORTGAGE – BACKED REPO pairoff processing system
determining position netting for same ACCOUNT PRODUCT, and settlement date, producing a DB2 money
difference database, by account, delivery instruction and primary pairoff key allowing for during the day CICS real
time maintenance.

MERRILL LYNCH 1996-1997


Senior Programmer Analyst/Project Leader
 Designed through implementation for the YEAR 2000 Millennium software to parse the compiler source listing for
date related fields, producing a database by module name and copybook name.
 Designed through implementation software for the YEAR 2000 Millennium utilizing the Windowing technique,
producing clean compile, linkedit, execute PROD PARALLEL run cycle.
 Designed through implementation of a pilot project producing executable MVS JCL PROCS from VSE JCL run
streams.
 Designed through implementation, MVS utility modules to facilitate a VSE to MVS conversion, parsing the
J.A.R.S. data, MHTran data, and Infopac scheduler, building a logical flow to populate the MVS SCHEDULER
and a Object ID ownership Database.

CS FIRST BOSTON 1992-1996


Senior Programmer Analyst/Project Leader
 Enhanced the Stock Record and Seg DML Securities lending system to be a multi currency and multi entity.
Developed software to utilize the 140% debit balance and transmit to DTC actual lockup number per security.
 Responsible for the reimbursement Dividend and Interest system processing the outside feed from DTC, IDSI and
Telekurs; for Foreign, Domestic Equities and Fixed Income Products.
 Developed NTPA software for Prime Brokerage GLOBAL FX COLLATERAL and CASH, MULTI CURRENCY
TRADING and SETTLEMENT, with SWIFT; FRONT OFFICE and BACK OFFICE tracking, recording Foreign
CURRENCY and OPTIONS, SWAPS, FORWARDS. System provides capabilities to post Collateral, post
Interest, generates Daily and Monthly AFP STATEMENTS CICS ON LINE SYSTEM and BATCH REPORTS are
available to users in HONG KONG, SINGAPORE, LONDON and NEW YORK.
 Developed HPS software automating the COMMERCIAL PAPER ISSUANCE process; BOOKING, RELEASING
the trades in CICS Trade Transmission are to Five Major INVESTMENT BANKS, through TRACS and 3270
Emulation.
 Developed an ELECTRONIC CICS SIGN OFF SYSTEM to demand in the Daily Production NIGHT CYCLE via
CA7.
 Full responsibility of the PURCHASE and Sales system, SIAC pairoffs, Figuration, confirmations; feeding Trade
Inventory, Firm Inventory Money Store, Bookkeeping, Margin. Global and domestic monthly statement system.
 Participating in SUNGARD Disaster Recovery Procedures; and Old World elimination projects .

D.L.J. PERSHING 1983-1992


Senior Programmer Analyst/Project Leader
 Designed and implemented CICS on-line Front Office Trading systems (DB2, COBOLII, CICS, ADABAS,
VSAM) for Listed Equities, OTC Equities, Options Debt/Index, Mutual Funds, Money Market Instruments,
Mortgage Backed Securities and Fixed Income Products (by Household, Correspondents, Account AE).
 Responsible for the Full Project Life Cycle of the newly developed on-line Security System. This System operates
via user password until TOP SECRET is installed.
 Designed and implemented a FLOOR BROKERAGE system tacking all ORDER Flow being routed to the Listed
Exchanges Vs OTC and the CINCINNATI EXCHANGE.
 Responsible for the Full Project Life Cycle in a newly developed PROFIT/PORTFOLIO (by Correspondent
Account AE) System (DB2, COBOL, CICS, ADABAS, VSAM) which includes
 Design through implementation of ON-LINE Correspondent Figuration Pricing, Housing Customized Pricing and
Standardized Schedule Pricing systems.
 Designed and implemented service utility modules to edit, transform, validate, and process Prices Principal and
Quantity to be accessed through all on-line systems.
 Designed and implemented CICS On-Line and Batch I-0 modules.
 Designed and implemented a logical database.
 Supervised and trained four programmers/programmer analysts.
 Responsible for major modifications of the Purchase and Sales system which records controls and regulates all
trades.
 Analyzing needs, writing specs, designing, coding, implementing and documentation (COBOL, CICS, ADABAS,
VSAM)
 Automating a Manual System which automates all trades coming in from the floor into machine readable data.
 Maintaining and implementing enhancements to the ACDB Database File which houses all trade information for all
accounts.
 Maintained Pending File and all reports to the BREAK SHEETS i.e. T Plus One, , T Plus two etc.
 Implementing modifications to the system to allow for RIO FLIPS and REGIONAL MIDWEST layoffs.
 Successfully completing 3 conversions necessitated by the addition of new Clearing Houses to the system.
 Redesigning JCL PROCS making them more efficient and reducing run time of system, Dump debugging and
trouble shooting.
 Training of junior programmers on the system.
 Responsible for Monthly Settlement Day System which generates monthly reports through its design, analysis,
coding, testing and installation phases.

WAGNER STOT Programmer Analyst 1981-1983


Responsibilities include the following:
 Brokerage Back Office System: Participated in the design through implementation, documentation and
maintenance of this Back Office System for major a brokerage client. System performed statistical reporting for
salesman by broker, stock, day, date, week, month, price and quantity.
 Made changes and modifications to system as per user requirements.
 Project Control System: Designed, Coded and implemented a system for in-house use which keeps track of all
Systems Projects by Client manager, projected cost, start date, date of completion etc.
 Daily Interest System: tailored, modified and upgraded this software package for three major banking clients.
System generated printouts of earned interest and mortgage interest on daily basis.
 Modified, upgraded, debugged and maintained A/P, A/R, billing and inventory control software packages for
various clients.

EDUCATION
Certificate in Computer Programming – Resnick Institute of Technology
BA Philosophy

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