When millions of dollars can depend on the results
of a decision,
no possible cross check should be skimped.
designed and developed tax-sensitive investment management software using Informix and related tools.
New system reduced time required to make tax-advantaged portfolio adjustments from several days to under an hour.
This was essential to the client to permit timely response to market changes,
and thereby maintain its market share in the highly competitive portfolio management space.
revised tax-sensitive portfolio management tools to maximize flexibility of
portfolio adjustments while still ensuring conformance to SEC-mandated wash rules.
Since the wash rules represent a moving target,
system was optimized for flexibility and ease-of-maintenance as well as for raw performance.
wrote several tools to simplify and make more reliable
the use of portfolio optimization software.
ported Customer Relationship Management
(CRM) system in SalesLogix from Oracle to SQL Server.
This improved upload time from three days to fifteen minutes,
giving the sales force more timely information.
developed and codified stored procedure API for use by front-end developers,
improved stability; added automatic self-tests.
administered Informix Online database running on Solaris servers for financial service firm.
Improved reliability while reducing time spent on maintenance.
trained internal DBA's and SA's at the client site,
eventually eliminating the need for outside consulting services.
has extensive experience with decision support applications and
data flows within commercial and retail banking.
We have architected and implemented profitability, credit risk,
and asset-liability management applications built upon a common banking process and information model.