Bob Pastor Email & Phone Number

Minneapolis, Minnesota

U.S. Bancorp Asset Management, Inc.

As the test lead for an application upgrade project, was responsible for test case execution and defect management processes. Devised the test strategy, ensured the test environments were ready and managed testing through IT and UAT cycles. Conducted daily testing meetings for status updates, defect tracking and resolution. Implementation occurred with only minimal low defects.

Ameriprise Financial

As a senior business analyst on an assignment to streamline advisor agreements I elicited, documented and validated information from business experts used to produce project deliverables. Responsible for coordinating business/user requirements gathering sessions, documentation and approval. Collaborated with technology to interpret user requirements to assist in the creation of system requirements. Proactive in supporting the Project Manager in identifying and reviewing issues, risks and… Show more As a senior business analyst on an assignment to streamline advisor agreements I elicited, documented and validated information from business experts used to produce project deliverables. Responsible for coordinating business/user requirements gathering sessions, documentation and approval. Collaborated with technology to interpret user requirements to assist in the creation of system requirements. Proactive in supporting the Project Manager in identifying and reviewing issues, risks and dependencies. Prepared test data and test environment, drafted test cases and test scenarios. Generated test plan and test cases to ensure traceability of requirements occur in Quality Center 12.0. Show less

Us Bancorp Asset Management

Senior Business Analyst for various projects at US Bancorp Asset Management. The two larger projects are described below.First American Funds website redesign - Served various roles as Project Manager (Project Planning), Business Analyst (Requirements gathering and documentation), QA Lead (create test plan, test cases, obtain sign off) and managed the implementation of the redesigned site. Securities Lending system conversion - Engaged as a senior business analyst to help… Show more Senior Business Analyst for various projects at US Bancorp Asset Management. The two larger projects are described below.First American Funds website redesign - Served various roles as Project Manager (Project Planning), Business Analyst (Requirements gathering and documentation), QA Lead (create test plan, test cases, obtain sign off) and managed the implementation of the redesigned site. Securities Lending system conversion - Engaged as a senior business analyst to help convert the Securities Lending Desk and Securities Lending Administration from its current system to a new system, provided by a different vendor. This project was preceded by the initiative to expand securities lending to third parties in which I also served as a Sr Business Analyst. Deliverables included; documented business requirements, including As Is and To Be process flows, QA planning and testing using Quality Center 10.0 and assisted in seeing the project through post implementation. Show less

Wells Fargo

Engaged as a Sr Business Analyst on assignment with Protiviti for Wells Fargo - Audit and Security. Assigned to help audit the Bundled Defined Contribution Conversion event, migrating the legacy Wells Fargo Institutional Retirement Participant recordkeeping business from SunGard OmniPlus to WyStar, the legacy Wachovia recordkeeping platform.

Ameriprise Financial

 Engaged as a Sr. Business Analyst in renovating the existing brokerage platform within Ameriprise Financial. “New Brokerage Platform” delivers the enhancement of the existing brokerage mainframe and integration with the new third party vendor tool “BETA” (Thomson Reuters) This conversion program enhances the client wrap account process (wrap fee calculation, schedules, disbursements, fee posting, etc.) along with automating the service delivery mechanism. Defined both the various… Show more  Engaged as a Sr. Business Analyst in renovating the existing brokerage platform within Ameriprise Financial. “New Brokerage Platform” delivers the enhancement of the existing brokerage mainframe and integration with the new third party vendor tool “BETA” (Thomson Reuters) This conversion program enhances the client wrap account process (wrap fee calculation, schedules, disbursements, fee posting, etc.) along with automating the service delivery mechanism. Defined both the various functional and non-functional requirements related to advisor fee sourcing/integration, fee calculation & processing, compensation qualifications, reporting needs for general ledger and dependency on third party vendor Thomson Reuters. Worked with cross commit teams across the brokerage unit to define the interdependencies and responsible for working with BETA system becoming the SME for the Fee Engine work stream. Defined the AS-IS and TO-BE business processes with service delivery and the clearing group. Identified gaps in the current process and proposed new solutions based on needs. Created high level test plan and created detailed test scenarios and cases for User Acceptance Testing. Uploaded and ran test scenarios in Quality Center 10.0 tracking defects, and tracing test cases to user requirements. Participated in all AQMS (Ameriprise Quality Management Systems) level walkthroughs and approval processes. Conducted Joint Application Development (JAD) sessions with stakeholders throughout SDLC to resolve open issues. Show less

Defined processes for identifying industry specific information sources for an electronic publishing effort. Identified and managed client requirements relating to the dual publishing of a significant set of specifications, facilitated review and planning activities in a virtual environment; utilizing WebEx and SharePoint technology as a foundation.

Rbc Wealth Management

Elicited and documented business requirements and completed gap assessments. Transitioned requirements to IT and UAT testing, wrote standard operating procedures and provided training to end users when needed.

Played a key role in getting this start-up broker dealer running. Managed key relationships with NFS LLC, our strategic partner and clearing firm, and with vendors FundQuest and AdvisorPort, in building our advisory platforms. Held various principal licenses such as Series 4, Series 24 and Series 28, required for the review and approval of certain daily transactions, new accounts and the adherence to industry regulation. Other skills include strategic planning, business development, training… Show more Played a key role in getting this start-up broker dealer running. Managed key relationships with NFS LLC, our strategic partner and clearing firm, and with vendors FundQuest and AdvisorPort, in building our advisory platforms. Held various principal licenses such as Series 4, Series 24 and Series 28, required for the review and approval of certain daily transactions, new accounts and the adherence to industry regulation. Other skills include strategic planning, business development, training, relationship management and regulatory awareness. Show less

Strategic planning, project management, managed staff of 28. Review and approve all new accounts and worked closely with compliance in upholding federal regulations.