Applied interpersonal skills quickly and effectively by building professional rapport with new and existing clients, providing transparent communication of complex financial information for client understanding, assisting with navigating multifaceted financial situations, identifying clear goals, evaluating risks, strategizing priorities, and assessing long term solutions by recommending investments, tax efficient strategies, and collaborating with CPAs and Estate attorneys. Maintain ethical standards and fiduciary and RegBI (regulation best interest) standards at all times, providing firm confidentiality and best service for all clients. Identified market trends, researched economic data to determine the current phase of the economic cycle in order to forecast positioning client’s assets into sectors of the economy which would allow for the largest growth potential while minimizing downside risk. Reviewed historical data of stock market and market trends to forecast the potential of upcoming growth or decline in the overall market as well as individual company's stock. Analyzed numerous investment options, including beta (measures volatility) and alpha (measures excess return based on beta) of each investment, to determine which investment options served best for individual client portfolios and goals. Reviewed business performance, quarterly earnings reports, historical performance, and outlook for a given business and applied that knowledge to individual companies, mutual funds, ETFs (Exchange Traded Funds), and other investments.Built portfolios for clients based on market data, risk tolerance, and goals. Assisted clients in rebalancing portfolios to take advantage of downturns/upswings in the market to best position their assets to IPC (Investment Policy Committee) guidelines to ensure no asset class was under/over weight compared to the overall portfolio construction.

Developed and supported a microservice based automatic ticket filing tool (ARTS), written in C# and python, which processed on average 1000 Jira defects a month, running thousands of individual service requests, using RESTful APIs, per defect to collect and analyze system logs and failure information when product and environmental failures occurred. Developed a method to identify the team associated with the root cause of the failure, eliminating costly engineering hours by reducing the overhead of multiple teams reviewing and rerouting the ticket, saving on average 2-3 hours of triage per ticket. Researched new technology to incorporate machine learning algorithms to further enhance the ability of ARTS, created a prototype/POC(Proof of concept), tested and reviewed the results to assess the accuracy and established a baseline threshold for integration.Responsible for assisting in the maintenance and triaging of the organizational build and test production environment (CI/CD pipeline). Communicated and collaborated with cross functional teams throughout the organization, including engineering and test teams, to resolve tickets keeping the continuous build, test, and promotion environment operational. Understood the complex dependencies and intricacies of the various tools and processes involved in building and testing a number of products used by a variety of individuals and teams. Built rapport with senior distinguished engineers to streamline the product creation process, eliminating time waste and miscommunication between involved parties. Pushed testing left by incorporating CITaaS(Continuous Integration and Test as a Service) test suite into the build promotion pipeline to reduce regressions and build errors from making it into promoted builds. This Service was instrumental in getting the program back on track and greatly reducing overall build failures and associated tickets.

Lead Developer for a Resource Management tool (CATCUS), written in C# and Python utilizing design patterns and Object Oriented Design principles, established to allow for seamless organizational testing throughout 600 users to effectively process over 275,000 testing requests, reducing the amount of hardware required while maintaining high product quality. Designed tool to be highly available, scalable and efficient for organization wide usability, focusing on customer needs, testing constraints and stakeholders’ commitments. Constructed backend database to efficiently store and retrieve hardware usage data. Built REST APIs for communication with microservices. Communicated obligations, suggested areas of improvement and developed a risk scale with global teammates in China, India, and Israel, providing transparent, comprehensive data to assist with goal setting and decision making. Reviewed and assessed customer requirements, weighed team needs to organizational needs, created deliverables matching internal and external stakeholder stipulations while ensuring usability and product success. Gathered product feedback, reviewed failures and accomplishments, developed changes and deployed fixes within a reasonable timeline, minimizing testing delay, safeguarding organizational productivity.Triaged test failures from automated tests and helped to recover test systems left in untestable state after failed tests. Utilized a team of triage specialists to help streamline the process by knowledge sharing and wiki creation for common problems.

Developed the Restaurant Web Site using HTML, PHP, MySQL, Photoshop, Java

Software Unit Testing of the Joint Strike Fighter Panoramic Cockpit Display code written in C, utilizing LDRA Testbed Software Analysis tool.Software Unit Testing of Airbus A380 Engine oil control, utilizing LDRA Testbed Software Analysis tool.