Daniel O'Brien Email & Phone Number
@wellsfargoadvisors.com
3 phones found area 704 and 866
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Who is Daniel O'Brien? Overview
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Daniel O'Brien is listed as Retired Business Analyst at Wells Fargo Advisors, a with 14520 employees, based in Fort Mill, South Carolina, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 704, 866, and a matched LinkedIn profile for Daniel O'Brien.
Daniel O'Brien previously worked as Business Analyst at Wells Fargo and Business Analyst at Wells Fargo Advisors. Daniel O'Brien holds Mba, Finance & Computers from Boston College Carroll School Of Management.
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About Daniel O'Brien
A well qualified (over 20 years) Information Technology Professional with areas of expertise in SQL, Business Analysis, education/training, and QA. A competent communicator who is both a self-starter and an effective team player. Have worked extensively with Relational Databases. Four years MsSQL Stored Procedures, Financial and Product Reports, 15 Years Rdb, some MySQL, Postgres, PHP for web based applications developed. Business Analyst functions, over 20 years, (gathering specs, documenting, estimating cost/time) and Application Developer (coding, testing, installing software and all reports) for customers internal and external. ETL, Data Modeling, Data Mapping. MBA Boston College and BS in Civil Engineering Northeastern University. SummaryStrong analytical skills, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements. Outstanding ability to establish effective goals, analyze and solve problems, ask tough questions, improve business processes. Extensive experience in design, development, and support of business application systems in many disciplines, including Billing, Telecom and Retail Enterprises. Excellent communicator who has forged solid and effective relationships between IT and the business community. Work effectively with CIOs, Customers, VPs, System Managers and other stakeholders.Specialized skills include:Business Analysis Data Analyst
Listed skills include Databases, Microsoft Sql Server, Sql, Testing, and 36 others.
Daniel O'Brien's current company
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Daniel O'Brien work experience
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Business Analyst
Business Analyst
Business / Technical Analysis / QA / Documentation (BRDs and FSDs) of various in-house applications used by Brokerage Services. Extensive QA work with front end tool used with Thomson Reuters - BETA financial system. Document and work with developers on conversion of MS Access application data to SQL Server. Writing scripts in SQLServer to test conversion of importing of SOR Data from DTS to SSIS. Technical BA first line of support for Beta interface application; MS executable .accde… Show more Business / Technical Analysis / QA / Documentation (BRDs and FSDs) of various in-house applications used by Brokerage Services. Extensive QA work with front end tool used with Thomson Reuters - BETA financial system. Document and work with developers on conversion of MS Access application data to SQL Server. Writing scripts in SQLServer to test conversion of importing of SOR Data from DTS to SSIS. Technical BA first line of support for Beta interface application; MS executable .accde application with SQL Server backend. Work with developers testing and documenting (FSD & BRD) for Financial Resource Management web based application with DB2 backend.Full Time Employee as of 2/2015 Show less
It - Business Analyst - Performance Measurement Management Reporting (Pmmr)
BA / DA, QA extensive regression testing. Work with Line of Business (LOB) partners to gather specs to produce documentation for the developer to follow when creating reports. Independent QA of work done by developer on various BOA platforms: “The W” .SQL - Teradata, DB2, HP Quality Center, MSWord, Excel, MS Access. Work with BOA people in the USA,India. Reports listed below included versions at the: Banking Center detail and Summary reports at the Banking Center, Market, Area… Show more BA / DA, QA extensive regression testing. Work with Line of Business (LOB) partners to gather specs to produce documentation for the developer to follow when creating reports. Independent QA of work done by developer on various BOA platforms: “The W” .SQL - Teradata, DB2, HP Quality Center, MSWord, Excel, MS Access. Work with BOA people in the USA,India. Reports listed below included versions at the: Banking Center detail and Summary reports at the Banking Center, Market, Area, Region and Channel Level. These categories also had Daily, Weekly, Month to Date, Monthly and YTD breakdowns.Teller Authentication Rpt - BA / DA, QA responsible for reports to track Tellers Authentication of customers.Report mock-ups / field layouts, Sorts, Selections, Joins, User Privs. Six months later modified specs for a new developer in India to add requested enhancements.Integrated Release for New Accounts Override Rpt – Working with other departments in BOA on an integrated release due to changes of source data and enhancements needed. Worked with LOB, other team members and other depts in changing the report specs / layout, parsing of data etc. Altered existing specs, QA, worked with project leader / other developers from other departments.Banking Teller Associate Authority Rpt – BA, DA, QA responsible for report to track Tellers Authentication of customers. Work with LOB throughout the USA, Produced Developer Specs etc.Banking Center Operational Rpts – Working with LOB people, Supervisor on BC Oper. Rpts for Key meas. nbrs that are placed on Weekly, Monthly, YTD performance reports (percentages, weekly trends etc). Data was extracted for these metrics on the reports. Modified existing specs to reflect changes in layouts for reports and excel workbooks QABanking Center Cash Shipment Analysis Report - With LOB and supervisor on: BA, DA and spec gathering on reports to determine Banking Center efficiency of process in ordering cash shipments into and out of B.C. Show less
Quality Analyst
Quality control of Patient Assistance and Process Application. MsSQL Skills used extensively. QA on reports specked out by Business Analysts.Worked on testing Process Driven PC application that helps patient and insurance companies along with specialty drug manufacturers ensure a patient has acceptable coverage and gets care. Much of this was hands on testing.
Systems Analyst - Enterprise Customer Profitability
Business Analysis, Data Analysis, Project Leader at Times, Quality Control of data to ensure accuracy of Customer Level Profitability Reporting (CLPR) for Bank of America. Reports reflect true profits / losses of products sold. “The W”, Oracle SQL, HP Quality Center Excel, MsWord, MS Project, Oracle Financial Services Application, Teradata, DB2, Oracle, some MS Access.Sovereign Bank Divestiture – Analysis / Documentation for removal of Sovereign Bank data records import to existing… Show more Business Analysis, Data Analysis, Project Leader at Times, Quality Control of data to ensure accuracy of Customer Level Profitability Reporting (CLPR) for Bank of America. Reports reflect true profits / losses of products sold. “The W”, Oracle SQL, HP Quality Center Excel, MsWord, MS Project, Oracle Financial Services Application, Teradata, DB2, Oracle, some MS Access.Sovereign Bank Divestiture – Analysis / Documentation for removal of Sovereign Bank data records import to existing tables. Updating and changing the rules and selections in the Oracle Financial Services Application. QA in SIT, UAT and Production. HELOC (Home Equity Line of Credit) Interest Payments Overstatement Correction – Analysis, documentation and testing of new data source instead of current use of calculations. Removing these calculations in Oracle Financial Services Application and replacing with proper data from consumer and client records. QA in SIT, UAT and Production. Combine Merchant Extract records for Credit Card fees – Analysis, documentation and testing of removing several data feeds that were combined into one.Altered selections and calculations within Oracle Financial Services Application. QA in SIT, UAT and ProductionCalifornia / Northwest Transformation of many imports of data processes to a few. A major assignment working with several people in our department and multiple departments at BOA, on the migration of legacy records to model records at BOA. QA in SIT, UAT and Production. Updated HP Quality Center for out department.ETL Rework of Insurance Data Load –BA / DA working with other BA and Abinitio developer to correct existing error with extract dealing with insurance payments and term length of insurance purchased. QA in SIT, UAT and Production.Small Business Card Extract missing from ETL logic – BA / DA / QA – SIT, UAT, production verification on adding new records to existing extract for CLPR report Show less
Application Developer - Business Analyst
SPIRIT TELECOM, INC., Fort Mill/Columbia, SC 1998-1/28/2011Application Developer (Business Analyst)Work with large MCL Billing System with main responsibilities: business analysis of end user request, documenting and then creating different monthly financial reports and ad hoc reports with stored procedures on an as needed basis using MsSQL. Extensive QA/Support/Training of VoIP interface Software. MsSql, MySql, Rdb, Excel, MS Word, UNIX, PHP.•Primary responsibility:… Show more SPIRIT TELECOM, INC., Fort Mill/Columbia, SC 1998-1/28/2011Application Developer (Business Analyst)Work with large MCL Billing System with main responsibilities: business analysis of end user request, documenting and then creating different monthly financial reports and ad hoc reports with stored procedures on an as needed basis using MsSQL. Extensive QA/Support/Training of VoIP interface Software. MsSql, MySql, Rdb, Excel, MS Word, UNIX, PHP.•Primary responsibility: gathering specs, documenting, estimating and producing financial reports, creating stored procedures in MsSql for Billing System. Also moved data to Excel to allow for further analysis: pivot grids, graphs, etc.•Project leader worked with teams in India: gathering specs, documenting etc. relaying information to Indian developers to program. Perform final QA and helped install.•Q/A testing of large provisioning VoIP system. Spent over three months per year testing this application over the past several years due to upgrades and improvements.•Supported/Extensive QA and Customer Training of VoIP Software/Atreus which has interfaces to Intrado E911, BroadSoft, VMS/Rdb,Billing System. (all with various relational database interfaces).•Supported and was lead developer of ISP system that uses PHP/HTML web pages. System interfaces to RDB SQL database used by over 80 telephone companies for their 260,000 ISP users. Created and produced many SQL ad hoc reports.•Gathered specs, documented, designed, QA and wrote PHP / HTML / Postgres Database web application. Later transformed over to MySql Database (handles 24,000 calling cards for the State of North Carolina). Created documentation and trained users.•Designed and built a system using “SuperNova,” a tool/language used to create forms for HR, and Operations. Helped maintain trouble ticket application. Required interface to Rdb relational database. Show less
Senior Programmer Data Analyst / Business Analyst
SPHERION CORPORATION (formerly Interim Services) Ft. Lauderdale, FL 1993-1998Senior Programmer (Business Analyst) Responsible for maintaining, gathering specs for constant enhancing of system: designing, producing new reports, and trouble-shooting large work order/payroll/invoice system for a $2 billion company using Rdb relational database. Produced federal, state and municipal reports, tapes on a quarterly and yearly basis, produced an average of 45,000 paychecks per… Show more SPHERION CORPORATION (formerly Interim Services) Ft. Lauderdale, FL 1993-1998Senior Programmer (Business Analyst) Responsible for maintaining, gathering specs for constant enhancing of system: designing, producing new reports, and trouble-shooting large work order/payroll/invoice system for a $2 billion company using Rdb relational database. Produced federal, state and municipal reports, tapes on a quarterly and yearly basis, produced an average of 45,000 paychecks per week. Application built in-house. •Granted options in company stock due to Excellent Performance.•Given an Award of Distinction for “Significant Contributions.” Show less
Management Services, Consultant/Business Analyst/Systems Analyst
ERNST & YOUNG, KEMPE & WHITTLE, Hamilton, Bermuda 1990-1993Management Services, Consultant Developer and Business Analyst. Consulted, gathered specs, designed, maintained and enhanced application software for customers in Bermuda and for Ernst & Young. Systems included: accounts receivable, multi-currency and single currency general ledger, inventory control / invoice production, insurance insolvency payout system, time and billing application, real estate selling, and… Show more ERNST & YOUNG, KEMPE & WHITTLE, Hamilton, Bermuda 1990-1993Management Services, Consultant Developer and Business Analyst. Consulted, gathered specs, designed, maintained and enhanced application software for customers in Bermuda and for Ernst & Young. Systems included: accounts receivable, multi-currency and single currency general ledger, inventory control / invoice production, insurance insolvency payout system, time and billing application, real estate selling, and reinsurance systems. Gave presentations to other companies in Bermuda. Billed to the ¼ hr. Show less
Education Manager
Attunity, LTD ( ISG Software/Cortex Corporation), Burlington, MA 1987-1990Education Manager, Senior Technical Support Responsible for training developers of ISG 4GL CASE application programming software. Supervised and directed new trainers. Made presentations at annual U.S. Corus Meeting. Used DEC VAX/VMS, IBM PC, Macintosh.•Managed Education Department with typical two-week course cost of $20 K. •Developed, enhanced, streamlined and presented the following… Show more Attunity, LTD ( ISG Software/Cortex Corporation), Burlington, MA 1987-1990Education Manager, Senior Technical Support Responsible for training developers of ISG 4GL CASE application programming software. Supervised and directed new trainers. Made presentations at annual U.S. Corus Meeting. Used DEC VAX/VMS, IBM PC, Macintosh.•Managed Education Department with typical two-week course cost of $20 K. •Developed, enhanced, streamlined and presented the following courses: two week introductory, four day advanced, two day database design, two day Rdb interface.•Introduced and sold custom designed customer site courses nationally and internationally.•First year Call Support Specialist. Show less
Account Representative - Business Analyst
COMSHARE INC., Wellesley, MA 1983–1987Account Representative - BABusiness Analyst / Developer / Training Representative Responsibilities included technical, sales support, technical training and consulting users of Comshare’s software database systems and applications. Assisted in hardware installations in the U.S. and the Caribbean. Custom programming of special reports billed as professional services. Consulted, gathered specs, documented, designed and implemented… Show more COMSHARE INC., Wellesley, MA 1983–1987Account Representative - BABusiness Analyst / Developer / Training Representative Responsibilities included technical, sales support, technical training and consulting users of Comshare’s software database systems and applications. Assisted in hardware installations in the U.S. and the Caribbean. Custom programming of special reports billed as professional services. Consulted, gathered specs, documented, designed and implemented financial modeling, forecasting and statistical decision support systems for national and international companies. Performed demonstrations, systems specifications, cost assessments and proposals for customers. Conducted user training classes. Show less
Colleagues at Wells Fargo Advisors
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Chris Tyrs
Colleague at Wells Fargo AdvisorsColumbus, Georgia, United States
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Shane Mueller
Colleague at Wells Fargo AdvisorsBelleville, Illinois, United States
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Antika Junrakan
Colleague at Wells Fargo AdvisorsAnnandale, Virginia, United States
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Julie Lippman
Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States
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Claudio Sicangco
Colleague at Wells Fargo AdvisorsPleasanton, California, United States
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Frederick (Rick) Turner
Colleague at Wells Fargo AdvisorsSummit, New Jersey, United States
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Matthew Poznicek
Colleague at Wells Fargo AdvisorsSan Diego County, California, United States
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Alexzander Abaunza
Colleague at Wells Fargo AdvisorsGreenville-Spartanburg-Anderson, South Carolina Area, United States
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Katherine Cione
Colleague at Wells Fargo AdvisorsLittle Silver, New Jersey, United States
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Robert Elkins
Colleague at Wells Fargo AdvisorsSarasota, Florida, United States
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Daniel O'Brien education
Mba, Finance & Computers
Bsce, Civil Engineering
Frequently asked questions about Daniel O'Brien
Quick answers generated from the profile data available on this page.
What company does Daniel O'Brien work for?
Daniel O'Brien works for Wells Fargo Advisors.
What is Daniel O'Brien's role at Wells Fargo Advisors?
Daniel O'Brien is listed as Retired Business Analyst at Wells Fargo Advisors.
What is Daniel O'Brien's email address?
AeroLeads has found 3 work email signals at @wellsfargoadvisors.com for Daniel O'Brien at Wells Fargo Advisors.
What is Daniel O'Brien's phone number?
AeroLeads has found 3 phone signal(s) with area code 704, 866 for Daniel O'Brien at Wells Fargo Advisors.
Where is Daniel O'Brien based?
Daniel O'Brien is based in Fort Mill, South Carolina, United States while working with Wells Fargo Advisors.
What companies has Daniel O'Brien worked for?
Daniel O'Brien has worked for Wells Fargo Advisors, Wells Fargo, Bank Of America, Amerisourcebergen - Lash Group, and Spirit Telecom, Inc.
Who are Daniel O'Brien's colleagues at Wells Fargo Advisors?
Daniel O'Brien's colleagues at Wells Fargo Advisors include Chris Tyrs, Shane Mueller, Antika Junrakan, Julie Lippman, and Claudio Sicangco.
How can I contact Daniel O'Brien?
You can use AeroLeads to view verified contact signals for Daniel O'Brien at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel O'Brien attend?
Daniel O'Brien holds Mba, Finance & Computers from Boston College Carroll School Of Management.
What skills is Daniel O'Brien known for?
Daniel O'Brien is listed with skills including Databases, Microsoft Sql Server, Sql, Testing, Unix, Mysql, Visio, and Database Design.
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