Dan Poole Email & Phone Number

• >Project Manager | Alternative Asset Manager | Master Data Management (MDM) Solution Design
• Led the execution of the design phase for an MDM solution that will ultimately optimize several key capabilities for the client: Fund Accounting, General Partnership Accounting, and Information Delivery (Investor and.
• Enabled the client’s transition from the strategy phase to the execution phase of the project, including the facilitation of 2 workshops to align on project objectives, and the development of a comprehensive execution.
• Facilitated the client's initial development of its Shared Services Catalog to meet 2016 regulatory filing requirements, including the establishment of a framework to acquire and map all required data elements.
• Facilitated 3 additional quarterly updates to the client’s Shared Services Catalog, to meet 2017 regulatory filing requirements.
• Developed several tools (using both MS Excel Visual Basic for Applications and Alteryx Designer) to automate data cleansing & quality assurance activities, and to create a repeatable process for producing over 600.

Warren, NJ, US

• >Project Manager | Clearing Broker-Dealer | Brokerage Account Opening Solution
• Directed the execution of 2 technology development projects initiated to enhance the clearing broker-dealer’s Account Opening software (Configurable Account Suitability Rules Engine, Account Opening/Managed Account.
• Defined and implemented the program’s governance framework, including the establishment of 27 distinct workstreams, covering both technology development projects and deployment activities.
• Led formal weekly status meetings for the program (50-60 participants), facilitating progress updates, issue resolution, and cross-project decision making.>Program Manager | Clearing Broker-Dealer | Technology.
• Coordinated the delivery of a $12MM technology program that enabled several integrations between the client’s existing platform capabilities and vendor solutions, including: Account Opening (CRM: Redtail and.
• Collaborated with client product managers to develop business requirements for individual projects, establishing clear expectations with technology project teams for all required future state functionality to be.

Round Rock, Texas, US

• >User Acceptance Tester/Team Lead | Wealth Management Firm | Technology Transformation
• Conducted user acceptance testing on the positions and balances screens of a new wealth management platform, including: test planning, test case development, and the communication of test results
• Tracked and communicated the progress of planned UAT deliverables for team of 6 consultants, providing transparency into the health of the overall testing program, to the client’s PMO.>Business Requirements Analyst |.
• Designed a data transformation process to convert securities lending transactions data into counterparty-level positions, in order to facilitate credit and risk reporting.
• Defined a solution to compute earnings details from securities lending positions, automating the data staging process for month-end client billing and daily general ledger reporting.
• Specified enhancements to 4 existing counterparty netting reports, significantly reducing credit risk and balance sheet impacts resulting from the new product launch.

• Developed 7 management reports detailing operating results (revenue & non-payroll expenses) for subsidiary companies.
• Automated processing for staging incentive compensation report data, saving 1 person day during the firm’s month-end reporting cycle.

US

• >Quality Assurance Tester | Asset Management Firm | IBM ClearCase/ClearQuest Implementation
• Completed all quality assurance activities (planning, test execution, and defect reporting), ensuring solution compliance with specified requirements, and 100% defect resolution.
• Developed a set of 15 management reports to track defect resolution and enhancement request status, and to facilitate change control board decision making.
• Trained over 70 end-users to execute business processes for controlling software and infrastructure changes, including: defect tracking, configuration identification & control, and release management.

New York, NY, US

• Developed 5 reports sourced from an activity-based costing solution, providing firm management with the ability to more accurately measure the profitability of specific activities and services.

Armonk, New York, NY, US

• Provided level 1 technical support for 2 separate products (Rational ClearCase and Software Quality Management), solving 65-80 cases monthly and routinely receiving average customer satisfaction scores above 80%.
• Created and delivered training on database management fundamentals, enabling technical support colleagues to provide advanced levels of support to clients.
• Authored an average of 6 knowledgebase articles per month, enabling clients to research and solve problems without engaging technical support.
• Developed over 20 call center management reports, providing insights on client service delivery quality, call center staff productivity, and knowledgebase content creation.
• Developed a program to automate the transfer of customer-submitted technical support files to a managed storage environment, saving the division 2 person days per month.

Boston, MA, US

• Provided technical support for enterprise human resources and project management systems, solving 95% of issues within 24 hours.
• Developed ad hoc resource allocation reports for senior management to facilitate staffing on future client engagements and internal projects.

Boston, Massachusetts, US

• Invested funds raised by bond issuers in low-risk investment vehicles, in accordance with bond indenture agreements.
• Coordinated debt service repayments with paying agents on behalf of bond issuers, ultimately ensuring correct repayments to bondholders in terms of schedule and payment amounts.

Master Of Science (M.S.), Computer Information Systems

Bachelor Of Science (B.S.), Finance

Education record