CRM integration for all major banks except CIBC into Wealth Management software. I also wrote several internal applications to ensure deployment and install worked across all platforms. Worked directly in the offices of RBC to isolate network exchange issues and received a letter of accomplishment for my effort. TD also gave me accreditation for integrating Lotus contacts into the wealth management software. X.eye was sold several times after the CRM integration was completed, I think platosolutions.com are the owners now?

With Dave Rea's ideas/dreams of cross tab drill down data defined by a simple interface... I implemented it. I was not the architect on this project but I wrote the software & extremely complex dynamic SQL engine to make it happen. I learned a lot about warehouse data on this job.

First analytical online project for a dynamic view of all possibilities with 22 variables set by users predictions of market and static memorandums. When I wrote this software the company was FCS (Financial Computer Software) which was sold to Chase then sold again, finally being bought by the original CEO, Mark.

Wrote software for new in-depth family relations for brokers in the asset management model used exclusively by Nesbitt & Burns wealth management.