David Leeson Email & Phone Number

Westlake, Texas, Us

Senior Analyst working on new development, migration, and integration of ETF Portfolio Management systems with Blackrock's Aladdin as an IBOR.

• Senior Project Manager: Overseeing planning of migration multiple investment management systems and Client Reporting systems from on-premises to Azure/Snowflake cloud.• Technical Project Manager: Managing team implementing Snowflake ODS migration and views, replicating from Eagle management systems on Oracle and bespoke systems on Charles River.

Chicago, Illinois, Us

• Senior BSA and Product Owner for development of Liferay Platform: Implementing Enterprise Platform for deployment of Customer-facing websites on IBM Cloud (ICP) – development of core web features in MFA, KYC, document uploads.• Team Manager and Product Owner (IT): Leading a small team in Development of a website for the COVID Payroll Protection Program, developed and deployed on IBM Cloud (ICP) – Technical Product Owner for a number of iterations for the loan origination and forgiveness websites – Solutions Delivery Manager overseeing original PPP portal in just 3 days ($4 Billion+) and multiple iterations through changing requirements in the following months.• Scrum Master, Team Lead BSA, and Solutions Delivery Lead: Leading a small team in Development of a Website for customer self-service portal to allow Small Business customers to complete periodic KYC Recertification. Emphasis on website hosting, identity management, and user authorization (MFA).

Chicago, Illinois, Us

Lead Business Systems Analyst: Leading team building marketing website promoting and assisting women in business using Liferay DXP.https://we.bankofthewest.com

Chicago, Illinois, Us

• Senior BSA, Solutions Delivery Lead, and Scrum Master: Leading a small team in Development of a KYC Customer risk scoring service for use in Onboarding and Customer recertification. Developed in Open Rules and Java.

Chicago, Illinois, Us

Contractor - Senior Business Systems Analyst and Tech Lead overseeing a team in development of new generation of KYC (Know Your Customer) BSA/AML onboarding and monitoring systems.• Senior Business Systems Analyst: Providing problem analysis and solution design for complex business requirements, defining and implementing new KYC infrastructure.• Tech Lead: Assisting in project architecture through Domain Driven Design using JHipster (JDL) and Open Rules decision management.

Us

Contractor - Project Manager overseeing implementation of Client Account document management policies.• Technical Project Manager: Detailed tracking and progress of compliance document remediation project, reporting directly to C-level executives on a weekly basis, to meet urgent FDIC audit.• Business Analyst and Strategy: Design of proposals for upcoming permanent Customer Service solution to meet regulatory document management requirements within the customer service systems.

New York, Ny, Us

Project Manager, Senior Business Analyst, and Technical Lead of the Common Platform - Trading and Portfolio Management – CRM and Analytics• Technical Platform Owner: Providing strategy, direction, and governance for all software enhancements, including interfaces with analytics applications and third-party custodians. • B2B Third-party Integration: Large project to migrate some 250 data interfaces (ETL, APIs) from IBT to State Street Systems APIs – managing devops and QA teams, deploying iteratively over a 9 month period – $1Trillion in AUM.• Technical Project Manager and Senior Business Analyst: B2B integration of BGI Trading and Portfolio Management systems with BlackRock systems, leveraging both firms’ Client APIs and data interfaces. Extended to support entire global LOB – some $2T in AUM. • Micro Services: Development of job-scheduler - RESTful Java micro web service for Client Reporting systems.• Business Analysis: Migration and client mapping of OnBoarding, Contact Management, and Client Reports to Blackrock CRM and Client Reporting systems – proposing enhancements to meet new requirements.• Technical Project Management: Systems upgrades to a wide range of Enterprise applications, Microsoft Windows Server, Autosys job scheduler, and Sybase database.• Team Leadership: Manager of “Small Projects” team, overseeing rapid enhancements to Portfolio Management and Trading systems, data warehousing, analytics, and client reporting.

Westlake, Texas, Us

Charles Schwab Institutional – 1996 to 2001 and 2004 to 2006Contractor – Technical Lead and Manager – FileNet Document Imaging & Workflow • Hardware and Software Integration: Leveraging and configuring third-party widgets and APIs to support document scanners, customer service workflow, and document persistence to private cloud.• Client-server Business Applications Integration: Development and maintenance of mission critical Enterprise Document Imaging and Workflow desktop application (client-server) – back-office customer services, CRM, accounts management, and helpdesk systems to some 200 users.• Technical Project Management and Team Leadership: Team Lead and PM directing devops team of 4 Analyst Programmers, managing relationships and resources with infrastructure and customer service groups.

Bonn, De

Contractor – Technical Lead and Developer for FileNet Document Imaging• Document Management Cloud: High-volume document imaging (up to200,000 docs/day), bar-coding, indexing, and retrieval - 84 workstations at 62 remote locations.• Technical Project Management: Revived troubled over-budget and over-time project – turned around in 6 weeks – improved tracking and resolution of hardware/software issues.• Team Leadership: Direction and leadership of team of engineers working on $20 Million document scanning and workflow applications project.• Client-server Application: VB desktop application with C and Java back-end, using FileNet’s API and application widgets to customize the user experience and functionality.

San Francisco, Ca, Us

Contractor – Technical Lead and Manager for FileNet Document Imaging and Workflow• Technical Lead and Team Manager for development and maintenance of mission critical, high-volume Document Imaging and Workflow application.• Team Lead and PM directing development efforts of team of up to 4 Analyst Programmers, managing relationships with other development and service groups in the organization.• Project Management, re-architecture, design, and implementation of document capture path – faxing and imaging – to provide high-availability, reliability, redundancy, and fail-over.• Project Management, architecture, and conversion of Document Imaging and Workflow application from Watermark Image Repository to FileNet multi-server distributed implementation. Physical conversion of 1.2 Terabytes of data, 3 million indexed documents.• Key participant in management of technical vendor relationships.• Java, Java-to-COM, COM, OCX, VB, SQL, Oracle, Powerbuilder• Tech Lead, Architecture, Use-cases, Project Management, Testing, and Deployment

San Francisco, California, Us

Contractor - Senior Analyst Programmer - Deposit Systems – IRS Compliance SystemsContractor - Senior Analyst Programmer - Sales Reporting, Tracking and Bonus Payments• Systems Analysis and coding - Powerbuilder, UNIX scripting, SQL, DB2, COBOL, Pro-COBOL

Bachelor Of Science (B.Sc.), Computer Science And Statistics

Education record