David Lupack Email & Phone Number

San Francisco Bay Area

Providing client support, research, troubleshooting, testing, and content for:Advent Corporate Actions (and integration with APX and Axys) Hub Market DataIndex DataCompliance Coordinator for 403(b)

San Francisco Bay Area

ATM Strategic Deployment

Oakland, Ca

Compiled reporting data, maintained grant documents, and edited annual report and CBA.Created content inventory of law firm website, edited and added content, improved navigation.

San Francisco, Ca - Meriden, Ct

Completed full inventory and maintained documents for sales, customers, and financials.Purchased antiquarian books at book fairs and stores for resale on ecommerce sites.

San Francisco, Ca

Resolved processing issues for Portfolio Management client as outsourcing middle office.Identified and removed obstacles for Trading and Performance under short deadlines.Validated pricing and indicative data of equities, derivatives, fixed income, and mutual funds.Processed voluntary corporate action instructions and compliance requests from client.Trained new outsourcing team and transitioned department for move to Pittsburgh, PA office.Additional responsibilities and accomplishments:- Monitored and resolved trade, stock, and cash breaks.- Informed client of corporate actions and processed client instructions.- Confirmed daily trade counts between bank, client, and TPC systems.- Updated asset setups with necessary information such as Bloomberg ID's.- Maintained Contingency/Disaster Recovery plan documentation.

New York, Ny

Identified processing gaps and wrote BRDs and Change Requests, tracked resulting projects.Created test cases for projects and completed unit, integration, regression, and UAT testing.Wrote user guides and trained staff on new software, enhancements, and procedures. Additional responsibilities and accomplishments:- Evaluated potential impact of all business and technology projects for global corporate actions department.- Wrote test cases for multiple waves and types, including unit, integration, regression, parallel, and UAT tests.- Enhancements/developments achieved include: trade resets, short sales, automated event notifications, bulk transaction modify and cancel, automated early redemption transaction, client instruction feed, and improvements to mainframe reporting, data, notification, and instruction screens.- Worked with new clients to confirm requirements and ensure successful migrations/on-boarding.- Submitted and tracked business requirement documents and sought prioritization as needed.- Responsible for final sign-off on system changes for department.- Worked remotely and on-site with business and technology teams in London and Brussels offices.

Everett, Ma

Processed global voluntary corporate actions incl. takeovers, tender offers, and rights issues.Authorized team's notifications, election instructions, foreign exchanges, and stock claims.

Education record

Education record