Ian W. Email & Phone Number

Chertsey, Surrey, Gb

Fort Lauderdale, Fl, Us

Charlotte, Nc, Us

- Wrote automation test cases for desktop and web based applications using Selenium and Winium. - Performed functional, smoke, regression, and and-to-end testing on Point of Sale, web service software, database, and supporting applications.- Tested credit card payment gateway processes and web services.- Wrote test cases and instructional documentation. Created test plans and test cycles.- Installed, configured and tested hardware devices and drivers such as touchscreen workstations, displays, scanners, printers, credit card payment terminals, etc.- Worked on Agile development team, which includes iterative application development and Sprints.- Managed SQL databases for testing, including correcting errors in indexing, constraints.

San Diego, Ca, Us

- Processed money movement of clients’ retirement accounts including ACH requests, wires, checks and journals from one LPL account to another. Completed service requests from other internal departments and financial advisors as they relate to money movement.- Reviewed all forms requesting money transactions. This included, but not exclusive to periodic distributions & contributions, required minimum distributions, transfers to other accounts and beneficiary distributions.- Logged, tracked and reported errors as well as communicated escalations or suspicious activity.- Communicated with internal staff and financial advisors answering questions and responding to emails regarding monetary account transactions and related documentation.

San Diego, Ca, Us

- Approved and rejected new client account documents based on NASD guidelines. Brought new accounts into compliance. Prevented losses & penalties by ensuring new accounts would not be restricted from trading.- Regularly met and exceeded production goals by 90%-120%, reviewing 300+ documents weekly.- Communicated with clients and financial advisors to obtain vital account and financial information.- Trained new employees in account review procedures, usage of proprietary software & retirement guidelines.

New York, Ny, Us

- Prevented losses in excess of $200,000 annually by reconciling all cash trial balances and responding to overdraft reports.- Administered calculation of debt payments, resolved clients' special requests and other non-investment matters.- Monitored and supported debt service collection and payment process. Supervised all debt service billing, and fee billing for account maintenance, opening and termination. Reconciled escrows and account balances.- Provided administrative and client support to relationship manager regarding project communications, client follow up, and process project documentation.

Master Of Science - Ms, Information Technology

Post-Baccalaureate, Computer Science

Bachelor'S Degree, Literature, Writing, Journalism