Jacob Dent Email & Phone Number

Los Angeles, CA, US

Los Angeles, California, US

• Leads the ongoing development and deployment of a Python-based application, streamlining the process for automating ad-hoc billing related to client meetings, enhancing operational efficiency and accuracy
• Partners with business stakeholders to ensure the Client Reporting and Python platforms meet financial advisors’ and the client-relationship team’s needs
• Works with internal teams to analyze, develop, and test any workflows and data concepts for the Data Warehouse (Microsoft Azure) relevant to Client Reporting across the entire application landscape
• Manages and maintains high-level project plans and roadmaps to define the scope of work throughout the year

Los Angeles, California, US

• Assumed Product Owner responsibilities for the portfolio sleeve accounting, results, and billing system (Advent/APX)
• Interfaced with business users to gather, track, and prioritize business requirements to translate them into technical system requirements for development
• Leveraged the Agile SDLC to define stories using JIRA, prioritize the backlog, and act as an escalation point for any technical questions from the team or business
• Led an initiative to help stabilize and enhance batch runtime to efficiently deliver Client information (Positions, Taxlots, Transactions, Portfolio Results, etc.) to downstream systems

Los Angeles, California, US

• Worked with senior team members to define and prioritize requirements for a new portfolio sleeve accounting, results, and billing system (Advent/APX) as part of a project to modernize the wealth management platform
• Developed stored procedures (T-SQL), reports (SSRS), and ETL processes (SSIS) that met business and user needs
• Tested, deployed, and maintained code using Bitbucket in coordination with team members

Buena Park, California, US

• Created, modified, and developed required reports (SSRS) in response to business user needs
• Worked with database development staff to develop software architectures, coding standards, quality assurance policies, and procedures
• Gathered statistics, prepared, and wrote reports on the status of the programming process for discussion with management and/or team members
• Automated manual IT workflows in order to streamline the auditing process (SOX)
• Converted Crystal Reports (300+) to SSRS using matrices, tables, lists, subreports etc.

Orange, California, US

• Monitored and maintained the database and its functions, including ETL, reports, ad-hoc queries, projects, and disaster recovery
• Designed simple to complex T–SQL queries involving procedures, views, functions, etc for management and collectors
• Constructed reports to assist all users in understanding the data of the business and how it translates to business functions
• Provided input to the IT manager and CIO about how to improve workflows related to the database
• Completed projects using the database that significantly affected how the company operated in a timely and detailed manner

Aubervilliers, Île-de-France, FR

• Assisted in planning, design, development, and implementation of efficient systems in support of core organizational functions and business processes (support, upgrades, projects, etc.)
• Created and deployed images for Windows 7 computers using sysprep and imaging software
• Upgraded a Windows 2003 R2 domain controller to Windows 2008 R2
• Installed fiber optic equipment and configured gigabit switches for the company’s network
• Designed SQL database to support a live scheduling application

Azusa, CA, US

• Conducted image construction, reimaging, domain binding, computer inventory, computer refresh, server maintenance, printer support, and hardware/software troubleshooting
• Educated Faculty and Staff by providing customer service with hardware and computer expertise
• Developed excellent time management skills and met all deadlines

Azusa, CA, US

• Diagnosed and repaired problematic computers that came into the office
• Experienced upgrading software and hardware, executing data transfers, replacing logic boards, etc.
• Provided customer service; walked customers through necessary steps of technological processes
• Received extensive training in OS X and Windows 7 & 8, Microsoft Word and PowerPoint
• Monitored and maintained a computer lab in the campus library

Master Of Business Administration - Mba

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Computer Science