I was the lead on Data Migration of the TDAmeritrade iRebal data to Charles Schwab iRebal database of ~20 million accounts. Completing this task quickly and accurately was key for clients to access their accounts when market opened.• I found that using Excel to generate sql, enabled me to develop a method of extracting data that is flexible for changing requirements and efficient to complete in a strict time frame. • I coordinated multiple teams to ensure each team knew their task and… Show more I was the lead on Data Migration of the TDAmeritrade iRebal data to Charles Schwab iRebal database of ~20 million accounts. Completing this task quickly and accurately was key for clients to access their accounts when market opened.• I found that using Excel to generate sql, enabled me to develop a method of extracting data that is flexible for changing requirements and efficient to complete in a strict time frame. • I coordinated multiple teams to ensure each team knew their task and time for execution. Roles and responsibilities were documented and organized for efficiency in an IRP which was communicated to all participating teams and upper management. Show less

An SME for the Amerivest product which ran on multiple middleware Java applications and Spring Batch services. I ensured the business requirements were successfully implemented by working closely with the Amerivest Business Product owners. • My main focus was support of the Billing service for Amerivest. I worked on automating the quarterly billing for 150K Amerivest to create bills totaling $30-$35M. This eliminated manual billing by the Amerivest Service team.• I worked on… Show more An SME for the Amerivest product which ran on multiple middleware Java applications and Spring Batch services. I ensured the business requirements were successfully implemented by working closely with the Amerivest Business Product owners. • My main focus was support of the Billing service for Amerivest. I worked on automating the quarterly billing for 150K Amerivest to create bills totaling $30-$35M. This eliminated manual billing by the Amerivest Service team.• I worked on implementing key features of the Spring batch processing to support the needs of Amerivest clients like ensuring the client's one-time or recurring transactions are executed correctly and on time. Provided email reports for each batch process so they could be reviewed by both the development team and Amerivest business. This provided a method to quickly be alerted of any issues. I used Tidal for scheduling of the jobs in Tidal to ensure frequency and dependencies are set up correctly. This ensures that downstream teams receive the output files in the timeframe and formatted for their processing needs.• I attended weekly meetings with the Amerivest Product owners to develop and implement API calls to support the needs of the internal Amerivest Service team and external Amerivest retail client accounts. Show less