Jason Gurvitz, M.S., Cfp® Email & Phone Number

Dallas, Tx, United States

Dallas, Tx, United States

• Provide comprehensive financial planning, investment planning, and tax services to ultra-high net worth families• Prepare tax returns as well as various reports in the area of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, and other client reports as needed• Assist in financial planning projects and analysis

Northbrook, Il

• Helped define, implement and enforce standards and best practices across the organization• Point of contact for all things Ab Initio/Hadoop related. Integrated Ab Initio Co>Op to run on a variety of Hadoop clusters by leveraging Cloudera Manager and Yarn• Supported ETL users by performing design and code reviews, and working through them to resolve any technical issues or to answer any questions across a wide variety of problem domains• Worked directly with primary software vendor to troubleshoot and resolve outstanding concerns• Point of escalation for critical application issues• Ongoing maintenance and management of application server platformTechnologies used: Ab Initio Ecosystem (Graphical Development Environment (GDE), Co>Operating System (Co>Op 3.3+), Enterprise Meta>Environment (EME) and Continuous>Flows), Informatica, Unix Shell Scripting, SQL, Oracle, PL/SQL, Python, Hadoop, Hive, Sqoop

Northbrook, Il

• Developed Data Warehouse solutions that were integrated into a production environment• Participated in the full development cycle; design, implementation, documentation, and maintenance• Developed detailed test plans and prepared test data for project deliverables• Evolved the Data Warehouse environment within the organizationTechnologies used: Ab Initio, UNIX command line tools, Oracle, SQL Developer, SharePoint 2010

Deerfield, Il

• Worked on multiple technical-based projects while meeting strict deadlines• Improved tool efficiency by evaluating current tool usage and looked for ways to automate tasks and reduce time spent• Designed, developed and maintained PHP scripts that interacted with teams internal MySQL Database• Supported Pharmacy, Health & Wellness Technology as new services and capabilities are enabled• Worked closely with clients on a personal basis to meet their aims and objectivesTechnologies used: MySQL, PHP, SharePoint 2007, JIRA and Confluence

Master Of Science (M.S.), Personal Financial Planning

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

Activities and Societies: Computer Science Association

Education record

Activities and Societies: Student Council