John Levine Email & Phone Number

San Diego, Ca, Us

San Diego, Ca, Us

• Developed User Stories and defined Acceptance Criteria for ad hoc reports to meet the needs of Compliance, Licensing, Regulatory, and Special Investigations departments.• Utilized applications such as Jira, Confluence, and Excel (Pivot Tables, VLOOKUPs) to streamline reporting processes.• Collaborated with cross-functional teams to ensure accurate and efficient reporting for LPL Financial in a remote setting.

Minneapolis, Mn, Us

• Developed test scripts and managed defect tracking for enhancements to a FIS-based Savings program.• Conducted testing across various applications integrated with FIS, including a client portal, mainframe-based client and account system of record, rules engine, proprietary transfer system, and case management system.• Utilized Word, Visio, Excel, Jira, Xray, and SharePoint for rigorous testing procedures and efficient defect resolution.

San Diego , Ca, Us

• Coordinated meetings and facilitated application provisioning for a project involving employee migration from an acquired advisory firm to Cetera.• Developed functional specifications for compliance applications like Advertisement Review and Electronic Blottering.• Orchestrated the migration of a division-specific application to an enterprise License and Registration system.

San Francisco, California, Us

• Gathered business requirements and developed detailed functional specifications for upgrading a system handling Alternative Investment transactions.• Conducted User Acceptance Testing (UAT) for a CRM system and a Know-Your-Customer application.• Coordinated with cross-functional teams to ensure project success, utilizing tools like Word, Excel, and Jira.

San Diego, Ca, Us

• Crafted user stories and acceptance criteria for document ingestion and system improvements, collaborating with Compliance and Operations departments.• Coordinated cross-functional teams to ensure successful project outcomes, utilizing applications like Word, Excel, and Jira.• Collaborated with Quality Assurance, Project Managers, and Developers to align project goals and facilitate requirements gathering.

San Diego, Ca, Us

• Gathered business requirements and developed user stories for enhancements to the MedImpact claim adjudication system.• Coordinated with cross-functional teams to ensure successful project outcomes.• Utilized applications such as Word, Visio, Excel, SQL, Jira, and Salesforce for requirements documentation.

San Francisco, California, Us

• Developed Confluence Wikis and ALM documents for an Image Capture System, enabling automated data extraction and export to Document Management Systems.• Collaborated with cross-functional teams to ensure project alignment and successful implementation.• Utilized Confluence, Documentum, Excel, JIRA, SharePoint, and Word to enhance communication and project efficiency.

San Diego, Ca, Us

• Developed user stories, functional specifications, wireframes, and acceptance criteria for an internally developed front and backend system used for submitting and processing cost basis updates.• Created user stories, functional specifications, and acceptance criteria for multiple online forms used by financial advisors to submit various types of corrections to the LPL Back Office for manual processing.• Gathered business requirements and developed corresponding epics, user stories, functional specifications, and acceptance criteria for various enhancements initiated by internal departments, advisory firms, standards organizations (NSCC), and regulatory agencies (FINRA).

San Diego, Ca, Us

• Implemented a Proof of Concept Salesforce Service Cloud-based issue tracking system, integrating with multiple external data sources to streamline issue submission and resolution.• Conducted in-depth interviews with SMEs to identify necessary data sources for the service department and field technicians.• Utilized applications like Visio, Excel, Salesforce, and Word for requirements documentation and project coordination.

San Diego, California, Us

• Gathered business requirements and created epics, user stories, wireframes, and acceptance criteria for Vistage Worldwide, Inc.• Collaborated with Product Management, Quality Assurance, and developers to troubleshoot and conduct Root Cause Analysis.• Coordinated bug and improvement reviews with upper management to drive continuous improvement efforts.

Aliso Viejo, California, Us

• Gathered and documented business requirements and use cases using Excel, JIRA, SharePoint, and Word.• Tracked issues and implemented updates to a Teamsite based web portal for Toyota dealers.• Enhanced the web portal to allow for the publishing of Spanish content, improving user experience.• Developed strong analytical and problem-solving skills in a hybrid work environment at Five and Done.

San Diego, Ca, Us

• Led requirements gathering activities and documented business requirements, functional requirements, and use cases for implementing a document management system with multiple integrations.• Managed bug and enhancement tracking processes, ensuring optimal system performance.• Coordinated closely with internal and external IT service resources for successful project execution.

San Diego, Ca, Us

• Documented business requirements, procedures, and test scripts for multiple systems.• Coordinated user acceptance testing and managed data migrations.• Collaborated with internal and external IT resources for system enhancements.• Utilized applications such as Documentum, Excel, JIRA, and SharePoint.

Boston, Massachusetts, Us

Mba, Business Administration And Management, General

Bachelor'S Degree, Business Management

Abroad Program