Jonn M. Email & Phone Number

Denver

Performing in the Advisory Services Managed Accounts Value Stream -- i.e. "Robo Advising" -- as a Technical Business Systems Analyst, and in the Agile role of 'Product Owner Partner', serving both client sponsor company retirement plans, and individual retirement customer accounts.

Eliciting user Business requirements and defining solutiond in a systems of systems environment that identifies impacted applications in conjunction with the Architectural Roadmap and “Software Engineering Process” -- a RUP based process derived from IBM/Rational guidance, which has since been replaced with the Agile ‘SAFE’ methodology. The System.

Provided instruction on Technical tools of Wave59 charting program and market analysis commentary in weekly Webinar broadcasts via GoTo Meeting technology. Presented own original backtesting and modeling research – done on custom VB/VBA Excel/Access/SQL Server platform -- on Dow Jones Industrial Average cycles, videotaped at Wave59 Power User Conference.

Performed Systems Analysis primarily in the area of Tibco Enterprise Service Bus interface Integrations on Operations Support System leveraging COTS in a Service Oriented Architecture, featuring Siebel for Order Entry, Savvion for Order Management/Workflow, Granite/Network Engineer for Inventory, and Kenan for Billing. Acted as System Analyst team Subject.

Brought on as data and business object modeler for custom architecture project of a suite of client server applications being ported from and designed to replace mainframe payment system. Championed more rigorous adoption of RUP standards of an iterative and incremental lifecycle, by pushing through many intermittent internal release builds for system.

Consulted as Technical Lead on Global Financial Planning budgeting, Conference and Event Planning, and HR Marketing applications for worldwide distribution. Programmed Non-payroll and Pro-forma earnings modules in Access 97 and Excel 97/VBA using Automation technology. Consulted on application toolset implementation and used ER/Win for CASE, Visual Basic.

For client Ammirati & Puris/Lintas Advertising, provided consulting on database normalization, application architecture design, network implementation and programming on Account/Traffic Flow, Publication size tracking, and New Business contact tracking applications. Integrated interface with industry standard 3rd-party application and importing of Excel.

Analyzed existing Partner review system in Access 2.0 using System Architect CASE tool for port to Visual Basic\Sybase. Included SQL query report design and writing with Business Objects. Maintained and enhanced existing Access\Sybase Time-Tracking and financial billing system, for developers to record time and administrators to manage projects. Extensive.

Built financial invoice-tracking system for Legal MIS department and client plaintiff tracking for class action suit in Access 97. Coordinated rollout.

Analyzed Chemical Bank’s Geoserve Marketing Department’s legacy customer mailing list file based application for conversion to relational database application. Incorporated Chase “merger” customer data from various text format lists. Designed new application, developed queries, forms, and reports to support mailing list functionality as well as to provide.

Consulted with in-house programming team on their individual ER/win data models and Access applications. Consultations included designing unit and system integration testing, debugging, critiquing of screen flow and design, adding menus, advising on use of Access Developers Toolkit for runtime “executable” network installation and security, programming.

Responsible for modeling and designing Access Databases for Technology Department and Private Banking. Upsized vendor invoice tracking system from Excel spreadsheets to Access database, significantly improving efficiency. Designed and developed new application to record and retrieve restricted customer profile information using ER/Win, VB, and Sybase..

of production artists receipt of foreign translations via fax/modem, file reception from art directors on departmental server, and trafficking 4/Color print desktop mechanicals. Duties include scheduling and tracking jobs, updating pagination chart, coordination of computer art scanning, file exchange and disk release between Creative, Production, Studio.

B.A, Drama; English

Education record

Master Of Arts, Applied Technology

Continuing Education Certificate Programs in Computer Science, ’93-’95.

Medicine/Liberal Arts Studies