Technical Solutions Specialist
Current• Developed customized coded financial reports template for wealth management advisers by extracting unstructured data in object, dictionary and JSON format.• Built customized Risk Tolerance Questionnaire in html language and implement it on the Xplan platform.• Troubleshooted and debugged syntax error or data extraction issues arise from financial reports template using Python.• Maintained and enhanced the efficiency of code quality in the report templates.• Data Engineer Initiative Project: - Designed and built a scalable data infrastructure and platforms that suited for future business needs and innovation as part of company’s restructure exercise. - Conducted research on the suitability of various cloud platforms and tech stacks in different stages of data pipeline for vendors selection process.