Senior Development Manager / Project Manager
Senior Development Manager - Brokerage MARGIN/ASSET/RISK Systems, Boston, MA-FBT (1999–2008)Managed a team of developers in maintaining and developing brokerage systems on a mainframe platform. Responsible for detailed project management, systems analysis, and development of a multi-million dollar complex initiative for our business partners within Institutional Products Group.• Designed, developed, and implemented a system to automatically identify day traders, calculate and issue day trade calls and day trade minimum equity calls, and track calls for margin department. This resulted in an automated process which increased revenue for the company on a more timely basis. • Analyzed and implemented change to Fidelity brokerage systems to process mutual fund accounts previously processed on an older Fidelity mutual fund only system. This allowed the company to eliminate the older system. This resulted in significant cost savings.• Developed a system to report call information, short interest, unsecured debt and brokerage accounts with positions or credit balances to NASD. This was a new requirement for NASD and this effort allowed Fidelity to meet the new requirement in a timely and cost effective manner.• Managed a team of systems analysts, business analysts and programmers in support of the Fidelity brokerage Margin/Asset/Risk systems on an ongoing basis. This provided timely and cost effective modifications to the Fidelity brokerage mainframe system and kept the Fidelity system current with application and industry requirements.