Patrick Rouse Email & Phone Number

Ellicott City, MD, US

Reviewed RPA Documentation ( PDD/SDD ) and informational sessions to develop RPA Integration Test plan. Reviewed developer Static/Unit/System testing. Verified Static/Unit/System testing align with test cases within the Integration Test plan. Presented Test plan and expected findings both expected pass output and expected fail ( for pass ) error messages.

Washington, DC, US

Washington, DC, US

Jacksonville, FL, US

Lead Business Analyst at T. Rowe Price (Owings Mills, MD) ♦ Automated key withdrawal processes.♦ Redesigned T. Rowe Price participant web portal allowing for paperless processes.♦ Intergraded self-certification options that digitized required signatures and documentation.♦ Automated key Plan Administrative and Plan Sponsor processes.♦ Redesign Plan.

Baltimore, Maryland, US

Robotics Process Automation RPA (AI) at Air National Guard (Middle River, MD)♦ Scheduled daily meetings to provide and receive daily updates regarding the project for Air National Guard.♦ Interviewed Stakeholders, Subject Matter Experts and Commanding officer to identify additional RPA (AI) opportunities for Air National Guard.♦ Managed the use cases.

Arlington, VA, US

RPA Certified Analyst, Architect,Project Manager Project Management: Develop project plans identify/mitigate risks in order to meet and maintain milestones. Manage team by establishing roles and responsibilities for all stakeholders (Management, subject matter experts, technical drivers, content providers and external influencers). Establish meeting agenda.

Columbia, MD, US

Compliance Analyst ♦ Perform Quality Review of Plan Adaption Agreements and Plan Amendments for converted retirement plans.♦ Document and provide the correct Plan requirements that are omitted or erroneously set up in Plan specification♦ Validated the Quality Review of Plan Adaption Agreements and Plan Amendments performed by peer consultants ♦ Verify the.

♦ Resolve emergency/hardship withdrawal processing issues with internal clients (Client Services, Investor Service and Legal) and external clients (plan administrators and participants)♦ Process emergency withdrawal, hardship, loan, loan refinance, lump and in-service withdrawals, fee and maintenance transactions♦ Validate participant indicative data.

Baltimore, Maryland, US

Developed, ran, and validated integration, acceptance, regression, and parallel testing for multiple transactions in Qual and Dev region for Admin Web 6.05 upgrade for GBS&T department♦ Provide solutions and resolutions for SunGard’s Omni Administrator Web 6.05 Omni Security upgrade♦ Developed, ran, and validated integration, acceptance, regression, and.

Arlington, VA, US

♦ Developed and documented functional/user and system requirements for process changes, required to meet and maintain the requirements set forth by the Department of Labor Fee Disclosure Guidance 29 CFR § 2550.404a-5♦ Administered testing and documentation within Software Development Life Cycle using Agile software development model♦ Developed test plan.

Baltimore, Maryland, US

♦ Completed analysis based on business requirements for an enhancement to Asset Universe♦ Developed test plan, implemented test inside UAT QUAL region; review, validate and document test results♦ Developed benchmarking processes to compare other investment management firms and created procedures to evaluate the techniques.♦ Used benchmarking tool to.

• ♦ Provided consultation for commercial off the shelf system reverse migration♦ Analyzed the impact base event scripts, validation scripts, report scripts, transaction generated scripts have on operations and investment.
• Mange multiple pensions and profit-sharing plans.
• Provide investment expertise and assistance to identify and resolve investment and asset management problems.
• Performed operation and technical support for daily, monthly, quarterly, and annual statements, tax reporting and mandatory required distributions.
• Advise clients of regulatory concerns and developed enhancements to pension plans and profit-sharing plans to maximize client’s retirement benefits and minimize potential tax exposure.

New York, NY, US

♦ Provided consultation for workflows, business practices, and procedures for Omni Plus conversion corrections, GIC fund corrections, source and fund level corrections, plan level adjustments and loan adjustments♦ Trained consultants and staff on cots and provided peer level review for consultants and staff♦ Solved cots security and Mainframe security.

US

Lead a team of Security Analysts responsible for administering the security solutions, for the Federal Thrift Savings Plan (TSP). The TSP is the largest retirement in the world its members are all federal employees, all military, and all postal employees. During my tenor the security software was upgraded, the data center increased in size andwas.

♦ John Hancock o Processed Internal Revenue Service form 5500 reconciliations for plan conversions.♦ Materials Technology and Communications o Consulted with members of the Federal Thrift Board to verify conversion requirements of Analyzed and documented workflows, business practices, and use of best practices for processes, procedures for requirements for.

Washington, DC, US

♦ Established and monitored brokerage accounts for participants with account balances of $500,000.00♦ Provide technical advice for strategic planning for investment management of 457 and 401(k) plans, prior to investing in Charles Schwab cafeteria plan.♦ Created and documented procedures for PCRA accounts; train and supervised associates; validated and.

Artificial Intelegence And Machine Learning Certificate Program, Artificial Intelligence And Machine Learning

Bachelor'S Degree, Economics