Development Manager/Team Lead• Development Manager/Team Lead responsible for developing solutions for CRM, Client Reporting, Performance, Attribution, Mutual Fund, and Finance business partners using C#, SQL Server, Angular, Micro Service architecture, Microsoft Fabric, Microsoft DevOps and other tools.• Implemented new Salesforce instance, migrated data from legacy Salesforce and re-engineered our third party data integrations into Salesforce from managed packages to Data Warehouse integrations. This included an implementation of a new CRM Data Warehouse responsible for third party ingestion, data mastering and data harmonization. Led requirement gathering, analysis, architecture, data migration, and implementation.• Developed Integration tool to perform ETL and CRUD operations between SQL server, Salesforce, Pardot, Rest APIs and Files to work as the backbone of our daily integration workflow for Salesforce, CRM Analytics and Finance Commissionable Sales.• Developed new Data Warehouse optimized for automated Client Reporting, Ad-Hoc Reporting, Business Intelligence, and retrieval of Classifications, Characteristics, Performance, AUM, Position and Flow data. • Developed Commissionable Sales Process with transaction versioning, closed period accounting and approval workflow.• Enhanced home grown data admin dashboard to allow for workflows, rest API calls and stored procedure calls.• Developed Approval Dashboards/Workflows for Fund AUMs, Flows and Market Values allowing for multi-level approvals, auditing, exception reporting and finalization of official values. Process was vetted by external auditing firm Grant Thornton.• Developed generic data availability/approval process to capture approval states and processing states for various data points to automate report generation and ensure only approved data is used.

• Team lead responsible for Development, Design, Analysis, Client management, Project Management, Code Review, Build and Deployment processes, Quality Control, and Support.• Currently supporting five hedge funds, across different time zones.• Implemented Security Master, Data Warehouse, Bloomberg Market Data Integration, Tradar Integration, Position and Cash Reconciliation and Report Lab for Chinese client using WPF, C#, HTML 5, Ria Services, SQL Server. Led requirement gathering, analysis, environment installation, automation of build and deployment processes, development of applications, development and setup of maintenance processes. Trained offshore developer during implementation phase to take over support role and build master responsibilities.• Automated/Integrated with Advise RMS for AIFMD and FormPF filing.• Developed, optimized, and currently support custom implementations of the following hedge fund specific software products: Real-time Portfolio Monitoring, Security Master, Price Manager, Analyst Pricing, Workflow Manager, End-of-Day reporting (P&L, ROR, ROI, exception and reconciliation), Compliance Reporting, and Data Warehouse solutions for various hedge fund clients ( Senator and York Capital Management) using WPF, Silverlight, C#, LINQ, MEF, MVVM and SQL Server.• Developed and optimized custom infrastructure services: workflow server, resource allocation server, and worker agents. Uses publisher-subscriber architecture implemented using duplex channel WCF communications.• Provide support for operations, treasury, compliance and risk: resolve questions regarding security setup, pricing issues, and market data pulls for equity, fixed Income and derivatives. Provide ad-hoc reports for all groups mentioned above using SQL Server, Crystal Reports and Cognos.• Integration of third party systems: Geneva, EZE and VPM with data warehouse.

• Led the analysis, architecture and development of our dynamic asset allocation attribution (asset hedging strategy via derivatives) and reporting systems using SQL 2005, SSIS, C#, and Crystal reports. Look-through logic implemented for indexes and index futures. Attribution and tagging logic implemented for credit default swaps, credit default indexes, currency forwards and currency futures.• Led the analysis, architecture and development of a balanced strategy reporting system used by the Defined Contribution group for retirement account client reporting using SQL 2005, C#, and Crystal reports. Balanced strategy accounts were based on predetermined glide paths (allocation tables based on years from retirement). • Led the analysis, architecture and development of a hedge fund attribution reporting system including calculation of attributions, quality control checks, web reporting and overnight batch automation using SQL 2005, SSIS, C#, and Crystal reports. Combined investments from both equity and fixed income domains.• Led the analysis, architecture and development of a multi-factor attribution reporting system used by the product development group to deliver faster and more reliable client reporting on multi-factor investment strategy products using SQL 2005, SSIS, C#, and Crystal reports.• Led the analysis, architecture and development of a daily analyst performance reporting system used by the research analyst group to evaluate the performance of their investment analysts using SQL 2005, C#, and Crystal reports.• Led the analysis, architecture and development of a currency overlay reporting system which included attribution calculation, quality controls, web reporting, and automated batch processing using SQL 2005, C#, and Crystal reports. Overlay accounts composed primarily of currency forwards and currency futures.

• Led a team to develop a regional attribution reporting system including calculation of attributions, quality control checks, web reporting and automation.• Led a team to develop automated batch capabilities for overnight calculation and processing of our equity accounts.• Extended existing aggregation, attribution, approval, and reporting systems with the ability to integrate daily return data when available.• Performed extensive performance tuning to the calculation and reporting systems for equity attributions in order to handle the switch from using monthly return data to daily return data.

• Developed an analyst performance system based on monthly security returns, analyst assigned ratings and computational model ratings.• Developed a quality control system to perform nightly checks and distribute automated notifications.• Developed equity attribution systems using monthly return data. The systems included aggregation, calculation, approval, quality control, and reporting components. Using the same hardware, these new systems increased our processing capacity by 1000% over the existing processes.