Peter N. Email & Phone Number

Florida, United States

• Lead Python Developer for US Department of the Treasury contract automating all their data reporting needs in the cloud utilizing Cloudera Data Science Workbench, SharePoint, and Oracle SQL Server.• Fully automated six critical daily reports that ran on average 8 seconds each morning saving approximately 40 hours per month of manual work.• Developed a modularized Python script to parse multiple US Treasury system data stores significantly reducing the time between agile sprints to deliver on new client requirements.• Lead SQL Developer on an internal solution where I fully integrated 14 disparate data sources into our Google Cloud BigQuery instance and automated the entire workflow using Cloud Functions.• Lead Developer on a Department of Defense contract where I delivered two shared Microsoft Access Databases with custom Visual Basic/VBA UI for our clients to access and update critical infrastructure information.• Developed an automated Invoice reconciliation application for the Navy using only Microsoft Excel VBA, saving our client 8 hours of manual work per week, and reducing errors to zero.• Developed an automated solution for Deloitte’s internal Cybersecurity team to dynamically populate their Microsoft Word proposal document with data from their Microsoft PowerPoint presentation slides, reducing transcription errors and about 4 hours per week of manual work.• Team SME on all technical architecture design, implementation, and feedback; I regularly present complex technical concepts into accessible language to senior leadership and client stakeholders.• Fostered collaboration with multiple internal teams to leverage domain knowledge for client deployments and helped increase those teams’ technical solutioning knowledge.

Saint Petersburg, Florida

Focused on Franklin Templeton product data delivery for all public and Advisor-facing marketing materials and automation of manual workflowsDeveloped a Python app to query our main database across dozens of tables without the need for colleagues to use Microsoft Access or write any complex SQL; this allowed for significantly faster retrieval of information and all in one placeFinalist in Franklin Templeton’s 2019 Hackathon Competition where I developed a VBA script in Excel to solve a business problem for our Fund Operations team that would reconcile internal firm records with our transfer agent ledger in seconds saving hours of manual work and several thousand dollars per month in cost savings to the firmDeveloped bespoke Excel VBA scripts to automate regularly occurring reports or database table record appends that saved hours of manual work each month

Morristown, Nj

Lead Investment Analyst and Trader for a PWM team with $800 million of client assetsDeveloped specialized client asset allocations managed for tax-efficiency and risk-adjusted returns based on capital market expectationsContributed to team’s highest grossing revenue year in 2013 with 21% year-over-year growth Authored a presentation titled Safe is the new dangerous, which demonstrated the negative risk/reward characteristics of holding longer duration bonds and led to $17 million in new client assetsDeveloped Microsoft Excel VBA programs to automatically aggregate our client's portfolio holdings, potential tax liabilities, investment constraints, and contact frequency to ensure a consistently high level of client service.Performed due diligence on hedge fund and other private placement investments including interviewing the fund’s portfolio management teams, auditing internal risk management processes, evaluating investment methodology and performance history

Greater New York City Area

Served as the primary client contact for a $1 billion long-only equity and fixed income portfolio management teamSecondary equity trader for the Team, responsible for entering trades from the Portfolio Manager and following up with the Equity Desk to confirm execution or to reassess limit pricesHandled all client requests namely: sending out wires, entering equity trades for client accounts, and running performance reportsEvaluated client portfolios to ensure the holdings and weightings were in line with our strategy and made recommendations regarding which positions to buy or sellDeveloped portfolio hedge strategies in Excel using different equity and index option spread combinations customized for each client portfolio evaluatedAssisted Research Analysts in creating Excel models of corporate balance sheets, income statements, and cash flow statements for the core positions in the portfolio

Greater New York City Area

Created Excel models that estimated future cash flows from the five largest equity mutual funds by AUM within the Neuberger Berman family of fundsDrafted a client retention letter in an effort to retain assets under management; presented the letter to the President and CEO of Neuberger Berman Management in a PowerPoint presentation resulting in a segment of my letter being sent out to Neuberger Berman's retail client baseTrained new Registered Representatives on the proper procedures for processing primary market trades, communicating effectively with clients, and on the technical aspects of our mutual fund products

Analyzing expense reports to ensure accuracy and compliance with Sarbanes-Oxley regulations. Also to input the expenses into EL's financial system for subsequent dispersement and possible audit.

Bachelor Of Business Administration (Bba), Legal Studies In Business, 3.76/4.00

Activities and Societies: Beta Gamma Sigma, Golden Key International Honour Society, National Scholars Honor Society, Who's Who Among.

Passed The Cfa Level Ii Exam