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.

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.

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.

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.

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.

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