Rafe Haar Email & Phone Number

180 hours of financial planning in eMoney using an actual client as a case study, in the following areas:-Analyzed client documents to begin the onboarding process and creating a client portal-Determined client goals and priorities based on client statements in discovery-Analyzed risk tolerance to identify the risk profile of the case study client-Constructed an investment management portfolio using Morningstar based on risk tolerance-Designed a retirement cash flow strategy for a case study client in eMoney-Evaluated the tax implications of various personal and financial decisions-Analyzed life insurance gaps and made recommendations for client using eMoney-Solved for college planning & student loan payoff for case study client-Created different client retirement scenarios in eMoney to determine likelihood of success-Examined cash flow reports in eMoney looking for ways to make assets last through extended life spans

Horsham, Pa

Weather Group’s Local Now OTT Streaming Service:• Integration, testing and deployment for a Video On Demand (VOD) service that enables over 250 localized HLS video streams, consisting of weather, news, traffic, sports, etc., viewable on multiple devices.• Prepared over 40 detailed upgrade and installation documents covering system applications from ActiveVideo, Anevia and ARRIS, running on VMs, HP C7000, Kontron blades, NetApp storage, Cisco and HP switches.• Organized and managed production system upgrades to meet the client’s timeline, ensuring minimal downtime with error-free updates, as well as automating updates thereby reducing installation efforts up to 75%.• Conducted a comprehensive audit of over 200 components to ascertain that all system parameters are configured correctly, creating a centralized repository of configuration files for backup and recovery.Service Provider Wi-Fi Solution:• Utilized DataMiner to provide centralized network management for a Wi-Fi solution covering over 70 Residential, Business, Hospitality, and Public Wi-Fi markets.• Designed, integrated and deployed dashboards, reports and Visio diagrams to provide network visualization, inventory, monitoring, utilization, alarm, and service level (SLA) reporting capabilities.• Provided presentations and training to customers and support personal on the use of DataMiner.Video Content Management System:• Verification and validation for a VOD content management system, devising test strategies to ensure product meets customer's requirements.• Maintained the integration lab environment with updates from development, middle-ware and 3rd-party software providers.• Authored over 30 documents, accurately detailing installation and configuration of all software releases.• Coordination of installations of over 60 production nodes, providing technical support for local personnel.• Troubleshooting and analysis of system problems to ensure a fully functioning customer environment.

Red Bank, Nj

• Oversaw the quality management system for a mission-critical customer management system utilized by several regional telephone companies. Maintained quality records, monitored and improved quality processes, oversaw management reviews and performed internal audits to successfully maintain TL 9000 (ISO 9001) certification during periodic system audits, with zero non-conformances.• Created a comprehensive deployment plan to migrate the system to a new hardware platform and operating system environment, which included customized hardware configurations to meet the client’s capacity needs.• Developed conversion programs that ensured an error-free transition process of over 50 million customer line records across 30 systems. Managed the conversion process based on client’s timelines, resulting in on-time and error-free conversions, with minimal user impact.• Managed and packaged quarterly software releases, including installation procedures and instructions, for timely delivery to clients. Performed semi-annual HP-UX patch analysis and updates to ensure that the HP servers were running at optimal effectiveness.• Authored feature requirements for several contract interfaces, providing detailed functional requirements and contract definitions. Worked throughout the project’s lifecycle to verify that the features met with the client’s ever-changing needs and that they were successfully deployed.

Piscataway, Nj

• Project and Defect Management, along with installation and conversion activities, for a Telcordia Technologies Operations Management System.

Warren, Nj

• Key member of a core team that successfully outsourced, maintained and enhanced an Operations Management System from Lucent Technologies, utilized by the former Regional Bell Operating Companies.

Liberty Corner, Nj

• Performed various roles in development, testing, integration, installation, documentation, release, and deployment of Operations Management Systems designed for telecommunications and utility companies.

Financial Planning, Cfp® Candidate

Ba, Computer Science

Ms, Computer Science