• Participated as a key team member on a project team that designed and championed the future state client services and data architecture and design, including a golden source solution for client data.• Oversaw enterprise data project teams to ensure the delivery of high quality value to business stakeholders. Provided technical thought leadership and coaching to team members.• Managed data needs for company’s initial data science project that included pulling data from multiple source systems including SalesForce.com, Adobe Omniture, Aspect phone system and multiple OFI warehouses and marts. Also facilitated and directed business and technology knowledge-sharing sessions with our parent company’s data science team and third party vendor to define required data points and data quality metrics.• Participated in designing Advisor Scorecard integration with SalesForce.com using information built from data science initiatives.• Worked with business leaders and stakeholders to create a comprehensive business capabilities assessment and matrix to better understand both tactical and strategic needs around data and technology, which was foundational in defining a long-term data strategy for the business.• Participated in the development of a future state vision to define the best way to capture, organize, store, and distribute advisor and shareholder data in order to maximize business value from the data.• Managed Enterprise BI and Analytics group supporting BI activities across the investments and client lines of business and supporting advanced analytic projects with parent companies data science group.

• Promoted to team lead of a data warehouse development team providing thought leadership, guidance and direction on design and technical approaches while acting as the interface with customers and stakeholders.• Experienced working with multiple Agile methodologies within data warehousing projects.• Worked closely with project management, product owners, business analysts and technical resources to ensure projects deliver was successful.• Drove definition of technical integration solutions that provided scale and efficiencies while minimizing risk.• Mentored and trained team members in areas including technical, design and problem solving.• Worked as a Scrum team member on multiple projects across several different business units in a variety of roles including lead developer, analyst and business liaison.• Proven experience with full development life cycle of a Data Warehouse, including requirements gathering, design, implementation, and maintenance.• Created and facilitated training classes in Cognos framework development, Cognos cube design and development and Oracle analytical functions. • Conducted code walkthroughs, peer code reviews and documentation reviews on projects to ensure standards on coding, documentation and supportability were met.• Successfully worked across both technical and business teams to ensure alignment of project goals, properly defined priorities that lead to successful project design, development and implementation.• Became team lead in Cognos design and development and helped define internal standards and best practices for Cognos Framework development.• Successfully designed and implemented techniques and processes to stabilize business critical MS Access databases and applications while suitable replacements systems were identified, prioritized and implemented.

• Managed all operational aspect of the business including accounting, tax reporting, sales and marketing.• Collaborated with varied client types to design and develop web and client server based solutions, including:o Xcel Energy – Designed, build and maintained systems to manager capital projects and budgets as well as external billing from construction contractors reduce over-billing of time and equipment.o City and County of Denver - Management, design, and development of a comprehensive database management system to track client/offender demographics, case detail, program detail, equipment use, conditions of probation, curfew schedules, revenues, drug test data, chronological events, class participation and vendor services/expenditures.o Jones Companies – Built and maintained time tracking system for Jones Enterprise Services and Jones Cyber Solutions.

• Designed and built custom client server database applications.• Managed all on-site and off-site trainers and training schedules.• Conducted end user training courses in major office suites.• Designed and implemented custom courses to address customer needs.• Worked with staffing partners to fill development and training resource needs.