Lead a large multi-million dollar high profile program involving the creation of a newly formed 501(c)(3) charitable company. Worked with a 3rd party vendor to white-label their platform and integrate with TD Ameritrade technology and services. Established partnerships with several external firms to leverage their expertise in various subject areas. Drove efficiency by dividing the program into several work streams, including legal, compliance, finance, operations, marketing, communications and technology integrations. Lead each team to define deliverables, timelines, risks and dependencies

Selected to serve as business analyst on several high profile projects. Conducted business requirements elicitation sessions with key stakeholders including representation from business, application development, systems architecture and quality assurance teams. Crafted business requirements documents utilizing various flow diagrams, use cases, context diagrams, and screen mockups. Built and ran ad-hoc queries against data warehouses and data files in order to bring to surface important information for business stakeholders. Consistently added value to each project, earning trust and confidence from product owners.As part of the Scottrade merger, played a central role in successfully transitioning Scottrade Institutional users and accounts onto the TD Ameritrade Institutional platform. Lead the effort of mapping mission critical, highly sensitive, complex data from source to destination. Collaborated with business, product and technology SMEs with both firms to shape a complete and accurate migration. Met directly with RIA firms, assuring their understanding of the transition. Received recognition and awards for my contribution to the merger.

Played a key role in designing, building, testing and managing a globally distributed real-time trading platform allowing retail clients to trade currencies, equity indices, commodities, and energy.Served the role of a liaison between technology and business groups leading efforts to improve communication and transparency.Worked with project stakeholders to define requirements and develop project specifications for both in house and outsourced projects.Managed outsourced development: includes hiring developers, negotiating rates, performing code reviews, communicating and setting expectations, and ensuring product quality.Designed a release management process, including the use of unit tests, automated deployments to multiple environments, and deployment documentation.Developed specs and performed usability testing for TAB's suite of mobile apps built to run on IOS and Android phones and tablets.Designed and built a web-based reporting system for a suite of proprietary applications in support of trading clients, business partners, risk managers, administration and accounting.Built complex ad-hoc queries and stored procedures against various SQL Server databases as a means to build statistical studies in areas including profitability, market trends, customer behavior, system flaws and data inconsistencies.Installed, configured, and supported the MetaTrader 4 trading platform.Performed quality assurance testing on all proprietary software applications.

Managed the process of building FX Solutions first mobile trading platform that ran on J2ME, BlackBerry, Windows Mobile, and Palm handheld devices from conception to implementation. Development team was comprised of outsourced mobile specialists for front-end development and in-house programmers for back-end development. Managed the full development life cycle including identifying a front-end development partner, negotiating contracts, meeting with stakeholders and developers, application design, writing project specifications, managing project timelines, partaking in and managing the QA process, and managing the deployment process.Managed many software enhancement projects including gathering user requirements, writing project specifications, meeting with developers, and managing project timelines.Gathered requirements and wrote project specifications for key projects affecting the core of the trading system.Built and ran complex stored procedures and ad-hoc queries against various SQL Server databases in support of the whole business.Installed, configured, and managed the MetaTrader 4 trading platform as a stand-alone system. Designed and built an End-Of-Day process spanning multiple trading platforms to capture critical information for consumption by senior management.Managed the localization of the company website in 3 languages.

Built a wide range of web applications, data driven websites, and windows services for various clients of this technology consulting firm. Projects included intranets, extranets, search engines, web-based reports, and web applications with role-based security models.