• Professional Experience
    2010 - Present
    ◦Provides technical direction for the development, design, and systems integration for client engagement from definition phase through implementation. ◦Applies significant knowledge of industry trends and developments to improve service to our clients. ◦Reviews work of development team. ◦Easily recognizes system deficiencies and implements effective solutions.
    2010 - Present
    Consultant - UAT Project Lead - Responsibilities include Requirements Analysis, Metric Reporting, Testing, and Implementation for the Planning Solutions Group’s LifeMonitorSM product. Responsible for the product development of applications related to the Planning Solution Group’s LifeMonitor product. LifeMonitor is a new financial analysis tool that is made available to Financial Advisors through the Financial Planning and Analysis Platform on the Financial Advisor Workstation and is designed to integrate with the Planning Solutions LifeViewSM and LifeView PlusSM third-party planning tools. LifeMonitor allows Morgan Stanley Smith Barney Financial Advisors to bring together long term strategic planning, short-term tactical planning, cash flow management services and systematic monitoring and reporting. Participation on projects includes defining requirements, Managing system UAT testing, liaison between the Business Users, Technology Group, Business Analysts and QA as well as Defect Tracking and Reporting.Use of quality assurance best practices, test methodologies and Agile technique·Systems specification analysis, test plan formulation, test scripts and test case creation·Developing re-usable manual test cases to adequately test applications·Estimating the testing impact of new requirements ·Executing test activities that span from requirements to the testing stage of the SDLC ·Leadership for multiple project test management, design, issues tracking and resolution, creation and execution of test cases/scripts· Preparation and proactive communication of status reports to project teams and stakeholders including system changes, issues and potential impact analysis·Batch cycle testing through various data feeds ·Web based and client/server applications ·Test management tools (Quality Center)· Administration of test automation, management and defect tracking tools
    2009 - 2010
    Class B Trader trading firms capital for proprietary arbitrage.
    2008 - 2009
    Functional and User Acceptance Testing Lead Coordinator, ASP Mellon Integration ProjectDeveloped Test requirements and Test plans.Developed Test Cases based on Test Conditions as per User requirements.Developed Test Scripts.Issue Tracking and Traceability Matrix using Rational Requisite Pro and ClearQuest Test Manager.Set-up Test configurations and in multiple environments based on Script needs.Tracked and reported test results to upper management and headed daily status calls.Mapping of environmental interfaces with other applications and external main frame.Verification of Client Output and Reports
    2002 - 2005
    Gathered requirements for Corporate Actions and Income System (domestic and international).Prepared functional specifications based on user requirements.UML design based on User requirements.Developed Test Cases/Plans based on Test Conditions as per User requirements and Use Cases.Wrote Test Scripts to ensure systems and applications have met all modifications and enhancements have been met.Served as liaison between all business users (Brussels, London & New York) and development technicians; Business System Integration analysis of interfaces, applications, reports, and statements.Analysis and testing of the firm's Corporate Action / Income PSS (Portfolio Services).Provided reports for users groups and upper managementClearquest defect control and resolution
    1999 - 2001
    Working on T+1 Solution. Merger with thompson financial
    1999 - 2001
    Designed and implemented enhancements to the firm's "Trade Suite" straight through processing (STP) products. Enhancements included changes to the Broker, Agent and Investment manager work stations, as well as matching, notification and allocation processing. Analysis of the global GSTPA initiative proposed for Global STP.Analysis, sizing, and budgeting of the proposed Internal T+1 initiative.Analyzed, designed, and tested the firm's SID/ALERT Client/Product database and data feeds, and defined various data mapping and validation requirements.Developed detailed Rational UML-based object-oriented Use methodology for the firm's T+1 Settlement Notification System.Developed test requirements, test cases, and test scripts.Ran SQL queries as needed.Trained end users.
    1998 - 1999
    Developed and implemented a global multicurrency/multiplatform trading system. Project Manager responsible for dbTrader Singapore and Hong Kong Private Banking systems as well as entire Asian Custody systems rollout which included on-site implementations in Singapore RHO; Participated in on-site implementations of the firm's New York, London, Paris, Geneva and Vienna Investment Banking, Private Banking and Custody dbTrader systems. Defined project and scope of the system from a business perspective. Obtained user requirements and prepared business and technical specifications. Business System Integration analysis of interfaces, applications, reports and statements.Analyzed, designed, tested and maintained Security, Client and Product master files, including data mapping and validation requirements.Estimated project effort and developed project plan.Analyzed estimated project costs and the expected benefit. Reviewed system alternatives to optimize cost/benefit.Designed user interface, screen, and report layouts. Served as liaison interacting with all levels of client personnel and development technologists.Designed test cases and corresponding test data for unit/integrated testing. Designed data back-up procedures and planned and documented disaster recovery procedures. Prepared training plan and user documentation.
    1989 - 1999
    Assistant Vice President, Project Manager / Senior Business Analyst (‘89-‘98), Y2K Site Manager (‘98-‘99)Developed and implemented a global multicurrency/multiplatform trading system. Project Manager responsible for dbTrader Singapore and Hong Kong Private Banking systems as well as entire Asian Custody systems rollout which included on-site implementations in Singapore RHO, Tokyo, Hong Kong, Taipei, Korea, Kuala Lumpur and Jakarta. Participated in on-site implementations of the firm’s New York, London, Paris, Geneva and Vienna Investment Banking, Private Banking and Custody dbTrader systems. •Defined project and scope of the system from a business perspective. Obtained user requirements and prepared business and technical specifications. •Business System Integration analysis of interfaces, applications, reports and statements.•Analyzed, designed, tested and maintained Security, Client and Product master files, including data mapping and validation requirements.•Estimated project effort and developed project plan.•Analyzed estimated project costs and the expected benefit. Reviewed system alternatives to optimize cost/benefit.•Designed user interface, screen, and report layouts. •Served as liaison interacting with all levels of client personnel and development technologists.•Designed test cases and corresponding test data for unit/integrated testing. •Designed data back-up procedures and planned and documented disaster recovery procedures. •Prepared training plan and user documentation.
    1987 - 1999
    Robert Wasserman(928) 274-0346rwass1@yahoo.comProfessional Summary:Project Manager/Senior Business Systems Analyst responsible for providing analysis, requirements gathering, and documentation of applications, interfaces, reports and statements in support of business initiatives; utilizing technical and financial services industry knowledge, SDLC, UML, and AGILE (SCRUM) development and project methodology.
    1988 - 1989
    (Hired as employee 3 months into contract)Participated in the conversion from an ADP system to an in-house multi-currency trading system. Responsibilities included reconciliation and conversion of all accounts and depositories. Participated in the on-site establishment and implementation of the firm's Tokyo and Hong Kong settlement systems. Roles included testing, conversion of the system, and training of local staff.Designed test scripts targeting business requirements, program module requirements and/or Interface and system requirements.Executed test scripts and recorded results for reporting to senior management.
    1987 - 1988
    Responsibilities included settlement of all U.K. and Australian equity and currency transactions, all foreign dividends and reconciliation.
    1985 - 1986
    Responsibilities included instructing and settlement of all French, Italian, Swiss, Hong Kong and Tokyo transactions. Reconciliation of all equity and currency accounts for these countries, as well as handling inquiries from the trading floor, branch offices, and overseas depositories.
    Show All Professional Experiences (10)
  • Educational Background
    1979 - 1983

    Extra-activity: Graduate Assistant to IT Department

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