Christopher Klein

Dynamic Software Specialist with over 15 years of experience in developing and enhancing applications. Proficient in Microsoft Dynamics 365, C#, SQL Server, and Azure DevOps, demonstrating an ability to optimize and manage complex data processes. Significant achievements include improving user experience and functionality while managing CI/CD pipelines for seamless deployments.

Committed to leveraging technical expertise to drive efficiency and enhance operational performance for innovative companies.

Software Specialist at CAPTRUST, Financial Advisors (2019-12 – 2025-09)

Developed and optimized Microsoft Dynamics 365 applications, managed CI/CD pipelines, and maintained core business applications in C#.

• Developed and optimized Microsoft Dynamics 365 applications using TypeScript and JavaScript, enhancing functionality and user experience for both internal teams and clients
• Streamlined Microsoft SQL Server scripts for data replication, ensuring high performance and data integrity
• Managed CI/CD pipelines through Azure DevOps, refining the deployment lifecycle for multiple applications
• Maintained and constructed core business applications in C# and Visual Studio Professional 2022, supporting critical internal operations by utilizing Azure Functions and Azure Data Factory
• Engineered API integrations with third-party financial vendors to fulfill business requirements

AVP – Senior Software Lead at Envestnet Retirement Solutions (2014-07 – 2019-12)

Led migration team following acquisition, managed ETL processes, and acted as subject matter expert on Klein Decisions data structures.

• Collaborated as a member of the migration team following the acquisition of Klein Decisions by Envestnet Retirement Services, managing the loading and triage of client data files via ETL processes
• Contributed to the design of new ERS services during the conversion of the Klein Decisions product suite
• Partnered with the ERS team to migrate to Microsoft SQL 2014
• Acted as a subject matter expert on existing Klein Decisions data structures, documenting their layout for a seamless handover to a new team
• Participated in a new agile team, overseeing the triage of outstanding tasks and client issues
• Engaged in daily stand-up meetings with the team, which operated on a 30-day sprint schedule
• Utilized JIRA extensively for project tracking and management

Senior Systems Developer at Klein Decisions, Inc. (2010-04 – 2014-07)

Engineered customized web portal products for insurance industry, managed data processing for 800,000+ participant records, and optimized database performance.

• Engineered and sustained a suite of customized web portal products for the insurance industry using ASP.NET in C# and Adobe Flex, enhancing customer experience for investment decisions and management
• Administered product migration from staging to production release
• Collaborated with other developers to ensure proper source control management, code deployment, and updates to our Microsoft SQL 2008 R2 databases
• Created standalone utility programs to automate the integration of client data into our product
• Managed data processing for our largest client, handling over 800,000 participant records quarterly, generating PDF reports via FTP transfer
• Developed customizable reports utilizing ActiveReports6, delivering both PDF and XML representations of data to accommodate diverse customer reporting needs
• Optimized overall database performance by refining SQL scripts and stored procedures, and analyzing the database for indexing improvements

Systems Developer at Prime Advisors, Inc. (2007-04 – 2009-11)

Oversaw auditing, reporting, and client services for financial investment company. Served as primary backup to company DBA.

• Oversaw auditing, reporting, and client services for a financial investment company managing over $10 billion in investments
• Served as the primary backup to the company DBA, handling all aspects of Microsoft SQL Server installation, performance tuning, and the creation or modification of SQL
• Developed applications and reports as necessary using ASP.NET, C#, and SQL Server Reporting Services (SSRS/SSIS)
• Collaborated with a team of three developers to maintain auditing and reporting functions, meeting tight deadlines
• Managed the migration from Microsoft SQL 2005 to 2008, alongside database normalization and security enhancements
• Implemented Team Foundation Server and SharePoint installation and configuration for the development team, designing a C# application to provide TFS storage for daily changes made to SQL Servers
• Adapted to Agile/TDD development methodologies for .NET while utilizing code metrics and analysis tools within Visual Studio Team System 2008

Database Administrator/Developer at Point Software, Inc. (2000-04 – 2007-04)

Led database and application design for municipal government products. Administered network configuration and managed all ETL processes.

• Led database and application design for the company's primary product line aimed at municipal government
• Administered network configuration for Windows 2003 Servers and Microsoft Exchange Server (2003 and 2007)
• Designed and maintained ASP.NET applications for municipal real estate appraisal using C#
• Facilitated migration from Microsoft SQL 6.5 to Microsoft SQL 2005, ensuring system integrity and transition fluency
• Executed performance monitoring and stress load testing for web and database applications using Microsoft stress testing tools
• Directed the project management team as the lead designer for a Windows-based accounting application developed in C#
• Managed all ETL processes for converting the existing customer base to the new product
• Crafted data conversion processes using the 'Intersystems Cache' product, developing specifications for project workflows and business rules
• Created DTS packages for re-importing converted data
• Collaborated with the project team on reporting applications for the product suite, enhancing data visibility and client services
• Provided comprehensive internal and external networking support, including installations of our software suite on client sites, and managed in-house LAN using Cisco hardware, including VPN configuration for staff and client access

No Diploma in Computer Information Services – Holyoke Community College (1987-11 – 1989-01)

college preparatory diploma – Technical High School, Springfield MA (1984-08 – 1986-06)