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
