Objective
SUMMARY:
2.5 years experience in QA experience in all phases of life cycle, including requirements gathering, project planning, scheduling, scenario creation, scripting, testing, defect tracking, management, and reporting.
19 years experience in Software Development and Management.
Proficient in functional, negative, regression, system integration (SIT), acceptance (UAT) and performance testing.
Excellent knowledge and working experience in test planning, test execution and test results analyses.
Solid expertise in testing tool HP Quality Center.
Strong background in software for Securities Lending, Global Trust & Custody (trade entry, instruction capture, trade settlement, transaction history), Accounting and Brokerage.
Excellent communication and presentation skills, self-starter, quick learner, team player, adaptability, Client-centric, Production-Oriented, Problem Solver.
Work Experience
Quality Assurance Test Lead/Asst Vice President
J.P. Morgan Chase December 2006 - June 2009 (2 years 6 months)
Securities Lending
Supervised a 10 member Quality Assurance team (including off-shore team members) to test new Non-Custody and Short Sale Applications in support of the Securities Lending line of business.
Managed all phases of testing for assigned components ensuring test plans and test cases were completed and met business requirements.
Prepared and executed over 1000 test cases.
Worked with development teams investigating and correcting software bugs and deficiencies based on the testing results detecting over 200 test defects.
Created test scripts for different test scenarios covering all aspects of project functionality.
Performed various types of testing, such as functional, regression, user acceptance, negative and installation testing.
Record and document test results using HP Quality Center.
Paralegal
Davis Polk & Wardwell July 2005 - December 2006 (1 year 5 months)
Trusts & Estates
Prepared legal documents and correspondence.
Notarized client signatures.
Maintained Wills and Trust Agreements Vault Physical Inventory and Calendar Database.
Researched and updated Client Contact Database.
Developed strategy to create scanned backup of Wills and Trust Agreements.
Consultant
2004 CITICORP August 2004 - December 2008 (4 years 4 months)
Customer Statements
Coded, tested and implemented source changes to convert and merge Smith Barney and Citibank 1099 Statements into a single process, reducing costs and processing time by 65%.
Systems Analyst/Senior Technical Officer
J.P. Morgan Chase March 1988 - November 2002 (14 years 8 months)
Global Trust & Custody
Acted as Subject Matter Expert for project to replace a multi-platform/multi-system trade entry and instruction capture (Swift, ISITC, client specific input) process with a single multi-tier, system using Java/MQSeries/DB2 including creating systems documentation and systems requirements.
Managed team that maintained a system that received multiple format input, determined which internal system should process the transactions and reformatted/routed the transactions, reducing the new client testing and Production setup cycle from 4-6 months to 6-8 weeks.
Part of task force that combined user/systems teams from both the US & UK to transition $15 billion of Morgan Stanley global and US custody assets to Chase.
Provided decision support tools to the Credit Risk and Credit Policy Areas.
Created Visual Basic 4 to replace manual process to update Production MS SQL Server Tables that did not have cross-file data checking, reducing production errors by 15%.
Supervised an enhancement team to support Chase/Chemical merger-related changes for US Custody that automated the processing of 100-150 manual trades without cusips daily, reducing user intervention by 10-15%.
Supervised a production support team for US Custody transaction history and client position system; instituted restructuring that reduced client inquiry resolution time by 75% and problem log resolution time by 33%.
Supervised a development project that reformatted incoming Swift/Telex messages into trades for the US and Global Custody systems and automated the manual daily processing of 500 transactions, preventing the loss of a client and their resulting annual net revenue of $5 million.
Part of development team that replace several Security Tracking and Holdings Systems on different hardware, using different software and different sets of master files, with a single system with a single hardware, software and set of master files that was based upon the VISTA VSPS. After implementation, supervised production support team, processing $22 billion in trades daily.
Programmer/Analyst
MORGAN GUARANTY TRUST September 1984 - March 1988 (3 years 6 months)
Created a client database system for the Investor Services Department.
Automated a proposal generation system for the Airline Finance Department that reduced proposal generation cycle from 2 days to 90 minutes.
Enhanced system that tracked the company's sources and uses of capital over specific time intervals and calculated their aggregate interest rates and spreads.
Programmer
MERRILL LYNCH June 1983 - September 1984 (1 year 3 months)
Graduate of the 1983 Business Application Training Class.
Supported a discount brokerage system that serviced the needs of the small investor.
Education
UNIVERSITY OF PENNSYLVANIA, WHARTON SCHOOL
September 1979 - May 1983 (3 years 8 months)
Bachelors of Science - Economics
CITY UNIVERSITY OF NEW YORK - BARUCH COLLEGE
July 2000 - June 2001 (11 months)
Certificate in Internet Technologies
NEW YORK UNIVERSITY - SCHOOL FOR PROFESSIONAL STUDIES
July 2004 - May 2005 (10 months)
Certificate - Paralegal Studies