Data Warehouse, Business Intelligence, Broker Dealer Compliance Reporting
Developed and enhanced back-end components of enterprise-wide proprietary application/tool in multi-year project, allowing company to hire more advisors, bring more clients and grow sale and asset under management, by aggregating client accounts and customer data from many different holding locations into single consolidated report view. Performed instrumental role in requirement analysis and estimates, database model design, coded and optimize ETL for inbound/outbound data feeds.
Architected and implemented a new ETL system utilizing where redesigned two legacy mutual funds data loading systems, Broker Dealer Data Warehouse and Investment Tracker Data Marts into a single golden-copy source of broker dealer mutual funds data to eliminate redundant data feeds, to reduce operations and maintenance cost.
