Experiences at Merrill Lynch

Provided high-end statistical modeling, predictive modeling and data mining to support the various businesses of the Global Wealth Management division.

Passion, Motivation, and lots of Networking

As a proofreader, I edited financial fund brochures, prospectuses and marketing materials from initial read to final publication using the Chicago Manual of Style; researched fund performance forecasts and evaluations; conducted fact checking for promotional materials and contracts

Reached out to 16 prospective clients who were Principals and Senior Partners with Ernst & Young, PwC, Jones Day and Baker & McKenzie to schedule introductory conference calls on behalf of a Senior Broker.

Executed quarterly portfolio reviews including asset allocation suggestions based upon risk tolerance and performance against benchmarks.

Performed due diligence on financial news' effect on select commodities....

Assist with software testing and roll-out implementation in supporting CRM standards for branch FA's using Salesforce.com and Okere software products. Microsoft Windows 2003 Server and Windows XP client software installation, testing.
Infrastructure and Software Migration of database coordination from Windows to Linux platforms.

Coordination of Oracle data center database and router migrations of user data which includes corporate project rollouts and server operating systems maintenance, upgrades, and Development and Production installations.

Assist with CRM application troubleshooting and resolutions. Handle technical resolutions of application operations as this relates to Salesforce and Okere application product releases for Merrill Lynch financial divisional companies.

Worked with affiliate vendors as Okere, Informatica, and Salesforce.com (Oracle DBMS and Toolset Conversion systems in relation to providing server, workstation, and application support for testing and daily system productivity for the business groups (Domestic Advisory, International Banking, Domestic Banking, Black Rock investments, etc.)

Implement installation of server migration from test-production environment of the Toolset Conversion environment. This included environment rebuilds of two Production class HP-Compaq and IBM Blade MS Windows 2003 Standard Servers and a satellite server. The IBM Blade server is currently in Development use for ATP telephone and Salesforce Server-2-Server use. The HP Compaq Application Server was rebuilt for development testing and continues to provide a stable development environment for application environment testing prior to Production release.
Setting up (10) Windows 2003 Standard Servers for Salesforce training using Visual Basic within a VMWare environment.

Monitored and Executed network packet trace reports for Outlook Connector Contact manager product.

Assist with software documenting and testing which includes rollout implementation in supporting Merrill Lynch Hosted Contact Management CRM standards for branch Financial Analysts using Salesforce.com and Okere software product environments.

Preformed question and answer (Q&A) Release testing and Functional Certification with Outlook Connector Contact Manager for 1.36 to 2.0.2.0 (six software releases in between in the last two years) to software release development group for workstation core build and imaging. Monitored for software release fixes and corrected whenever necessary.

Server and data software installation, testing, and backup of weekly Merrill Lynch user corporate data from Salesforce.com.

Infrastructure and Coordination of software operating system Migration and upgrades of database from Windows to Linux platforms.

Coordination and direct involvement of all system software, database upgrades, and environment escalations which includes Windows Operating System Software; server and workstation installations, upgrades, and maintenance.

Oracle dataset cleansing, upgrades, and patches of Oracle Database server and workstations.

Coordination of user data collection with third party vendors Okere and Salesforce in accomplishing data conversion through the Toolset Environment into Salesforce.com This included at times collection of data exports from CRM based ACT, Goldmine and Outlook client enterprise installations on Financial Analyst computers.

Always willingness to assist other co-workers in being a team player....

I processed weekly business reports, sales tracking, file retention projects, scheduled outside wholesaler meetings, processed client transactions, checked employee compliance for account transactions and trades, produced documents for clients and advisors that were utilized in client meetings, attended client meetings, assisted the operations department with daily transactions and department projects, and produced a professional presentation for senior management that was to be delivered to the South Carolina Chamber of Commerce....

Managed all logistical aspects of roadshows for worldwide investment firm.
Established liaison with "traveling team" consisting of CEO, CFO and other
members of the client's executive staff and ML investment bankers. Coordinated
all transactions between ML syndicate desks, executive services department and travel department. Maintained roadshow budget of up to $400,000 to secure net profits of up to $10,000,000. Ensured efficient roadshow scheduling resulting in clients keeping appointments in a timely manner. Performed duties of on-site staff person to oversee and coordinate all aspects of special events for groups of 20 to 200 attendees....

10 years in different IT capacities. Proven track record of success. Different roles at Merrill Lynch starting from Client Support to Global Service Delivery Manager. Managed multiple groups DBAs, Horizontal Application Services and 24-hour Network Operation Center across USA, EMEA and India. I have a proven record of growth and success in the company. Some of the big accomplishments
* Successfully migrated Merrill Lynch Investment Manager Windows Infrastructure to Blackrock with minimal interruption. This work involved leading team of engineers and technologists to migrate Active Directory and other infrastructure solutions.
* Consolidate operation support model to leverage time zones and resources
* Successfully implemented Global Database Standards
* Successfully optimized infrastructure alarms process resulting in efficient production support and considerable savings in the support cost
* Successful completion of Automation script for application sign-off for improved efficiency
* Led all application support and testing activities during company BCP drill in 2005
* Baseline oracle database versions between the test and production environment
* Defined support model for Microsoft SQL server.
* Negotiated new cost Model for 3rd party off-shore support
* Led several other service delivery process improvements initiatives resulting in significant efficiencies
* Identified several security issues in the database space during first few months and helped implemented process improvements to plug these gaps.
* Implemented Softgrid Virtual Application Platform. It dramatically streamlines the deployment and management of enterprise-wide desktop deployment. It resulted in huge cost savings for support
* Designed and Implemented Global Citrix XP farm
* Implemented Systems Management Solution using NetIQ AppManager v4.3 and v6.0.2
* Implemented MacAfee ePolicy Orchestrator System 2.5 and 3.5 for Virus Management.
* Redesign Group Policy standards, Organizational Unit and Delegation Model
* Built and rack Compaq Proliant servers....

Implemented data population and maintained client databases for marketing research. Tested and maintained statistics on targeted promotions to evaluate effectiveness.
* Organized 401(k) mailing projects that increased revenue.
* Trained next intern to ensure a smooth transition upon my departure.

Managed the migration from a proprietary computer based to a proprietary web based client contact management systems.