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QUALIFICATIONS OVERVIEW
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-- 15+ years professional programming experience in several languages and platfo
rms.
-- 8+ years professional experience managing people and projects.
-- Proven expertise in transforming data into useful business information.
-- Work effectively with business partners to define and document business requi
rements.
-- Possess a natural curiosity and ability to learn new skills quickly, passion
for helping others and teaching.
-- Able to marshal resources to accomplish projects and manage multiple projects
simultaneously.
-- Solid knowledge of the brokerage business and financial industry.
-- Deliver clear, convincing, well organized project documents and presentations
of both a technical and business nature.
-- Possess high credibility and consistency particularly in interactions with bu
siness partners and in project deliverables.
-- Set and pursue aggressive goals, demonstrate a strong commitment to organizat
ional success.
-- Work effectively to uncover and define needs to enable optimal outcomes for b
usiness partners.
-- Maintain high standards of personal integrity, self motivated and team orient
ed.
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PRODUCT SKILLS
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Languages: Proficient in PL/SQL, T-SQL, C, Java1.2, HTML 3.2, JavaScript, C#, .N
ET, Visual Basic.
Databases: SQL Server 7/2000, Oracle 8i, 9i, 10g, Teradata, MS Access 97/2000
Platforms: SunOS, UNIX (Solaris), Windows 95/98/NT/2000/XP, MacOS.
Software: PL/SQL Developer, Toad, SQL Navigator, Microsoft Visual Studio, HTML e
ditors, Internet Explorer, Netscape, Outlook, Exchange, Word, Excel, PowerPoint,
Adobe PhotoShop, Filemaker Pro, Frame Maker.
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LICENSE/CERTIFICATIONS
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-- Series 7, Series 63
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PROFESSIONAL EXPERIENCE
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CHARLES SCHWAB & CO., INC.
San Francisco, CA
11/00 - present
Position: Director, Institutional Services MIS
-- Work with internal business partners across the enterprise in a consultative
capacity to help them acquire data, analyze data, and turn data into useful info
rmation that can be used to make informed business decisions.
-- Partner with internal clients in Finance to design technical solutions that h
elp automate their business functions, streamline processes, and mitigate the ri
sk inherent in non-automate solutions.
-- Champion of better data quality controls and data stewardship by contributing
as a member of two internal cross-department data working groups.
-- Coach and mentor a team of 3-6, elevating the teams technical skills, improvi
ng work quality, and improving client satisfaction.
-- Foster a more effective engagement model between MIS and internal clients and
business partners thus creating more transparency and improving customer experi
ence.
-- Established a Governance Board of senior leaders who meet regularly to help e
nsure project resources and department goals are aligned with Firm initiatives.
Position: Senior Manager, Investor Services Finance MIS
-- Partnered effectively with internal business partners to ensure business requ
irements are complete and clearly articulate the business needs.
-- Successfully established and managed development processes, which entailed do
cumenting the development process from the initial business requirements phase t
hrough to the released product.
-- Worked with third party vendors to identify new tools and technologies to imp
rove cost effectiveness and productivity.
-- Conducted interviews to fill contractor positions.
-- Trained end users to use applications.
-- Delivered project presentations to both technical and business audiences.
-- Managed teams of 2-8 contractors, web developers, and data base programmers.
Position: Senior Staff, Investor Services Finance MIS
-- Contributed as needed in all phases of development life-cycle including probl
em definition, requirements, data modeling, system design and construction, test
ing, and user training.
-- Assumed responsibility for daily production support, troubleshooting when nec
essary, and ensuring that scheduled reports were delivered in a timely manner.
-- Served as a resource to junior staff in the area of Oracle Development, UNIX
shell scripting, and the SQL Server environment and develop best practice techni
ques and methodologies.
Position: Associate Staff, Schwab Technology Wings Program
-- Completed a four-week, intensive, interactive training program with emphasis
on project management, team-building, networking, professional development, and
Schwab products, history and culture.
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EDUCATION
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** Completed courses in UNIX Shell Scripting, Perl, PL/SQL Programming, and .NET
Application Development.
UC BERKELEY EXTENSION
San Francisco, CA
3/02 - 10/02

** B.S., Computer Systems Engineering


STANFORD UNIVERSITY
Stanford, CA
9/95 - 8/00

** Studied the organization and behavior of Japanese companies; and the relation
ship between technology, culture, and economy in Japan.
STANFORD JAPAN CENTER
Kyoto, Japan
4/98 - 9/98