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Dane Jr.

Allentown, New Jersey 309

(609) 208 -9876

dane@verizon.net

   Understanding and re-engineering today’s systems and applications for tomorrow’s challenges. 

Project Manager / Business Analyst

An Information Technology / Software Development professional with extensive expertise in designing and developing financial services brokerage based systems to meet corporate strategic goals with a proven track record of recognizing and aligning newer technologies to deliver new financial services and products on a timely basis.

Embracing the latest technologies using current software development tools with the latest hardware to re-engineer systems and processes having the goal to increase performance and end user productivity while reducing costs and implementing cost controls to monitor and manage the impact of continued growth. Demonstrated the ability to forecast growth and account activity based on historical data and planned accordingly to minimize the impact on the systems, end users and the clients.

·         Accomplished group director of software development for multiple systems with multiple concurrent projects leading a staff of 3 vice presidents and 40 plus programmer / analysts.  

·         Planned resources for scheduled maintenance and regulatory projects with a $1.2 million annual budget, consistently meeting deadlines and within budget.   

·         Managed concurrent new development projects with budgets ranging from $100,000 to $2,000,000, consistently meeting deadlines and within budget.   

·         Successfully re-engineered software and hardware configuration to realize a paper and postage savings exceeding $10,000,000 annually.

·         Consistent results in system process reengineering and rapid development of business critical systems

·         Experience in managing projects teams within third party partners.

·         Proven capability in managing offshore resources.

·         Extensive knowledge of brokerage back office, client facing and trading systems.

·         Expertise in a asset / cash management system and required support systems.

·         Proven track record of successfully leading several projects focused on the modernization of legacy systems.

Skills

Application Design                  System Analysis                                            Systems Integration   

Business Analysis                  System Development Methodologies             System Re-Engineering

Legacy Modernization             Mainframe OS Applications                            Web Based Applications

Professional Experience

Committee Member (Volunteer)                                                                 2011 - Present

Professional Service Group of Mercer County, New Jersey

• Provide advice and assistance to other committees as warranted.
• Participate in the evaluation of technology solutions and support implementation to the appropriate extent.
• Discuss significant issues with, and respond to inquiries posed by, the executive committee.

Project Manager                                                                                            2008 - 2011

Miles Technologies, Inc.    Moorestown, New Jersey 

• Managed all phases of software development project life-cycle Scheduled, prioritized and managed the activities and project goals of multiple developers and quality assurance team members  all working on various projects in different phases of development.
• Integrated and deployed custom web based IT projects for import/export, manufacturing, marketing, business and financial applications as well as several ecommerce applications.

• As the client’s primary contact, captured and managed requirements, coordinated and proposed integrated solutions, developed, validated and deployed the end user deliverables.
• Architected applications and solutions with system architect and lead engineers using scopes of work, detailed business requirements and time/cost estimates for clients.
• Coordinated and managed stakeholder communications throughout the project’s life cycle.
• Provided customer support during and after implementation and acceptance including troubleshooting, update and maintenance requests, documentation creation and training. 

Owner/Operator                                                                                          2004 - 2008                 

Heaven in a Cup LLC dba Cold Stone Creamery of Hamilton, New Jersey 

• Researched and evaluated demographic data to target the ideal site location based on specific consumer household income levels to support the brand.
• Managed the $325,000 construction project working with township officials and several contractors
• Created and executed strategic print and media marketing campaigns.
• Managed all aspects of store operations and a staff of 38 employees.  

 

First Vice President, Information Technology Group Director             1988 - 2004

Software Development

Morgan Stanley Dean Witter   New York, New York   

• Accountable for the firm’s client statement, tax reporting and private wealth management systems    
• Designed and implemented processes and procedures to expedite the verification of Client facing documents performed by end users and information technology teams during the creation of the documents prior to the delivery processes.
• Chaired project status meetings and worked closely with other managers to assure that all projects impacting client facing and regulatory documents were successfully created and had obtained end user approval.
• Excellent career growth beginning as a developer becoming one of three direct reports to the division’s executive vice president of Information Technology.

Client Statement Systems

• Managed the analysis, design, development, maintenance and implementation of several client statement systems for each of the major products which utilized current technologies to enhance the process and delivery of a more accurate and timely paper and online statement.  Duplex printing, mail manifesting and roll-to-roll techniques were introduced accomplishing reduced paper and postage costs. These cost controls extended to savings in contracts with the print and insert vendors.
• Developed systems that tracked the creation of the client’s monthly statement activity through the month-end cycle to be accessed by customer service and end user areas.
• Responsible for insuring client statements were in compliance with SEC and government regulations.

1099 Tax Reporting System

• Managed analysis, design, development, maintenance and implementation of the 1099 Tax Reporting system. Implementing new IRS regulations for the tax year. Coordinated efforts with development teams, ends users, paper vendors and print facilities.
• Developed print methodologies utilizing the resources of 2 print sites that enhanced the delivery of mailings to our clients. 
• Responsible for insuring the 1099s were in compliance with SEC and government regulations.

Private Wealth Management System

• Managed the analysis, design, development, maintenance and implementation of the firm’s cash and asset management system developing a debit card / check process, an automated money market fund sweep system, as well as many online and batch applications supporting the operations staff in New York and the firm’s customer service centers in Utah and Florida.
• Developed a money market sweep system interfacing with custodian banks and the firm’s brokerage system calculating fund activity and determining the fund trading instructions based on an account’s activity for one of the several money market funds available to the client as their choice of fund.

Education  

 New York University – New York, New York

 Certificate in Computer Programming  

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