Jun 2018 – May 2019 · 11 mos

• Seamlessly integrated Pershing's Investment Professional Platform (via SSO and APIs) for Broker Dealers and RIAs with Envestnet, an industry leading Wealth Management Platform, to enhance the RIA experience for over 100 Clients with assets over $212 Billion;
• On-boarded 6 Beta Clients to the New Product Offering

Jun 2014 – Jun 2018 · 4 yrs

• Improved Investor experience by creating a bundled eSignature capability for Custodial and Vendor paperwork; Provided ability for Investors to sign over a dozen paperwork at one go
• Delivered a Paperless Solution for Instant ACH Funding for Self Service Investors by partnering with Yodlee, an Instant Account Verification Provider (via APIs)
• Built a Digital/Robo Advice Solution integrating components for Account Opening, Funding, and Trading from Pershing and Envestnet, a leading Asset Management Providers.
• Created data driven Business Intelligence Dashboards for Financial Advisors to monitor Assets Flow and additional meaningful insights to manage Risks and Opportunities

Jun 2011 – Jun 2014 · 3 yrs

• Worked on building a new Managed Account platform for Custodied and Away Custodied Data when BNY Mellon acquired PNC's GIS - Asset Management and Outsourcing Solution - Created Advisory Dashboards, Advanced Search Tools and Standard Interfaces
• Built interfaces for Custodial Data Processing, Performance Computation between Custodian - JP Morgan Chase and Broadridge, and Pershing/Albridge
• Enhanced Asset Allocation, Re-balancing and Trading Tools between  Managed Investments and Fiserv APL for Third Party Custodian Accounts
• Implemented 6 Large Broker Clients to Pershing's Managed Account Platform. Migrated their Managed Account Products (SMA, UMA), Accounts and Assets over a few billion dollars
• Delivered a tightly coupled solution for a Rep Managed - Advisory Business using FolioDynamix

Jun 2009 – Jun 2011 · 2 yrs

May 2007 – Jun 2009 · 2 yrs 1 mo

• Developed a Data Aggregation Product from Concept Stage - Involving Financial Accounts  and Asset Consolidation across Broker Dealers, Custodians, Mutual Funds, Insurance Providers, Annuity Companies and Data Providers - DST Fanmail and DAZL
• Built a Portfolio Accounting and Performance Reporting Tools on top of the Data Aggregation Software
• Delivered Requirements for the Core Product - Account Aggregation, Transaction Accounting, Security Master and Pricing Data Processing, Entitlement Framework Built an Algorithm for extracting clean Client Data from multiple custodial interfaces
• Performed reconciliation of Accounts, Custodial/Calculated Positions and Balances, Transaction/Corporate Action Processing during product beta
• Managed Relationship with 3 Beta Clients - The Investment Center, Westminster Financial and Excel Securities from an on-boarding process and setup perspective

Jun 2006 – May 2007 · 11 mos

Jun 2004 – Jun 2006 · 2 yrs

Jan 2002 – Jun 2004 · 2 yrs 5 mos

• Re-Engineered legacy Fed Wire Transfer applications into Straight Through Processing SystemsBuilt the first Standing Instruction Capability for Fed Wire Transfers
• Built automated interfaces with NSCC's ACAT System for Account Transfers of Cash and Securities with DTCC Registered Broker Dealers
• Developed Fail Safe and Automatic Recovery Systems for Asset Movements leveraging advanced Mainframe Technologies, MQ Systems

Jan 2002 – May 2019 · 17 yrs 4 mos · Chennai Area, India