Tax/Audit & Consulting Firm

Initiated the development of a data warehouse for the Firm's three major business areas: Tax Consulting, Audit, and Technical Consulting Services. Developed a project plan as well as a resource allocation plan. Created the outline for a customized data warehouse development methodolology which included roles, responsibilities, tasks, and deliverables. Created the first-cut fully attributed Normalized Logical Data Model. Assisted in the Star-Schema design of the fact and dimension tables for the subject area of Revenue Recognition. Design tool: Oracle's Designer-2000. Databases: Oracle and Essbase. Methodology: MapXpert.

Nation-wide Savings & Loan Association

Managed the development of a Customer Super Household data mart which identified relationships between business to business, individual to individual, and business to individual, across multiple operational systems. This data mart was mined to identify potential run-off customers which were acquired through a merger. The obtained knowledge translated into tangible savings of $8,000,000 on the merger price. Design tool: ERWIN, Database: DB2. Methodology: The Guide.

Architected an operational data store (ODS) for the S&L's lending function. Modeled and designed the database as well as the transformation and load processes. Wrote the programming specifications to integrate legacy data from multiple inhouse systems as well as from purchased origination and servicing systems (CPI, SHAW, OLNACS). In addition to the ODS, created two operational databases. One allowed users to capture additional servicing data, the other allowed users to dynamically create classification of asset rules in order to run What If analysis. Design tool: BACHMAN, Database: DB2. Methodology: The Guide.

Modeled and designed a Property Appraisal Tracking data mart which was integrated with the Mortgage Loan Application Tracking and Underwriting system. This system tracked data about the financed properties and about the performance of branches and employees. Design tool: BACHMAN, Database: ORACLE. Methodology: The Guide.

Modeled a Mortgage Loan Application Tracking and Underwriting OLTP system, which evaluated an applicant's credit worthiness and assisted the underwriter in judging the potential risk and exposure of making a new loan. The system was also used for hedging loans on the Secondary Market. Design tool: BACHMAN, Database: ORACLE in a C/S environment. Methodology: The Guide.

Modeled, designed, and managed the implementation of an Employee data mart, including performance appraisal tracking. Design tool: BACHMAN, Database: ORACLE.

Tondolea Corporation, Arcadia CA (1987 - 1990)
Partner

State-wide Bank

Conducted an extensive design review of Bank of California's Corporate Data Model, a householded Customer to Product relationship model. The design review included recommendations on the physical implementation methods applied by the Bank's application development units and technical support staff.

Regional Bank

Managed the first phase of a reverse engineering project to convert and merge the Mortgage Loan Origination and Servicing systems from a flat-file/Assembler environment to a DB2/ COBOL platform. Design tool: IEW/ADW, Application tool: APS, performance modeling tool: CRYSTAL, Database: DB2.

Property & Casualty Insurance Company

Modeled, designed, and managed the development of a large integrated Premium and Claims data warehouse. The data warehouse enabled Aetna to perform product pricing and to streamline it's nationwide financial reporting requirements to the federal agencies. Design tool: BACHMAN and EXCELERATOR, Data Dictionary: DATAMANAGER, Database: INGRES on a VAX cluster.

Health Insurance Company

Participated in a reverse engineering project of a Medicare Part-A system from an IMS full function database into a DB2 relational environment. Data Modeling Technique: DACOM, Database: DB2.

Retail Broker

Managed the analysis and design of a very large vendor/retailer UPC/EDI Electronic Merchandise Catalog database. This database was used by vendors as well as retailers nationwide. Vendors cataloged their inventory in the data warehouse, and subscribing retailers could select and order their merchandize electronically. Subsequently the vendors used the system to process these orders and to transmit invoices to the retailers electronically. Design tool: EXCELERATOR, Database: DB2.

Nation-wide Bank (1980 - 1987)
Employee

Performed the business analysis, created data models, designed the database, and supervised the programming staff for several decision support systems, including a Commercial Credit Risk Rating system, an Automated Bankcard Tracking system, and a Merchant Accounting system. Data Modeling Technique: DACOM, Data dictionary: DATAMANAGER. Database: DB2.

Modeled, designed and developed a Customer Information File prototype. This prototype was later expanded to a bankwide Customer Information System on DB2. Data Modeling Technique: DACOM, Data dictionary: DATAMANAGER. Database: INFORMIX.

As Data Administrator, installed and customized MSP's data dictionary DATAMANAGER on VM and on MVS, authored and conducted data dictionary and data integration seminars, developed naming standards and a corporate data policy. Gave presentations at MSP's regional and national conferences.

As Quality Assurance Consultant, incorporated a System Life Cycle Testing Methodology based on structured techniques into the SDM-70 Methodology, converted the customized SDM-70 methodology to a TSO on-line system available to all programmers, analysts and project managers.

As Programmer/Analyst, designed and developed an Inventory system, a Cash Management system, and a Time Accounting system. Database: RAMIS II, Language: Pascal, Methodology: SDM-70. Also maintained various PL/I, COBOL, FORTRAN systems.

Available upon request.