SUMMARY:

• Confidential has over 19 years of experience in IT.
• Over the years Confidential have worked as a Programmer, Software Engineer, Project Lead, Architect, Tech Lead, Enterprise Architect and Lead Architect.
• Confidential has hands - on experience in developing Solutions and Architecting CRM, Financial Pl.anning and Wealth Management Applications using variety of technologies and platforms.
• Excellent in Managing and Maintaining relations with internal resources, offshore teams, Clients, Vendors and other Implementation Partners

AREAS OF EXPERTISE:

• Solution Architecture
• Technical Architecture
• Design & Development of Mobile & Web Applications (.net or java)
• Integrations, Confidential
• Enterprise Architecture
• Enterprise Security
• Data Migrations
• Service Oriented Architecture
• Requirements Analysis
• Software Development Management
• Agile Methodology
• Resource Management
• CRM
• Confidential
• Wealth Management

PROFESSIONAL EXPERIENCE:

Confidential

Lead Architect

Responsibilities:

• Wealth Management Platform, it’s an integrated cloud platform/workstation for Financial Advisors developed using force.com. Some of the unique and key functionalities are Session Keep-Alive, Password Keeper. Many Financial applications are integrated with this tool.
• Mobile Architect for Multiple projects, Confidential in the role delivered many hybrid mobile applications for Defined Contribution (401k), Annuity and Life insurance illustrations tool. All these tools are integration with Salesforce systems.
• Successfully designed and implemented multiple CRM (Salesforce & Saleslogix) systems for different Business Units. Migration from Saleslogix to Salesforce and multiple upgrades of Salelogix systems from legacy versions to current.
• Integrated CRM system with many internal applications and Enterprise databases for Client 360 view of Investment Accounts, Annuities and Insurance Policy details, Managing House Hold details, Portfolio growth, Style & Sector reports.
• Designed and delivered an Investment & Retirement Planning tool which includes modules like what-if analysis, Monte Carlo simulation & Risk allocation.
• Extensively worked with Enterprise Security Assurance, Compliance and Information Security teams to ensure the security in deliverables.
• Extensive experience in product development organizations
• Developed licensing module for a middleware product.
• Lead Developer for a Product Module related to Retail and Distribution.
• Architected and Developed eLearning tools.

Managing Solution Architect

Confidential

Responsibilities:

• Managing Solution Architect in Capgemini’s Business Transformation Services P/L, leading Architecture, Integrations and developing solutions for various clients in Retail, Financial and Healthcare sectors.
• Involved in presale pursuits, analyzing the RFP’s, developing efforts and estimates, developing presentations and presenting to clients.

Confidential

Responsibilities:

• Leading Implementation of Sales & Service Cloud.
• Working with Product Owners and Business Leaders to identified gaps and pain points and develop solution to address the issues. Some of the key features of the implementation are data.com, live agent, easily onboarding various contact center agents onto salesforce platform along with their data by solutioning Global Templates.
• Re Architecting and designing some of the existing custom solutions to enhance the performance and for ease of doing business.

Sr. Solution Architect

Confidential

Responsibilities:

• Sr. Solution Architect in Capgemini’s Innovated & Digital Solutions P/L, leading Architecture, Integrations and developing solutions for various clients in Retail and Healthcare sectors.
• Involved in presale pursuits, analyzing the RFP’s, developing efforts and estimates, developing presentations and presenting to clients at various levels.

Confidential: Leading definition phase for global implementation of ServiceMax/Service Cloud. Interviewed various IT & Business Leaders, identified gaps and pain points, documented current state and future state to address the gaps and issues.

Confidential

Leading Architecture

Responsibilities:

• Confidential integrations with SAP/Hybris systems to synchronize Clients, Opportunities, Quotes, Products and Price books. Single Sign-On solutions into internal portals and external Applications.
• Managing offshore teamSolution Architect in TCS Salesforce practice. leading Architecture, Integrations and developing solution for a Wealth Management firm.
• Involved in presale pursuits, analyzing the RFP’s, developing efforts and estimates, developing high-level solutions, developing presentations and presenting to clients at various levels.

Sr. Consultant/IT Architecture

Confidential

Responsibilities:

• Lead Architect for AdviceNext Gateway, it’s an integrated cloud platform/workstation for 4700+ financial advisors developed using force.com as platform using Agile Development methodology.
• One of the key functionality is to keep the sessions alive for the integrated applications and to develop a framework to auto login into many 3rd party applications and Multiple Salesforce Orgs, and which doesn’t support SAML.
• AdviceNext Gateway is one of the key strategic projects for Lincoln Financials; directly worked with seniors & leaders in Business & IT.
• Clearly understand the corporate Vision & Goals.
• Before implementing the solutions have developed lot of POC’s and demonstrated it senior management & leadership teams in IT & Business. Partnered with Enterprise Architecture, Security, Compliance and Salesforce center of excellence teams.

Sr. Consultant/IT Architecture

Confidential

Responsibilities:

• Leading Development & Architecting Mobile applications for wholesalers & sales team to illustrate and sell Annuity, Group Insurance, 401k & other retirement products. Integration with salesfroce.com to retrieve Contacts, create Activity, opportunities and upload proposals from Mobile devices.
• Some of the Mobile applications that Confidential architected and lead the development are MoneyGuard Visualizer, Annuity Visualizer & Defined Contribution Pricing tool. Later these tools are adopted by other financial organizations.
• All these Mobile applications have integrations on premise web services for calculations and force.com API to push & pull sales, opportunity and contact details and developed using Hybrid model mean one common code and build & compile for any OS (iOS, Android & Windows)
• All the Applications are developed using Agile Methodology (Show & Tell) & Continues Integration process.

Tech Lead & Solutions Architect

Confidential

Responsibilities:

• Architecting, Developing and Leading a huge portfolio of applications that includes CRM, Financial Planning, Reporting Tools and Advisory workstation. it is a customized SalesLogix HTML5/CSS/JavaScript/other js lib’s Mobile application with customization & Integrations to other Lincoln mobile tools like Portfolio Review & planning tool. it is a Customized SalesLogix web-based application that provides the tools and resources the user needs to more effectively manage his/her practice. Integrated financial advisors planning and practice management tools. Added many customized reports and dashboards in CRM.
• Customizations are not just limited to screens.
• Developed many new modules to merge multiple contacts, customized address labels, contact synchronizations, import & export data to other systems, new modules to show investments, insurance & annuity data for a selected contact.
• Started with SalesLogix 6, then upgraded to 7.2, 7.5 and 7.5.3.
• Implemented multiple SalesLogix CRM systems within Lincoln for various lines of businesses.