Project Sales

JORDAN P. MORGAN III

**** ******** *****, #**** **********, Georgia 30005 404-***-**** **************@*****.***

SUMMARY

Jordan is a PeopleSoft Financial Management Certified Consultant with over 10 years of PeopleSoft financials functional and

technical experience. Jordan’s business knowledge and technical background allows him to engage in both functional and

technical consulting at high levels. He has participated in multiple full-cycle application implementations from sales call to

deployment in a variety of roles, such as project manager, functional team lead, senior consultant, database administrator,

systems programmer, data modeling analyst, product manager and regional financial director. Jordan has implemented under

many philosophies from rapid vanilla to highly customized. Jordan has hands-on functional and technical project experience

implementing Accounts Receivable, Billing, Commitment Control, General Ledger, and Budgets. He also has a working

knowledge of Grants, Accounts Payable, Purchasing, Contracts, Asset Management, Deductions Management and Projects.

Jordan has implemented applications for over 40 customers in a number of industries including school district, media,

internet, non-profit, financial services, publishing, utilities, telecommunications, education, staffing, government contracting,

hospitality, concessions, retail, health care, engineering, EMEA, and manufacturing.

TECHNOLOGY/EXPERIENCE HIGHLIGHTS

PeopleSoft: Versions 5 – 9.0 Financials: Accounts Receivable, Billing, Commitment Control, General Ledger,

Grants, Contracts, Projects, Purchasing, Payables, Budgets, Asset Management, Workflow.

PeopleTools: Application Designer, File Layout, Process Scheduler, Tree Manager, Components, Pages,

Menus, Security, Application Engine, Data Mover, PeopleCode, SQR, Setup Manager, XML Publisher.

Conversions/Interfaces: AR Pending Items, Customers, Contacts, Payments, Lockbox, Conversations, Charge Codes,

Direct Debit, Credit Card, Billing Interface, Chartfields, Vendors, File Layout for any PS table.

PeopleTools 8x Training: AR/Billing Accelerated, Purchasing/Payables Accelerated, GLI/II Accelerated, Application

Engine Workshop, Application Messaging Workshop, Business Components Workshop

Instructor: Train the Trainer and User Documentation and Training for PeopleSoft AR 9.0, BI 9.0,

Commitment Control, and Budgets. Data Modeling Education Services instructor.

Web Tier: Message Agent, JMAC, Bea Systems Tuxedo, Jolt, Jolt Internet Relay, Application Server config.

Web Server: Internet Information Server, MTS, Apache

Languages: HTML, JavaScript, Visual Basic, VBScript, ASP, XML, PeopleCode, SQL/SQR, COBOL

OLAP: Hyperion Essbase, Powerplay

Databases: Oracle, MS SQL Server, Sybase, DB2, MS Access

Operating Systems: Windows NT Server/Workstation, Windows 95/98/2000/ME/XP Pro

Reporting: nVision, Crystal Reports, SQR, Query, XML Publisher

Testing tool: SQA Robot

Certifications: PeopleSoft Financial Management

PROFESSIONAL EXPERIENCE AND ACCOMPLISHMENTS

UNIVERSITY OF NEW ORLEANS (UNO), (Contract), New Orleans, LA 11/08 – 4/09

Sr. Consultant/Sr. Project Lead

Functional Sr. Consultant for Grants Management 9.0 Receivables (AR), Billing (BI), Contracts (CA), Projects (PC) and

Grants (GM) new implementation. Lead requirements and data gathering sessions for AR and Billing. Set up new SetID

and Business Units for GM, PC, CA, BI, and AR applications. Configured Billing for the integration of Grants, Projects,

and Contracts transactions using the Billing Interface for Grants Billing requirement. Performed all AR and BI

configuration, including creation of datamover scripts for data migration of all GM, PC, CA, BI, and AR application

configuration data. Set up AR Bank Account, Chartfield Inheritance, and Grants Invoice tree used for formatting Grants

invoices. Created system test scripts for Billing and Receivables and provided user training. Pre and Post Award Unit

tested, integration tested and system tested all applications. Worked onsite at client’s home office in New Orleans, LA.

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JORDAN P. MORGAN III

3070 Windward Plaza, #F460 Alpharetta, Georgia 30005 404-***-**** **************@*****.***

LEE COUNTY SCHOOL DISTRICT, (Contract), Fort Myers, FL 12/07 – 11/08

Sr. Consultant/Sr. Project Lead

Functional Sr. Consultant Receivables (AR) 9.0 and Billing (BI) 9.0 new implementation for public school district. Lead all

AR and BI requirements and data gathering sessions. Configured Billing for the integration of Grants/Projects/Contracts

modules using Billing Interface for Grants Billing requirement. Performed and lead the configuration of CFG, CNV, and

QAT instances. Created and trained customer on conversions for Customers, Charge Codes, and Pending Items using

ExcelToCI Component Interface. Configured BI Accrued Revenue, AR Cash Drawer functionality. Set up AR Bank

Account, Chartfield Inheritance. Created integration and system test case scenarios and scripts for Billing and Receivables.

Unit tested, integration tested and system tested applications. Performed user training and provided information for all

documentation, including training manuals. Worked onsite at client’s home office in Ft. Myers, FL.

ITC TRANSMISSION, (Contract), Detroit, MI 10/07 – 12/07

Sr. Consultant/Sr. Project Lead

Functional Sr. Consultant for Receivables (AR) and Billing (BI) post go live enhancements. Implemented Lockbox

processing for all of ITC’s AR Business Units. Implemented Automatic Maintenance for all of ITC’s AR Business Units.

Configured BI Revenue Accrual to post to a specific GL Account based upon Bill Type selection on invoice. Configured

AR Refund Processing integration with Accounts Payable (AP). Performed ad-hoc training sessions for various team

members. Worked onsite at client’s home office in Novi, MI.

COX ENTERPRISES, (Contract), Atlanta, GA 9/06 – 9/07

Sr. Consultant/Sr. Project Lead

Functional Sr. Consultant for Receivables (AR) 8.9 and Billing (BI) 8.9 implementation for new Internet business unit

(www.kudzu.com). Lead all requirements and data gathering sessions. Performed configuration, conversion, and testing of

application. Provided information as Sr. Project Lead for all documentation, including training manuals, end user guides,

and job aids. Cox used my voice and experience to record audio and web-based training (WBT) modules using Adobe

Captivate. Lead both weeklong training sessions for BI 8.9 and AR 8.9 in Cox Enterprises Heritage Center. Provided

production support for two billing cycles after go live. Trained new production support analyst. Created phase-2 business

case analysis/write up for future Oracle CRM Sales and Order Capture implementation to help automate and integrate

manual sales order process with BI, AR, and GL. Worked onsite at client’s home office in Atlanta, GA.

PER-SE TECHNOLOGIES, (Contract), Alpharetta, GA 2/06 – 9/06

Sr. Consultant/Sr. Project Lead

Functional Sr. Project Lead for Configuration, Conversion, Interface, Testing, and Documentation of Accounts Receivable

(AR) 8.8 and Billing (BI) 8.8 implementation for 8 new business units. Lead conversion and interface mapping sessions.

Created all functional specifications documentation for conversion and interface of Customers, Contacts, MICR, Direct

Debit, Charge Code, Conversations, Billing Interface and Pending Items from legacy Oracle and HP applications. Worked

directly with off shore technical consultants in India. Lead all Billing and AR testing of configured, converted, and

interfaced 8 new non-shared business units. Created and presented all BI and AR Train the Trainer documentation.

Worked onsite at client’s home office in Alpharetta and Atlanta, GA.

EASTER SEALS NEW HAMPSHIRE, (Contract), Manchester, NH 3/05 – 2/06

Sr. Consultant/Sr. Project Lead

Project Lead for Accounts Receivable (AR) 8.8, Billing (BI) 8.8, and Commitment Control (KK) 8.8 implementation/go

live for public sector non-profit organization. Defined/created BI/AR/KK requirements docs. Lead all fit/gap and walkthru

sessions for BI/AR/KK. Configured all applications to customer specifications, including Inter/IntraUnit, all integrations,

and all chart of account requirements. Lead conversion and interface mapping sessions. Controlled KK transactions within

ePro, PO, AP, and GL. Created trees for use in AR and KK. Set up and tested KK closing rules. Created documentation

and test case scenarios for BI/AR/KK and tested applications. Created test scripts for customer use during User Acceptance

Testing. Set up permission list based security for system-wide KK access. Set up custom PS Security user ids, permission

lists, and roles for all BI/AR/KK users. Worked onsite at client’s home office in Manchester, NH.

METROPOLITAN TRANSPORTATION AUTHORITY (MTA), (Contract), New York, NY 1/05 – 2/05

Sr. Consultant

Production support for GL and Commitment Control 8.8 implementation/go live. Provided knowledge transfer to

Comptroller department’s lead CPA while developing nVision Balance Sheet using trees. Provided in depth knowledge of

functionality to accounting dept staff in Journal Entry, Journal Inquiry, Ledger Inquiry, Control Budget Definition, Budget

Status, nVision and Trees by providing walkthroughs of GL system. Provided customized knowledge transfer and training

to staff while troubleshooting and where necessary. Worked onsite at client’s home office in midtown Manhattan.

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JORDAN P. MORGAN III

3070 Windward Plaza, #F460 Alpharetta, Georgia 30005 404-***-**** **************@*****.***

HMSHost, Inc. (Contract), Bethesda, MD 9/04 – 12/04

Sr. Consultant/Project Lead

Analyzed Billing and Accounts Receivable 8 SP3 application and produced Fit/Gap documentation in anticipation of the

upgrade to Billing and Accounts Receivable 8.8. Reviewed BI 8.8 and AR 8.8 delivered functionality with client.

Analyzed current configuration for incomplete, incorrect, or unused control values. Analyzed BI and AR process flows in

order to maximize use of PeopleSoft automation and to reduce manual intervention between processes. Analyzed sources

of Billing data to determine areas of data integrity problems in order to reduce number of bills that error out. Analyzed

Payment Predictor to determine ways of increasing match rate to reduce manual matching by AR staff. Performed 8.0

application analysis and 8.8 functionality review at client’s home office in Bethesda.

TIME WARNER PUBLISHER SERVICES (Contract), Tampa, FL 1/04 - 8/04

Sr. Consultant/Project Lead, Retooling Project

Project Lead for Accounts Receivable 8 SP3 implementation. Defined AR/Billing requirements. Lead AR/Billing fit/gap

sessions. Presented Deductions Management and BI/AR 8.8 functionality at client’s request. Configured application to

customer specifications. Lead conversion and interface mapping sessions. Designed system customizations and custom

reports. Updated deliverable estimates and managed the scope of the project. Created train the trainer documentation and

conducted training sessions for trainers and end-users. Created test case scenarios for Billing/AR and tested applications.

Implemented Payment Predictor and AR Bank Setup. Worked onsite at client’s office in Tampa, FL.

RANDSTAD (Contract), Atlanta, GA 12/03 - 1/04

Sr. Consultant, Technical Billing Developer

Technical Support for Billing 8.4 implementation/go live. Performance tuned application engine processes including

Billing Interface app engine SQL. Created indexes for many tables utilized by Billing Interface program to allow for faster

processing of BIIF0001. Utilized TOAD to monitor processes, run SQL, and create indexes. Worked onsite at client’s

North American HQ in Atlanta, GA.

PEOPLESOFT, INC. (Salary), Atlanta, GA 10/97 – 11/03

Sr. Consultant, Professional Services

Ensco, Dallas, TX

Project Lead for Accounts Receivable 8.4 implementation. Produced fit/gap document and prototype. Configured

application to customer specifications. Updated project plan, project timelines, deliverable estimates, and managed the

scope of the project. Created train the trainer documentation and conducted training sessions. Implemented Lockbox,

Payment Predictor, AR workflow for Credit Limit Exceeded, VAT, EMEA, Multicurrency, Multibook, Chartfield

Inheritance, AR Bank Setup, AR Bank Statement Reconciliation. Applied AR application release upgrade prior to Go live.

Deployed application at client’s home office in Dallas.

InterContinental Hotels Group, Alpharetta, GA

Workshop Facilitator for Billing and Accounts Receivable 7.5 to 8.4 Fit/Gap upgrade assessment. Provided customers with

base application changes from AR/BI 7.5 to 8.0 and AR/BI 8.0 to 8.4. Also provided customer with Pre Release

information regarding Billing and Accounts Receivable 8.8. Produced fit/gap document for AR/BI. Provided onsite

facilitation at customer site in Alpharetta, GA.

Seminole Community College, Orlando, FL

Project Lead for Commitment Control 8.4 implementation. Produced fit/gap document, prototype, and test script.

Configured application to customer specifications. Updated project plan, project timelines, deliverable estimates, and

managed the scope of the project. Controlled transactions within PO, AP, and GL. Set up KK Security. Configured and

completed year-end rollover of open purchase orders to New Year. Set up and tested KK closing rules. Budget checked

HR Payroll encumbrance and expenditure data. Created train the trainer documentation and conducted training sessions.

Deployed application at client’s campus in Orlando.

Associated Building Services (ABS), Houston, TX

Project Lead for Billing 8.4 and Accounts Receivable 8.4 implementation. Produced fit/gap document and prototype.

Configured both applications to customer specifications. Updated project plan, project timelines, deliverable estimates, and

managed the scope of the project. Utilized Billing Interface, and interfaces to Projects, Contracts, GL, and AP. Created

train the trainer documentation and conducted training sessions. Deployed applications at client’s home office in Houston.

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JORDAN P. MORGAN III

3070 Windward Plaza, #F460 Alpharetta, Georgia 30005 404-***-**** **************@*****.***

GC Services, Houston, TX

Project Lead for Accounts Receivable 8.4 implementation. Produced fit/gap document and prototype. Configured

application to customer specifications. Updated project plan, project timelines, deliverable estimates, and managed the

scope of the project. Utilized Payment Predictor and AR Bank Setup. Deployed application at client’s home office in

Houston.

Keeneland, Lexington, KY

Project Lead for AR 8.0 and Billing 8.0 implementation. Updated project plan, project timelines, deliverable estimates, and

managed the scope of the project. Produced fit/gap document and prototype.

Fannie Mae Foundation, Washington, DC

Project Lead for Commitment Control 8.0 and PO Workflow implementation. Produced fit/gap document, prototype, and

test script. Configured applications to customer specifications. Updated project plan, project timelines, deliverable

estimates, and managed the scope of the project. Controlled transactions and approvals within PO, AP, and GL. Created

train the trainer documentation and conducted training sessions.

Dynegy Europe Communications, London, UK

Project Lead for Accounts Receivable 8.0 implementation. Updated project plan, project timelines, deliverable estimates,

and managed the scope of the project. Produced fit/gap document and prototype. Utilized GL interfaces, Multicurrency,

EMEA, and VAT processing. Created test scripts and tested the application. Created train the trainer documentation and

conducted training sessions.

Carreker, Dallas, TX

Tested Accounts Receivable 8 and Accounts Payable 8 applications prior to go-live. Tested application specific pages,

components, processes, and reports as well as processes that integrate with the General Ledger.

CORT Business Services, Vienna, VA

Managed and lead the conversion of all legacy data to the Accounts Payable 8 system.

Profit Recovery Group, Atlanta, GA

Demonstrated Budgets 7.5 software functionality to executive team including CEO and CIO. Provided information on how

PRG could reduce implementation time by utilizing existing setup and interfaces with existing PeopleSoft modules.

Texas Children’s Hospital, Houston, TX

Project Lead for Budgets 7.5 implementation at customer site. Updated project plan, project timelines, deliverable

estimates, and managed the scope of the project. Produced fit/gap document and prototype. Utilized GL and HR interfaces.

Presented information on Budgets reporting options. Created test scripts and tested the application. Created train the trainer

documentation and conducted training sessions.

U. S. Navy/Navair, Washington, DC

Sales consultant lead for Budgets 7.5 and Projects portion of fit/gap and services estimation analysis for sales/services

proposal. Worked with PeopleSoft and Andersen Consulting sales teams to prepare fit/gap portion of sales/services

proposal for Projects, GL, Budgets, Payables, Purchasing and HR.

The University of Texas M. D. Anderson Cancer Center, Houston, TX

Worked with PeopleSoft Business Development and Product Consultant teams to help prepare services/sales proposal for

PeopleSoft E&G Financials implementation.

Alliance Data Systems, Dallas, TX

Lead Budgets consulting team at the customer site in Dallas and worked with PMO, PeopleSoft Development Organization

and Global Support (GSC) in Pleasanton, CA to support client as they encountered production/process problems in

completing Budgets forecast. Tested Budgets Explorer using SQA Robot to identify Microsoft Excel bug.

U. S. Navy/Spawar, Bethesda, MD

Configured working sales demo of two-way integration between MS Project and PeopleSoft Projects 7.5 for use in sales

presentation.

Worked with PeopleSoft and Andersen Consulting sales teams and PeopleSoft Product Consultants to help prepare sales

demo of PeopleSoft Budgets 7.5 OLAP functionality.

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JORDAN P. MORGAN III

3070 Windward Plaza, #F460 Alpharetta, Georgia 30005 404-***-**** **************@*****.***

Norwegian Cruise Lines, Miami, FL

Provided Budgets 7.5 on-site sales consulting by answering direct questions from customer regarding Budgets 7.5

functionality prior to purchase. Worked closely with PeopleSoft’s Sales Representatives on site to help gather data for sales

proposal and to determine Budgets fit/gap requirements for client implementation.

Archstone Communities, Denver, CO

Provided high-level process analysis and fit/gap consulting for customer’s upcoming Budgets 7.5 implementation. Also

provided technical information on integrating Budgets 7.5 with GL 7.0.

Freddie Mac, McLean, VA

Provided Budgets 7.5 consulting. Assisted in the setup, troubleshooting, and testing of the Budgets 7.5 application

including the Explorer and the use of Essbase. Utilized Cube Manager, OLAP, Essbase, and Import Manager.

Northwestern Mutual Life, Milwaukee, WI

Lead redo of Budgets 7.5 Fit/Gap analysis and design including analysis of HRMS 7.0 Position Management and HRMS

7.0 Salary Planning modules.

GL 7.5: Researched and supplied project team with GL 7.5 combo edit solution that saved project team 4 to 6 weeks of

consulting time and dollars.

State Farm Insurance, Bloomington, IL

General Ledger 7.0: Consulted on Allocations, Combo Edits, Journal Processing, Ledger Setup, and nVision Reporting.

Payables 7.0: Worked through various issues with Payables consultants on project team.

State of Georgia, Decatur, GA

Budgets 6.0: Walked budgets team through entire Budgets module so they could perform fit/gap analysis.

LCI/Qwest, Arlington, VA

Provided Budgets 6.0 Consulting. Performed Budgets Explorer customization. Also, worked through list of items client

needed help with. Presented Budgets 7.5 functionality to Qwest budgets team.

Baylor University, Waco, TX

Budgets 6.0: Public Sector Budgets. Consulted with client on public sector initial setup issues.

United Space Alliance, Houston, TX

Budgets 6.0: Budgets Consulting. Worked through budget issues during implementation. Performed budget user

workstation setup.

Asset Management 6.0: Worked through module issues with AM consultants on team.

Projects 6.0: Worked through issues with Projects consultants on team.

BlueCross/BlueShield of Tennessee, Chattanooga, TN

GL 5.1: Allocations consulting. Worked with project team on allocations upgrade issues.

Homeowners Group, Ft. Lauderdale, FL

GL 6.0: Allocations consulting. Set up new allocations and fixed existing allocations for project team.

USAA, San Antonio, TX

GL 5.1: Tuned nVision reports for optimal performance. Indexed ledger tables. Successfully tuned one report from over 6

hours to less than 4 minutes.

Federal Reserve Bank of Richmond, Richmond, VA

GL 6.0: Debugged environment I/O Error. Workstations configured inconsistently.

Federal Express, Memphis, TN

GL 6.0: Created SQRs. Presented GL allocations functionality to project team. Performed GL Testing.

GEORGIA PACIFIC CORPORATION (Contract), Atlanta, Georgia 7/97 - 9/97

Consultant, Corporate Finance

Reconfigured development environment.

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JORDAN P. MORGAN III

3070 Windward Plaza, #F460 Alpharetta, Georgia 30005 404-***-**** **************@*****.***

Debugged, enhanced, and customized MS SQL Server stored procedures according to business requirements for risk

management and cash management departments.

Utilized Visual Basic, SQL Server 6.5, NT 4.0, BCP.

LINNAEUS, Inc (Contract), Atlanta, Georgia 4/97 - 6/97

Consultant, Information Systems

Performed presale/postsale customization for many clients; upgraded apps from VB4 to VB5.

Handled many SQL Server DBA functions including creation of tables, indexes and procs.

Utilized VB4 and VB5 Enterprise Edition, SQL Server 6.5, NT 4.0, Visual Studio 97, RDO.

SIEMENS ENERGY & AUTOMATION (Contract), Atlanta, Georgia 1/97 - 4/97

Consultant, Engineering Department

Upgraded application from VB3/Access to VB4/Oracle; upgraded custom controls.

Handled many Oracle DBA functions including creation of table structures, indexes and procs.

Installed and configured Visual SourceSafe including server and client setup.

Utilized VB4, Oracle 7.3, Oracle SQL*Plus, Oracle Enterprise Manager, and Developer/2000.

GEORGIA PACIFIC CORPORATION (Contract), Atlanta, Georgia 10/96 - 1/97

Consultant, Distribution Division

Analyzed, enhanced, and installed VB4 application according to business specifications.

Added new functionality and optimized MS Access/MS SQL Server application by streamlining access basic code, replaced

queries with procs, and moved tables to SQL Server.

Utilized Visual Basic 4.0, SQL Server 6.5, NT 3.51, ODBC, Access 2.0, Visual SourceSafe.

OGLETHORPE POWER CORPORATION (Contract), Atlanta, Georgia 7/96 - 10/96

Sr. Systems Analyst, Information Technology

Interviewed business users and information technology support.

Analyzed and restructured MS Access database, Access Basic code and front end according to current business needs,

future business plans and information technology needs.

Updated relationship diagram and application documentation.

GEORGIA PACIFIC CORPORATION (Contract), Atlanta, Georgia 1/96 - 7/96

Systems Analyst, Market Planning and Development

Developed data models, including data flow diagrams (DFD), Entity Relationship (ER) analysis, database schemas, and

fully normalized relational database tables.

Utilized OLE to imbed and link MS Word, MS Excel, MS PowerPoint, MS Graph, MapInfo and other OLE 2.0 servers to

MS Access database.

Worked with SAP and Data Repository project teams on corporate data warehousing initiative.

TRAVELERS INSURANCE COMPANY (Salary), Atlanta, Georgia

Regional Financial Director, Personal Lines 1992 - 1995

Responsible for preparing actuarially based marketing proposals aimed at ultimately achieving an overall rate increase per

year for each state in the region. Those states were GA, SC, AL, and MS. The goal was to convince the State Insurance

Commissioner in each state that, based upon the evidence provided, my company was uncompetitive and therefore either

due a rate increase and/or should be allowed to sell products that other companies were selling.

Conducted market research regarding rate changes and products offered by competitors, prepared revenue and profit

projections based upon proposed rate increases and new product sales and made presentations to home and field office

senior executives for buy in.

Developed Visual Basic/MS Access application used to analyze and monitor performance objectives of field marketing

personnel that resulted in increased sales of 22% in 1993 and 35% in 1994. The Atlanta region achieved the largest growth

in revenues out of the 13 Personal Lines regions for 1993 and 1994.

Increased sales output by 13 percent by reorganizing sales distribution network by developing and analyzing competitive

and sales data using my Visual Basic/MS Access database.

TRAVELERS INSURANCE COMPANY (Salary), Hartford, Connecticut

Regional Pricing Analyst, Personal Lines 1991 - 1992

Researched and analyzed state marketing conditions and competitors pricing using LOTUS 1-2-3 and Harvard Graphics and

presented recommendations to Regional Manager, Regional Financial Officer and to Senior VP of Pricing and Actuarial to

adjust rates that resulted in a 5% countrywide increase in homeowners premiums received by the company.

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JORDAN P. MORGAN III

3070 Windward Plaza, #F460 Alpharetta, Georgia 30005 404-***-**** **************@*****.***

Associate Pricing Analyst, Personal Lines 1990 - 1991

Analyzed homeowners insurance replacement cost inflation factors by state and zip code annually using LOTUS 1-2-3 and

Harvard Graphics and presented recommendations to Senior Management regarding rate increases and projected

countrywide increase in profit.

Data Modeler 1988 - 1990

Facilitated JAD sessions to develop logical and physical data models.

Developed data flow diagrams (DFD), Entity Relationship (ER) analysis, database schemas, and fully normalized relational

database tables.

Created and maintained data dictionary for each new data modeling project.

Taught four-day classes to business managers within company on basics of data modeling, which enabled rapid

development of more efficient databases.

Database Administrator 1987 - 1988

Responsible for the development and installation of new DB2 databases and all database support of new and existing

databases, including performance upgrades and backup/recovery on IBM Mainframe using TSO/SPF/ISPF, IBM Utilities,

Data Dictionary, CLISTs, and JCL.

Applications Programmer 1986 - 1987

Automated the salary advance feature of the payroll system using IBM Mainframe COBOL which saved the company

$78,000 annually.

Participated in the major implementation of the payroll Flexible Spending Account Plan.

Received Outstanding Achievement Award for work performed on the FSA Plan.

Assisted in payroll system implementation of McCormick & Dodge software.

EDUCATION

1997 CFP Professional Education Program, College for Financial Planning, Denver, CO

1991 MBA Investment Finance, University of Hartford, West Hartford, Connecticut

1985 BS Mathematics and Computer Science, University of Hartford, West Hartford, Connecticut

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