David Grant
Email: *********@********.***
Address: *** ***** **
City: Mill Valley
State: CA
Zip: 94941
Country: USA
Phone: 415-***-****
Skill Level: Director
Salary Range: $150,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
*****.*******.*****@*****.***
Experience
ADVENT SOFTWARE San Francisco, CA. (4/98 - Present)
Team Lead, Solutions Analyst (11/10 - Present)
* Led senior team to successfully deliver onsite enterprise software implementations, best practice workflow reviews and optimal software usage.
* Managed a team of five personnel playing a key role in their professional development, conflict resolution, and training.
* Conducted and led many several client training sessions on Advent's product capabilities.
* Diagnosed system performance issues for onsite enterprise software. Root cause analysis with SQL Server Profiler and DMO's, Microsoft Windows Performance Monitor and related tools.
* Designed optimal software and hardware configurations for client's planning version upgrades or moving to new environments.
Product Manager (4/08 - 11/10)
* Managed end to end product life cycle for portfolio management and reporting products.
* Led initial rollout and adoption of performance analytics. Collaborated with product development and delivered successful, referenceable clients.
* Gathered requirements from customers in on-site and remote interactions. Identified market opportunities for Advent products, and communicated customer needs with senior development team and executives.
* Delivered internal training to hundreds of employees on new features in upcoming product releases, creating enthusiasm for new products.
Custom Engineering Analyst (1/03 - 4/08)
* Designed, developed and implemented custom reporting solution for client with $10 billion assets under management. Reduced monthly reporting time by 50%.
* Created custom reporting offering leveraging XML API. International wealth management firm used this solution to deliver reporting for hundreds of thousands of clients.
* Implemented Advent's enterprise software products, including installation and customization, functional and technical training.
* Analyzed customers' business and technical requirements. Designed and implemented custom software solutions to meet client needs.
* Estimated costs and negotiated pricing for dozens of custom development projects.
Technical Support (4/98 - 1/03)
* Recipient of Client Services Excellence Award. Award is handed out once a year to a single individual in the support department.
* Diagnosed and resolved technical and business problems with hundreds of enterprise software customers.
DISCOVER BROKERAGE DIRECT
Technical Support (3/96 - 4/98)
* Assisted clients with trading issues. Explained various order possibilities, resulting in higher trade volume.
* Passed Series 7/ 63 License exams.
Education
University of California Santa Cruz, CA 1995
Bachelor of Arts, Economics
Certification
CIPM - Certificate in Investment Performance Measurement
MCTS .NET Framework 2.0 Web, Windows and Distributed Applications