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Senior Data Analyst

Austin, TX
June 25, 2020

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“Dexter has been instrumental in helping the Compliance team to understand the architecture and other nuances of the CDB System that he setup 3 years ago. The team could not have completed the efforts needed without his timely support. His dedication and determination helped the team mitigate risks early and in a timely manner. He is the data guru with a deep understanding of the business and SME on many applications within our organization. The team greatly appreciates his positive attitude and timely efforts in executing important tasks on behalf of the compliance stable team”

December 2019, Nomination for Employee of the 4th Quarter 2019

Aruna Sadasivan Senior Technical Analyst, AssetMark

"Thanks for going over the development environment for the G project, I appreciate your willingness to help out."

April 2019, Kudos

Shoba Shetty Business Systems Analyst, AssetMark

"Working with you is always awesome, doesn't matter what project it is, irrespective of many Changes you and you your team go out of your way and finish the projects on time. Thanks again"

April 2019, Kudos

Prakash Tolani Quality Assurance Lead, AssetMark

"Thank you for helping SS in setting up the G project using the Kanban board effectively."

March 2019, Kudos

Murali Venkatraman Data Services Manager, AssetMark

"Thank you for saving the day with WI! Two thumbs way up! =)"

February 2019, Kudos

Michael Marelba Senior Service Desk Tech, AssetMark

“ Dexter is an excellent team member to work with and share responsibility for all SQL Server related code reviews. Dexter embraces compelling technology, does development based on industry and Microsoft best practices. Dexter proactively offers inputs and provides suggestions and solutions to existing bottlenecks. He doesn’t mind wearing different hats as a BA, PM as well”

August 2016, Kudos

Yqn Abovsky Senior Software Engineer, AssetMark

“Dexter demonstrated real Thought

Leadership by going above and beyond in his peer reviews in which he tries to pass his knowledge off to the other developers and teach them better techniques when he makes comments or suggestions. Dexter is always very thorough in his planning and analysis. He’s quick to lend a hand and help out when needed even if it’s during off hours and is never afraid to hear criticism. Dexter, I appreciate all your hard work and dedication. Thanks!”

May 2016 Quarterly Check in

Troy Magner Development Manager, AssetMark

“I worked with Dexter very closely on a project at Stanford. Dexter is a pleasure to work with on many levels. Dexter is extremely responsive and always checks in with timed updates, development questions and to brainstorm problems he encounters. Dexter is very organized and methodical in his approach and was able to understand complex concepts in investment management which were outside his development role. On a personal level, Dexter is a wonderful colleague and brings a positive energy to the group. He is someone I would like to sit next to every day on the job. Overall, I think very highly of Dexter and coming from the business enjoy working with him at Stanford.”

September 2014, LinkedIn Review

Sara London (Jacobsen)

Manager, Separately Managed Investments, SMC

“Dexter has truly been a ‘find’ for our organization. He has done a remarkable job in digging into and understanding both our business and our user base. He brings a wealth of technical talent to the table in designing and building database applications, especially in SQL Server. He also has a special skill set that is very rare and precious in this business -- he loves to explain, illustrate, and document what he's done. Most developers fail miserably at that. There is an axiom in team sports that the mark of a truly great player is someone who just naturally, by his or her presence on the field - improves the play of the people around him. Dexter certainly has that quality.”

July 2014 Annual Performance Review

Charles (Chuck) Roller

Manager, Database Administration & System Policy, SMC

“Dexter, thanks again for all your work on the Fund Analysis Tool. The demo I gave to CEO and others performed flawlessly. There were lots of questions and nodding heads. I even heard the CEO say ‘terrific’ ".

November 2013

Diane Sharp, Manager, Valuation & Performance, SMC

“Dexter’s coding style is well-structured and very well-thought out. He has written some truly elegant apps and has made significant contributions in the time that he’s been at SMC. He brings a wealth of experience and knowledge to the group. He makes a point to really understand the business aspects of what it is that he’s developing code for. One very nice and unexpected skill that Dexter has is his ability to lead and conduct training. He has a very robust skill set in Microsoft products and tools, but his ability to explain and train others in those skills as well is a big benefit.”

June 2013, Performance Review

Anonymous, Manager, Managed Information Systems, SMC

“Dexter's has a great personality that just draws people to him. Not only were his technical skills solid but he was able to work independently with the business and manage their expectations. An asset to the team.”

April 2011, LinkedIn Review

Milton Chan

Chief Information Officer,

Advantedge Financial Services

“Dexter is the proverbial technical and team member all-rounder. There is nothing he will not put his hand up for and he provides an endless supply of spirit and energy to any project team. He is a competent and proficient IT professional.”

May 2009, LinkedIn Review

Dominic Fenton,

Project Manager,

Advantedge Financial Services


“Dexter was responsible for our

e-document management system and took the lead on all development, enhancements, maintenance and assisted with the daily support. He worked well with business analysts and users of the system to provide solutions to known problems and also provided suggestions that were implemented to improve the system functionality.”

April 2011, LinkedIn Review

Julie Boie, Team Leader,

Advantedge Financial Services

“Dexter was instrumental in developing leading edge solutions for our mortgage business. Without his contribution and dedication this would not have been possible.”

Tobin Fonseca

General Manager, Operations Lending and Broker Platform,

Advantedge Financial Services


University of Texas - Austin

Data Analysis and Visualization Boot Camp April 2019 covering git, gitbash, Python, pandas, numpy, matplotlib, Python APIs, SQLAlchemy, MongoDB, JavaScript, D3, BeautifulSoup, Jupyter Notebook, leaflet, Tableau, scikitlearn, tensorflow, turicreate, graphlab, Windows Subsystem for Linux (WSL), Apache Spark, R

Swinburne University of Technology, Hawthorn, Melbourne, Victoria, Australia

Masters in Information Technology, 2000, majoring in Database Development and Object Oriented Programming

St. Aloysius College, Mangalore, Karnataka, India

Bachelors of Commerce, 1996, graduated with top grades majoring in Accounting, Statistics and Economics under a National Merit Scholarship.


azure, databricks, scala, paxata, python, spark, matplotlib, pandas, jupyter notebook, numpy, PowerBI, C#, VB.Net 1.1/2.0/4.5, SQL Server 2008 R2/2012/2017 T/SQL, DTS, ETL, SSMS, SSIS, SSRS, SQLCLR, SSDT, PowerShell, XSLT, XML, SharePoint 2013, Pivotal CRM, JIRA, VBA, VMWare Workstation, vSphere, MS Virtual PC, HyperV, HP OpenView, GFI Fax Maker, Citrix, Release Management, Team Foundation Server (TFS), (VSS), TortoiseSVN, Subversion, IBM FileNet Imaging Services 4.0.40

Green Card holder

510-***-**** ● 10605 Tollesboro Cv, Austin TX ●

Qualifications Summary

Seasoned data analyst / database engineer with a 20-year history of exemplary performance within the financial services industry.

Skilled in dimensional modelling and database informatics under SQL Server using T/SQL, SSMS, SSRS, SSIS & SSDT

Proficient with cloud technologies under Azure, Data Factory, Databricks, ADLS, DevOps, PowerShell, python, PowerBI, JSON, CSV, parquet.

Experienced in developing and maintaining database driven applications or Data Access Layers in C#, VB.Net, VB6, VBA, MS-Access & Excel


● Application and Database Development ● Data Analysis and Reporting

● Query Performance Tuning ● Index Optimization ● Code Reviews

● Mentoring junior developers ● DevOps ● Agile ● Project Management

● Complex Troubleshooting ● Scripting, Coding & Documentation

● Object Oriented Programming ● Drafting Technical Specifications

● Configuration Management ● Establishing Standard Operating Procedures ● Eliciting User Requirements ● Training Workshops ● Basic Spanish

● Accounting ● Business Process Management ● Funds Management

● Portfolio Management ● Asset Management ● Custodial Data

Professional Experience

AssetMark Inc, Concord, CA, USA (100% Remote Employee)

A leading independent provider of innovative investment and consulting solutions serving financial advisors. AssetMark is a Turnkey Asset Management Provider with $50 billion in Assets Under Management.

Senior Data Analyst, August 2018 to Present

Part of the newly formed Data Team, that is focusing efforts on transitioning on perm databases to Azure & AWS with the goal of building an Enterprise Data Lake on the cloud leveraging Azure Data Factory and DataBricks.

Recent successes include ● Migrated all Paxata projects, data sets and scripts from an old instance to the latest version using API calls, marshalled through PyCurl in Jupyter Notebook leveraging Python & Pandas

Senior Software Engineer, August 2015 to August 2018

Part of the IT Service & Investment Operations team focusing on delivery of project-based initiatives towards Automation, Digital Transformation and Operational Intelligence. Recent successes include ● SQL 2017 install and migrating databases over to leverage newer features such as Dynamic Data Masking ● implemented CI/CD ● Implemented a Custodial Database for Pershing, Fidelity, TDA and AMT

Senior SQL Developer, January 2015 to August 2015

Part of the DevOps team focusing on internal initiatives geared towards streamlining bug resolution and code deployment through constantly optimizing Standard Operating Procedures and adapting best practices.

Stanford Management Company (SMC), Stanford, CA, USA

A division of Stanford University, established in 1991, is responsible for managing the University’s $20+ billion endowment, trust assets, and temporarily invested expendable funds invested in a diversified portfolio of actively managed financial and real estate assets, deployed through best in class external investment managers.

Senior Software Developer, January 2013 to January 2015

Development of Business Intelligence solutions under SQL Server 2012, SSRS, SSIS, Office 2013, C#, VBA, MS-Access & Pivotal CRM that aim to improve the reporting capability of the Fund Managers and Performance Analysts.

Gap Inc, San Francisco, CA, USA

World’s largest Speciality Apparel / Clothing and Accessories retailer which operates 3076 stores and employs approximately 135,000 employees worldwide.

Database Developer / Technical Analyst, August 2012 to January 2013

Upgrades and maintenance to the Facilities Services Management Console (FSMC) that drives the workflow of policies, procedures and operations within the Corporate Architecture & Construction Department

Ansitec Soluciones de Informatica, Zaragoza, Spain

Consulting firm offering engineering services and technology solutions to the automotive and train assembly industry.

VBA / Access Database Developer, October 2011 to December 2011

Advantedge Financial Services, Melbourne, Victoria, Australia

A multi-billion-dollar Mortgage Management firm with over (AUD) $138 billion in loans under management or administration and over 200 staff spread across Melbourne, Sydney, Perth and Adelaide.

Senior FileNet & VB.Net Developer June 2007 – July 2010

Define system/user requirements to design, develop, document, test and implement upgrades to the Document Management System and corresponding databases, supporting various departments within the firm’s bustling back office.

Highlights / Achievements:

March to May 2010. Conducted Change Management workshops as a volunteer in addition to my normal responsibilities, as the firm was rebranding itself from its previous parent company.

November 2009. Employee of the month.

June & July 2009. Successfully planned and executed an IS Server hardware and OS platform server upgrade for the firm’s Legacy Document Imaging Servers, saving the firm (AUD) $30,000 in consulting costs.

July 2008. IBM FileNet Imaging Services System Administration Certification

Database Developer February 2005 to June 2007

Maintenance and updates to n-tiered database driven applications using VBA for Access, SQL Server, SSRS, T/SQL and VB.Net web services.

Highlights / Achievements:

November 2005 to June 2007. Undertook additional responsibilities as a Software Configuration and Deployment Manager. Liaised with various development teams across different projects to marshal production deployments. Developed automated builds from VSS by using CruiseControl.NET and NAnt.

February to July 2006. Successfully designed and implemented a business process workflow to ensure that all standardized procedures for loan management as defined by the various departments were enforced at a system level.

ANZ Banking Group Pty Ltd, Melbourne, Victoria, Australia

Fourth largest bank in Australia and was named the most sustainable bank globally in the 2008 Dow Jones.

Access/Excel VBA Developer November 2004 to December 2004

Developed a Front-End Reporting Utility in Access / Excel 2000, that imported data from a legacy system, performed Error Checking, Validation and Correction using a combination of SQL / VBA, and allowed the user the option to output results into an Excel spread sheet or a PDF document.

DaimlerChrysler Financial Services Australia Ltd, Mulgrave

The Financial division of DaimlerChrysler, offering leasing and financing options to all Mercedes Benz and Chrysler dealers throughout Australia.

Database Analyst (Contract) April 2004 to November 2004

Working as a technical aid to the Accountants for the verification of migrated Financial & Non-Financial data from the old Loan Management System to the new Contract Management System. Developed utility scripts and stored procedures in SQL Server and Visual Basic to verify migrated data.

Toyota Motor Corp Australia, Altona, Victoria, Australia

Access/Excel VBA Developer (Contract) March 2004

Developed of a Headcount utility created in Excel and Access using Macros and VBA. The utility processed multiple input files from a variety of sources namely, SAP Payroll output, Access Database Tables and Excel files. The utility was used by the Payroll Department to ascertain running counts of Labour workforce across different departments over a three-month period.

Prior to the use of this utility, ascertaining these counts was estimated at 4 workdays per month. This utility now, ascertains these counts, under the hour.

Mayne Pharmaceuticals, Mulgrave, Victoria, Australia

Database Developer (Contract) November 2003 to March 2004

Designed and developed a Change Control Management Database that used Access 97 as a Front End with an SQL Server 7.0 as the Backend. All database connections are made using unbound forms with transactional processing and security policies enforced on SQL Server. Business logic and validation was enforced on the client and the server using VBA & T-SQL.

Smorgan Steel Business Services, Footscray, Australia

Access/Excel VBA Developer (Contract) August 2003 to November 2003

Designed and developed a Distributed Timesheet Management System using Access and Excel powered by VBA and Macros.

The Payroll Department at SSBS used a number of excel spread sheets to manage employee timesheets for different sites, Australia wide. The management of these timesheets was proving to be time consuming and inefficient as modifications were made from time to time on individual timesheets, relating to staff turnover and calculation of allowances and other benefits based on site specific Enterprise Bargaining Agreement's. In an attempt to consolidate data and provide an efficient means of creating new timesheets, all data from these timesheets were ported to an Access Database, and generic timesheets in excel were created. Then with the use of VBA in Access and Excel site specific timesheets were created.

StarOne Group, Melbourne, Victoria, Australia

VB Developer (Contract) March 2003 to July 2003

Dynamic Direct Mail Ltd, Cheltenham, Victoria, Australia

Data Analyst September 2001 to March 2003

e-Centric Innovations Pty Ltd, Richmond, Victoria, Australia

Associate Consultant February 2001 to August 2001

AXA Australia, Melbourne, Victoria, Australia

Junior Systems Analyst May 1999 to December 2000

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