Software Engineer Project Management

Joel Weiss

Software and Data Engineer

South Weymouth, Massachusetts, United States

Phone: 781-***-****

Email: **********@*****.***

PROFESSIONAL SUMMARY

Software Engineer, Business Analyst, and Solution Architect of Information Technology (IT) systems, having delivered many small to enterprise-wide applications, benefiting a wide array of corporate customers who require computer-based decision support, and workflow solutions.

Experienced leader and team manager skilled in administration, technical leadership, mentoring, and explaining complex technical concepts to both technical and non-technical people inside and outside the organization.

Tools: C#, Windows, WPF, Sql Server, TFS, Git, SQL, LINQ, HTML, JQuery, HTTP, JSON, API, VSTO, VBA, .Net Framework, Visual Studio, Object Oriented Programming (OOP), Model-View-ViewModel (MVVM), Finance and Investment Management (Equities, Fixed Income, Derivatives, Performance, Risk), ETL, Informatica, VB6, SSRS, SMTP, Oracle, PL-Sql, Tableau, MS Office, Excel, Access, PowerPoint, FORTRAN, DB2, UNIX.

WORK EXPERIENCE

Software Engineer

Russelectric A Siemens Business, Electrical Products Feb 2020 - Jan 2024

Hingham, Massachusetts, United States

-Developed personal computer applications to empower Engineers, Project Managers, and Business Executives with enhanced decision-making and efficient workflow solutions, including powerful secure interactive user experiences with rich dashboard, enhanced by efficient controls, multi-sourced data models, and view models, while also adding downloadable reports and charts.

-Software developed in Microsoft Windows and Sql Server, with SSRS, Entity Frameworks, and other tools.

-Strong in Object Oriented Programming (OOP), Model, View, ViewModel (MVVM) architectural patterns, with SOLID engineering principles. User-interfaces developed in Microsoft Windows Presentation Foundation (WPF) and C# .Net Framework, accessing data sources using Sql procedures and database management.

-Developed automation of real-time log file management system with operations and notifications written in c# and SMTP installed with Microsoft Windows Event Manager.

Software Engineer

Fidelity Investments, ETF Asset Management Jan 2019 - Dec 2019

Boston, Massachusetts, United States

-Developed personal computer algorithms to manage financial, analytical, and workflow algorithms and executive decision-making around active management of Exchange Traded Funds (ETF).

-Software development of desktop client in Visual Basic for Applications (VBA), resulting in a form-based user experience. Analytical algorithms for and withing Excel Workbooks using VBA, SQL, HTTP, JSON, and APIs.

-Developed Office AddIn’s using Microsoft Visual Studio Tools for Office (VSTO).

Software Engineer

Harvard Management Company, Asset Management June - Sept 2018

Boston, Massachusetts, United States

-Developed financial investment algorithms and user-interfaces for Harvard Endowment asset management professionals.

-Software: MS Office, C# Add-Ins and API’s. Also developed in VBA, Excel, Word, PowerPoint for financial reporting using statistical functions, creating business intelligence solutions, integrating web services, and SQL Server database management.

Software Engineer

X-Chem Pharmaceuticals Dec 2015 - Feb 2017

Waltham, Massachusetts, United States

-Developed Windows software tools for managers and scientists, enabling ready access to extensive scientific data with ongoing algorithm development for data interpretation.

-Using C# .Net and Oracle development tools, and incorporating scientific and business data, designed user interfaces, dashboards, and workflow process aids, and project management tools including synthesizing timelines and creating charts and dashboards.

-Software: C# .Net Framework, Visual Studio, WinForms, HTML, Oracle, PL/SQL, Microsoft Office, VSTO, Oracle database and external data warehouses.

Software Engineer

Brown University Investment Office Jan 2015 - Dec 2015

Providence, Rhode Island, United States

-Development of Investment tools for Endowment management.

-Software: C#, VB.Net, HTML, CSS, JavaScript, ASP.Net, WebForms, SQL Server, Microsoft Visual Studio, Excel, and Telerik Controls.

-Integration of data from pricing vendors such as State Street Bank, FactSet, and Bloomberg.

-Installed and managed cloud CRM services, including data conversions and user-training.

Software Engineer

Saylent Technologies, Inc. Feb 2014 - Dec 2014

Franklin, Massachusetts, United States

-Software development with C#, Asp.Net, WCS, HTML, CSS, JavaScript, jQuery, API, SQL Server and T-SQL, Telerik controls, and WebForms for banking utilization.

Principal and Owner

JoSol, Inc., Engineering Services 2009 – 2013

Boston, Massachusetts, United States

-Customers:

oLoomis Sayles - Software Engineer (c# + Java + VBA + Excel), for fixed income and equity investments management (3 yrs)

oWellington Investment Management – Developed MS Access VBA financial tools used by CFO office

oCommonwealth of MA Treasury – Developed in Access and Excel VBA for Treasury Investment Management

oGMO Investment Management – Software engineering in Global Support team, C#, SSIS, SSRS, Data analysis

Assistant Vice President, Group Manager, and Director, IT Management

MFS Investments, Sun Life Corporation, The Hartford Retirement Services Group 2002 - 2009

Boston, Massachusetts, United States

-As the Director of the Rapid Development Team in the Retirement Services Group (group persisted through multiple mergers), delivered personal computer solutions to Retirement Services’ business professionals and customer representatives, while providing robust administration, project management, team staffing, technical training, and mentoring of engineers and subject matter experts (SME).

-Developed in Microsoft Windows and Oracle database environments, managing all phases of the Development Life Cycle (SDLC). Programming and management of the Oracle databases with PL-Sql, Windows, Microsoft Office, Visual Basic for Applications (VBA), and C#.

-Successfully delivered an enterprise-wide full-stack business and customer-facing operations system (Feedback File Automation) that survived two corporate infrastructure onshore-to-offshore transitions while providing seamless 24/7 operation. This resulted in significant cost reductions and performance. Trained and supported offshore teams.

Principal Consultant, Software Engineer and Developer

Fidelity Investments, Personal Trust Services, Strategic Advisers, The Systems Company 1992 - 2000

Boston, Massachusetts, United States

-As Principal Software Engineer and Program Manager, Team Leader, and influential key contributor, developed many software platforms from inceptions to customer delight for the purpose of growing the customization of Personal Wealth Management decision-support and data management computerized desktop systems. Progressive roles during rapid technological growth of Personal Computers marriage to Legacy Mainframe systems.

-Principal Software Engineer and Information Technology Program Manager and Team Leader for Fidelity Systems Company, Fidelity Management and Research Company (FMRCo), Fidelity Personal Trust Services (FPTS), Fidelity Portfolio Advisory Services, and Strategic Advisers, Inc.

-Developed asset portfolio management applications for daily decision making and trading workflow of asset management professionals in Hight Net Worth investment environment.

-Earned the President's Award for Leadership in the successful and seamless management of the Transfer Of Assets (TOA) for the Johnson Family Office and The Johnson Foundations to Fidelity Personal Trust Services.

-Architect and developer of a powerful portfolio management system (CARAT), tasked with account review and trading management. The system was utilized by Strategic Advisers, Inc. and Fidelity Personal Trust Services for many years beyond my tenure.

Systems Engineer

The Boston Company, Master Trust Systems 1990 - 1992

Boston, Massachusetts, United States

-Developed for Trust Accounting business entity, creating client/server investment management systems for business (SqlWindows, SqlBase, DB2 and OS2).

-Worked on tools for the data management of the California Personnel systems (CALPERS).

-Created user-interfaces and financial algorithms for asset managers and analysts, and participated in discovering new approaches to IT solutions during the early high growth era of Windows database and presentation environments.

Principal and Owner

Joel Weiss Associates, Consulting Services 1985 - 1990

Boston, Massachusetts, United States

-Engineering Consulting firm specializing in IT solutions for private and public business use of emergent personal computer (PC) technology

-Member Boston Computer Society

-Clients included Putnam Investments, State Street Bank, Staples, Lotus Development Corporation.

Application Engineer

Automatix, Inc., Robotic Systems for Manufacturing, Automotive, and Aerospace industries 1982 - 1985

Billerica, Massachusetts, United States

-Engineered robotic systems for clients in the Automotive (Ford, Chrysler), Manufacturing (Caterpillar), Aerospace (McDonnel-Douglas), and electronics industries (AC Spark Plug chip placement).

-Software development in RAIL (proprietary programming language) and UNIX, foundational to modern Machine Learning paradigms.

Regional Engineering Consultant

McDonnell Douglas Automation Company (McAuto) 1980 - 1982

St. Louis, Missouri and Newton, Massachusetts, United States

-Consultant representing McAuto's engineering services in a dynamic Sales and Marketing environment, working with Sales representatives in pre-and post-sales support and follow-up engineering consulting.

-Tools: Computer Aided Engineering solutions for structural and mechanical engineering projects.

-Staged seminars and presentations to groups of engineering and manufacturing professionals.

Design Engineer

General Electric Corporation, Aerospace Instruments Division 1977 - 1980

Wilmington, Massachusetts, United States

-Developed aerospace instruments, including flow meters and calibration techniques, using expertise in Mechanical, Structural and Fluid Engineering, and Electro-Mechanical. Fuel measurement devices used by aircraft in public and private sectors.

-Application of Finite-Element analysis in FORTRAN to design a fluid control spring.

Structural Engineer and Analyst

Curtiss-Wright Corporation 1976 - 1977

Woodridge, New Jersey, United States

-Computer aided Stress Analysis of heavy power pressure vessels using Finite-Element analysis on NASTRAN software created by NASA. Secret security clearance granted, not current.

EDUCATION

Master of Business Administration (MBA)

Northeastern University 1978 - 1984

Boston, Massachusetts, United States

-Finance, Business Analysis, Management, Economics

Bachelor of Science Aerospace Engineering (BSAE)

New York University, Polytechnic Institute of New York (Tandon School of Engineering) 1975

-Engineering, Applied Mechanics, Aerodynamics, Structural Analysis

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