Candidates About

Wilson A. Penalosa

Trustworthy and results oriented Computer Science professional with analytical and structured thinking; experience in analysis, development, testing and implementation of IT projects and Production management. Proven leadership skills, which have been instrumental in the implementation of highly successful initiatives. Recognized as a very good communicator in English - Spanish, and knowledge of Portuguese.  

PROFESSIONAL EXPERIENCE

iSoftStone                                                                                                                              Dec 2015 – Nov 2016

Consultant at Fidelity                                                                                                         

Working on the Fidelity’s IRK (Independent Record Keeper) project, an initiative to market Fidelity’s Managed Account capabilities offered through Retirement Plans that are record kept by non-affiliated record keepers.  The product will also leverage scoring processes of Portfolio Advisory Services.

·          Collaborated with the project team in a SCRUM Agile environment.

·          Acted as a Business Systems Analyst in helping define the data processes, which included data analysis, data load, daily data feeds, data quality and error handling related to data.

·          Partnered with the QA and Business Acceptance Test (BAT) and Development teams in Boston and Dublin-Ireland with regards to definition and creation of data sets, XSDs/XMLs to process and load of data feeds and all testing aspects related to data and the Data Model.

·          Created Data sets for BAT and QA test to process data feeds from the IRK / Next Capital to the PAS-IRK Hub and subsequent systems within the Fidelity systems and Business units (SIPD, FIMT/AAT, FIMDB, PWI)

·          Created data sets for QP and IPQ pages.

·          Created in Excel and XMLs data sets for: IRK Profile and Platform (IRK-C0110), Plan Sponsor Profile (IRK-C0111), Plan Profile (IRK-C0112), Next Capital Partner Profile (IRK-C0113), Fund Universe (IRK-B1000), Plan & Plan Options (IRK-B1001), Participant Identity & Demographics (IRK-B10002), Participants SSN (IRK-B1008), Participants Accounts Holdings and Balances (IRK-B1003), Fund Universe NAVs (IRK-B1009) and others.

·          Environments/Tools: Oracle, Microsoft SQL server, Toad, AQT Advanced Query Tool, Hexawise, Jira (SRUM Agile), Altova MapForce (XML)

Loomis Sayles                                                                                                                       April 2015 – October 2015

Senior Business Systems Analyst – Charles River Technology

Working with trading, compliance and technology teams on projects related to Charles River Investment Management System involving customizations, new CRD releases, System Administration, databases, testing and the day-to-day processes of the trading floor.

·          Gather requirement specifications, develop, and document new workflows using tools available and the CRD application.

·          Work with developers in the creation of new custom functionality, including testing and production rollout procedures.

·          Train users in new vendor, third party, and custom functionality; demonstrate prototypes.

·          Test functionality of new releases, including regression testing of existing functionality.

·          Support users in resolving any application use or data issues that may arise in the course of order generation, trading, and compliance monitoring using the Charles River Trading System.  



·          Work with all levels of management, including portfolio and trading teams.

iTReady – Bogota Colombia                                                                                                                Oct 2013 –  March 2015

Relationship Management.

Started a family business in Bogota Colombia. Our company provides products and services within the Information Technology.

My most important mission within the company is to establish relationship with customers (Banking industry) to offer the services available with us.

Some of the services in our portfolio are:

·          Consulting: Project Management, Consultants on site, Technical Support.

·          Services: Information Security, Ethical Hacking, Business Intelligence, cloud services.

ISBAN USA - Santander Bank                                                                                                June 2011 – June 2013

Manager, Projects and Services

Participate in the phased conversion of Sovereign retail banking systems (in-house and application service provider) to proprietary Santander systems. Managed Support/Coordinators teams to troubleshoot and resolve technical/business production incidents.

·          Participate in projects for conversion of Sovereign to Santander’s systems for Debit Cards, Credit Cards and Consumer Loans (Installment loans and Line of Credit).

·          Coordinate implementation of software applications with Engineering and Infrastructure Teams.

·          Build medium size Technical Support and Coordinators teams, which will ensure that daily client processes run uninterrupted. (BAU Business as Usual).

·          Manage client support and incident resolution activities with teams in the U.S., Spain, and Mexico, keeping the Service Level Agreements (SLA) for hold time to optimize customer support processes.

Charles River Development                                                                                                   Oct-2005 – May 2011

Senior Product Specialist, Expert Technical Unit

Participate in building client relationships with established and prospect clients in Latin-America and USA while working with Relationship Management, Implementation Management and Clients to resolve and troubleshoot technical/business problems within the CR IMS application mostly in the back-end side.

·          Knowledge of Charles River Invest Management System modules versions (7.x, 8.x and 9.x):

o    Front End: Blotter, Compliance, Manager Workbench, System Administration, system configuration and setups, groups and user privileges, Reporting.

o    Back End: installation/upgrades of Middle Tier, Client, Charles River Anywhere, CRIMS Database Oracle and Microsoft, imports/exports, End of day processes, customizing Crystal Reports, batch reporting, Crystal RAS V9, V10, Middle Tier: Web Administration Services (compliance engines, Process Server, Trade Gateway)

o    Configuration of Blotter views, workflow monitors, stored queries, Navigations, system parameters.

·          Charles River Certifications: V9.x System Administration; and V8.x System Administration, Blotter, Middle Tier, Compliance, Derivatives – Trading and Compliance, Manager Workbench.

·          Work with clients and Engineering Team identifying defects and/or enhancements of the application.

·          Provide technical assistance on the application like installing, upgrading, Administering CR IMS.

·          Configure clients’ environments of multiple CR IMS versions and troubleshoot problems.

·          Created documentation to demonstrate defects, possible enhancements and the Solutions Knowledge Base.  

The next 3 positions are considered to be within the same company as I worked across the acquisitions and mergers of the 3 Bank Institutions, from January 1996 to August 2005.

Bank of America - Fleet Boston Financial - Boston Massachusetts                                      Jan 2002 – Aug 2005

Senior Team Leader - Consumer Portal Services

Participated in different stages of Project Life cycle and SDLC, interacting with sponsors and stakeholders to deliver Internet functionality for FleetBoston Portal projects within the Broadvision Framework.

·          Gathered requirements by interviewing/meeting with SME, users and Stakeholders to design and deliver web site functionality for the online banking portal “Fleet HomeLink” through JavaScript in the Broadvision Framework.

·          Translated business requirements into Functional, Technical documents and specification to deliver web site functionality

·          Assisted in design, construction and management efforts using tools and technologies for source control, enhancements and defects. (Silk Radar, Interwoven TeamSite, Toad)

·          Participated in the design of the Data Base for the Content displayed in MCP (Mass Consumer Portal for Fleet HomeLink)

BankBoston - Boston Massachusetts                                                                                    May 1999 – Dec 2001

Senior Project Analyst - International Technology & Operations

Transferred to Head Office as SWIFT and Cash Management SME for BankBoston’s International branches, Private Banking and offshore lending units. Managed the technology development and support to the Latin-American units.

·          Managed projects to upgrade the SWIFT systems in BankBoston’s Latin America branches.

·          Coordinated the maintenance and day-to-day performance of the proprietary applications for BankBoston’s Latin American Branches.

BankBoston - Bogotá, Colombia.                                                                                            Jan 1996 – Apr 1999

Telecommunications and Cash Management Officer - Systems and Technology

Responsible for implementation and support of telecommunications and Cash Management systems for BankBoston branch in Colombia. Lead and managed the system resources team.

·          Managed projects for installation and operation of the SWIFT Alliance Entry system in the branch.

·          Main liaison with Head Office for the Distributed International Banking Systems (DIBS) in AS/400. Responsible for midrange database and hardware performance.

·          Managed the Electronic Payment Systems “Multipay” (n-tier PC, NT Server and AS/400) and BostonNet for Windows.

·          Lead the design and implementation of a new Computer Center for Colombia’s Branch.

EDUCATION

Systems Engineering - Universidad INCCA de Colombia. Bogotá, Colombia

PROFESSIONAL DEVELOPMENT - BOSTON MASSACHUSETTS

·          Certified Scrum Master course – Scrum Alliance/Scrum Inc. Boston - 2013

·          Practical Project Management – University of Massachusetts Boston - 2010.

·          BABOK Guide (Business Analysis Body of Knowledge - IIBA)

·          Enterprise Web Development using Java Technologies - Boston University 2005: * Introduction to Java Programming, * Object-Oriented Programming with Java, * Web Programming with Java, * Java and XML Development Workshop, * Java Web Services, * Enterprise JavaBeans Programming.

·          BEA systems Inc: * Fundamentals of Object Oriented Technology, * Management of Object Oriented Projects, * Fundamentals of Web and Intranet.

·          Hands-on Java Programming – Learning Tree International

·          Anaplan Training: 100: Anaplan Customer Orientation; 101: Foundations; 102: Intro to Model Building; 201: Intermediate Model Building; 140: Agile and Anaplan; 342: Agile Implementation App; 341: Agile in Action; 302: Anaplan Connect Wizard; 301: Anaplan Connect; 303: Anaplan Data Integration Basics