Summary




Working at the forefront of a major player in the Investment Brokers Market, implementing and developing our back office solutions, providing support and training to our staff. Possessing a strong customer focus, I am adept at building strong business relations with all areas in our company and at all levels with empathy to build rapport across commercial and technical disciplines .I adopt a methodical and professional approach, identifying, analysing and solving problems gained from my financial experience and vast FileMaker knowledge .I am seeking a challenging role where I can utilise my FileMaker knowledge, Financial knowledge and strong interpersonal skills.

Operating Systems : Windows Vista, XP, 2000, NT Server and Workstation, 98, 95
Software : Office : Word, Excel, Outlook Express, PC Anywhere, Citrix, VNC and a range of bespoke software applications.
Databases : Filemaker 3/4/5/5.5/6/7/8/9/10 + Advanced, FileMaker Server, MS Access
Languages : knowledge of SQL
Web : Photoshop 6, HTML, Dreamweaver 3 or 4 or MX



Employment

August, 2003 -  Present

Ensuring the FileMaker Development team of 5 work effectively, timely and to a high standard.
Supporting, developing and managing our back office system built on FileMaker.
Used by over 150 members of staff across all areas of the company.
I built a complete transactions module designed to integrate the data between Bestinvest, Cofunds and Fundsnetwork. Using SQL and the SQL features incorporated in Filemaker, we are now able to pass data to Filemaker, giving us a scalable and fast method of storing data. The data is manipulated and processed via a user interface for our clients to see.
I built a Filemaker module that will process deals via EMX. This enables us to process up to 150 automated trades per batch direct to EMX.
I built a batch system to trade through Pershing Securities enabling single trades and single multi trades to be executed in a seamless process. We receive the contract notes back with in minutes, providing a fast and efficient way for our dealing staff to operate.
Developed the integration with Pershing Securities to provide Bestinvest with accurate cash accounts. This enables our Investment Managers to place deals with the sound knowledge the clients accounts are correct and up to date.
Designed the client portfolio valuations and incorporated the Chart plug-in to create professional valuations for our management clients.
I manage all data integration from external companies into our system. The take over of SMA Consultants by Bestinvest being an example and also Waterson Jones IFA being another.
Analysing our current systems and processes for our Management Client and our Financial Planning Clients. This is to ensure we are moving the business forward in terms of growth and current technology.

September, 1999 -  August, 2003
Developer

Quay Software is a leading supplier of specialist software to Financial Advisors.
Supporting and developing bespoke software called Link and CCD.
Providing 3rd line support to in excess of 2000 users.
Providing remote support to clients using PC anywhere, VNC, Citrix, NetMeeting and also through Terminal Server.

Data transfer from Microsoft Access, Excel and other database packages.
Based on client sites 60 - 70% of the time.
Supervision of helpdesk team.
Writing instillation guides for Link and CCD.

August 1998 September 1999 Barclays Life Pension and Life Consultant. Provided in-depth information to customers, Financial Advisors, Brokers and Independent Financial Advisors.
April 1996 August 1998 Forest Life Financial Advisor. Reviewing customer records, submitting recommendations to Compliance whilst adhering to Regulatory guidelines Time management.

July, 1989 -  April, 1996
Team Leader

Education

Training

Financial Planning Certificate 1
Financial Planning Certificate 2

Financial Planning Certificate 3 completed Successful Supervisory Management Course
I was a member of the Territorial Army up until 1995 , due to work commitments I was unable to continue this service . During my time with the TA I was promoted to Corporal , as my leadership and team skills were recognised by my superiors .
I have 2 children and enjoy taking them on excursions and visiting various locations .I enjoy watching my elder play football for his local team .I managed his team when they were in the U9 s and U10 s age group which was great fun . In addition , I take pleasure broadening my IT skills and take every opportunity to learn about new applications and software . Music is also an interest of mine and I utilise various music software applications to produce music . Physical fitness is important to me and I enjoy running and keeping fit .