1. Designed and developed a proprietary CRM system. This system was integrated into other back office systems such as email, document management and a wealth management Portal. 2. Designed and developed a wealth management Portal. Responsible for project planning, requirement analysis, technical specification, architecture and coding. This Portal provides performance reporting, research material, billing system (fee based business), Intranet, compliance tools and various back office operational tools.3. Developed an email archive system that integrates with Microsoft Outlook and other custom systems to immediately capture every email sent/received by a individual/company. This tool allows organizations to meet strict SEC and legal compliance rules.4. Developed a web based payroll system and ePaystub application for the largest PEO company in the United States.Please email or call me for a WebEx demo of any of the above sites.
Possess a unique combination of technical expertise,
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