I started Taranis, Inc in 1996 to focus on the growing need for custom software development around the financial services industry. I began developing MS Access and Visual Basic apps to act as the "glue" between in house and external financial data systems. Over the years I developed a wide array of ETL, recon and reporting apps
I started Taranis, Inc in 1996 to focus on the growing need for custom software development around the financial services industry. I began developing MS Access and Visual Basic apps to act as the "glue" between in house and external financial data systems. Over the years I developed a wide array of ETL, recon and reporting apps that are used all over the world today. With the rise of Eagle Investment Systems I began designing, developing and supporting extensions and customization to their core products for large buy side financial institutions here and in Canada. In addition to Eagle I am familiar with a wide range of portfolio management, trading, and investment accounting systems along with a deep understanding of networking, hardware and database design.
If you have a project in mind that needs an experienced technical financial systems consultant and project manager please let me know.
Founder and CEO @ Helping large and small buy side investment firms use technology to assist in day to day operations and strategic decisions. From June 1996 to Present (19 years 5 months) Greater Denver AreaSenior Consultant @ Helping BONY Mellon develop their outsourced mid to back office OnCore product. Eagle Investment Systems PACE and STAR are the corner stones of the OnCore offering. Originally worked with Eagle GPS and internal IT to improve processing speeds of the Eagle products so BONY Mellon could meet demanding SLA requirements. After that high level success now responsible for the design, development and implementation of both enhancements and new features around panels, Message Center streams and exporters. From September 2013 to Present (2 years 2 months) Greater Pittsburgh AreaSenior Consultant @ Led the conversion data reconciliation team to design, develop and automate security, cash, positions, transactions and reference data reconciliations between SimCorp, Eagle PACE, Charles Rivers and FMC systems. Worked with business users to define and test reconciliations and exceptions reporting. Built a flexible reconciliation application to handle reconciliations that were not a good fit for SS&C Recon 6.4. Worked with the Business Technology group on automation of reconciliations, interfaces, and reporting. From September 2011 to September 2013 (2 years 1 month) Edmonton, Canada AreaFounder and CEO @ 5N Cloud provides high security hosted virtual data center and consulting services to highly regulated companies in the financial, legal, health care and government sectors. 5N Cloud allows our clients to focus on the core business and not on IT and regulations. From June 2008 to 2013 (5 years) Greater Denver AreaSenior Consultant @ Developed and documented best practices around Eagle Star environment migrations, inbound and outbound interfaces. Helped train Capital Group resources on how to build and run custom interfaces. Designed and developed inbound and outbound interfaces for the migration of Eagle STAR configuration data from one environment to another. Work included modifying panels, message streams, rulesets, rules, SQL procedures and working with Eagle’s team to determine best practices to migrate all components of Eagle STAR. Created the Eagle STAR Panel Analyzer (See “Software Developed” below). Assisted with performance tuning of Eagle STAR engines and processes to increase speed of inbounds, outbounds, and reporting. Helped support team troubleshoot and correct technical issues with the Eagle STAR Model Office, QA and development
environments. Also installed new Eagle STAR 10.x and 11.x environments on Windows and Linux. From February 2011 to August 2011 (7 months) Irvine, CATechnical Advisory Board Member @ I sit on the technical advisory board for DeVry University. We interact with staff and help shape the direction of the technical programs at DeVry. From 2009 to 2011 (2 years) Greater Denver AreaIndependent Senior Consultant for CitiGroup/Bloomberg/CRD/Eagle PACE integration @ Chief technical architect of the Eagle PACE, CRD and CITI start of day/end of day processing. Interfaces included positions, transactions, cash activity, security master, corporate actions, encumbrance, cash projections, TA estimates, and valuations for fixed income and equities. Worked with internal staff to replace the slow Eagle PACE/MC uploaders with more efficient interfaces using SQL Server Integration Services, SQL and the UC4 task scheduling system. Load times fell from hours to under 30 minutes. In addition to increasing load speed the new infrastructure was fully automated, self alerting and easy to modify by operations and IT personnel From June 2009 to July 2010 (1 year 2 months) Austin, Texas AreaIndependent Senior Consultant for WSO/Bloomberg integration @ Designed and built an automated SQL Server/VBScript application that exports Bloomberg POMS trade data to Wall Street Office (WSO). The interface reads POMS security master and transaction data, performs several ETL routines then exports WSO XML files for each trade. The application is completely customizable by changing system variables, full logging and status emails to Operations. In addition, modifying the Microsoft Access Bloomberg/PORTIA/WSO positions reconciliation application I created in 2006. Modifications include the ability to do three way reconciliations plus export a Bloomberg POMS position file to correct positions from the reconciliation. From October 2008 to April 2009 (7 months) Greater New York City AreaIndependent Senior Consultant for Bloomberg/CRD/Eagle integration @ Designed and built automated trade, positions, cash, analytics, and benchmark interfaces between Bloomberg POMS, Charles River (CRD), Eagle PACE, EOOR, BBH, and a variety of other financial systems. Lead the strategic review, implementation, and development of SQL Server Integration Services (SSIS) and SQL Server Reporting Services (SSRS). OPERS saved countless time and money leveraging SSIS/SSRS instead of Eagle PACE/STAR Message Center to handle interface and reporting functions. Lead architect responsible for working with Operations to create POMS and CRD positions and cash reconciliation reports plus daily interface status reports. Responsible for fully documenting processes and training IT staff to support and easily modify the newly created interface and reporting systems. From April 2008 to April 2009 (1 year 1 month) Columbus, Ohio AreaIndependent PM/Senior Consultant for Eagle/Advent/Bloomberg integration @ Design and implementation lead for the enterprise wide data warehouse using Eagle PACE/SRM, Eagle Stars Message Center, SQL Server and SQL Server Integration Services (SSIS/SSRS). Business objectives include automating the daily processing of Bloomberg Back Office security master, pricing and FX rate data along with outbound feeds to Advent MOXY, Advent APX and Thompson QA. Lead technical side of the project to update security identifiers in Advent MOXY TOMS and map MOXY security identifiers across multiple financial systems. From June 2007 to November 2008 (1 year 6 months) Anchorage, Alaska AreaIndependent PM/Senior Consultant for reconciliation and investment performance @ Designed and created an entirely new version of the FlexRec reconciliation application I created in 2002. Created several automated cash, transaction and position reconciliations between Deloitte & Touché CDO Suite, trustees, Bloomberg POMS, and the PORTIA investment accounting application. Goals achieved were leveraging technology (instead of increases in staffing) to accommodate new products and rapid increases in transaction volumes. Assisted local IT resources implementing Eagle Performance to ensure clean historical data loads into the Eagle Performance system. From June 2006 to May 2007 (1 year) Greater Los Angeles AreaIndependent Senior Consultant on APL/Electra STaARs/data warehouse integration @ Designed and built a custom enterprise wide reporting data warehouse using SQL Server 2005. Lead strategic review of web based reporting portals. Implemented Business Objects Enterprise XI suite and lead development of the Ariel internal reporting web portal. Lead strategic review of automated reconciliation systems. Implemented Electra STaARs positions, cash and trade reconciliation application and the Electra RecCollect custodian data feed service. Goals achieved were increased operational scalability, accuracy and quicker end of month closing. Designed and built modifications to an in house Microsoft Access application to manage Macgregor TOMS pre and post trade compliance rules. From February 2005 to May 2006 (1 year 4 months) Greater Chicago Area
Bachelor of Science (B.S.), Major in Management Information Systems, minor in computer science @ Oregon State University From 1983 to 1988 Paul Swanno is skilled in: Start-ups, Cloud Computing, SQL, Integration, SDLC, Analytics, Project Management, Disaster Recovery, Asset Managment, Enterprise Software, Strategy, Data Center, Human Resources, Business Analysis, Security, Consulting, Microsoft SQL Server, Asset Management, Financial Services, Portfolio Management, Management, Equities, Investments, Data Warehousing, Microsoft Technologies, ETL, Virtualization, SSIS, Accounting, Business Development, SaaS, Professional Services, Access, Fixed Income, Bloomberg, Strategic Planning, VMware, SSRS, XML, Databases, Data Analysis, Eagle PACE, Visual Basic
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