Andrew Greene

Designed and implemented a centralized equities and options order data store consolidating and normalizing order data from multiple OMS platforms into a single repository. Used SQL with AWS Athena/Amazon S3 to analyze large datasets and traced order lifecycle across data sources, including Medallion-architecture mappings and QA-driven data quality checks.

Consultant at The Computer Merchant, Ltd.

Created a trade surveillance data store integrating global enterprise data feeds from SORs for cash equities, listed/OTC derivatives, fixed income, and interest rate/credit default swaps. Performed exploratory analysis (Excel pivot tables and SQL), contributed to data governance and compliance frameworks, and QA-tested datasets across DEV/SIT/UAT with SQL while building data quality metrics and da

Consultant at Artech.

Consultant at Hexaware Technologies.

Supported Eagle Investment Systems V17 upgrade and Bloomberg AIM trading system implementation, including preparing and uploading composite/client, entity, XREF, and risk analyzer tracker data. Validated and compared Eagle V17 data against V12 using SQL, integrated Eagle V17 with Bloomberg AIM, and executed UAT comparative analysis between Bloomberg AIM and Charles River (IMS) and custodian banks

Integrated the Itiviti trading system (ULLINK data) into the Broadridge CAT reporting facility by identifying and documenting CAT workflows for Itiviti high/low touch environments. Analyzed business requirements to comply with SEC Rule 613, created CAT event use cases and a rules data dictionary from ULLINK log files, and wrote BRD documentation for CAT workflow and data mapping.

Consultant at Capital Markets Advisors.

Consultant at Sionic Advisors.

Implemented a CAT solution for Phase 2c covering customer allocations & CAIS with requirements analysis aligned to SEC Rule 613. Authored BRDs and detailed allocation test case scenarios, performed daily regression testing, documented customer allocation workflows and BAU exception management procedures, and supported production go-live and KPI/data completeness checks with FINRA.

Consultant at Collabera.

Implemented CAT solution phases 2a/2b for an equity trading desk by analyzing SEC Rule 613 requirements and documenting present/future OATS/CAT workflow processes. Performed UAT on end-of-day CAT Event logs (JSON) and submitted CAT event/meta data files to Broadridge, validated FINRA compliance against specs/portal, and supported FINRA certification and production go-live while participating in Ag

Consultant at Tata Consultancy Services.

Onboarded global settlement/payment transactional data across asset classes to Citi’s OCEAN database and supported reconciliation between settlement/payment systems and OCEAN using Citi’s Global Reconciliation Utility (GRU). Wrote BRDs and data specifications (data attributes/critical data elements) and created Visio diagrams for the capture/reconciliation workflow, presenting documentation to glo

Consultant at TEKsystems.

Wrote business requirement specifications and user stories (JIRAs) for Supervision Database products and participated in SID software release lifecycles using Agile/Scrum and JIRA software. Created an HTML/Markdown website in Eclipse using Concordion to support future test automation integration for older business requirement specifications.

Consultant at RSC Solutions, Inc.

Wrote and updated FIX 5.0/4.4 connectivity API specifications for the MarketAxess fixed income all-to-all open trading platform. Authored release notes/BRD/FRD documentation, used Visio to define workflow processes for the MarketAxess open trading system (Axe/Market List), created FIX API specifications and RFQ-related specifications, and administered API documentation and release notes using Perf

Consultant at Lang Staffing Partners.

Wrote business requirements and project plan documentation for an enterprise Concur (travel, gift & entertainment reimbursement) platform implementation. Led weekly requirements gathering meetings, designed workflow approval processes using Visio, and served as the key liaison to Concur during pre-implementation to identify and design vendor-side workflow processes.

Consultant at Spectra Group.

Conducted a comparative analysis of institutional alternative investment platforms to support the Tax Credit Equity Group’s selection for a direct investment program. Developed platform requirements analysis (BRD for RFPs), use case documentation, workflow diagrams, a data dictionary, and mockups, and presented the final program recommendation via a PowerPoint deck to senior management.

Consultant at Pelham Berkeley Search.

Supported an upgrade/redeployment of Charles River Development/Advent Portfolio Exchange/Great Plains systems onto the TD Bank network. Authored use case and implementation SIT/PAT test documentation, mapped trade/settlement and UMA/SMA processes with Visio, and performed manual UAT testing for trading/portfolio management and accounting components.

Consultant at Olmstead Associates, Inc.

Created functional specification documentation for a regulatory reporting and controls gap analysis/process improvement effort using Visio. Documented current process methodologies via end-user interviews, supported senior management reviews to identify gaps and improvement opportunities, and covered regulatory reporting/processes including LOPR, Short Interest, Regulation W, FINRA/NASDAQ Trade Re

Consultant at Emtek Solutions.

Implemented a reporting tool solution for a Longview implementation project, writing business requirements including data analysis/data mapping and SQL stored procedures for the LDR reporting tool. Authored regression/integration/direct traceability test cases, managed a test execution team during QA, and participated in UAT and final release of the LVTS upgrade project that replaced Crystal Repor

Activities and societies: UNIX Sun Solaris Administration; Advanced UNIX/Sun Solaris Networking with TCP/IP and Network+.

Completed a certificate program in Advanced UNIX/Sun Solaris Administration with TCP/IP networking. Focused on UNIX/Sun Solaris networking concepts and Network+ aligned topics.

Activities and societies: Minor in Marketing.

Earned a B.S. in Financial Management with a minor in Marketing. Studied business finance topics alongside marketing coursework.

Completed Toastmasters International recognition for communication and leadership proficiency. Earned the Competent Communicator and Competent Leader credentials.