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Work Background
SS&C TechnologiesData Migration Specialist
Mar. 2022 - Jun. 2025Conducting deep data analysis of current customer data in MS Excel to validate requirements and define migration scope in the fintech sector. Working with customers and Project Managers to map, extract, transform and load (ETL, ELT) data to Intralinks’ new product. Documenting the process and best practices along the way. Meeting with clients and other stakeholders to address project requirements and discuss any nuances. Project management and time management being key.
Concenter Services, LLCContent/Data Migration Lead
Mar. 2019 - Mar. 2022Managing a team of 3 people, I led the process from concept to completion to migrate clients from competitor platforms to the XLR8 CRM platform, sitting on top of Salesforce. Beginning with data analysis using complex SQL queries along with MS Excel to map and transform data for fintech clients. Extracting, transforming and loading (ETL, ELT) data from platforms such as Junxure, RedTail and Dynamics 365 to Concenter’s XLR8 product. Offering light Salesforce Administration where necessary. I was also responsible for building and maintaining the company’s website. Responsible for the initial design and development of company website as well as ongoing website support.
Concenter Services, LLCData Migration Lead
Mar. 2019 - Mar. 2022Managed data migration projects for financial advisors who were looking to migrate from their current CRM to XLR8 CRM. Beginning with data analysis phase through production phase including the use of complex SQL queries and scripting using Microsoft SQL Server Management Studio to extract, transform and load (ETL) data. I provided Salesforce CRM administration and customization, ongoing consulting services and customer support in terms of data analysis and migration. Web Development and Graphic Design were another fun part of my role there!
Dallas County Community College District (DCCCD)Programmer/Analyst III
Sep. 2017 - Mar. 2019Programmer/Analyst III offering business intelligence solutions allowing Dallas College to report to several government agencies as well as internally reporting to the college and students. Here, I developed a small program using an API from the Bureau of Labor Statistics, Visual Studio and C#. I was also responsible for developing individual websites for each satellite campus.
Your Web GuysContent Integration Specialist
Oct. 2016 - Nov. 2017Farmers Branch, TXFront-end WordPress site customization using HTML, CSS, PHP and JavaScript to bring content into the site and customize the content for the client. Image optimization and copy writing were also required. Ensuring SEO through Google Analytics, Google Webmaster and Bing Webmaster. Testing of cross-compatibility between browsers and devices.
Dallas County Community College District (DCCCD)Department Assistant IV
Oct. 2015 - Sep. 2017Providing support to the students, faculty and staff of North Lake College.
North Lake CollegeDepartment Assistant IV
Oct. 2015 - Sep. 2017Providing support to the students, faculty and staff of North Lake College.
Dallas Independent School DistrictFreelance Web and Graphic Designer
Aug. 2015 - Mar. 2019Offering Web and graphic design services to departments in the Dallas ISD system.
OrderMyGearStore Design Specialist - Freelance
Aug. 2015 - Feb. 2017Dallas/Fort Worth AreaBuilding custom online stores for teams so they can quickly order their gear with logos and all.
Self-EmployedWeb Developer
May. 2014United StatesVarious web development projects, mostly using WordPress with HTML, CSS and PHP coding for customization. Also involved in logo designs and graphic designs for web development use.
Argus-HazcoBusiness Development/Marketing
May. 2008 - Apr. 201505/2008 to 04/2015- Part of a dynamic marketing team at Argus-Hazco that ensured communications to our valued customer base were distributed in a timely fashion and targeted to make sure the right customers got what they needed when they needed it. I wrote copy for email campaigns and marketing materials and designed HTML and CSS pages for publication. I was also involved in contributing new ideas and providing feedback regarding new marketing initiatives. I actively, and daily, contributed in the maintenance of our website during its static and dynamic phases of development. I also provided art direction for print ads, digital ads, brochures and fliers. With TRS-Environmental prior to it's acquisition by Argus-Hazco, I built relationships with customers who had a need to rent, lease or purchase environmental monitoring or industrial hygiene equipment. I mostly cold called companies to determine their needs, but I also attended trade shows and set up meetings for clients who wished to tour our facility. I worked closely with my Account Managers to target specific key accounts and I worked independently to target smaller accounts. I handled database administration responsibilities for our department's database.
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