PATRICK CHAN

310 E.51st Street  #5

New York, NY  10022

917-892-3618 (mobile)

             

Over twenty five years of technical experience including: data & process modeling, requirements definition, database design and performance tuning, data warehousing, data quality, data virtualization/data services and metadata management.

 

SOFTWARE:              Informatica 9 (PowerCenter, Analyst, Developer, Data Services, Metadata Manager, MAE & MAV), Composite Studio 6.1, RedHat MetaMatrix Data Services 5.5.4, ERWin & ModelMart, ER/Studio, Oracle 11g & PL/SQL Developer, MS SQL Server 2008 & SMS, DB2, Sybase 15 ASE, DB/Artisan, TOAD, SQL*Plus, Windows, Solaris, RHEL, SUSE and VMWare ESX Client.

 

EXPERIENCE:

07/12 to                            Credit Suisse, Data Warehouse Architect

present                            Development of a Product Control Data Warehouse for a major Investment Bank (Contractor, NYC)

 

·          Design and testing of mapping specification templates using Mapping Analyst for Excel and Mapping Architect for Visio

·          Design of a Tier 1 Service for Metadata Management and Business Glossary

·          Data Modeling of ODS, Inmon-style DWH and Dart Mart tables for Central FX Levelling reporting

·          Peer reviews of Conceptual, Logical and Physical Data Models

·          Authored specifications for PowerCenter batch ETL

·          Validation of ETL processes in ODS, DWH and Data Mart

·          Review of Functional Specification and validation against Data Model, ETL processing and BI reports

·          Management of defects towards stable code release

 

01/12 to                            Barclays Capital, Data Warehouse Architect

05/12                            Development of a Fixed Income DWH for Compliance IT (Contractor, NYC)

 

·                                    Defined simple ETL requirements with Informatica Mapping Analyst (MAE) for Excel with BA team

·                                    Defined complex ETL requirements with Informatica Mapping Architect (MAV) for Visio

·                                     Analysis of legacy Oracle PL/SQL ETL tier and Data Mart

·      Authored Data Mart requirements, Canonical Data Model and Star Schema for Fixed Income DWH Phase 1

·      Trained BA team in use of Informatica Data Explorer (IDE) for data discovery

·      Designed Data Mart to persist historical Data Quality metadata sourced from IDE

·      Conducted Data Quality assessment for Control Room Settled Trades - Phase 1 using Composite Studio

·      Developed modular DWH architecture using PowerCenter, IDE/IDQ, SQL Server and Composite Server

·      Researched NoSQL technologies (Hadoop, Hive, Hbase, MongoDB) for DWH technology roadmap

 

09/04 to                            Credit Suisse, VP Data Integration Architect, Enterprise Data Management

11/11                            Development of Data Federation, Data Quality and Metadata Management shared services for a major Investment Bank (FTE, NYC)

 

·          Designed and managed a multi-tenant shared service platform for Data Profiling and Data Cleansing based on the Informatica 9 Analyst, Developer and PowerCenter bundle for Data Warehouse apps.

·          Development of a framework to deploy real-time Data Quality Web Services.

·          Created the firm’s Data Quality Strategy, Lifecycle and Working Models, based on internal customer input and research, employing Lean Integration.

·          Design and rollout of Informatica Metadata Manger 9 Service to provide end-to-end Data Lineage and Impact Analysis for Data Warehouse apps.

·          Designed a multi-tenant shared service platform hosting the RedHat MetaMatrix Data Services product on virtual servers.

·          Managed the Unified Data Service team (Support, Modeling and Ops functions).

·          Data Virtualization of flat files, Oracle 10g, Sybase ASE 15, MS SQL Server 2005 and Web Services data for real-time and batch access by client applications.

·          Conducted POCs and internal demos for Data Virtualization, Data Profing, Data Cleansing and Data Services, matching client requirements.

·          Design of caching strategies and application to shed load from legacy MDS Reference Data system.

·          Creation of an optimized Security Price Master Oracle-based data mart from 13 relational tables using MetaMatrix Virtual DB.

·          Maintained roadmap and competitive intelligence for shared service products in the Data Virtualization, Metadata Management and Data Quality spaces.

·          Evaluation of open-source products (RH Data Services, Infinispan, Talend, Jaspersoft, Hadoop).

·          Developed strategy to incorporate Hadoop into existing shared services for Big Data use cases.

·          Third line support for shared service products, coordination with vendor for problem resolution.

 

 

12/02 to                            DoubleClick, Database Architect

09/04                            Design and development of database solutions for Ad Serving, Email Marketing and Web Analytics for an ASP (FTE, NYC)

 

·          Developed and maintained dimensional model and physical optimization of star schema (bitmap indices, materialized views, b-tree indices) for Ad Serving Oracle data warehouse.

·          Research, analysis and re-redesign of DB components for 33 instance DARTmail SQL Server DB to migrate to Oracle, including comparative benchmarking.

·          Re-design of Site Advance web analytics Oracle data warehouse including dimension and partitioning strategies, star schema design and optimization, view, stored procedure and trigger development.

·          Testing and evaluation of data warehousing platforms, appliances, applications and tools.

 

04/02 to                            Citigroup Private Bank, VP Global Technology Development (FTE, NYC)

12/02                            Design and development of an Oracle DWH for banking and investment accounts

 

·          Logical and Physical modeling for Asset and Liability Positions, Financial Instrument Master, Tax Lot Positions, Investment Product Repository and Aggregate Transactions subject areas and optimization for Oracle data warehouse.

·          Design to interface with DST HiPerformance to graph account performance versus benchmarks.

·          Validation and data QA of data feeds from product systems using TOAD and Ab Initio.

 

10/97 to                            JP Morgan Chase, Investor Services Data Architecture (Contractor, NYC)

12/01                            Design and development of  DB2 and C/S databases for a major custodial agent.

 

·          Design of an Enterprise model and OLTP database supporting all cash, trade and accounting directives for a Custodial Agent, reengineered from SWIFT messages, global and domestic legacy trading systems to meet same-day settlement (T+0) requirements 24 x 7.  

·          Design of 4 subject areas, Account Profile (to capture account-driven business rules), Market Profile (for current market and asset data), User Profile (to support work queues, prioritization and routing) and Transaction DB to support the Oracle OLTP database and operations.

·          Data modeling, development and reengineering of DB2, Sybase and Oracle 8i databases using the COOL:DBA and ERWin CASE tools including: Corporate Actions System, Letter Writing System (multi-tier), Post Effective Reporting System for SEC, Warehouse Custody Reporting System and Transmission Management MQ System.

·          Design of an Oracle DWH to track and forecast idle cash held by JPMC across all lines of business (e.g. Custody, Wholesale Banking, Retail Banking, etc.).

·          Redesign and review of a global asset master repository, GMRD, a single source Oracle repository for all JPMC securities (e.g. equities, fixed income, derivatives, etc.) reference data.

·          Facilitation of JAD sessions and data model reviews for UML Model and Business Requirements.

·          Construction of a mapping application for DB tables, legacy files and XML messages.

·          Administration of a server to share data between applications developers, DBA and DA

·          Use of  PVCS Tracker to manage data requirements

·          Review and reconciliation of Rational Rose deliverables for business requirements documentation

 

3/96 to                            American International Group, Data Adminstrator (FTE, NYC)

10/97                            Design and development of DB2 and C/S databases for insurance applications.             

·          Data modeling, development and reengineering of DB2, Sybase System 11 and MS-SQL Server 6.5 databases with the LBMS SE 6.2 CASE tool from analysis through construction phases.

·          Maintenance of multiple CASE repository environments with shared data elements.

·          LBMS SE Encyclopedia, DDL review and catalog research for data object re-use and sharing.

·          Created and maintained Data Models for a policy underwriting system (DMS), a loss billing system (CARS), an overseas loss reporting system (IntelliRisk).

·          Created and maintained Data Models for a Data Warehouse of Claim Losses and its Data Marts (TPAIR and TPACHO) using reengineered data from legacy VSAM systems.

·          Engineered data models for the AccessAIG and Broker Profile system for Web access to corporate data.             

 

04/94 to                            Guardian Life Insurance Company, Data Adminstrator (Contractor, NYC)

1/96                            Design and development of DB2 databases for a group insurance application.

 

·          Data Modeling, development, tuning and reengineering of DB2 databases with the Bachman CASE tool from analysis through construction phases for Work Queue, Plan, Dental, Major Medical, Warehouse and Employee databases.

·          Design walkthroughs for the Phoenix developers, DBA and business analysts.

·          Migration of data from test to production regions using DB2 utilities and SPUFI queries.

 

11/89 to                            First Chicago Trust,  Database Administrator (FTE, NYC)

3/94                            Design and development of IDMS/R and DB2 databases for a leading transfer agent.

 

·          Management of test, QA and production ADW Encyclopedia environments.

·          Development, maintenance and support of segmented databases, tablespaces, tables, RI, synonyms and authority for mainframe DB2 and IDMS/R systems.

·          Analysis and design phases for Product Management, Contract, Employee, Organization, Service Management, Contact Profile, Delivery System and STIPS databases using ADW CASE tool.

·          Implementation of Product Management, Contract, Employee, Service Management and STIPS databases in a DB2 2.3 environment.

·          Unload/reload and restructure of IBM Employee and Employee plan IDMS/R databases.

·          Logical and physical designs for Document Tracking, Employee Plus, Equitable Demutualization and IBM Employee Phase 2 databases.

·          Load of 5 million shareholder data records for ATT/ATI conversion.

·          Redesign of Account Locator DB load (2.5 IBM 3380E's) reducing time from 3 days to 14 hrs.

 

11/86 to                            New York Life Insurance Company,  Database Administrator (FTE, NYC)

11/89                            Design and development of IDMS/R databases for an insurance application.

 

·          Application support for project teams and migration of ADS/O application components.

·          Training, database review and LR review for junior DBA staff.

·          Created logical model for Client, Client Statement, CTP‑Documentation and Marketer Databases.

·          Authored/maintained physical model for Client, Client Statement, CTP‑Documentation,  SEP‑Accounting, Individual Policy Holder System and Marketer Licensing databases.

 

12/85 to                             Citibank, N.A., Programmer Analyst (FTE, NYC)

11/86                            Extensive experience with IDMS/R for a securities trading  application.

 

·          Design, code and test of ADS/O dialogs and development of ADSA prototypes.

·          Technical support/training, QA and code reviews for junior programming staff.

·          Functional analysis, design, code and testing for Table Maintenance system COBOL batch cycle reports and ADS/O dialogs for online system.             

·          Migration of dialogs from test to acceptance environment.

 

1/85 to                            Prudential Life Insurance Company,  Programmer (FTE, NJ)

11/85                            Analysis, design, coding and maintenance of a COBOL real estate accounting systems.

 

·          Analysis of user enhancements and programming specifications.

·          Migrated modules from test to acceptance to production environments.

·          Maintenance for PRISA 140 module subsystem.

 

 

EDUCATION:                            The  City College of New York, Bachelor of Science, majoring in Biochemistry with minors in Computer Sciences and Chemistry.

 

INTERESTS:                            Travel, tennis, fly‑fishing, offshore fishing and classical music.