Osvaldo Pena
SVP Data Architect and Profiling Guru
- Role
- Senior Software Engineer at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Osvaldo Pena
Established business professional with a comprehensive understand of the many aspects of the capital markets industry. Excellent track record in senior leadership roles with Hedge Fund Investments, Capital Markets Securities Trading, Equities Investment Banking and IT Services. Highly skilled in counter-party relationships and executing trades for large multi-national and international companies, performing due diligence, detailed financial analysis, compliance on boarding, KYC and AML, trade booking, taking lead in specialized application programs to enhance the business model. Seeking opportunity to prove professional excellence in an IT Business leadership role.
Experience
Senior Software Engineer
Aug 2019 — Present · Charlotte, NC, US
Responsible for Architectural SOR design for ProfitView Consumption. • Responsible for profiling Credit, Fee and Deposit based products for ingestion into ProfitView.• Design forward thinking architectural solutions that meet current business needs and can be scaled for future • Gather and interpret Business Requirements Documentation (BRD) in order to create and maintain Functional Systems Documentation (FSD) and data mapping files for Credit, Fee and Deposit related systems of record to be consumed into ProfitView.• Work with ProfitView technology partners to ensure system development meets FSD requirements and development timeline adheres to agreed upon deliverables for go live dates.• Collaborate with business and finance teams and make recommendations based on analysis of existing data in order to properly fulfill business requirements or raise change management requests to maintain compliance within SDLC established time frames.• Perform System Integration Testing (SIT) and User Integration Testing (UAT) to ensure consistency in quality of data from ETL to code batch runs for target data state.• Work with upstream business units to ensure understanding of the business and that data to be ingested is appropriate to use in the various metric calculations used to calculate customer profitability used for management reporting. • Validate SOR financials from source to ensure source financials reconcile against GL and profitability calculations meet business requirements to FACT tables for various downstream profitability reporting systems. • Validate all SOR data against various Wells Fargo Wholesale data marts including WCIS, WDM, iHUB and OMDM.
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law
2015 — 2017
Wesleyan University
Bachelor of Science, Economics
1993 — 1997
Skills
- Word
- Options
- Microsoft Word
- Etfs
- Microsoft Excel
- Series 63
- Management
- Hedge Funds
- Finance
- Electronic Trading
- Fx Options
- Investment Strategies
- Alternative Investments
- Private Equity
- Bonds
- Business Analysis
- Equities
- Portfolio Management
- Fixed Income
- Capital Markets
- Series 7
- Banking
- Mutual Funds
- Risk Management
- Financial Markets
- Trading
- Investment Banking
- Financial Modeling
- Emerging Markets
- Trading Systems
- Finra
- Derivatives
- Market Data
- Financial Analysis
- Wine
- Structured Products
- Financial Risk
- Asset Management
- Licensed in Long-Term Care Insurance
- Salesforce.com Administration
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