Mandates

InvestorCOM

InvestorCOM Rollover Analyzer

October 2021 – June 2022

Analysisdevelopmentsupport to the technical director

InvestorCOM built Rollover Analyzer to help U.S. financial-advisory firms meet SEC and DOL requirements: compare investment options, produce a standardized Reason Why report, and record the recommendation on a single platform.

Joining a project already underway, I flagged gaps in requirements capture, turned Product Owner needs into user stories, maintained the backlog with the technical director, supported delivery tracking, and developed several application sections.

Impact

  • User stories and requirements validation with the Product Owner
  • Backlog and delivery tracking with the technical director
  • Development of several Blazor / ASP.NET Core screens and flows

Technologies

.NET CoreC#BlazorASP.NET CoreEntity FrameworkAzure SQLAzure DevOpsRadzenHTMLCSSGit
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