Data
App & Dat
Dialectic
PROJECTS
Few & notable
STOX
Stock Options & ESPP Management Software for Public Companies
Stock Options & Ownership Management Software for Private Companies
Custom Developed Treasury Software for Stock Ownership and Dividends
FileMaker Pro 5 - 19 / 2023
My role: complete product development & support, incl. data migration
Including $10 bln companies with up to 10,000 employees, and custom development for dozens of companies.
Areas of particular interest include: option pricing, valuation modeling / input forecast, and stock option expense allocation methods in corporate compliance reporting.
STOXEMPOWER
Web application, web front-end for Easy Options/ESPP Custom (tm)
Plan participant on-line records with integrated broker execution using FIX protocols to connect to the leading clearing house systems
C#, .NET 2.0, ASP .NET, Microsoft Access, SQL Server 2005
My role: complete product development & support, incl. data conversion
Custody & Cash
Tool used by custody brokerage firms that calculates monthly custody per security and client.
In addition, tool also calculates cash fees, both on positive and negative cash balances.
Results are exported to excel spreadsheets, and summaries can be calculated and exported as csv file.
FileMaker Pro 19 / 2023
My role: complete product development & support, incl. data conversion
