1. Dan McKinley, CFA, MBA dan.mckinley@SetFocus.com – Cell (615) 479-7901
Summary
 Proven database developer / analyst with 2011 training in SQL Server Management Studio 2008 and Visual Studio 2008
 Extensive project management experience.
 Significant work with business users on business analysis and management reports.
 Industry experience in banking, oil & gas, utilities, mutual funds, stock market, bond market, derivatives, annuities,
insurance, transportation, trucking, airlines, air frame, manufacturing, staffing, retailing.
Technical Skills
RDBMS: Microsoft SQL Server 2008.
Software: T-SQL, SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), Basic,
Fortran, Fortran IV, Excel, PowerPoint, MS Office.
Tools: SQL Server Management Studio, Business Intelligence Development Studio (aka Visual Studio
2008), Microsoft Visio.
SQL Server & SQL Business Intelligence Master’s Programs 2/2011 – Present
SetFocus LLC. – www.setfocus.com
Intensive, hands-on programs combine 360 hours of lecture on latest technology with weeks of projects that simulate
commercial database environment with specific deliverables and tight deadlines. Demonstrated proficiency in: T-SQL
queries, database construction, transactions, integration and reporting services.
 Queries (tuned and optimized) involved joins (inner, outer, self), cross applies, subqueries (correlated and self-
contained), common table expressions (CTE), user defined functions (UDF), stored procedures (Procs) and views.
 Modeled (physical & logical) databases to BCTN Form, created & diagramed tables, with referential integrity and
complete schema, indexing (clustered & non-clustered, composite), and full annotation.
 Transactions (I,U,D) included triggers (DML & DDL), isolation levels, and structured error handling/ validation.
 Integration Services emphasize ETL (Extract Transform Load) data flow solutions—import (for loops, validated) &
export (notifications)—from various sources (e.g. XML, OLE, CSV, Excel), to precedence constraints, to meet diverse
business requirements (lookups, expressions, variables, scripting).
 Reporting Services generate management reports with full SSRS 2008 functionality—Tablix [Tables, Lists, Matrix or
pivots], aggregates, group expressions, drill-downs, filtering, parameters, filters—sorting, charts & gauges, dynamic
formatting, deploying (HTML) with automatic delivery via standard report subscriptions.
 Independently developed databases (e.g. banking, retailing, publishing, manufacturing) to project specs based on
descriptive business memos. Scripted robust stored procedures, functions, and triggers to implement required
functionalities /restrictions. Created ETL solutions to read data (e.g. Products, Vendors, Orders) from CSV/XML
files on a network share into a SQL Server database. Solutions validated incoming data and performed
notifications when jobs completed/failed. Designed and generated reports on extracted SQL Server data using
SSRS 2008 reporting functionality (including Tablix controls). Logged and deployed reports/snapshots to web
(HTML) and scheduled automatic deliveries based on standard report subscriptions.
Professional Experience
Chatham Advisors Ltd. Analyst 10/2006-Present
UBS Advisor 04/2003-10/2006
KeyBank Analyst 09/2000-12/2002
Belmont University Adjunct 01/1993-06/2004
J C Bradford & Co. Analyst 07/1992-07/2000
Fidelity Management, Smith Barney, Deutsche Bank (Bankers Trust) Prior to 1992
Professional experience started with building a mainframe database analytical model to gather global money
market rates then filtered for FRB regs and tax rates to optimize banker loan negotiations. Airlines, air frame, real
estate analyses. Next focus was design of macro-driven spreadsheet databases and analytical models of public
economic & financial data to identify statistical trends and simulations for forecasts utilizing modern portfolio theory,
linear regression, Monte Carlo, and “what-if” models. Currently applying SQL Server database designs and analyses.
Education
Harvard University M.B.A. General Management Boston MA
Seton Hall University B.S. Economics (highest GPA) South Orange NJ
CFA Institute C.F.A. Chartered Financial Analyst Designation Charlottesville VA
Dan McKinley – Resume 1|Page