H. David Marshak CEO
Marshak Associates West

Systems and Project Expertise
Marshak Associates West specializes in project management, information planning and systems analysis.


Bank of America, San Francisco, CA                                     1987-2003
Vice President and Technical Manager  

I have extensive experience managing all sizes of projects at Bank of America. This includes managing projects where all the staff reported to me and matrix managing projects involving 50 to 100 people. It
includes software development projects and technology infrastructure projects.

In 2001 and 2002, I was responsible, among other things, for managing the project to convert the front end communication environment for 2,400 major corporate customers, who use the real time FX rates system on a world-wide basis, from MCI's Tymnet to MCI's UUNET. Just the final testing and cutover for this involved over 50 people world-wide. The cutover for the 2,400 customers I was responsible for completed months ahead of schedule and went so smoothly that none of the customers realized we had changed anything.

I was senior project manager for the Real Time Trading system which lets corporate treasury departments do foreign exchange payments at their site. This system uses an interconnected network of robot and server computers. Bank of America has 2700 corporate customers all over the world who use this service and does about a billion dollars a day in FX deals through this system. I was in charge of all aspects of this from its creation in 1987. This includes working with senior business managers, developing prototypes, managing developers, and working with diverse units all over the world. This complex of systems uses C++, Visual C++, Visual Basic, Java, SQL Server, Reuters, TIBCO, MQ series, Oracle, TCP/IP, MCI UUNET MWAN, and X.25.

I built a publish/subscribe server in C++ for use by customers worldwide in doing real time FX deals.

I managed a series of projects which built a system of connected computers which models the work that is done by a retail banking foreign exchange advisor. This system eliminated the need for retail advisers and created new positions to manage the automated system. This involved working with electronic rate feeds and building complex databases with currency and rate information. As project manager and developer, I reported directly to the head of Bank of America’s principal Foreign Exchange Trading Room. This involved developing requirements and proposals, making reports on progress to senior management, and development of complex new features to meet tight delivery dates that were committed to important business customers. We made extensive use of RAD and prototyping technology.

I managed a team, which developed back end accounting and management reporting systems for derivatives trading. We used JAD, RAD, and prototyping technologies to meet the needs of the business in an environment where new products were continually being developed and time was of the essence.


I Implemented PIN security for Lucky Stores (Now Albertson’s) ATM card and credit card POS systems using the Interlink switch, which is now owned by Visa. I also provided technical services and development support for the Lucky Store electronic transaction switching system, which was written in Cobol using CICS.

The security for this system conformed to the Interlink Security Guidelines, which I developed.  .
Copyright H. David Marshak, All Rights Reserved
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