Charlie Lu	Download
Tel: 510-757-3666		clu@charlielu.net

E-BUSINESS MANAGER & CERTIFIED WEB APPLICATION DEVELOPER

E-Business manager with a strong programming and business background, strategic approach, cross-function management experience, and enthusiasm for developing people as well as applications. 10 years experience in building applications, automating processes, and integrating technology, business, data, and compliance requirements. Certified Advanced ColdFusion Developer and licensed FINRA General Securities Principal.

EXPERIENCE

Wells Fargo Funds Management, LLC. San Francisco, CA August 2003 - Present

A subsidiary of Wells Fargo & Company. Provides investment advisory and administrative services for over 110 mutual funds.

Vice President, E-Business & Marketing Technology Manage the WI-based E-Business Development and CA-based Marketing Technology teams. Oversee the production of performance-based and data-intensive marketing materials and reports. Manage a team of developers responsible for site operations and e-mail communications. Responsible for automation of Marketing processes and rapid response to business data demands. Advise on technology investments and resource allocation related to marketing material production. Senior E-Business Consultant Served as a site manager and technical lead on the E-Business team. Managed both the technical and strategic aspects of the E-Business Financial Advisor channel. Developed applications for marketing promotions, distributions, operations, and metric analyses. Interfaced with Product, Communication, Fund Accounting, IT, data services and vendors.

Oncall Interactive, LLC. San Francisco, CA July 2000 - May 2003

An award-winning (Forbes Best of the Web) application development firm serving a diverse range of clients from small startups to Fortune 500 companies.

Senior Web Application Developer Designed, developed, and managed Web application projects and packaged solutions. Collaborated with clients on site flow, cost, and technical specifications. Designed and maintained relational databases, triggers, and stored procedures. Built an extended library of code: database interface, rapid-component tool, time/spec/QA management. Led the development of mobile applications: AvantGo, PQA, SMS, WAP, and electronic software delivery. Web Application Developer Built shopping carts, card processing, inventory, fulfillment, reconciliation, and export mechanisms. Integrated third-party tools/APIs such as AuthorizeNet, CyberCash, FedEx/UPS, and Webtrends.

Concept Kitchen, Inc. San Francisco, CA June 1999 - July 2000

A visionary, VC-funded, software and accessories company. Produced a line of best-selling accessories and software for Palm and Windows Mobile devices prior to acquisition by Fellowes in July 2000.

Manager, Online Services Spearheaded the inception and oversaw the operation of a new online division, Smaller.com. Collaborated with developers and designers on functional and visual requirements. Managed a team of editorial and design staff, content administrators, and CS personnel. Wrote a bi-weekly column, Mobile Trends, and covered the daily news section. Represented the company at trade shows and mobile application developer forums.

PAST PROJECTS

Content Publishing
Projects Mutual Fund Education Alliance (MFEA)   · MFEA member site for 30+ fund companies · Win2003, ColdFusion 8, MS SQL 2005 CitySync   · Lonely Planet's member exchange site · Win2000, ColdFusion 5, MS SQL Smaller.com   · News and software site for mobile devices · Win NT, ColdFusion 5, MS SQL	Responsibilities Project wireframe and budget planning Tiered submission and editorial interface Scheduled auto-publishing Discussion board and social media integration Advertisement API integration Shipping methods and cost API integration Member management and survey tools Event and registration management AJAX-driven rich user interface WML/WAP phone access

Intranet/Secured Extranet

Projects Wells Fargo Advantage Funds   · Wrote dozens of POCs and applications · Participated in CM/CRM implementation · Various enterprise platforms and dBs Grand Canyon River Outfitters Association   · River management for Park concessionaires · Annual reports for the GC National Park · Win2000, ColdFusion MX, MS SQL San Francisco Public Utilities Commission   · SFPUC secured employee intranet · Windows NT, Cold Fusion 4.5, MS SQL

Responsibilities Business, technical and cost specifications Streamline manual processes Automate data retrieval and publication 30+ scripts for fund data processing Electronic newsletter creation/distribution Phone Bank referral admin/reporting POCs: auto fact sheets, mobile sites, etc. Grand Canyon river usage admin/reporting Advanced database design LDAP, admin security, and user-privilege FuseTalk online forum integration Client and resource management

Application Services & E-Commerce

Projects American Lawyer Media   · Online store for legal professions · Solaris, ColdFusion 5, Oracle dB Lonely Planet   · Lonely Planet's global online store · Linux, ColdFusion 5, DB2 MetroRent   · Online rental listings/search services · Win2000, ColdFusion 5, MS SQL Verizon Wireless Presentation Generator   · Sales/support materials generator · Win2000, CFMX, MS SQL, Flash

Responsibilities Database design: MS SQL, Oracle dB, IBM DB2 Multi-lingual content and product management Digital coupons and affiliate management Multi-currency shopping cart Multi-account credit card processing ESD (Electronic Software Delivery) Inventory, fulfillment, and shipping integration Customer, order, and RMA management Reconciliation and financial reports UI, graphic design, and Flash integration Mobile applications for PDA and phone access On-site client training and consulting

EDUCATION & LICENSES

· B.A., Integrative Biology. University of California, Berkeley, 1997 · Adobe/Macromedia Certified Advanced ColdFusion Developer · FINRA General Securities Principal (Series 7, 24)