Experience

Hillsdale Investment Management Inc.

• Canada
• Investment Management
• 1 - 100 Employee

• Senior Python Developer

  • Mar 2022 - Present

  Senior Python Developer on the Data Engineering Team. Responsible for the following: - Design, develop and maintain production applications, databases and custom ETL workflows to help the research and portfolio management team inform their investment decision making. - Build and enhance proprietary applications for investment research, portfolio management, and portfolio analytics by implementing database scripts, back-end application code, and occasionally front-end applications. - Ensure that technical decisions are taken with an appropriate balance of time-to-market versus meeting Hillsdale's long-term growth goals. Show less



Lumiwealth

• United States
• Financial Services
• 1 - 100 Employee

• Principal Software Developer and Options Course Instructor

  • Feb 2021 - Mar 2022

  I am the lead developer for Lumibot, a open source algorithmic trading application written in Python. Lumibot backtesting and real time trading of equities, futures, and options. (cryptocurrencies coming soon). Trading can occur in intra-day or inter-day time frames. Current brokers include Interactive Brokers and Alpaca. Lumiweatlh also offers an Algorithmic Options Trading course which I instruct. We will teach you how to trade options algorithmically and have a working bot by the end of thre course. Show less



RunBacktest.com

• Toronto

• Python Developer: Backtesting, Live Algorithms, and Dashboards

  • Jul 2018 - Mar 2022

  Freelance python developer focused on trading and investment management. Create backtesting, live algorithms, and dashboards for comprehensive suite of customized algorithmic trading solutions. Create python programming solutions that make trading easier and evidence based. Freelance python developer focused on trading and investment management. Create backtesting, live algorithms, and dashboards for comprehensive suite of customized algorithmic trading solutions. Create python programming solutions that make trading easier and evidence based.



ShipitNow

• Canada
• Human Resources

• Owner

  • Jun 2016 - Jul 2018

  Built a company that will allow employees and members to send their important packages at discounted rates. This work perk was available if a member had an existing member benefit or employee discount program that might be using, for example, Perkopolis, Venngo or Appreciation Events. ShipitNow can also be implemented as a stand alone benefit. ShipitNow is an Employee Benefit that is easy to implement and cost a company no money to set up or run. We provide discounts with the major couriers including Purolator, UPS, FedEx, Canpar and DHL. Your employees or members will save once ShipitNow is in place. Show less



Portfolio Audit

• Toronto, Canada Area

• Investment Portfolio Auditor and DIY Investing Coach

  • Jun 2010 - Jun 2016

  Created a virtual company that provided two services: 1. The Portfolio Audit itself, a 30 page comprehensive investment review. The Portfolio Audit reviewed the following: financial plan, KYC, investment policy statement, asset allocation, rate of return and downside risk expectations, advisor philosophy, fixed income, equities, complexity and transparency, fees, tax efficiency, monitoring and re-balancing, and reporting. 2. Do It Yourself Coaching service assisting clients in making the transition from an investment advisor to a do it yourself portfolio at a discount broker. Do It Yourself clients received; basic financial plan, Investment Policy Statement, action plan to manage the transition, and a customized re-balancing spreadsheet. Show less



Weigh House Investor Services

• Canada
• Financial Services
• 1 - 100 Employee

• Investor Consultant

  • Sep 2008 - Jun 2010

  Provided fee only financial planning, do it yourself investment coaching, portfolio reviews, investment manager searches, and investment performance monitoring. Achieved $50,000,000 in new assets in the first year and landed the firm’s largest client in its history with $40,000,000 in assets. Weigh House curtailed its operations in 2010. I continued to serve my clients on my own and eventually created Portfolio Audit. Provided fee only financial planning, do it yourself investment coaching, portfolio reviews, investment manager searches, and investment performance monitoring. Achieved $50,000,000 in new assets in the first year and landed the firm’s largest client in its history with $40,000,000 in assets. Weigh House curtailed its operations in 2010. I continued to serve my clients on my own and eventually created Portfolio Audit.



RBC

• Canada
• Banking
• 700 & Above Employee

• Investment and Retirement Planner

  • Feb 2004 - Jul 2008

  As a commercial Investment and Retirement Planner or IRP, serviced the investment and financial planning needs of RBC’s Durham commercial business owners and received RBC’s coveted annual award in 2005 for new deposits in excess of $35,000,000. Created customized outlook application for tracking sales and reporting, shared and instructed with commercial IRPs across GTA. Commercial IRP steering committee member. The commercial IRP role was discontinued by RBC. As a commercial Investment and Retirement Planner or IRP, serviced the investment and financial planning needs of RBC’s Durham commercial business owners and received RBC’s coveted annual award in 2005 for new deposits in excess of $35,000,000. Created customized outlook application for tracking sales and reporting, shared and instructed with commercial IRPs across GTA. Commercial IRP steering committee member. The commercial IRP role was discontinued by RBC.



Aucxis Corporation

• Stekene, Belgium

• Chief Operating Officer

  • May 2001 - Jan 2004

  ~Also Aucxis Trading Solutions (subsidiary), Chairman and President, Stekene, Belgium~ Publically listed Aucxis Corporation was a technology company 3-6 months from insolvency. Replaced the departing CEO and CFO with a mandate from a new board to try and save the company from insolvency. Was successful in this mandate by achieving the following: - Successfully rolled out 25 technical employees into a private company in the first week successfully opening up communications amidst stalled and hostile negotiations. - Fought or negotiated settlement on over 10 lawsuits including departing executives and wrongful dismissals. - Closed down Canadian headquarters as this was a pure cost center, released remaining employees. - Set corporate strategy with reduced cash flow providing timely advice to the Board of Directors. - Reviewed and closed two financially non-viable wholly owned subsidiaries in the Netherlands. Bought key assets back from the liquidator. - Remaining 92.5% owned viable subsidiary, Aucxis Trading Solutions (ATS) was in the control of a hostile founder in Belgium. ATS had 32 employees and profitable annual revenues of 8 million euros. Achieved buy in from long term senior management team and subsequently ousted the founder. Took over managerial control of ATS, and was appointed as Chairman of the Board of Directors and Managing Director, ATS Belgium (now Aucxis). Fought ongoing lawsuits with founder. - SEC filing preparation (operations) and shareholder communications Show less



Online Global Commodities Exchange

• London, United Kingdom

• Chief Operating Officer

  • Jun 2000 - Mar 2001

  Senior executive officer and COO during the design phase of an online B2B exchange for perishable commodities. Working extensively with outside consultants responsible for building and implementing the web site, ERP, systems architecture, program office, call center customer support, back office support, and vendor selection and contract negotiations. Reuters was to provide USD $30MM funding after successful comprehensive due diligence but at the last minute stopped funding all technology companies. OGCX became short lived and insolvent immediately. Show less



Wingspan Bank

• Wilmington, Delaware

• Assistant Vice President

  • Aug 1999 - Jun 2000

  Managed a team within a vendor centric organization responsible for owning and re-engineering all banking operational processes using a process change lifecycle methodology in order to ensure effective delivery of existing products and services to our clientele. WingspanBank.com had a short lifespan of one year closing operations in the summer of 2000. Managed a team within a vendor centric organization responsible for owning and re-engineering all banking operational processes using a process change lifecycle methodology in order to ensure effective delivery of existing products and services to our clientele. WingspanBank.com had a short lifespan of one year closing operations in the summer of 2000.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Integration Specialist

  • Aug 1997 - Jul 1999

  The Delta Plus project completely redesigned the financial planning capabilities of the retail branch financial advisor desktop. Primary function was to represent the business to technology to ensure accuracy of requirements in technical design, change management success, and engage in business/technology mediation. Simultaneously was responsible for up to 5 projects.

• Advice Consultant

  • Nov 1995 - Aug 1997

  Central Advisory Services was a team of financial expert consultants advising financial advisors across Canada by phone, periodical, website and presentation. Advised and wrote on all financial planning matters with an emphasis on investments. Additionally responsible for the group’s technology building an integrated network relational database for monitoring, tracking, and reporting Central Advisory Services' activities of over 1,000 calls per month and a document management system integrated with a re-designed Knowledge Exchange (nation-wide knowledge based web site). Show less