Experience

MyVest

• United States
• Software Development
• 1 - 100 Employee

• Vice President of Analytics

  • May 2021 - 2 years 8 months

  Austin, Texas, United States

• Head Of Analytics

  • Jul 2017 - 6 years 6 months

  San Francisco, California, United States Developing a completely new type of data and analytics platform specifically for financial institutions. A platform that will help FIs win business, strengthen relationships, identify compliance issues, improve efficiency and most importantly, deliver better advice to customers. We're on a mission to create data-driven financial institutions and transform how advice is delivered through advisors and financial applications.



Draft

• Government Relations Services

• Founder | CEO

  • Jul 2014 - Jul 2017

  Austin, Texas Area Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. Draft Insights makes it easy for advisors to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for advisors such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use… Show more Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. Draft Insights makes it easy for advisors to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for advisors such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients. Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts. Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools. www.draft.io Show less



Infochimps, a CSC company

• Sales

  • Oct 2013 - Jul 2014

  Austin, Texas Area Infochimps helps businesses unlock the value of their data with unprecedented speed, scale and flexibility. The Infochimps Platform is an innovative managed cloud service that streamlines building and managing complex Big Data environments, and distills analytics to deliver actionable intelligence faster. With Infochimps, companies can feel confident that they have the fastest way to deploy Big Data environments in public, virtual private, or private clouds. Infochimps is a CSC company, with… Show more Infochimps helps businesses unlock the value of their data with unprecedented speed, scale and flexibility. The Infochimps Platform is an innovative managed cloud service that streamlines building and managing complex Big Data environments, and distills analytics to deliver actionable intelligence faster. With Infochimps, companies can feel confident that they have the fastest way to deploy Big Data environments in public, virtual private, or private clouds. Infochimps is a CSC company, with offices in Austin, TX and the Silicon Valley. For more information, please visit http://www.infochimps.com and follow @infochimps on Twitter. Show less



Independent

• Uganda
• International Trade and Development
• 1 - 100 Employee

• Financial Software Consultant

  • Feb 2011 - Oct 2013

  Los Angeles, CA Coordinate projects between investment firms and software providers to create or enhance marketing material, custom analytics, compliance reporting, automation, web based solutions, and training material for sales representatives.



Zephyr Associates, Inc.

• Senior Sales Consultant

  • Jan 2008 - Feb 2011

  Recruited new customers across Zephyr’s complete line of institutional investment products while generating additional revenue from current clients by expanding use of software to new areas of the customer’s business. Worked closely with software developers to prioritize and implement new functionality to win business and increase client retention. Developed channel specific marketing materials for the sales and consulting team to better position the software tools within each sub-segment… Show more Recruited new customers across Zephyr’s complete line of institutional investment products while generating additional revenue from current clients by expanding use of software to new areas of the customer’s business. Worked closely with software developers to prioritize and implement new functionality to win business and increase client retention. Developed channel specific marketing materials for the sales and consulting team to better position the software tools within each sub-segment of the industry. Show less



UBS Wealth Management

• Banking
• 1 - 100 Employee

• Financial Advisor

  • Oct 2006 - Mar 2008

  Member of Private Wealth Management team at one of UBS's first Ultra High Net Worth Offices



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 2003 - 2006

  Managed investment portfolios for high net worth individuals, families and foundations.