Dana Rossi, CFA, CSPO

Product Owner at LogicSource, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Westport, Connecticut, United States, US

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5.0

/5.0
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Sharon Kesselman

I worked with Dana for 5+ years on two different products, Alpha Testing and Portfolio Simulation, which are both high-end products within FactSet. Dana is one of my favorite product managers to work with. He is very detail oriented and knows the products inside and out. He can tackle questions from clients without even bringing them to engineer's attention, just by troubleshooting within the application itself and across various other applications that can validate certain features. Even if he can't solve the issue, he can narrow it down for engineers, so that it's clear what area of code should be addressed. This is not always easy, given that a bad number in one are of the product could stem from a bad number earlier in the calculations. It could also be that the issue really stems from outside of our products, such as a bad database value for a price or dividend, and Dana made sure to cross-check the numbers across multiple applications to determine whether this is the case. Dana also contributes to high quality testing of new features, and is extremely good at finding edge cases. In addition to being a great product developer, Dana is fun to talk to, and is knowledgeable across a wide range of fields. He pursues all of his passions, whether they are Bridge competitions, improv comedy shows, chess matches, etc. and it is fun to see what he'll be up to next!

Michael Pigott

Dana was the Product Developer for my engineering team in FactSet's Quant/Risk group. We worked to define the goals and direction of both the Custom Risk Models feature in the Alpha Testing product and the Rules-Based Trading feature in the Portfolio Simulation product. Dana, my engineering team, and I worked together in the development of, but not limited to, step-wise factors, exogenous factors, and principal component analysis on the Custom Risk Model side, and both net constraints and portfolio value constraints on the Rules-Based Trading Engine side. Dana was always very concise in his specifications, and was always extremely knowledgeable and helpful about the statistics behind those efforts. He was also very methodical in testing those features. Dana was also very helpful in working with sales specialists in determining the cause of issues they found, and working with them to build models for their clients to use. Everything that came our way was carefully analyzed by Dana first. It was a pleasure working with Dana, and I learned a lot from him during my three years as the manager of the Quantitative Applications engineering group.

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Credentials

  • Continuing Education Program 15 Year Milestone
    CFA Institute
    Nov, 2019
    - Nov, 2024
  • Scrum Master Certified
    SCRUMstudy - Accreditation Body for Scrum and Agile;Download Free Scrum Body of Knowledge(381 pages)
    May, 2018
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2004
    - Nov, 2024
  • Certified Scrum Product Owner
    Scrum Alliance
    Jul, 2018
    - Nov, 2024

Experience

    • United States
    • Business Consulting and Services
    • 200 - 300 Employee
    • Product Owner
      • Sep 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Product Owner, Digital Experience
      • Mar 2019 - Sep 2022

      Product Owner – Paperless & Electronic Notifications (Nov. 2021 – Sept. 2022) Product Owner – Registration & Login (Nov. 2020 – Oct. 2021) Product Owner – Transactions & Self-Service, Digital Experience (March 2019 – Nov. 2020) Product Owner – Paperless & Electronic Notifications (Nov. 2021 – Sept. 2022) Product Owner – Registration & Login (Nov. 2020 – Oct. 2021) Product Owner – Transactions & Self-Service, Digital Experience (March 2019 – Nov. 2020)

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Product Owner (Independent Consultant)
      • Sep 2018 - Mar 2019

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Product Owner (Independent Consultant)
      • Sep 2018 - Mar 2019

      Product Owner (Independent Consultant) at Charter Communications Product Owner (Independent Consultant) at Charter Communications

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Product Manager
      • Feb 2001 - Dec 2017

      Product Manager – Portfolio Analysis Equity Calculations (Sep 2014 – Present) Managed team responsible for PA equity calculations Improved work priority process for engineering teams and specification process for developer teams Released many speed and stability improvements Designed and released calculation search utility & QA platform for testing client documents Synthesized quarterly operation plans with sales and engineering & communicated progress to… Show more Product Manager – Portfolio Analysis Equity Calculations (Sep 2014 – Present) Managed team responsible for PA equity calculations Improved work priority process for engineering teams and specification process for developer teams Released many speed and stability improvements Designed and released calculation search utility & QA platform for testing client documents Synthesized quarterly operation plans with sales and engineering & communicated progress to stakeholders Developed offshore product developer teams Product Manager - Quantitative & Risk Applications (Feb 2003 – Sep 2014) Specified and successfully released 3 new analytical tools for back-testing investment models (Alpha Testing 3.0, Portfolio Simulation 2.0, and Formula Builder) Developed matrix calculations for assessing portfolio risks Assisted clients in creation of back-testing and portfolio optimization models Oversaw software performance and delivered functionality improvements Senior Consultant - Investment Management Clients (Feb 2001 – Feb 2003) Created analytic templates used in clients investment process like stop-loss Increased client use of software through training, projects, monitoring, and responsiveness Solved problems for FactSet users calling 24 hour help desk Show less Product Manager – Portfolio Analysis Equity Calculations (Sep 2014 – Present) Managed team responsible for PA equity calculations Improved work priority process for engineering teams and specification process for developer teams Released many speed and stability improvements Designed and released calculation search utility & QA platform for testing client documents Synthesized quarterly operation plans with sales and engineering & communicated progress to… Show more Product Manager – Portfolio Analysis Equity Calculations (Sep 2014 – Present) Managed team responsible for PA equity calculations Improved work priority process for engineering teams and specification process for developer teams Released many speed and stability improvements Designed and released calculation search utility & QA platform for testing client documents Synthesized quarterly operation plans with sales and engineering & communicated progress to stakeholders Developed offshore product developer teams Product Manager - Quantitative & Risk Applications (Feb 2003 – Sep 2014) Specified and successfully released 3 new analytical tools for back-testing investment models (Alpha Testing 3.0, Portfolio Simulation 2.0, and Formula Builder) Developed matrix calculations for assessing portfolio risks Assisted clients in creation of back-testing and portfolio optimization models Oversaw software performance and delivered functionality improvements Senior Consultant - Investment Management Clients (Feb 2001 – Feb 2003) Created analytic templates used in clients investment process like stop-loss Increased client use of software through training, projects, monitoring, and responsiveness Solved problems for FactSet users calling 24 hour help desk Show less

    • Chemical Manufacturing
    • 1 - 100 Employee
    • Process Control Lab Supervisor
      • Jul 1999 - Feb 2001

    • United States
    • Industrial Machinery Manufacturing
    • 700 & Above Employee
    • TLP
      • 1997 - 1999

Education

  • University of Massachusetts Amherst
    Bachelor of Science - BS, Chemical Engineering
  • NYU Stern School of Business
    MBA, Finance
    2000 - 2003
  • University of Massachusetts Amherst
    BS, Chemical Engineering
    1992 - 1997
  • Monson High School
    1988 - 1992

Community

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