Bio
Experience
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WorldStox LLC
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Snoqualmie WA
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App Developer
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Mar 2011 - Mar 2019
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Snoqualmie WA
• Developer of a stock charting app called WorldStox for Apple devices (www.worldstox.com)• Created a supporting international database covering 100,000 stocks traded in 40 countries.
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10kInfo Corp
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Bellevue, WA
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Independent Contractor
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Jul 2007 - Jul 2016
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Bellevue, WA
• Automated updating stock tickers and other identifiers to locate SEC filings for companies. • Improved aspects of their SEC Filings system; performed market research to analyze competitors.
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Caregiver Services
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Bellevue WA
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Caregiver for my Parents
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2004 - 2006
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Bellevue WA
Time off to assist my elderly parents.
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Premise Systems, Inc.
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Redmond WA
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Independent Consultant
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2001 - 2003
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Redmond WA
• Performed comprehensive market analysis for Premise Systems, Inc. • Recommended adapting their home automation software for the small commercial buildings market. This led to the sale of the company to another with sufficient capital.
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SunAmerica Asset Management
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New York City
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Independent Consultant
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2001 - 2002
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New York City
• Created tools to precisely compute returns for all internally-managed mutual funds.
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Stockmaster Inc.
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Cupertino, CA
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Independent Consultant
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1999 - 2000
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Cupertino, CA
• Supplied mutual fund net asset value data to a financial information website company.
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Wall Street Web Corporation
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Waltham MA
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Founder
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1997 - 1999
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Waltham MA
• Founded a startup company providing investor information over the Internet, including quotes, charts, and portfolios via a subscription service.
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Danforth Associates, Inc.
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Wellesley MA
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Independent Consultant
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1990 - 1997
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Wellesley MA
• Developed an investment support system for an investment advisory firm to augment investment decisions, leading to improved performance relative to the S&P 500.
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Gregg Corporation
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Waltham MA
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Founder and President
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1978 - 1988
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Waltham MA
• Developed and Licensed the "Tradeline" historical securities database system to Wall Street firms. • Built management team with functions in software, customer service, marketing and sales.
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Ralston Purina Company
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Greater St. Louis Area
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Independent Consultant
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1976 - 1977
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Greater St. Louis Area
• Developed a pension fund performance monitoring system for the Treasurer's office.
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Danforth Associates, Inc.
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Wellesley MA
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Member of the Investment Committee
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1972 - 1975
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Wellesley MA
• Member of the Investment Committee managing stock investments for client equity portfolios.
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Danforth Associates, Inc.,
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Wellesley, MA
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Director of Research, Member of the Investment Committee
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1970 - 1972
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Wellesley, MA
• Analysis identifying the strongest stocks and sectors based on relative strength studies.
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Education
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Harvard Business School
Master of Business Administration (MBA-1975), General management, entrepreneurial, and small-company management curriculum -
Massachusetts Institute of Technology (MIT)
Bachelor of Science (BS) Mechanical Engineering, Activities: Varsity Crew, 2 honorary societies, Beta Theta Pi fraternity
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