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Credentials

  • Chartered Market Technician (CMT) - Level 2
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  • Completed coursework: CFA Level 1, CMT Level 3, SQL Querying, MS Project, SharePoint, Visio, Certified Associate Project Manager (CAPM), Lean Six Sigma Green Belt.
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  • Series 6
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  • Series 7
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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Director, Editorial Product Operations
      • Jul 2017 - Present
    • Product Developer and Managing Editor
      • Feb 2017 - Jul 2017

      · Performed contract work to develop a new financial data product from scratch. · Duties included: researching the target market, defining the scope of the project and the needed data fields, creating a prototype database and iterating the data based on further research/feedback, creating marketing and sales materials, and participating in sales calls. · Performed contract work to develop a new financial data product from scratch. · Duties included: researching the target market, defining the scope of the project and the needed data fields, creating a prototype database and iterating the data based on further research/feedback, creating marketing and sales materials, and participating in sales calls.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Analyst & Manager
      • Nov 2001 - Aug 2016

      · Managed a team of analysts and published commentary on equities. Had daily interaction with a wide range of clients, including financial advisors, buy-side and sell-side professionals, and retail users. · Had frequent interaction with the sales, marketing, and technology teams to improve and promote existing products and develop new features. Conducted numerous public presentations and webinars. · Created systems and content using the Factset workstation that became the core of Briefing.com's mid-range service, Live In Play Plus, which attained $1+ million in annual subscription revenues. · Attained a high level of proficiency in many of the major financial platforms (Bloomberg, FactSet, Capital IQ, Thomson, etc). Show less

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Web Developer & Project Manager
      • Jun 1999 - Oct 2001

      · Created investor relations web sites for dozens of major corporations, utilizing both a proprietary web development tool as well as manual HTML coding. · Worked with customers as well as a team of CCBN web designers and programmers to develop and complete financial websites on a tight schedule. · Created investor relations web sites for dozens of major corporations, utilizing both a proprietary web development tool as well as manual HTML coding. · Worked with customers as well as a team of CCBN web designers and programmers to develop and complete financial websites on a tight schedule.

    • Investment Management
    • Fund Accountant
      • 1997 - 1999

Education

  • William & Mary
    Bachelor’s Degree, Middle Eastern Studies
  • The London School of Economics and Political Science (LSE)
    Bachelor’s Degree, Economics

Community

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