Senior Trader

• Jan 2023 - Present

Adjunct Professor

• Sep 2021 - Present

Research Analyst/Trader

• Jan 2017 - Jan 2023

• Primary research coverage of the High Income Total Return Income product since 2019, focused on dividend-paying common stock, REITs, Master Limited Partnerships (MLPs) and Infrastructure, and Other Income including preferred stock (over $200M AUM) • Also a member of the research team involved in a newly created sustainable income fund, focusing on fixed income opportunities in the ESG space • Provides relevant new ideas to the Micro Cap research team, which was my main focus prior to 2019 • Created several internal screening tools for new opportunities • Chair of the Cybersecurity Committee, which has significantly upgraded our network infrastructure, end devices, phone system, and security posture • Responsible for creation of quarterly portfolio attribution reports, as well as any ad-hoc reports requested by management • Executed trades on more than 15 trading platforms as required for both portfolio model changes as well as daily client needs Show less

Network/Database Specialist

• Oct 2014 - Jan 2017

• After working closely with departmental leaders to understand their vendor needs, created new evaluation system for vendor selection. • Oversaw complete overhaul of printing services, including implementation of UniFLOW software and retirement of personal printing devices, resulting in significant budgetary savings. • Created new onboarding/offboarding process for greater efficiency. • After analyzing the existing help desk system, proposed and implemented a new system, resulting in additional features, better user experience and 50% savings in annual expenditures. • Worked directly with the IT Manager to develop the district’s 15-16, 16-17 budgets. • Provide data-driven and team-based recommendations for strategic hardware replacement. • Created and communicated user guides for multiple systems. Show less

IT Specialist

• Oct 2013 - Oct 2014

• Worked with outside vendor to document network, and address potential issues proactively • Responsible for deployment of new desktops and network switches • Completed WiFi project for courtside press, using multiple internal and external parties • Maintained servers and desktops via WSUS • Implemented new Unitrends backup and archival system • Migrated from Exchange 2007 to Exchange 2013 • Upgraded from vSphere 4.0 to vSphere 5.5 • Provided Audio/Visual support for internal and external meetings Show less

Network Administrator

• Aug 2012 - Oct 2013

• Created an import/export process to move data from our student management system to our library system, fitness system, and Google Apps environments • Created reports from content filtering data to show principals suspicious searches and blocked sites within their building • Managed firewall, spam filtering, content filtering, backup, and archival processes for all district hardware • Developed 5-year plan to replace old hardware and create a hardware cycle • Created new Active Directory and Print servers in anticipation of moving directory services from Novell to Microsoft • Participated in school board meetings with regards to IT • Responsible for tier 2 and tier 3 desktop, server, and network support • Maintained LDAP environment using eDirectory Show less

Senior Network Administrator

• Oct 2008 - Jul 2012

• Responsible for growth and maintenance of stadium-wide network • Served in project management role for scouting system and gameday reports • Oversaw implementation of Altiris • Implemented new servers and SANs for baseball operations video system • Reduced network load through creation of WSUS server and Group Policy • Created and maintained virtual servers using vSphere • Installed complex-wide wireless network at spring training facility • Development of in-house depth chart system • Maintained user accounts in Active Directory, Concur, and company intranet • Served as main support for network issues, hardware issues, and software issues for front office and remote staff • Created system images for desktop and laptop deployment using Altiris, Norton Ghost, and Windows PE Show less

Application Development Intern

• Feb 2008 - Oct 2008

Provide first and second tier support to Baseball Ops, Scouts, Player Development, and Front Office staff Development of a query tool utilizing eBis (ASP.NET, VB.NET) Support all members of MIS Team with day-to-day and project responsibilities in the areas of Telecom, Desktop Support, Network Support, custom development, and Help Desk administration Provide first and second tier support to Baseball Ops, Scouts, Player Development, and Front Office staff Development of a query tool utilizing eBis (ASP.NET, VB.NET) Support all members of MIS Team with day-to-day and project responsibilities in the areas of Telecom, Desktop Support, Network Support, custom development, and Help Desk administration

Technical Services

• Jun 2005 - Feb 2006

• Assisted with the build and implementation of Web-based access for patients • Customized applications to meet requirements of specific customers in Visual Basic • Performed quality assurance testing on customized applications • Assisted with the build and implementation of Web-based access for patients • Customized applications to meet requirements of specific customers in Visual Basic • Performed quality assurance testing on customized applications