Experience

• 

  Outlier

  • San Francisco, California, United States

  • AI Model Training Specialist - Mathematics

    • May 2024 - Present
    • San Francisco, California, United States

    Enhance the reinforcement learning process of LLMs (Large Language Models) by assessing the output of AI responses to ensure accuracy and consistency in evaluating applied mathematical use cases. Improve the quality of model outputs by using LaTeX to compose logical solutions to advanced mathema...

• 

  Bloomberg LP

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director | Senior Equity Analyst - Industrials

    • Nov 2013 - Oct 2018

    Published Earnings Estimates for the Industrial sector in the following groups: aerospace & defense, electrical equipment, engineering & construction services, machinery, manufactured goods, transportation equipment, and transportation & logistics.Led a team of 5 analysts. Responsible for critiquing research and remediating any deficiencies.Tax Reform (TCJA) – Ran point in disseminating key provisions of the Tax Cuts and Jobs Act to the team. Documented use cases stating how consensus earnings estimates should be managed. Served as a backstop for clients who disagreed with our methodology, one that reflected economic reality.Built Short Squeeze model to predict positive stock price movement. Multifactor model based upon a company’s call option volatility, short interest ratio, and short interest as a percentage of equity float.Built Quality Scoring model to measure internal performance, improving accuracy of attributed and consensus estimates, 13%.Trained and mentored new hires in earnings estimates analytics and product work flow.Mentored analysts in the creation of marketing material for our Enterprise Sales team.

  • Equity Research Analyst at Bloomberg Intelligence

    • Dec 2009 - Oct 2013

    Published impactful industry and company research. Responsibilities included analyzing, aggregating, and interpreting industry and company data for inclusion in Bloomberg Industries’ dashboards. Covered the following industry groups: Pension Funding, Food Retail, Restaurants, Telecom Carriers, Data Networking Equipment, Technology Hardware, Semiconductors, Utilities, Power, and Office REITs. Built and integrated Return on Share Buyback model into Tech Hardware and Semiconductor dashboards.Built and integrated Defined Benefit Pension Sensitivity Analysis model into applicable dashboards. Trained entire department on model and recommended to senior analysts how best to implement.Worked closely with 3rd party vendors and government agencies to integrate complex data sets into industry dashboards.Advised Senior Analysts on how to incorporate technical accounting concepts into their research.

  • Global Data Head - Equity Department

    • Aug 1992 - Nov 2009

    Included various managerial roles within the Earnings Estimates and Fundamentals teams. Managed up to 200 people. Responsibilities included global oversight, hiring, performance evaluation, training, and mentoring.Spearheaded the creation of Bloomberg’s North America Fundamental Equity Research group.o Analysis and Standardization of financial statements of publicly traded companies.o Development/Design of financial analytics for use on the Bloomberg terminal. Included working closely with Engineers and Applications Specialists.o Created Bloomberg’s first Internet Index and successfully marketed to buyside firms to benchmark portfolios against. Generated $2.5 million in fee income over the first year. Spearheaded the creation of Bloomberg’s Earnings Estimates group. o Successfully displaced 3rd party vendor saving company $5 million annually.o Spent a month in India training offshore vendor in forecast data tagging.o Marketed Earnings Estimates product suite to sellside and buyside clients.o Assisted in the development and implementation of business rules for data quality management.Built and integrated Probability of Class Action Lawsuit model into corporate risk analytics.

• 

  Steven M. Reidenberg, LLC PA

  • Senior Accountant

    • Jan 1990 - Jul 1992

    Preparation of tax returns for individual, partnership, and corporate clients. Audit, review, and compilation of several manufacturing concerns and professional corporations.

• 

  KPMG

  • Staff / Senior Auditor

    • Aug 1987 - Dec 1989

    Review and enhancement of internal controls, accounting policies and procedures, and administrative efficiencies. Performed compliance testing of internal controls and substantive testing of selected areas. Handled receipts and disbursement cycle work. Preparation, review, and analysis of fina...

• 

  KPMG

  • Accounting Intern

    • Jan 1987 - Jan 1987

    Assisted with compliance testing of internal controls for a medical products manufacturer. Supported Senior Accountant and Engagement Manager with Inventory Audit.