Experience

Summit Global Investments

• United States
• Financial Services
• 1 - 100 Employee

• Principal Quantitative Analyst

  • Jun 2023 - Present



Self-employed

• Business Consultant

  • Aug 2022 - Jun 2023

  - Creating the Digital Office of the Chief Investment Officer (OCIO) for an investment firm. - Creating the Digital Office of the Chief Investment Officer (OCIO) for an investment firm.



Northeastern University

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Economics Professor

  • Sep 2022 - Dec 2022

  - Graduate Macroeconomics professor with a focus on Data Science - Graduate Macroeconomics professor with a focus on Data Science



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Director of Quant Multi-Asset Research

  • Feb 2020 - Feb 2022

  - Spearheaded the creation of a dashboard with over 50 asset allocation analytics. The resulting dashboard provided critical decision support for multiple portfolio management teams overseeing assets exceeding $10 billion. - Partnering with Principal Insights, I played a key role in integrating dashboard analytics into the quarterly publication of the Global Asset Allocation Views. This publication is widely used by hundreds of Principal Financial Advisors to inform their client-facing strategies. - As the driving force behind the development and model validation of a tactical asset allocation model leveraging machine learning, our multi-national team successfully launched the strategy into a production environment. My dedication to model accuracy and thorough validation ensured its effectiveness in delivering optimal results. - As a scientific consultant, I provided critical decision-making support to the Chief Investment Officer on various new initiatives. My expertise in data analysis, scientific evaluation, and business strategy helped guide strategic choices with a focus on achieving optimal outcomes. Show less



Amazon

• United States
• Software Development
• 700 & Above Employee

• Senior Data Scientist

  • Sep 2017 - Feb 2020

  - Conducted an evaluation of the viability and profitability of developing tailored equity portfolios by analyzing the amalgamation of both in-house and commercially accessible datasets. - Incubated the development of two fintech initiatives: a financial robo-advisory platform and an insurance solution. - Lead data scientist on an experiment-based pricing mechanism for private label brands. This system computed demand elasticity for more than 10,000 products, resulting in the establishment of pricing boundaries for items that previously had none. Proactively communicated performance metrics via a dashboard to over 30 brand managers, fostering widespread adoption of the new methodology and resulting pricing strategies. - Utilized demographic information to forecast the adoption of Prime memberships in different regions. Show less



Applied Academics LLC

• Financial Services
• 1 - 100 Employee

• Research Head

  • Nov 2015 - Nov 2016

  Collaborated with academic professionals to commercialize their concepts within financial institutions. Orchestrated the development of a research platform alongside a team of professors and junior staff, leading to enhanced efficacy from ideation to implementation. Collaborated with academic professionals to commercialize their concepts within financial institutions. Orchestrated the development of a research platform alongside a team of professors and junior staff, leading to enhanced efficacy from ideation to implementation.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Executive Director, Portfolio Manager

  • Mar 2013 - Nov 2015

  - Engineered a US equity portfolio that aligned with our customers downside risk concerns by lowering expected tail loss (ETL) instead of lowering volatility; outperformed benchmark volatility strategies.- Daily portfolio management and marketing; raised over $200M in assets and expanded the ETL suite to include Global DM.

• Director, Quantitative Equities

  • Mar 2010 - Mar 2013

  - Strengthened return forecasts within the quantitative equity group; the improved forecasts provided stronger portfolio returns across our portfolios.- Improved a legacy macro TAA model; signals from this model helped guide the team's portfolio construction views.

• Associate Director, Quantitative Analyst

  • Jan 2008 - Mar 2010

  - Automated regional and global quantitative portfolio models that UBS acquired from the purchase of a hedge fund; provided continuity for over $2 billion in assets even with limited staff retention.- Advised on a process that blended board member tactical market calls with the team's long term strategic goals to create model portfolios.



Insightful Corporation - Acquired by Tibco

• Seattle, Washington, United States

• Financial Software Engineer

  • Mar 2006 - Dec 2007

  - Provided technical leadership for the financial econometrics package, S+FinMetrics® 3.0; delivered an on-time release with the team. - Provided technical leadership for the financial econometrics package, S+FinMetrics® 3.0; delivered an on-time release with the team.



University of Washington

• United States
• Higher Education
• 700 & Above Employee

• Economics Instructor

  • Mar 2003 - Mar 2007

  - Graduate econometrics, undergraduate macroeconomics and microeconomics. - Graduate econometrics, undergraduate macroeconomics and microeconomics.



ShareBuilder - Acquired by Capital One

• Bellevue, Washington, United States

• Senior Software Engineer

  • 1999 - 2002

  - Engineered the system that enabled equity trading from out platform; processed hundreds of millions of dollars of transactions. - Engineered the system that enabled equity trading from out platform; processed hundreds of millions of dollars of transactions.



ESPN

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Java Software Engineer

  • 1998 - 1999

  - Engineered the ESPN NHL Gamecast® product. - Engineered the ESPN NHL Gamecast® product.