Badges
Certifications
Work Experience
Data Analyst and Project Manager
Citi•  June 2020 - Present
Manage Derivative Data Quality projects for Citigroup’s Markets Surveillance Desk. Lead group of 4 data analysts. Co-ordinate with developers and end-users across the globe to identify data gaps, pin-point root causes, fix system logic and ensure surveillance systems are receiving accurate data. • Tech used: Python 3.8, SQL, Netezza, Impala, JIRA, pandas, xlwings, numpy, matplotlib. • Present findings and solutions each week to global group of end-users. • Increased Data Quality Team’s pace of completing JIRAs by 300% over 6 months.
Data Consultant
Astoria Portfolio Advisors•  February 2020 - May 2020
Built a financial database for market analysis and portfolio modeling. External data collected from open source and low-cost API’s, cleaned and transformed into files and images. Deployed to AWS • Tech used: Python 3.7, PostgreSQL, AWS S3, AWS RDS, Pandas, Matplotlib, Scipy, REST API • A cheaper and more accessible solution • Produces client-ready visualizations of market trends and investment model performance
Derivatives Sales Trader and Data Analyst,
Nomura•  November 2017 - April 2019
Delivered market analysis and trade ideas to institutional clients investing in Japan, China, and U.S. equity markets. Analyzed data from derivative markets and transformed that analysis into actionable investment strategies. Managed U.S. Cross-Regional Team and coordinated strategy with Asia-based colleagues. • Grew FY 2018/19 cross-regional equity option revenue to $18+M across HK and U.S. teams. • Introduced and signed large pension funds and hedge funds to Nomura’s trading service.
FXEM Strategist, FXEM Sales and Equity Derivatives Sales-Trader
Morgan Stanley•  September 1998 - August 2017
Evaluated cross-asset trends and data to build ideas for institutional clients. Advised and traded with sophisticated investors at macro hedge funds, sovereign wealth funds, and Canadian pension funds. Deconstructed complex products for clients into simpler components and highlighted relevance as portfolio additions. • Sold systematic strategies, equity derivatives and foreign currency products to institutional clients; attained up to $20M in annual production. • Earned promotions from Analyst to Executive Director; advised clients on trading currency derivatives with notional value up to $1B; regularly completed trades worth $1M in revenue.
Education
Rutgers, The State University of New Jersey
Data Science, Certificate•  August 2019 - February 2020
• Accelerated six-month Data Science course covering Python, VBA, SQL, R, Tableau, MongoDB, HTML, CSS, Java Script, ETL, API's Machine Learning and Predictive Modeling
Yale University, New Haven
Economics, BA•  September 1992 - May 1996
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Skills
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