• DATA SCIENTIST and quantitative analyst with deep experience in business, investments, policy, and science • STRATEGIC INSIGHT for investment and business decision-making with 10+ years in portfolio manager & strategist roles (20+ years investment experience): portfolio management, risk ...more

• DATA SCIENTIST and quantitative analyst with deep experience in business, investments, policy, and science • STRATEGIC INSIGHT for investment and business decision-making with 10+ years in portfolio manager & strategist roles (20+ years investment experience): portfolio management, risk management, trading, transaction costs, regulatory issues, sales and marketing, product development, analytics • MULTI-DISCIPLINARY COLLABORATOR with product, sales, marketing and communications, compliance, legal, and senior management • DIRECT EXPERIENCE in major companies (e.g. Fidelity, State Street, Wells Fargo, BNY Mellon), Federal service (SEC & Congress), institutional & retail business • ACADEMIC teaching: Data Analytics, Statistics, and Mathematics at Babson College, UMass-Boston, Framingham State, & Bentley University • PUBLISHED in several fields (including finance), editorial staff of Institutional Investors’ Journal of Trading TECHNICAL SKILLS • Extensive (20+ years) software skills: R, MATLAB, SQL, SAS, S-Plus, FAME, C++, scripting languages • Investment tools: Bloomberg, FactSet, BARRA, Northfield, Wilshire Atlas, eVestment, Zephyr, Morningstar Direct, Strategic Insight, Lipper LANA, Mercer, Callan, TAQ, TRACE, CRSP, Compustat, WorldScope, IBES, CSFB Holt, FRED, proprietary optimization and simulationless