Portfolio Analytics, Modeling & Trading


  • Profit Generation: Proven track record leveraging information and technology to guide key decisions from advising companies to portfolio management

  • Trusted Advisor: Forging strong, lasting partner relationships woven into clients business Diverse Industries Impact:  Steady progression to continually increasing responsibilities working inside and marketing to blue chip firms (i.e., Kraft, Unilever, Pfizer, Gallo, Anheuser-Busch, Newell, Wall Street, Safeway, Albertsons, Walmart)

  • Dynamic Team Builder in varied functions: Successfully led large teams and worked hands-on in Sales, Marketing, Finance,  Planning,  Category & Trade Management, IT and Research/Insights, thus enabling cross-functional synergies 

  • Cutting Edge Analytics: Significant expertise integrating analyses into solutions; competitive advantage by blending best practice market research tools with equities modeling and trading.

  • Outstanding Presentation & Selling Skills: From one-on-one to small & large audiences

  • MBA & post graduate econometrics& finance, Simon Guggenheim Scholar & Phi Beta Kappa


Core Competencies

P&L Management Portfolio Risk Management Market Timing
Simulations Industry/Sector Allocation Backtesting
Automated Trading Technical Analysis Long/Short Balance
Pair Trading Fundamentals & Valuations Hedging
Structure & Segmentation Complex Options w/Greeks Client Support
Database Mining Closed End Funds trading Easy Language