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Membre depuis le 19 janvier 2012
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Excel specialist with significant background in finance and capital markets. I enjoy spreadsheet development and design in an effort to efficiently process data and display it in an easily digestible format for key decision makers and senior leadership. I also have experience in data mining and manipulation to draw usable and actionable conclusions. I am a beliver in graphical representation of data in order to visualize results. Advanced skills in excel include: complex formula creation, dynamic dashboards, intelligent calculators, V/H Lookup, Index(Match)(Match), Conditional Formatting, Data Validation Boxes, Pivot Tables (including calculated fields and slicers).
$50 USD/hr
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Manager – Portfolio Risk Analytics & Reporting

Apr 2012

Combined financial risk background and technical acumen to develop tools providing new perspectives on $90B Loan and Leasing portfolio. Responsible for directing the collection and analysis of credit and operational risk data for headquarters and business verticals delivering to CROs, senior managers and federal regulators.

Portfolio Manager

Apr 2007 - Jul 2011 (4 years)

Brought on board to leverage competencies in portfolio management and business development to implement strategic initiatives for this small, start-up hedge fund. Focused on quantitative, algorithmic trading strategies designed as portfolio enhancement overlays for fund of funds, asset managers, high net worth individuals and family offices.  Designed analytics to track portfolio and made daily trades and adjustments to positions for optimal portfolio performance while managing a portfolio o

Vice President-Treasury

Sep 2003 - Apr 2006 (2 years)

Managed book of commercial paper for two financial subsidiaries with combined asset-backed commercial paper funding needs in excess of $10B for this subsidiary of Guggenheim Capital, which offers conduit programs to financial institutions boasting an international clientele with more than $45B in assets.  Utilizing interest rate and FX swaps as hedging instruments in support of funding strategies, led the technical analysis of fixed income markets for entire yield curve and presented resu

Account Executive-Energy Desk

Sep 2001 - Sep 2003 (2 years)

Educated businesses on services and products offered by the firm, developed trading and hedging strategies and traveled to client sites, both domestic and international. Managed business development initiatives in Crude Oil, Natural Gas, Options and inter-market spread traders. Managed accounts of current commercial clients, post 9/11, including daily interface with key decision makers in order to foster and maintain relationships for this leading global brokerage firm.  NFA Regis

Co-Founder-Trading and Research

May 1999 - Sep 2001 (2 years)

A registered Commodity Trading Advisor(CTA), Mariah Trading Company was a start-up fund which traded a broad array of futures markets using algorithmic trading systems based on quantitative and technical analytics. • Led the development, back testing and implementation of the computerized trading systems and risk management tools • Managed and executed daily trading and position management of the portfolio of futures positions including fixed income, currencies, energy, metals an


Jan 1994 - May 1999 (5 years)

 Earned fast-track promotion to Trader for this Options Market Maker firm on the floor of the CBOE.  Market Maker in equity options and option spreads for NASDAQ and NYSE stocks.  Assisted in management of DPM in its daily functionality including back office, clearing house interactions and membership.  Executed stock orders, checked trades and kept track of stock and options positions for traders.


MBA in Finance

1996 - 1999 (3 years)

BA in Biology

1989 - 1993 (3 years)


  • Numeracy 1
  • US English Level 1


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