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ABOUT ME

Data Scientist

I have 35+ years’ experience in the financial community, half creating corporate libraries and half managing & organizing proprietary research databases. I have managed over 325 people across the globe. Most of my career has been spent developing strategies for the execution of enhancing information for our clientele.

Specializing in

  • Management
  • Offshore outsourcing
  • Corporate research
  • Financial research Metadata
  • Big data
  • Project management
  • Database management
  • Market data
  • Data analysis

Product Innovation

Creation of FactSet's US buyside world, greater global entities in general, concordance, muni bonds, US banks, sanctions, etc.

Database Management

Able to complete enormous projects. I am very good at seeing the long view while being able to work on the same thing day in day out until the project is completed.

Project Management

I hired, trained, and groomed virtually all of the people remaining at FactSet Global Entities. I established our offices in Hyderabad and Manila. We have very little turnover.

PROCESS

Experience

Vice President and Director

FactSet
New York, NY
  • Grew Tuscaloosa research staff from 2 to 28
  • Created North American buy- and sell side contact database
  • Expanded entity database from 50K to 8 million
  • Created muni bond db, sanctions db, specialty sector (banking, public utilities, telecom/media databases; founded third-party mapping group
  • Oversaw outsourcing of data collection to India & Philippines; managed 325 employees
  • Merged two industry classification teams, saving budget dollars
  • Led data quality teams
  • Helped found Hyderabad and Manila offices

President

Bears Inc.
Tuscaloosa, AL
  • Work included database consulting and editing, writing profiles of investment management firms, writing articles on various financial topics, database design, and internet searching. Annotated and indexed web pages.
  • Led testing for client combining four separate databases and migrating them to Oracle platform.
  • Clients included Thomson Financial, FactSet Research, ExpressCompany.com, and WorldlyInvestor.com.

Vice President

Technimetrics
New York, NY

Responsible for global research efforts for proprietary databases marketed to institutional investment community, corporate investor relations departments, and business-to-business marketers. Non-salary budget over $1 million. Supervised staff of 16 in New York, 1 in Tokyo, 4 in London.

Assistant Vice President

Ambac
New York, NY
  • Created and managed information center for municipal bond insurance firm. Department included corporate records, micrographics, legal, and corporate libraries, with 6 full-time employees and non-salary budget of $830,000. Performed all on-line searching for company.
  • Created in-house database demographic files. Set up CD-Rom network company-wide.
  • Edited weekly newsletter of current relevant articles.
  • Expanded physical space.