

ABOUT ME
Director of Research
I am a Data Science professional with over 25 years of experience in delivering value and driving innovation in the global financial services sector.
Data Scientist
Spatial Risk Systems Inc.
01/11/2016
New York, NY
- Data Testing
- Integration
- Taxonomy
Vice President
FactSet
01/11/2016
New York, NY
Oversaw and maintained highest data standards related to the extensive support of an expanded 10 million global multi-asset class security master file which served as the foundation for desktop analytics, mobile applications, and comprehensive data feeds
- Led a 17-person global research analyst team which supported a wide variety of external and internal stakeholders focused on product strategy to exceed both short and long-term goals tied to revenue
- Directed expertise across products and market data content sets to address client workflows while influencing cross-departmental development and collaboration
- Expanded quality assurance efforts through partnerships with global content collection teams that eliminated redundancies across database management systems
- Responsible for building out key content metrics and methods of reporting that accelerated timeliness, coverage and accuracy via heavy utilization of SQL
Senior Content Manager
FactSet
01/01/2001
New York, NY
- Oversaw daily maintenance and increased coverage of global multi-asset class security master file
- Facilitated the coordination between dual security master files that serve internal infrastructure that supports numerous information processes and legacy dependencies driving client-facing product
- Wide scale interaction with product development teams building a more integrated security master database container resulting in improved functionality for client data feeds
- Continued development and management of 12-member global research analyst team focused on maintaining securities data integrity, coverage and support resulting in improved product offerings
- Optimized team building efforts with staff by organizing group activities that enhanced camaraderie and pride in job responsibilities resulting in increased productivity and retention rate
Quality Assurance Manager
FactSet
01/05/2001
New York, NY
- Global multi-asset class security master file maintenance – responsible for timely and accurate updating of global corporate actions including mergers & acquisitions applied to institutional, mutual fund, stakeholder share ownership information
- Successfully deployed a pioneering 4-member analyst team in Manila, Philippines expanded to 10
- Mentored, motivated and monitored the performance of a 5-member quality assurance team
- Ensured resolution between share issue driven identification schemes (CUSIP/SEDOL/ISIN/TICKER)
- Led, managed and prioritized issue-to-issuer mappings with positive impact on Enterprise Data Management product eventually resulting in over $1 million in data feed revenue
- Client support – addressed questions, resolved issues raised by both external and internal clients
- Created documentation to enhance end users’ understanding of desktop product and data feeds concerning ownership information
Editor at Large
Leadership Directories
01/12/2006
New York, NY
- Provided strategic guidance to Head of Research Department concerning data collection efforts with focus on research and database management
- Coordinated cross-departmental research methodologies
- Worked with multiple online services client support efforts
Director of Research
Legend Staffing
08/06/2023
New York, NY
- Reported directly to President of company providing consistent superior execution capability in the following areas of coverage: Research, Database Management and Advertising
- Coordinated all research support to a team of recruiters, including Internet mining utilizing the firm’s proprietary database and various other resume banks
- Worked directly with recruiters to develop a cohesive search and research strategy, based on positions specifications and requirements of the client organizations
- Built and managed flow of critical business information to all levels of the company
- Managed advertising efforts and posting of all available job openings online utilizing HTML
- Data Importing on a regular basis and maintained the agency’s database management, to ensure that all content was accurate and up-to-date
- Strategic consultation to management team that contributed to company’s growth and development
Vice President Global Research
idEXEC
01/01/2000
New York, NY
- Managed global research operations, human resources and financial resources required to create comprehensive, accurate business-to-business contact information containing 70,000 corporations worldwide with over 500,000 key decision-making executives in 47 different job functions
- Monitored job performance activities and professional development of a 30-person global research staff, including the training and development of a 4-member management team
- 35% of year spent traveling overseas and domestically building teams at offsite locations in London, England, Manila, Philippines and Omaha, Nebraska
- Fostered an innovative research methodology to achieve the highest levels of data accuracy in the business-to-business database industry
- Established a motivating ‘pay-for-performance’ based bonus plan resulting in reduced operating costs and increased staff productivity
- Oversaw data vendor relationships and product development initiatives improving content offering
- Provided critical daily client support through one-on-one training and group presentations
- Successful in maximizing and staying within $1.5 million annual budget
- Responsible for creating an annual business plan, budget and cost/benefit analysis of yearly research goals
Senior Research Director
idEXEC
01/01/1998
New York, NY
- Managed idEXEC global research operations and database content for business-to-business products
- Established global research operations which included site selection, remote management and training of international staffs in London, England and Manila, Philippines
- Responsible for all job performance activities and professional development of 15-person staff consisting of 12 analysts and 3 content managers
- Created successful interviewing and hiring procedures within research department which resulted in high employee retention rates
Specializing in
- Proven leadership, management, organizational, and analytical abilities
- Strong communicator capable of being effective at all organizational levels
- Ability to manage and work on more than one project independently or with a team
- Exceptional eye for detail concerning Data and Business Analysis
- Deep knowledge of relational database environments/database management systems/SQL
- Robust experience with Corporate Actions, Mergers & Acquisitions, Initial Public Offerings, Market Data
- Very familiar with U.S. Securities and Exchange Commission and other global regulatory authorities
- Skilled usage of FactSet Products & Data, Interactive Data APEX, SIX Financial Information
- Proficient German: speaking, reading, writing
Strategic Leadership
Proven leadership, management, organizational, and analytical abilities
Meta Data Strategist
Deep knowledge of relational database environments/database management systems/SQL
Mergers and Acquisitions
Robust experience with Corporate Actions, Mergers & Acquisitions, Initial Public Offerings, Market Data
PROCESS