EXPERIENCE

PROFILE

Highly skilled, results driven executive with 16 years in highly analytical roles - 12 years experience in the financial services industry and four years in marketing technology - and four years experience as a combat and logistics leader in the United States military. Proven ability to lead team to solve complex problems. An effective client-facing leader with strong communication skills and the ability to thrive in highly dynamic environments.

Quantitative Analysis Digital Analytics Project Management Data Modeling Qualitative Analysis Accounting Bookkeeping Asset Allocation Asset Management

PROFESSIONAL EXPERIENCE

Confidential

• Serve as the analytics leader in a quantitative agency working with many of the world's top brands.
• Responsible for all analytical work covering over 5 million of company revenue.
• Responsible for overseeing all analytical activities in direct marketing for several large brands of Procter Gamble.
• Responsible for refining, monitoring, and analyzing the direct marketing media mix for all of the firm's clients.
• Tasked with building an Analytics practice at Response Media.
• Tasked with growing Analytics into its own revenue stream and P L center.

Web Analytics Lead / Project Manager

Confidential

• Served as Project Manager and consultant for several major AT T web analytics projects.
• Responsible for creating the overall 2014 AT T wireline sales forecast, representing over 10 billion of revenue.
• Recommended the redesign of att.com based on data collected from web analytics, CSAT surveys, and calling records.
• Responsible for analyzing and reporting the online activities of 44 million wireless customers.
• Developed a methodology that ties online behavior to call center activity and chat help activity.
• Led a team using SAS, Business Objects, Teradata Assistant, and other technologies to answer business questions.
• Supervised a data analytics team which processed and analyzed nearly one billion pieces of customer data.
• Created and led all presentations to executive management about team findings.

Analytics Practice Leader / Chief Financial Officer / Project Manager,

Confidential

• Served as company Chief Financial Officer since its founding.
• Served as Project Manager for many projects initiated by MegaPlayer clients.
• Data gathered and analyzed over time led to CEO of Pearle Vision changing strategy in mid-2012 to a more aggressive approach.
• Solid business intelligence to Pearle Vision resulted in the head of marketing shifting his 30 million marketing budget from 20 digital to 70 digital.
• Use web-based BI tools for competitive analysis HootSuite, Wildfire, SocialMention, Google Analytics
• Analyzed trends in the optical retail industry to assist Pearle Vision in optimizing its own marketing strategy.
• Analyzed and reported the digital strategies of Pearle Vision's top domestic competitors over a period of 19 months.
• Analytics Practice Lead across all company relationships founded the Analytics practice in 2010 .
• Maintained profit margins above 75 across the entire Analytics practice.
• Created, standardized, analyzed, and distributed monthly and/or semi-monthly web metrics reports to many corporate clients, including Pearle Vision, Luxury Retail, Sunglass Hut, and K-Swiss Tennis.
• Created several custom metrics when applicable to certain clients.
• Consulted clients on both web metrics and traditional metrics for their marketing campaigns.
• Created HootSuite and Wildfire analytics solutions for major clients built customer satisfaction measurement tools.
• Deep knowledge of most major web packages, especially in social media and consumer branding.
• Project manager for Luxottica North America client relationship, largest client of MegaPlayer.
• Managed social media strategies and technology for Pearle Vision, Luxury Retail, and Sunglass Hut.
• Project manager for K-Swiss tennis client relationship year-long engagement with daily execution .
• Responsible for overall delivery effort for social media projects, including time, scope, quality controls, and cost.
• Led several projects that delivered robust technology applications to clients on several different platforms.
• Managed a team of 10-12 specialist contractors during these projects launched 12 major projects in three years.
• Company has grown revenue by 100 per year while maintaining profit margins of 35 .
• Authored business plan to garner funding for platform buildout MegaPlayer 2.0
• Managed all financials of the company, including prompt payments of 20 employees and contractors
• Managed invoicing process for 19 clients of the company.
• Responsible for developing and maintaining company relationships in the financial community banks, VCs, insurance
• Arranged and managed hosting and email relationships with major technology providers.

Chief Investment Officer and COO, Confidential

Chief Investment Officer

• Lead portfolio manager of Sugarloaf Capital Partners, a long/short equity hedge fund.
• Led team that created dozens of quantitative financial models tying probability to implied volatility of derivatives.
• Beat returns of S P 500 in 11 out of 13 months.
• Programmed and performed detailed statistical analyses of valuation and cash flow for thousands of public companies.
• Analysis results resulted in the overall investment strategy for the company.
• Subsequent analyses occurred weekly and resulted in subtle portfolio shifts after each data pull.
• Initial data analysis took nearly two months and generated hundreds of gigabytes of synthesized financial data.
• Data analysis and backtesting covered nearly 7,000 companies over 80 years of history.
• Financial modeling expert using a variety of database/statistical tools Bloomberg data mining/warehousing, SAS statistical analysis, SQL filtering/joining, Excel sorting/presentation .

Chief Operations Officer

• Planned and supervised the creation of the team, including real estate, org structure, and technology rollouts.
• Arranged and managed hosting and email relationships with major technology providers.
• Managed many external relationships with outside vendors, professional providers, and government regulators.
• Created dozens of internal processes that dictated how the firm would operate.
• Responsible for all budgeting, forecasting and risk management for the firm.

Senior Vice President / Senior Portfolio Manager,

Confidential

• Personal portfolio manager for many wealthy families and institutions in the Southeastern U.S.
• Created, tested and implemented proprietary portfolio using statistics and probability theory which emphasized derivatives.
• Leveraged data tools Bloomberg, Thomson/Reuters, Excel to determine investment decisions for client base.
• Extensive use of derivative hedging to reduce client risk and increase total return.
• Performed detailed analyses of valuation and cash flow for hundreds of public companies.
• Provided expert budgeting, financial modeling Bloomberg, Thomson/Reuters, Excel, and cash flow analysis to larger clients.
• Created and led seminars for both employees and clients across Southeast on a variety of financial topics.

Vice President / Portfolio Manager,

Confidential

• Personal financial director and portfolio manager to approximately 70 wealthy families, foundations, and endowments.
• Directly managed over 300 million in client assets, advised another 1.5 billion in direct/indirect assets.
• Programmed Bloomberg, Excel, Thomson/Reuters, and Bridge to search for ideal investment opportunities daily.
• Developed quantitative portfolio from data mining and database searches.
• Leveraged the company database to data mine for new potential investors.
• Regional leader for firm-wide rollout of new asset allocation technology AdvisorDecide for wealthy clients.
• Recommended and implemented dozens of complex tax and derivatives strategies to large client relationships.
• Financial modeling expert using a variety of database/statistical tools Bloomberg, Thomson, ADP, Excel .

Associate / Portfolio ManagerConfidential

• Personal Financial Advisor and portfolio manager to wealthy families in the Southeastern US.
• Attracted and managed 40 million of client assets using a variety of investment techniques.
• Worked with Abby Cohen and John Campbell on major research project involving quantitative index strategies.
• Chosen to conduct historical returns study using data tools Bloomberg, SAS indicating survivorship bias in major indices.
• Served as expert in wealth management to all clients and prospects.
• Executed financial modeling, advanced tax strategies, diversification, and asset allocation for clients.
• Assisted in opening the Atlanta office during its first year 1998 .
• Bloomberg, SAS, ADP/Bridge, Excel

Captain/Military Officer,

Confidential

• Logistics Manager of a 750-person unit.
• Leader of an 80-person unit and assigned equipment valued at over 10 million.
• Planned and executed dozens of complex field operations multiple disciplines and skill sets.
• Managed materials consumed by a battalion at the rate of 8 million per month.
• Leader of a 31-person food service facility which served over 1,000 soldiers.
• Responsible for budgeting and allocating an annual budget of 2 million and equipment valued at 155 million.

Tank Platoon Leader

• Recognized by senior executive as the best of 16 platoon leaders in leadership, unit organization, and proficiency.
• Directed subordinates in planning and conduct of training, counseling, and operations supporting over 750 soldiers.
• Top platoon leader out of 44 overall in tank gunnery
• Awarded for superb technical proficiency and excellence in operations management.

Major Operations/Deployments

• Operation Uphold Democracy Haiti, 1994
• Operation Desert Shield Fort Bragg, 1990
• Canadian Joint Field Exercise I Alberta, 1992
• Canadian Joint Field Exercise II Alberta, 1993
• National Training Center Fort Irwin, 1994

TECHNOLOGY

• Web Analytics Google Analytics, FB Insights, Convio, Omniture, Business Objects
• Database/Statistics Bloomberg, Thomson/Reuters, SAS, ADP/Bridge, Teradata, SQL, Minitab, SSPS
• Bloomberg 1997-Present used for financial research, data analysis, and backtesting. Bloomberg research resulted in the primary strategy that was used at Sugarloaf Capital Group
• Thomson/Reuters 2003-2007 used for financial research and real-time information
• SAS 1995-98, 2007-09, 2012-13 used for analyzing historical market returns and predicting potential future patterns. SAS was used heavily while working on the Goldman Sachs historical return project for Abby Cohen, and later for predictive analytics research that resulted in the primary strategy for Sugarloaf Capital Group.
• ADP/Bridge 1998-2003 used for data research and real-time news and information.
• Teradata 2007-2008, 2012-13 used for data warehousing, data mining, and analytics. Used for ranking investment opportunities across all industries.
• SQL Server, 2012-13 used for matching data and joining tables to create a single scrubbed database. Used this tool to standardize the data used for the monthly Sugarloaf Capital Group backtest.
• Minitab 1995-97 Used for several statistical projects in business school, mostly with marketing data
• SPSS 2011-Present Used for predictive analytics of marketing data for MegaPlayer clients Pearle Vision
• Google Analytics used for analyzing effectiveness of interactive client campaigns and blogs.
• Facebook Insights used for analyzing effectiveness, reach, and conversion ratios of client social media campaigns.
• Convio used for tracking user navigation patterns across web and social media sites.
• Omniture used for tracking user navigation patterns across web and social media sites.
• Business Objects used for pulling the raw data from AT T data warehouse into a usable format.
• Social Measurement Platforms HootSuite, Wildfire
• HootSuite Used for creating and operating a single social media dashboard for MegaPlayer clients
• Wildfire Used for historical social media data for clients and their competitors.