Brian D. Stan Email & Phone Number

New York, Ny, Us

United States

Norwalk, Connecticut, Us

Norwalk, Connecticut, Us

Formed the foundations of a new agile team - within the initial discovery, I created a product vision, goals, and implementation ideas that are mapped to business outcomes, organized a preliminary backlog, as well as incorporated Agile principles within our existing software development life cycle to streamline efforts. I prioritize development with internal/external stakeholders, generate user stories and acceptance criteria, maintain the backlog, lead agile ceremonies, and go-to-market sales enablement collateral.Provide knowledge transfer to and mentor junior Hyderabad / U.S. product developers and engineers.Developed product roadmap and led efforts for the creation and ongoing development of a tooling site to automate internal workflows.Managed the end-to-end software development life cycle for 30+ third-party data providers onto the Open:FactSet Marketplace. I've worked on a diverse range of content sets spanning: ESG, Sentiment Analysis, Credit Card Transactions, Patent Data, Drug Trials, Corporate Events, Shipping Transactions, and more. I've engaged with our providers every step of the way from their introduction to the marketplace, our thorough analysis and concordance of their data to our market-leading symbology, and the generation of meaningful client-facing collateral including content methodology guides, standardized data dictionaries, Jupyter notebooks, SQL queries.I thoroughly enjoy liaising with various stakeholders within FactSet: Engineering, Strategy, Sales, Implementation, and other Product Developers to continually enhance our offering for clients as well as build upon our internal, proprietary tooling suites.

New York, Ny, Us

Refined the backlog of IR Insight Platform (SaaS) product enhancement requests from clients, working closely with a globally distributed engineering team, following Kanban methodologies. Worked with Thomson Reuters’ product teams daily across various content sets being ingested into the platform including Research & Estimates, Transcripts, Fundamentals, Ownership, and People data. Analyzed new third-party provider offerings to identify strategic content opportunities within the ESG space.Coordinated with third-party vendors to escalate customer, implementation, and technical issues. Planned, monitored, and managed end-to-end projects ensuring product solutions worked well for our clients and our business.

Norwalk, Connecticut, Us

Fielded requests for product development from buy/sell-side, and corporate clients for our SaaS platform.Built out technical specifications for database enhancements to be implemented according to engineering backlog prioritization.Worked with FactSet engineers to scope out and build out a proprietary tool that saved each member of the team significant time, especially during Earnings Season.Developed and maintained relationships with IR departments from 25+ top sensitive companies.Interacted with clients daily via FactSet’s online messaging systems to resolve complex inquiries.Led the integration of new hires on our team through long-term, formal training presentations.Managed the consensus for FDS-US, upholding strict global estimates quality standards.Reviewed equity research published by sell-side analysts to determine the basis of their estimates.Wrote department-wide case studies to train global team members on financial reporting nuances.Created and maintained data analysis reports on companies within the REIT and Software / IT Services Industries.

New York, Ny, Us

Working in the Resource Center, alternating rotations between Alumni and 7th Street halls.Served as a customer service representative regarding any and all inquiries that residents may have including, maintenance inquiries, lock outs, and program-sign ups. Accepted and logged incoming packages for residents as well as prepared mail forwarding.

New York, Ny, Us

Returning RA for a second year. Serving as a leader and an advocate for 38 students on two floors in a residence hall of about 450 students.Generated about 15 educational programs per semester. These programs promote the development of resident life skills, multiple perspectives, community, diversity, and wellness.Assisted in crisis response rotations while upholding and enforcing the policies of the Office of Residential Life and Housing Services.

Conducted research on investable companies and wrote financial statement assessments.Prepared 25+ trip folders with notes, transcripts, and financial statements for CIO client visits.Strategic projects, proprietary financial modeling, CRM, competitor analysis, exposure to Bloomberg.Utilized Advent Portfolio Exchange to generate concentrated quarterly portfolio appraisals.Organization and documentation of previous broker confirms.Wall Street Training video course modules - for excel analysis.Assisted in the training and the integration of a new summer intern to the firm.

Bachelor Of Science (Bs), Finance And Marketing

Education record