- Responsible for overseeing and leading research efforts- Implement research strategy, goals, and objectives- Ensure research quality and integrity- Manage research team to ensure timely and accurate completion of projects

- Collected and cleansed data across multiple industries- Conducted quality assurance to maintain data accuracy and consistency

Business Valuation Resources, LLCProduct Specialist (Remote) Vero Beach, FL January 2019 – February 2020 Expanded and maintained data for the company's Fairness Opinion Research Service product Collected and processed financial regulatory filings via U.S. Securities and Exchange Commission focused around fairness opinions which are delivered in connection with Mergers & Acquisitions of publicly traded companies Managed multiple master… Show more Business Valuation Resources, LLCProduct Specialist (Remote) Vero Beach, FL January 2019 – February 2020 Expanded and maintained data for the company's Fairness Opinion Research Service product Collected and processed financial regulatory filings via U.S. Securities and Exchange Commission focused around fairness opinions which are delivered in connection with Mergers & Acquisitions of publicly traded companies Managed multiple master databases in which all vital data regarding fairness opinion methodologies were collected and stored Responsible for fielding client requests, questions and concerns about the product Show less

 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… Show more  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 Show less

 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… Show more  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 Show less

 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… Show more  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 Show less

 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

 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… Show more  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 Show less

 Engaged in various consulting projects involving creation of business databases and building of staffs Temporary assignment with Willkie Farr & Gallagher LLP researching and reviewing international documents for patent litigation which required fluency in German

 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… Show more  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 Show less

 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… Show more  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 Show less

 Managed international database content for idEXEC specializing in business-to-business products Responsible for performance management of 5-person research staff Collected, researched, and maintained core business and executive data on over 35,000 international corporations

 Researched and updated core business information data along with equity ownership data-declarable stakes via phone and written correspondence Responsible for covering corporations based in German speaking countries