- Subject Matter Expert (SME) on all aspects involved in Electronic & Floor support for the CBOE Global Options Exchange- Client interface – Broker/Dealer, Market Maker, Risk Admin, Institutional & Retail OEMS client base- Daily Operations include: Client support, Onboarding, FINRA CAT, Trade Execution, Routing, Clearing, SQL, FIX, SFTP, dual OEMS support, Networking, JIRA, Floor order flow, Market DATA support, Quality Assurance

- Q4 2019, 2020 - Investor's Business Daily - Options Product Consulting/Development- Futures Trader, Business/Data Analytics- Private Equity/Investment Banking Senior Analyst with Peak One Investments LLC. (peakoneinvestments.com)- Negotiate/close bridge loans, acquire convertible debt for publicly listed micro-caps- Review micro-cap financial statements, offer Investment Term sheets- Financial Information Exchange (FIX) consultant on the West coast- Design, develop, and manage options, equity, futures algorithms/tools - Perform detailed fundamental analysis of product portfolios, technology roadmaps, competitive analysis- Skilled in mathematics, statistics and data mining (linear and non-linear regression analysis), Python Pandas- Life-long ‘Student of the Markets’, focused on risk mgmt/investing/strategy development- Wealth Advisor to friends and family

- Product Owner – FIX, Onboarding, Futures Autospreader, Options Native Strategy – Cloud Based- FIX Protocol Manager – UAT, Certify/enable execution to US, EU, APAC markets for the hedge fund industry- Technical Engineering Support – Assist money managers with issues on trading/execution- Work with foreign developers to code FIX requirements based on specific broker/dealer requirements and a particular hedge funds needs- Execute test plans to verify adherence to the company’s development process and software requirement specifications- Client Onboarding- Manage a team of four(4) Technical Operations Engineers

- Product Owner of the OptionStation Pro application for Tradestation based on .NET, the Black-Scholes model, requiring precision to 4 decimal places - Quality assurance for order execution, order management testing. Overall platform QA. - Product Owner for the development of a turn-key Japanese Equities Brokerage platform- Specializing in options, multi-leg strategies, futures, order routing, FIX protocol- SQL 2000/2005/2008 administration, clustering, Microsoft Shop, AGILE methodologies- Executes test plans to verify adherence to the company’s development process and software requirement specifications.- Create/execute test cases to verify the correct functionality, usability, performance and reliability of systems and apps, specific to order execution on equities, options, futures, FIX protocol- Create clearly documented bug reports for anomalies found during test procedures.- Document and track defects (bugs) utilizing designated tools. Verify bug fixes and document results.

- Front line experience analyzing CDO, CLO, MBS funds/assets during 2007/08 and executing market trades based on the analysis- Developed/managed multiple investment styles incorporating fundamental valuation, event-driven, thematic, and quantitative analyses; dynamically re-weighted to optimize performance- Communicated fundamental and tactical ideas to the fund manager, and tracked performance with a sector neutral (long/short) portfolio on which incentives are based- Developed investment decision systems including automated financial model, multi-stock valuation monitor, factor screening matrix, and performance tracking system - Created a real-time spreadsheet model to track price movements, valuation ratios, earnings quality & revisions, and technical factors of all covered stocks through live data links

(Largest and most “wired” College in North America, 160K students, 10,000 faculty) - Email, Database, Network, Clustering, Virtual, Web, Security enterprise systems development & administration- Instrumental in implementing HP Blade Systems, EMC SAN/NAS, VMWare 3.0.2 solutions- Instrumental in upgrading (7) Campuses from NT 4.0  W2K3 Advanced Server (10,000 user Active Directory) - Developed migration plan and implemented upgrade from Exchange5.5 to Exchange 2003 for 10,000 active users - Instrumental in the development of 25 Windows 2003 Active Directory Domains which will service 175K students