Transitional contract migrating Data & Analytics organization into JPMC

Building the future state of marketing data, technology and analytics - with a product mindset.Led team of ~50 in building out, operationalizing, and improving the effectiveness, efficiency and throughput of our capability set across channels and processes. Sales enablement, growth and performance marketing, public web, internal web, email, CDP, audiences, analytics. Sitecore, Sharepoint, Marketo, Tealium, Flywheel, Seismic, Adobe etc. Partner lead of relationship with internal IT/InfoSec/architecture/cloud practices.

Our team provides analytics, consultation, and execution to the executive team, functional area leadership, and quantitatively-driven initiatives across the bank. We are also building our next-generation quantitative environment to empower and add leverage to our quant teams. My role is "player-coach" - doing the work hands-on-keyboard as well as building, mentoring, and growing our teams.Selected, contracted, and deployed: Alation, Beacon Platform, Fivetran, dbt, Sigma Computing. Leadership across our extensive Snowflake footprint.

Alternative asset manager and industry leader in consumer unsecured direct lending. Executive ownership across functional areas of the firm including portfolio & risk analytics, data warehouse, investments, marketing, compliance, and operations.General- Grew firm AUM by an order of magnitude via solving critical technology problems- Active and voting member of Investment Committee and Compliance CommitteePortfolio, Trading, Risk Analytics- Led vision and build of "single pane of glass" combining trading system, portfolio summary, risk analytics, and IT infrastructure status into a single web UI- Built institutional grade trading system responsible for purchasing >200k loans totaling >$2bn- Led vision and execution of development of portfolio management and risk dashboards- Led vision and execution of custom fund-level scenario analysis toolData Warehouse- Led vision and execution of data warehouse, agile BI, and analytics- Led vision, pilot, rollout, and adoption of agile business intelligence capability with Tableau- Migrated SAS analytics environment from desktop to server, then re-engineered for performance, resulting in typical 20x execution time reductions- Reduced cycle time for month-end accounting reconciliation from weeks to days- Reduced typical analyst time-to-response for ad hoc queries from days to minutesInfrastructure- Built and operated our on-premise, public cloud, Tier 1 data center environments - Engineered and owned servers, endpoints, networks, security, virtualization, storage, end-user support- Drove DR/BCP posture from ad hoc to warm backup model- Led $750k build-out of 7000 SF Class A office spaceCybersecurity- Built and managed cybersecurity program including policy, controls, documentation, training, audit, and regulatory- Produced and conduct semi-annual cybersecurity trainings

Led client engagements building web and mobile software for C5 clients. Applied test-driven development (TDD) and agile methodologies to build quality software, quickly.

Virtual gift card company. Raised $3mm from top-tier VC firms. Sold to giftcards.com

Financial domain expert supporting biotech machine-learning company's foray into FX strategies. Wrote reporting, market data and experimental tools.

Lead managed multi-billion-dollar US convertible bond portfolio to P&L circa $40mm USD.Managed multi-billion-dollar Japanese convertible bond portfolio to P&L circa $80mm USD.Located and traded opportunities in numerous products:- convertible bonds- listed equities, equity options, variance swaps- debt securities (cash bonds, bank debt)- credit default swaps, synthetic indices, default swaptions- treasuries, bond futures, interest rate swaps, swaptions- fed fund futures, eurodollars, repoImplemented trades of many kinds:- traditional convertible bond arbitrage- debt capital structure arbitrage (curve, intra-cap-structure relative value, basis)- cross-product volatility relative value- volatility arbitrage (equity, rates)- short end relative value (fed expectations trades, etc)Analyzed secular trends, industry trends, and specific entities (corporate, sovereign, and structural issuers).Negotiated and took risk on thousands of over-the-counter transactions in derivative instruments of the order $5-10mm USD notional per.Built models for single-strategy analysis and for managing clusters of related trades. (Excel, FactSet, Bloomberg)Managed desk relationships with dealer counterparties.Supported distressed and macro teams with hedging, scenario analysis and relative value decisions.Worked with Equity Capital Markets team to structure and place >$2bln notional convertible bonds for and into the public market, one of which won deal of the year (CPN 6% with escrowed coupons)Modeled post-LBO leverage scenarios in support of credit arbitrage strategies.Built multi-instrument scenario analysis tool to evaluate and manage trades in credit-linked instruments. (C# / WinForms w/ embedded Python interpreter)**NOTE: In June 2007 our group spun out to become a separate fund called Arrowgrass Capital Partners.

Worked on convertible bond and credit arbitrage desks as a junior trader and analyst.Grew from being the coffee/mail delivery guy not even allowed to answer the phones to running my own P&L.Acted as execution trader for 4 PM/traders. Owned daily trade reconciliation for bonds, equities, vol, and OTC products.Generated ideas (fundamental, structural, or technically derived) and built tools to manage their execution and upkeep. Examples: CDS curve trades, embedded swaption arbitrage between HG corp and rates markets, cap structure seniority trades. Rapidly analyzed, developed a view, and traded new issue flow.Participated in technology steering committee driving key innovation supporting firm growth from $85mm to an ultimate $9bn AUM.Structured convertible instruments for the private placement team.

Built a comprehensive (positions, risk, order management) fixed income trading platform. Responsible for architecture, development, testing and deployment.

Software development work for Sun Microsystems (JavaSoft) and three startups. Typically the work involved the building of load-balanced and fault-tolerant transactional systems of various levels of scale.Developed Java Ring keynote demo and other demos of Sun's Jini/JavaSpaces technology for JavaOne 1998 (12000 attendees).