Lee Moneta-Koehler Email & Phone Number

Brentwood, Tennessee, Us

Machine learning & natural language processing technology innovationAutomated data collection from SEC filings, especially footnotes dataExpanded coverage to international companies, IFRS and foreign currency Launched new marketing effort directed at wealth advisors, including re-branding, website re-launch, new content and subscription servicesFinTech Sandbox member, Boston, 2019SixThirty FinTech Business Accelerator, St. Louis 20152020 Benzinga Global Fintech Award for Best Investment Research TechnologyWealthManagement.com Award Finalist 2017, 2018, 2019, 2020, 2021, 2022BBVA OpenTalent 2015 FinTech Finalist, one of 20 US finalists

Brentwood, Tennessee, Us

Led team of 8-10 analysts covering 3000+ stocks, 450+ ETFs, and 7000+ mutual funds with data sourced from 75,000+ SEC filingsProvided quality-of-earnings analysis & DCF valuations to financial institutions and hedge fundsCollaborate with the Novo Fund, a long/short partner hedge fund

Brentwood, Tennessee, Us

Designed ETF & mutual fund aggregation & rating system from calculations to published reportsImplemented project prioritization system based on AgileBuilt policy reference wiki of 500+ documents to codify policies & practicesHired & trained 20 analysts; developed 5 month training & mentoring program Developed data checking tools to automatically locate & correct errant data

Brentwood, Tennessee, Us

Analyzed 10-Ks with a focus on the notes to the financial statementsSpecialization in the Industrials sector, broad experience in all sectorsMedia liaison for articles on ESOs & economic profit in Forbes & Business Week Developed policies for covering ADRs; added 200+ ADRs to coverage

Nashville, Tennessee, Us

Designed & taught undergraduate introduction to philosophy courses; both regular and writing intensive versions.

Ph.D. Coursework, Philosophy

B.A., Economics & Philosophy

High School

Middle School