Designer and architect of all internal supply/demand/price/equities databases and models; Chief Investment Analyst for Metals & Mining industryDesigner and principal financial modeler for Nautilus - a Python-driven financial data platform leveraging SEC filings and prices to create customizable financial metrics for use in securities analysis. Built and managed a team of 7 financial analysts with budget of up to $1.2 million that provided due diligence, comprehensive cross-sector equity research, consulting, and bespoke multi-factor trading models for major financial publisher.Leveraged internal models and direct interviews to develop and author comprehensive quarterly price forecast covering precious metals, base metals, oil, gas, coal, steel, steel raw materials, battery metals, and uranium.Designed and directed weekly natural resource/junior mining portfolio-based newsletter in coordination with major industry financier that generated $10 million in revenue over two years.Designer, chief data strategist and co-author of daily publication covering near-term supply/demand/prices for oil, natural gas, thermal coal and metallurgical coal markets.Led product/business development and outside consulting engagements; frequently presented market views on radio, TV and at industry conferences.

Leveraged direct interviews and on-site visits to compile key production and cost data for all Americas iron ore mines and steel plants.Developed and authored all 150+ Americas asset reports, country reports and topical papers for Americas Iron Ore and Steel Cost Services.Worked directly with senior Sales and Marketing executives to develop and implement WM Ferrous Products sales strategy; reported directly to key stakeholders on financial performance.Subject matter expert; head of regional product development and principal Americas client liaison; presented proprietary research views at internal and external conferences.

Leveraged direct interviews and industry publications to compile and update comprehensive database on key production, productivity and cost metrics for all Americas coal mines.Authored company reports, regional analysis, and topical papers for Wood Mackenzie’s Appalachia and Canada Coal Cost Services.Assisted senior research leadership in developing proprietary Iron Ore products; provided research support for revenue growth.Subject matter expert for Americas met coal and North American iron ore; presented proprietary research views at internal and external conferences.

Compiled production, productivity and cost database for all Appalachian Coal operations; led ETL data transition to centralized modelsLeveraged publicly available material, direct interviews and mine visits to author all 50+ annual asset, company, and regional analyses for Appalachia Coal Supply Service.Subject matter expert on Appalachian coal industry; coordinated and supported sales efforts with senior staff to expand/maintain customer base; managed proprietary knowledge and authored promotional materials.

Compiled and analyzed production/productivity data for semiannual Central Appalachia coalsupply study.Edited and collated key content for client-facing publication.Collected public and private source data to create region-wide coal infrastructure and propertymaps.Assisted in generating quarterly supply-demand outlook and price forecast based on production, industry trends and regional demand.

Gathered production and productivity data for Central Appalachian mines; built and maintained annual mine-by-mine database.Analyzed annual trends for publication in semiannual Coal Supply report.Leveraged publicly available material and bespoke legacy GIS research to design property boundary map for the entire Central Appalachian region. Supported senior staff in sales and external presentation efforts.