* Managed a staff of seven senior evaluators with focused emphasis on the investment grade and new issue markets in both the tax exempt and taxable space.* Worked with database to update terms and conditions for pricing and analytics.* Interacted with existing clients to expand services and solidify relationships.* Continued partnership with sales to grow client base.

* Head of Municipal Evaluations following Thomson Reuters (TR) acquisition of Moody’s Evaluations Inc. (MEI).* Led a staff of 10 evaluators in New York and a team of 5 in Bangalore in the valuation process of municipal securities.* Coordinated the work of 12 analysts and 2 developers on the database team along with 4 model developers at Fintech (model owner). * Worked with quantitative teams to add sub-classes of hard-to-price securities including municipal auction rate securitie* Established SAS 70 controls for the municipal evaluations group. * Interacted with existing and prospective clients to better understand requirements and develop applicable solutions.* Promoted the brand by working with other TR subsidiaries as well as external vendors and partners. * Rewrote business requirements for municipal pricing model, formulated rules for development and QA testing, oversaw user testing. * Aligned with sales force to build and close a pipeline of global banks, fund administrators, investment banks, asset managers, and high net worth advisors.* Principal role for municipal due diligence meetings.

* Led the evaluation teams upon MEI’s acquisition of Mergent Inc. Continued to grow independent valuation business covering fundamental asset classes as well as developing methodologies for difficult-to-price securities.* Managed a multi asset class team of 11 in NY, and continued relationship with both database and model developers. * Added Agency fixed coupon MBS through a relationship with two partners.* Clients served included asset managers, mutual funds, commercial, private and custodian banks, hedge funds, audit firms, and the dealer community.* Established compliance process and engaged in due diligence and FAS157 protocols.

* Promoted within four months to Director managing the entire pricing unit.* Oversaw an evaluation staff of 11 covering the following asset classes: municipal, corporate investment grade, U.S. Treasury, convertible bond, high yield, and emerging markets assets. * Calibrated analytic model establishing methodologies for the pricing of approximately one million securities.* Held accountability for maintenance of algorithms and quality of pricing data.* Created fixed income indexes and specialty credit curves for transmission by Dow Jones MarketWatch.* Joined with the Mergent Index Group to pioneer a family of fixed income indexes for the creation of ETF’s and other derivative products. Established infrastructure for the maintenance of all Mergent fixed income indexes.

* Consulted on portfolio management system which would eventually evolve to the pricing model currently in use.* Recommended program adaptions for inventory management, risk management, and risk analysis. * Advised on business development plan.

* Taught full spectrum of American History and instructed in Information Technology at this school for gifted and talented students. * Assisted in IT maintenance of school network.

Brought on as product manager to leverage knowledge of customer base and quantitative techniques.* Managed first project for a sister-company product to correct an electronic bid-wanted program. Subsequently worked with various Thomson subsidiaries to enhance a portfolio system as well as other products in development. * Oversaw product management for an internet-based portfolio management system, Municipal Risk Manager (MRM) including all phases of development and enhancement of the basic program, collaborating with programmers, business analysts, marketing, and sales.

Institutional Municipal SalesRecruited to establish an institutional clientele for the Municipal Securities line of business. * Cultivated relationships with mutual funds, institutional asset managers, high net worth advisors, hedge and arbitrage accounts.* Served as primary trader in absence of trading staff while concurrently fulfilling sales responsibilities.

* Managed 16 traders in New York and 6 regional traders. * Created curves and indices for New York and Commonwealth sectors that were used as trading vehicles within the department, as well as by institutional customers, public finance bankers, and the firms banking clients.* Coordinated with technical teams to assist in the creation of the first internal electronic trading system for the public finance division.