• Performs financial analysis; conducts data research; identifies, clarifies, and investigates account discrepancies and exceptions; proactively develops solutions and processes. Builds automated error checking programs to identify errors in large data sets.• Creates monthly financial comp reports about solvency, profitability, and efficiency KPIs. Runs and analyzes financial reports, often from multiple systems; assists in preparing management information reports.• Sources and maintains statistical stock financial information. Maintains, reconciles, reviews, combines, and validates financial data sets and accounts, utilizing financial reports, databases, and critical financial information. • Establishes new business procedures and practices in a service involving production of tables and graphs required in SEC filings. Applies expertise across tools and financial systems to troubleshoot, execute data pulls and loads, creates easy-to-understand financial models.

With a love for aviation , I marketed aviation documentaries for AeroCinema (formerly Discovery Wings) at conferences, airshows, flight schools, aviation museums and throughout the aviation community. With strong communications skills, my marketing involved emails, mailings and cold calls. Learning a good CRM software, I tracked all my contacts and followed up regularly. One large achievement was getting a full story in the monthly magazine for Boeing employees and retirees.

Published quantitative research for the strategy division and managed stock indices. Presented market analysis to sales team on weekly basis. Administered a SQL database for a growing equity research dept. of over 100 analysts.

Published quantitative research for the strategy division and managed stock indices. Re-balanced index portfolios, authored index methodology and definitions, managed index information systems, performed index public relations and marketing.

Started and grew the firm’s statistics division into a quant shop. Served as analyst to conduct cross sector research. Provided analysis on macro trends and relative performance between sectors in the firm’s core coverage areas.Managed centralized research database and produced regular statistics reports for the sales and trading organizations. Managed firm's 19 stock index products, led statistical research area, and performed research administration functions. Led research associate training seminars. Developed new indices as research’s core areas expanded.Published quantitative analysis for the strategy division and managed stock indices. Performed research database administration.Produced the weekly published report for the equity research department. Served a secondary role as manager of two public stock indices. Founded the H&Q Internet Index.