Patrick Howerter Email & Phone Number

Chicago, Il, Us

Co-Founder and CEO of My Data Outlet. Manage day to day operations of My Data Outlet. Raising Capital, hiring executive team members and partnering with data vendors.

Westlake, Texas, Us

Designed and coded software to transition department runing production models in R.Designed and coded the following: ETL (Extract, Transform, Load) package that downloads QA Direct Data into an organized and cataloged R database Includes both Domestic and International data for content sets such as: IDC, Compustat, Worldscope, IBES, Axioma, Short Interest, DS Commodities, Russell and BMI data Leverages multi-core processing Wrote the QA Direct stored procedures to download the data Wrote scheduler utilities to automate the process Security mapping logic that enhances QA Direct’s historical security mapping tables Created a smoothed time-series of security mapping across vendors Adds logic that goes from issuer to security to fill in gaps of coverage Core functions that line up accounting, estimates and pricing data by a "point-in-time" day Backtesting package that analyzes factors and measures the performance of factors and models Input validation package that tests the input data by comparing the current update with historical updates Test harness for all internally packaged functions by utilizing R's testthat package Output package utilizing R's flexdashboard package to write results to html. Perform setup and maintenance of the R-Studio Server Pro servers (Linux) that exist in a virtual server environment Developed near “bullet-proof” versioning control by building all R code as internal packages Tied out all 120 internal factors between FactSet's Universal Screen and R/QA Direct with correlations of .97 or greater Designed a common method used in all core functions that provides a performant data grab for both time-series and cross-sectional analytics Trained and managed a team of consultants that assisted in integrating data vendors into the ETL process Developed Price Volatiliy Model and was involved in enhancing the Alpha Model.

Toronto, On, Ca

Toronto, On, Ca

• Conduct testing on 10 internal applications and external products• Team leader on new vendor projects to ensure client usability and overall product consistency• Review regression testing processes in order to improve accuracy of testing results• Create dynamic scripts that all QA members use to catch obvious implementation errors more efficiently• Included in the beginning phases of the product development cycle by reviewing preliminary drafts of product specifications• Work with external vendors to verify implementations

Toronto, On, Ca

QA Direct Product Specialist March 2008-February 2009Work with Quantitative research and Portfolio managers to build and test models using SQL server. Expert at creating SQL queries to optimize user experience. • Expert of Thomson Reuters’ SQL Server database that normalizes major financial data vendors including IDC, Compustat, I/B/E/S, Reuters Fundamentals, MSCI, Barra, Northfield, and various options feeds.• Database is over four terabytes with 2000 tables. • Supported over 200 QA Direct (SQL server database) clients by training, answering content questions, mediating data corrections, and assisting them in their SQL query development• Knowledge of content and SQL programming allows for rapid diagnosis of client issues. • Responsible for verifying vendor feeds into QA Direct. This involved writing SQL queries to duplicate vendor input files. • Programmed SQL Server database checks that alert the Data team of possible errors to review MarketQA Product Specialist January 2007-March 2008 Work with clients to implement MQA product into their quantitative research and production environments.• Trained clients on proprietary MQA programming language, traveled to client sites, and acted as an intermediary regarding content or query issues that clients experienced over time• Helped clients build backtesting strategy scripts by using MarketQA's statistical and financial analysis functions • Developed client use-case templates such as future cash flow, attribution, and portfolio optimization queries• Trained new team members after just six months of experience