In charge of designing and developing research, data and technology products for Visible Alpha.

Co-founded Lusight in the fall of 2003SOFTWARE* Head of product design, development and strategy since company inception* Led design of functional requirements from idea to web-based financial portal* Developed cutting edge technology platform* Negotiated third party data licensing agreements* Integrated proprietary and third party content into financial portal* Developed internal knowledge management toolFINANCIAL RESEARCH* Head of financial… Show more Co-founded Lusight in the fall of 2003SOFTWARE* Head of product design, development and strategy since company inception* Led design of functional requirements from idea to web-based financial portal* Developed cutting edge technology platform* Negotiated third party data licensing agreements* Integrated proprietary and third party content into financial portal* Developed internal knowledge management toolFINANCIAL RESEARCH* Head of financial research business* Designed technology research policy and procedures* Developed accounting, forecasting and valuation methodologies to analyze companies* Managed team of equity research analystsOPERATIONS* Grew business to a peak of $10m (annualized)* Raised $5 million in venture capital funding from Goldman SachsDomain Expertise: Product Design, Strategy and Development | Data Taxonomy Construction and Design | Information Visualization | Task Automation | Accounting and Software | Financial Modelling Automation | User Interface Design | Design for Interactive Experiences | Financial Research | Research and Data Authoring | Workflow Management Show less

Senior research analyst covering financial institutions for global investment bank.* Communicated investment opinions (buy, sell, hold) to institutional investors. * Performed company valuations* Produced company and industry written research* Interviewed senior management of companies covered* Led the development of a discounted cash flow valuation product (financial model and database) for emerging market industrial and financial companies.Domain expertise:… Show more Senior research analyst covering financial institutions for global investment bank.* Communicated investment opinions (buy, sell, hold) to institutional investors. * Performed company valuations* Produced company and industry written research* Interviewed senior management of companies covered* Led the development of a discounted cash flow valuation product (financial model and database) for emerging market industrial and financial companies.Domain expertise: Investment Valuation | Investment Analysis & Research | Financial Models | Financial Institutions | Due Diligence | Investment Recommendations Show less

Junior research analyst covering financial institutions for a global investment bank.* Built, maintained and updated valuation models * Performed company valuations* Produced company and industry written research* Interviewed senior management of companies covered* Travelled extensively to Latin America to interview senior managers of companies covered.Domain expertise: Investment Valuation & Analysis | Investment Research & Analysis | Financial Models |… Show more Junior research analyst covering financial institutions for a global investment bank.* Built, maintained and updated valuation models * Performed company valuations* Produced company and industry written research* Interviewed senior management of companies covered* Travelled extensively to Latin America to interview senior managers of companies covered.Domain expertise: Investment Valuation & Analysis | Investment Research & Analysis | Financial Models | Financial Institutions | Due Diligence Show less

Lead credit analyst with ratings coverage of approximately 50 banks and broker-dealers in Mexico and Venezuela for Warburg Dillon Read (since renamed UBS Investment Banking).* Generated weekly company research reports* Produced and wrote annual banking system reviews* Performed Y2K analysis for technology risk and exposure

Primary analyst for twelve Latin American banks (starting 2/98) in countries throughout the region. Secondary analyst on other bank credits. Responsible for all rating and research related activities for banks under coverage list. Duff & Phelps has since been absorbed by Fitch Ratings.