At SVB Leerink, I am Head of Application Development. Working in a small cost-conscious firm means wearing multiple hats: role is a combination of Data Analyst, Business Analyst and Project Manager. I also manage an onshore team and an offshore team, 6 in total.I work with senior and junior stakeholders in sub-verticals including Sales and Trading, Investment Banking, Equity Research, Corporate Access and Expert Network. I leverage Tableau (v. 9) to build dashboards for business units and C-Suite executives, to drive business insights and decision making. Currently planning for a scaled-out Tableau server implementation. I am also proficient with coding in Python and R for data acquisition, discovery, analysis and modeling; and using SQL Server and .NET for relational and XML data.In my roles I have amassed extensive knowledge of third party and market data sources, including Ipreo, Fidessa, Pershing (Thomson Reuters Beta), RealTick, FIX, RIXML, EDGAR, Interactive Brokers, quantmod, FRED, and many others.The LEERINK role is an outgrowth of the work done for Pacific Growth, where, as a NASDAQ Trader, I built a trading and reporting system connected via FIX and API to NASDAQ and other markets. Then, as Chief Technology Officer, I oversaw a team of four, and managed all aspects of technology including Development and Infrastructure.Specialties:BI & Data Analysis using Tableau, R and SQL Server/ .NETBusiness AnalysisProject Management

Reported to Head of Equities, and to EVP of Corporate Operations(Wedbush Acquired Pacific Growth in January 2009)Led negotiation and analysis of Order Management System vendors (Sungard, Fidessa and Bloomberg SSEOMS were the competitors), a $2,000,000 commitmentResponsible for all aspects of OMS and FIX implementations (sell-side) including all contact with buy-side traders and PM’s, OMS service providers and technical staffIntegrated in-house and vendor systems of 80 person firm during acquisition by 800 person firm

Reported to Co-Chief Executive Officers(Firm acquired by Wedbush Securities in January 2009)Saved $7.2 million by conceiving and implementing in-house Trading Platform ‘VanDe’, which converted the trading desk to paperless workflow, allowing real-time P&L, position monitoring and risk management. System was subsequently enhanced to receive electronic trade reports from NASDAQ and Instinet, and migrated to SQL Server for stability, robustness and performance (1991 – 2005)Deployment of Fidessa Order Management System - all aspects, including Business Analysis of requirements; vetting and comparison of competing vendor proposals; contract negotiation; and project management of actual rollout (2005)Responsible for all aspects of OMS and FIX implementations (sell-side) including all contact with buy-side traders and PM’s, OMS service providers and technical staffSaved $2,000,000 by conceiving and implementing in-house CRM solutionIdentified opportunity for electronic distribution of securities research reports, among the first on Wall Street and considered by many clients best of breed for its simplicity and completenessNegotiated multi-year deals with telecommunications, market data, and back office systems providers, realizing significant savings in each case through multi-vendor competitive bidding, detailed evaluation and analysis, and strong inter-personal and negotiating skillsManaged eDiscovery policies and procedures, including aging and disposal of Electronically Stored Information (“ESI”); design and implementation of in-house ESI archiving solutions; and balancing business requirements and risk mitigation through consultation with stakeholders in all areasActed as Project Manager for 6-month back office conversion - NFS to Merrill Lynch clearingSignature authority on multi-year vendor contracts valued at up to $2,000,000/ year

Day one -- started building trading systems, even while making markets. So the systems had to be optimized for the user -- ME! Replaced paper-based solution with a (yes!) Lotus 1-2-3 Macro-based solution. It was 1989. And it was just the beginning.