• Developed US and international equity income indexes based on dividend growth, high yield, share buyback, preferred stock, and sector themes licensed for institutional product creation.• Developed factor based US and international equity indexes based on style, market cap size, liquidity, and profitability themes licensed for institutional product creation.• Developed quantitative performance analytics for indexes including multi-factor regression analysis for determining proper benchmarks, statistical significance of alpha generation and factor exposure. • Developed index risk management metrics including quarterly draw down, up and down market capture ratios, concentration risk and volatility. • Developed and prepared standard and customized research reports including index back-test, comparative index and product performance analysis, Fact Sheets, and other research reports or MS PowerPoint presentations for company website, industry trade shows, institutional clients, and non-quantitative sales team and senior management.• Supported operational areas within the global index group including creation of index methodologies, index administration, technical specification documents, marketing material, and data management.• Worked seamlessly with multiple stakeholders including company sales and marketing teams, senior management, and institutional product development teams and portfolio managers. • Developed indexes for the third party product creation for the following ETFs and open-end mutual funds with over $31.5 billion in assets under management as of Nov 30, 2016:Vanguard Div Apprec Index Fund & ETF (VDAIX, VIG)PowerShares Div Achievers ETF (PFM)PowerShares Buyback Achievers ETF (PKW)PowerShares High Yield Div Achievers ETF (PEY)PowerShares International Div Achievers ETF (PID)PowerShares Canadian Index Fund & ETF (AIM 44203, PDC)PowerShares Canadian Pfd Share Index Fund & ETF (AIM 56203, PPS)Claymore Canadian Div & Income Achievers (CDZ)

• Collaborated with senior management, business units and IT development staff to produce MS Word business requirements documentation for the migration of large historical financial databases from VAX servers to Oracle relational databases and new product development. Documentation included data mapping, data dictionaries, relational database schema and process flow diagrams using MS SQL and MS Visio.Accomplishments:• Collaborated with business units and IT development staff to complete the data migration of a historical municipal financial database and two large fixed income databases from VAX servers to Oracle relational databases.• Worked with senior management and IT development staff to develop, test and successfully launch a web-based equity analytics platform utilizing the company’s extensive historical financial data.

• Developed and administered daily MS Access statistical quality control reports and custom quality control measures to meet institutional client’s needs and to provide a continuous data quality feedback loop for the business units.• Developed and administered statistical quality control reporting on company’s CD-ROM platforms through the creation of acceptable data error variances and monitoring timeliness of corporate quarterly and annual financial data.• Collaborated with senior editors and staff in the development of consistent data quality standards across company’s corporate financial and textual databases.Accomplishments:• Produced Moody’s 1994 Dividend Achievers Handbook, Moody’s quarterly NASDAQ Handbook and semi-annual Industry Review reports during transition from New York, NY to Charlotte, NC.• Performed detailed cost analysis for senior management’s Pay for Production incentive plan for business analysts prior to implementation.

• Managed a staff of 20 business analysts and five editors responsible for the production and quality control of Moody’s Municipal and Government Manual, biweekly News Reports and Call Bond Record.• Provided annual performance reviews, salary adjustments and promotions within company guidelines, and maintained a positive variance with respect to team budgets set forth by senior management. • Directed a team management philosophy that empowered team members to develop methods for increasing productivity and the quality of the team’s products.Accomplishments:• Increased productivity and overall quality of the print products through intensive training and providing the environment for team members to initiate improvements.• Implemented changes to municipal bond terms and conditions to facilitate the migration of the historical data from the Municipal and Government Manual to a municipal bond relational database.