Portfolio Analytics, Modeling & Trading
-
Profit Generation: Proven
track record leveraging information and technology to guide key decisions
from advising companies to portfolio management
-
Trusted Advisor: Forging strong, lasting partner relationships
woven into clients business Diverse Industries Impact: Steady progression
to continually increasing responsibilities working inside and marketing to
blue chip firms (i.e., Kraft, Unilever, Pfizer, Gallo, Anheuser-Busch,
Newell, Wall Street, Safeway, Albertsons, Walmart)
-
Dynamic Team Builder in varied functions: Successfully led large
teams and worked hands-on in Sales, Marketing, Finance, Planning, Category
& Trade Management, IT and Research/Insights, thus enabling cross-functional
synergies
-
Cutting Edge Analytics:
Significant expertise integrating
analyses into solutions; competitive advantage by blending best practice
market research tools with equities modeling and trading.
-
Outstanding Presentation & Selling Skills:
From one-on-one to small & large audiences
-
MBA & post graduate econometrics& finance, Simon Guggenheim Scholar &
Phi Beta Kappa
Core Competencies
| P&L Management |
Portfolio Risk Management |
Market Timing |
| Simulations |
Industry/Sector Allocation |
Backtesting |
| Automated Trading |
Technical Analysis |
Long/Short Balance |
| Pair Trading |
Fundamentals & Valuations |
Hedging |
| Structure & Segmentation |
Complex Options w/Greeks |
Client Support |
| Database Mining |
Closed End Funds trading |
Easy Language |
|
|
| |
| |
|
|
