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This information is provided by the candidate
Work Experience
2003 - present ...... self-employed portfolio manager
- Specializing in automated "intelligent" trading systems
- Consultant/advisor in foreign exchange and equity trading.
1996 - 2003 ...... Foreign Exchange Ecommerce Manager for UBS in London/San Francisco
- Centrally coordinated electronic client pricing/spreads and client MIS.
- Developed system to apply intelligent/automated spreading.
- Co-manager of an internal currency trading fund.
- Business Manager of FX Sales/Services group 500m budget with 285 staff; responsible for developing and implementing ecommerce strategy and tactics leading to number one ranking in the industry.
- Created new technology sales distribution channels which resulted in new revenues of 50m USD over three years.
- Co-managed a 25m USD group IT development budget.
- Identified 10% savings in a 450m USD global IT production budget.
1994 - 1996 ...... Educational Consultant with Cervantes, Inc. in San Francisco, CA
- Developed reading and educational software.
- Created outcome based, results oriented learning algorithms.
- Worked the US Job Corps to test reading and learning systems.
1991 - 1994 ...... Portfolio manager with Woody Creek Capital Mgmt in Aspen, Colorado
- Equity Hedge Fund Portfolio Manager
- Fifteen consecutive profitable quarters.
- Traded US/International stocks and equity options; managed ten traders.
- Developed neural net and genetic algorithms to suggest trading opportunities.
1988 -1991...... A Convertible Bond/Option Trader with The Chicago Corporation
- Traded entire range of option-based equity and currency products.
- Designed and built complete real-time risk management and trading system.
- Identified mathematical arbitrages in US and international markets.
1986 - 1988 ...... A systems architect with O'Connor & Associates
- Developed and installed company's first international equity risk system (which is still in use in ten countries fifteen years later).
Education
1986 - 1988 ...... Massachusetts Institute of Technology in Cambridge, MA
- MBA, M.S., Business Administration and Finance.
- Thesis: Option Portfolio Pricing (John Cox, advisor).
1981 - 1985 ...... Massachusetts Institute of Technology in Cambridge, MA
- B.S., Electrical Engineering and Computer Science.
- Officer, Lambda Chi Alpha fraternity.
1991 ...... Series 3, 7, 63 (USA)
1993 ...... H&R Block Tax Exam
1995 ...... National Learning Laboratory Certified Instructor
2003 ...... FSA Exam (UK)
Software Skills
- Proficient in Java, C, C++, SQL, Basic, HTML
Personal Interests
- Educational software
- Learning methodologies
- Statistics and probability
- Mountain climbing
- Problem-solving
- Running
- Carpentry
- Movies
- Politics
- Reading.
- Guitar and Piano
Married with four children
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League of Women Voters of California Education Fund
