Results-oriented investment executive with demonstrated record of accomplishment in developing software, implementing systems, improving operations and communicating with clients. Decisive leader creating a positive culture and attaining corporate goals.
Developed a new fixed-income analytic system that competes with Bloomberg. Designed a position keeping and accounting system that support tax loss harvesting.
Morningstar acquired InvestmentSoft to implement it's fixed-income analytics software and security master data base into Morningstar's extensive data repository. Headed the integration of the fixed-income library and security database that performed daily calculations of over 3 million bonds across over 20,000 mutual funds. Also assisted in the development of Morningstar's fixed-income risk model.
Developed a trading and accounting system for the dealer and broker department at Credit Suisse that connected to the Swiss Exchange. Headed several consulting engagements to evaluate investment reporting systems. Installed and supported our fixed-income analytic system at several software vendors. Headed the development several a multi-asset class position and accounting system at a large money manager. Consulted for a large mutual fund on fixed-income accounting.
Head of the development team that designed a trading and position management system for State Street Global Markets. The system supported multi-asset, multi-current trading and maintained book-keeping capabilities. Also Implemented a fixed-income analytics system used by the custody department and by Cambridge Associates.