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Data Marketing

Glen Allen, VA, 23060
March 27, 2018

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Richmond, Virginia


Professional Profile: Business/Data Analysis

Highly experienced analytical professional; inspiring people and organizations to act through a strategic approach in meeting identified goals. Professionally aggressive and persistent in pursuit of the firm’s objectives using solid interpersonal and communication skills in building alliances.

Areas of Expertise:

Predictive & Competitive Analysis Financial Modeling

Equity & Capital Markets Business Development

Risk Analysis Data Visualization

Computer Skills-Certified: Word, Excel, Advanced Formulas-Excel, PowerPoint, Access

Computer Skills-Proficient: Factset, Microsoft Power BI, Microsoft Project, Tableau, SQL

Professional Experience:

Sabbatical-Academic : 2015-Present

2017: Coursera Independent Study:

Wharton-University of PA

Spreadsheets and Modeling: FBHWR4NUU7TL

Modeling Risk & Realities: L23BYHKWZNFJ

Rice University, TX

Applications of Hypothesis Testing/Confidence Intervals: LXJ6MRFJUJ

Linear Regression for Business Statistics: D5R7M56EZKGL

University of California Davis

Fundamentals of Visualization with Tableau: F7Y5PVAGYRX5

John Hopkins University, MD

Data Scientist Tool Box: DKWQ3PSWYJR6

2016: Coursera Independent Study:

Wharton-University of PA

People Analytics: 8J939X5WRDMV

Customer Analytics: 9QYH3VN6U5P9

Operations Analytics: JDAYBWP6CA6H

Accounting Analytics: KBXCCE59X8GZ

Fundamentals of Quantitative Modeling: 86C227XHDEMC

Duke University, NC

Business Metrics for Data-Driven Companies: GT5M6DDMDUDZ

Data Visualization and Communication with Tableau: MXBNWSMYXMFD

Rice University, TX

Introduction to Data Analysis using Excel: 9L9FJHQASN6

Data-Statistical Distributions & Business Application: UL53JD76GQJ9

2015: New Horizons Computer Training & Certification

Microsoft: Excel Parts 1, 2, & 3/Access Parts 1 & 2/Project Parts 1 & 2

Data Analysis with Pivot Tables

Data Analysis with Power Pivot

Data Mining-Predictive Analysis-Analysis Services

Introduction to Agile Methodology

Project Management Body of Knowledge-PMP

Triad Capital Group, Richmond, VA 2010-2014

Executive Vice-President

In a restrictive lending environment, successfully sourced funding for the renovation of Commercial Real Estate (CRE) in Richmond, Virginia. Collaborated with the James River Community Development Corporation and the Small Business Administration (SBA) for said funding.

Modeled pro-forma data for negotiations with S.L. Nusbaum for the acquisition of a highly coveted retail space for a wine shop in Williamsburg, Virginia. Client successfully acquired property.

Alternative investment: Performed due diligence on farmland located in Missouri used for collateral held for private note. Primary research focused on water rights of said property. Client secured a 7% interest only note with a three-year call collateralized by subject property.

Capital Asset Management, Inc., Richmond, VA 2006-2010

Director of Research

Designed weighted Value at Risk (VaR) and internal rate of return (IRR) investment portfolios for high net worth clients utilizing Modern Portfolio Theory (MPT). Selection of investments focused on traditional mutual funds, ETF’s, hedge funds, and non-traditional investments. Portfolio design achieved client’s acceptable risk-adjusted rate of return.

Developed a proprietary reporting system using advanced Excel functions offering detailed risk analysis and financial modeling for quarterly rebalancing presentations.

Completed detailed business valuations using discounted cash flow valuations conducted for potential Merger and Acquisition transactions.

Capitol Insurance Consultants, Inc., Richmond, VA 2004-2006

Vice-President of Development/Strategy

Designed tax strategies using charitable remainder uni-trusts, wealth replacement trusts, and family limited partnerships. As a result, capital gains taxes were reduced in the hundreds of thousands of dollars, client received a charitable deduction offsetting income taxes, and gifted assets were replaced while client maintained control of all assets.

Implemented business succession strategies for family owned businesses using Family Limited Partnership (FLP) offering inter-vivo gifting on a discounted basis. Client’s federal estate taxes significantly reduced while maintaining control of family business. FLP’s also implemented for asset protection purposes.

Progressive Insurance Marketing, Inc., Richmond, VA 2001-2004

Vice-President of Marketing

Using demand and predictive analytics designed target-marketing programs focusing on high net worth clients. Increased client base by 28%.

Implemented a proprietary top-of-mind consciousness drip-marketing program targeting high net worth individuals. Client base increased 33% over a two-year period.

Capital Accounting & Tax: 1997-2001

Business Development/Tax Preparer

Developed tax related marketing plan targeting individuals and small businesses.

Performed bookkeeping operations utilizing QuickBooks.

Prepared & filed Federal Forms 1040’s, 1065’s, & 1120’s.


College of Financial Planning: Denver, CO-Certified Financial Planner (CFP)-Self Study.

College of William and Mary: Business/Government concentration.

Enterprise State Junior College: AA-Business: Phi Theta Kappa.

Chapman College: General Studies-Attended at night

Life & Health Insurance License: Florida & Virginia: Both Active.

Series 6, 22, 63 & 65. All currently inactive.


“250% ROI: A Journey into Predictive Analytics”.

“Gaussian: The Abnormality of Normality”.

“NIRP: The Death of Financial Modeling”.

“Velocity of Money: Predictive or Tail Risk”.

“Dodd-Frank: Fool Me Twice”.

“Derivatives: Tick Tock, Tick Tock”.

Military Experience:

Explosive Ordnance Disposal (EOD): Army bomb squad. Attached to Secret Service.

Nuclear Emergency Response Team (NETEX) member.

Air Traffic Controller (ATC): Rated tower controller Cairns Army Airfield.

Rotary Wing Flight School: 85 hours flight time in TH55. 60 hours Flight time UH1 Iroquois.

Security Clearances: Top Secret Background Investigation (TSBI) -Critical Nuclear Weapon Design. Information (CNWDI), Communication Security (COMSEC)-All debriefed.

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