Data Sales

Financial Data Analyst / Engineer with * year Professional Track Record during which Provided Actionable Insights to Help Guide Strategic Decisions using Python, Java, C++ to Program & Automate Data-Related Processes ( Sourcing, Storing, Testing, Organizing, Transforming, Reporting, and Visualizing) for Capital Markets Data gathered from Financial Software & Public Web Resources.

OBJECTIVE: To apply my experience in Development to Manage, Analyze, and Model Capital Market Data

Research Analyst - BROADMARK ASSET MANAGEMENT, LLC May 2008 Feb 2016 Greenbrae, CA

Scripted Data-Collection from Financial Providers and Enterprise Software (Bloomberg, FRED, Yahoo) from FTP / HTTPS locations

Managed Firm’s Capital Markets Data by Implementing Financial APIs i.e. Bloomberg’s Excel and Server API, Tradestation’s EasyLanguage)

Managed Data Stores: HDF5, PostgresSQL, SQLite, Binary Flat, XLSX. Data Quality Control to Verify Accuracy, Reconcile, Test Performance

Automated Code for Gathering Web Data, Using WebDrivers (Selenium) with Python to Automatically Gather Information and Data online

Developed Trading Analysis Software to Backtest/Evaluate Fund Strategies with Evidence-Based approach relevant to Investment Process

Built In-House Proprietary Statistical Models to Identify & Build New Market Indicators, Often Employing Technical Analysis for Discovery

Generated Daily Pre-Market Report Analyzing Recent Market Insights from Custom Financial Indicators developed through Research

Analyzed Probability of Market Moves by Direction, Magnitude, Thrust, with Cyclical Patterns, Sentiment, Valuation, Monetary Policy

Read Financial Publications from Private Vendors to Research the Application of New Trading Strategies in Future Potential Fund Products

Managed Approval of Soft Dollars for 3rd Party Market Research & Evaluated New Data Vendors Prior to Subscriptions with Research Trials

Chartered Financial Analyst Institute Level III Candidate for the Chartered Financial Analyst ( CFA designation )

Market Technician’s Association Level II Candidate for the Chartered Market Technician ( CMT designation )

Twitter Data to Improve City Revenue Projection Accuracy With Ted Egan, Chief Economist San Francisco’s Controller Office 2010

Developed Python Scripts to Source Local Tweets with Geographic Locations. Searched Keywords referencing Local SF Business

Power Purchasing Agreement (PPA) - Project Financial Analysis With Chief Operating Officer Octus Energy, Inc. (OCTI), John Walter 2012

Scraped Textbook Data from PDF Files using various Python Open-Source Packages such as py2pdf, reportlab, and more

Provided Financial Recommendations on Solar Power Purchase Agreement (PPA) Project Proposed for Commercial Implementation.

Estimated Valuation, Liabilities, Ratings using Financial Data provided by Octus Energy. Built Scenario-Based Models for Risk Assessment

Textbo LLC - Startup earning referral commissions from brokering textbook sales online. By providing students with knowledge of required

textbooks for upcoming courses prior to instruction, at a time when information was unavailable. Subsequently referring students to online

retailers to complete their purchases from ( i.e. Amazon, Half, Chegg). Revenue earned from percentage-based commissions of sales prices,

regardless of retailer transacted through, provided our URL was clicked to arrive at retailer. Textbo Successfully Brokered over $500,000 in Sales

before the Founders decided to sell the business through an Asset Sale. Textbo LLC was acquired by VC-backed Koofers.com in October 2011.

Co-Founder & Managing Member - TEXTBO LLC Nov 2008 Oct 2011 Davis, CA

Developed Web Services product allowing Aspiring Student Entrepreneurs to Build, Manage, & Grow their own versions of our Websites

Licensed our Service & Affiliate-Tracking System for Entrepreneurial Students, Providing Unique Keys for Referral API / Google Analytics

Used Django to Develop Custom Course-Management System to assist in managing 200+ Interns dynamically respective to School’s Cycle

Scraped Textbook Data from PDF Files using various Python Open-Source Packages such as py2pdf, reportlab, and more

Performed Cross-Browser Testing and Version-Testing on the 50+ College Websites included in our Portfolio

University of California, Davis B.A. Economics ( 2009 ) Founder & President of CS & Software Development Club Dec, 2009

Pinole Valley High School AP Computer Science Java Oracle-Certification-Approved Course on Java Programming Jun, 2005

University of California, Davis Engineering CS 10: Python Object-Oriented Python for Data Structures and Algorithm Mar, 2007

University of California, Berkeley CS 188: Artificial Intelligence Implementation & Best Practices for designing Intelligent Systems Aug, 2016

Core Skills: Python, Java, SQL, R, AWS, Hadoop, Spark, Scala Python Data Packages: Numpy, Scipy, Pandas, sqlite, rpython, MatPlotLib

Proficiencies: Financial Research Solutions, Investment Analytics, Performance Reporting Software (Pertrac Financial, Bloomberg )

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