Trading & Investment Professional
Resume:
Mr. Miles Rosenberg
Evanston, IL *****
advujl@r.postjobfree.com
SUMMARY: Diligent, competent, tenacious, and consistent Finance Professional. Innovative, forward-thinking, highly disciplined, enthusiastic, and successful at responding to shifting business needs. Possesses a combined fourteen years of financial research, trading and investment analysis, consultative sales, and analytics. Has acquired deep experience in valuation and advisory, requirements management, prioritization of responsibilities, relationship building, and revenue recognition methodology. Able to articulate a compelling vision for data’s role in increasing client revenue. Completely committed to the success of my employer, team, and clients.
EMPLOYMENT
Director of Trading & Investment Data June 2016 – Present
Self-Employed, Evanston, IL
Conducting data analyses on equities, ETFs, options, futures, OTC securitized products, and bonds
Settling accounts through reconciliation of balances, applied to my own trades. Responsible for full P&L
Evaluating technical and user data requirements of trading platforms and investment management software, including Eagle Investment Systems, Factset, BlackRock Aladdin, and Charles River Development. Executed project plans and project controls
Exploring data of several asset classes, including linear and derivative instruments, options, and preferred and premium stock selections
Reviewing risk-return ratios, weighting for balanced asset allocation strategies, and exploration of charts to identify and understand mean-reversion, trend-following, and systematic trading techniques
President and Lead Consultant - TechOptimize Research & Consulting October 2007 – August 2018
Chicago Metropolitan Area
Identified areas of improvement through customer data, using mySQL to help improve the profitability of an analytics program by 14 percent
Engaged in close readings of over 150+ academic papers in the fields of stochastic calculus, Big Data, machine learning, and neuroscientific discoveries
Generated mortgage, account,& refinance leads through consultative selling (TCF Bank, 2015-16)
Developed a Quality By Design project and reported to upper management regarding project timeline, scope, and budget; adhered to all Standard Operating Procedures (Abbott Laboratories, 2008)
Provided computer consulting services for business and private clients
Call Center Agent, promoted to Claims Examiner May 2021 – March 2022
Confidential at NDA
Vigorously analyzed and tracked data dependencies across system integrations, overcoming roadblocks and correcting others’ data errors
Applied formulas to calculate percentages and dollar figures for claims’ related payments and thresholds
Processed over 2000 customers secure compensation payments, for a gross total of $400,000
Provided skillful advisory to difficult claimants through setting reasonable expectations, active listening and de-escalation tactics
Met a variety of metrics, including average call time and after-call work metrics
Sales Support Coordinator October 2017 - January 2018
Aetna HealthCare Inc., Downers Grove, IL
Conducted research & review using databases and probing questions to verify proper broker licensing and appointment, correct form completion, and appropriate signatures
Scored 98 percent and above on case audit, evaluated along Six Sigma methodology on 162 data points
Communicated with several levels of management, engaging Directors with vital business process issues
Met business needs consistently through due diligence
Served as liaison among brokers, account managers, and Aetna internal stakeholders
Moved renewals forward at right pace, adhering to DOI regs and internal requirements
Vice President of Analytics July 2014 - May 2015
Relcore Consulting, Chicago, IL
Developed an analytics program, including keywords, iterators, and data ingest techniques for cyber-risk data
Reviewed internal data for stronger grasp of start-up's value proposition
Wrangled test data and collaborated with machine intelligence software engineers
Worked directly with the CEO to develop an analytics strategy, including industry contacts and approach to information security and risk-factor data
Managed risk at a nuanced level, deploying SWOT analysis for analytics data outputs
Developed and edited an engagement pitch for a financial services company
Quality Assurance Tester & Analyst February 2012 - November 2012
D. Miller & Associates and TDR Analytics, Highland Park, IL
Conducted user acceptance testing for authentication portal and database
Managed stress testing sessions and relayed testing results to programmers and developers
Teamed with senior and junior programmers, gathering requirements, on test scenario development
Scenario and stress-tested web sites for quality, functionality and resiliency
Worked directly with CEO, observing coding sessions to get intimate with the software architecture, documenting bugs, and made recommendations to the CEO for necessary fixes
Senior Technology Strategist November – April 2011
Samplesaint, Chicago
Leveraged internal business process data to develop plan for mobile coupon startup’s strategy
Gathered requirements and analyzed other mobile couponers’ offerings for competitive positioning
Conducted Web site updates in Umbraco
Wrote a white paper on mobile barcodes and Samplesaint’s niche in the marketplace
Chief Strategy Officer January 2009 - August 2009
Relcore Technologies, Chicago IL
Developed lines-of-business for a cloud computing (SaaS and IaaS) and virtualization startup
Interviewed new hires and delegated tasks to the project manager
Built business justifications for line-of-business development of highly secure products as “fit for purpose”
Linked CEO to network infrastructure sales executives and cultivated post-meeting relationships and executed follow-ups
Collaborated with CEO to develop value-added reseller channels
Named to Relcore’s Advisory Board (Served from 2009 to 2012)
Sales Associate - Performance Bicycles (June 2010-May 2012)
Rated in top 15 percent of sales associates and sold $90,000 worth of bikes at an elite retail warehouse
Successfully managed the sales process, from greeting to point-of-sale
Cross-sold and up-sold technologies, equipment, apparel, accessories, and hardware
Worked sales floor relentlessly and mentored new hires on sales techniques
Carefully educated customers on product features and value
Teamed with call center for red phone orders
TECHNICAL SKILLS
Python * R Programming Language * Tableau * Excel * Google Analytics
EDUCATION AND TRAINING
Data Science Specialization
Johns Hopkins University (Via Coursera online platform)
Summer 2016
DePaul University, School of Computing
Master's Degree
Information and Network Security: Audit, Compliance, Governance
2008 – 2009
The Ohio State University, College of Humanities / School of the Arts & Sciences
Master's of Arts
Medical Humanities / Healthcare Ethics, History and Philosophy of Science and Technology
September 1996-June 1999
University of Illinois at Urbana-Champaign
Bachelor's of Science
Print Journalism, Sociology of Science & Technology, Political Science and Government
1992 - 1996
Contact this candidate