Product Management

Experience

SNL Financial LC Charlottesville, VA *003 - 2011

Senior Product Manager (2008 – 2011)

• Managed the two Financial Services Profit & Loss statements, totaling $5 million, and achieved/exceeded P&L goals each year. Required oversight and management of data collection, product development, and account management projects and the strategic direction of SNL’s coverage of listed industries and research and development of online products and internal databases.

• Launched SNL’s Private Equity company and deal coverage by brokering a data licensing agreement with an external data vendor and worked closely with systems and development teams to integrate data into SNL’s products.

• Supervised and reviewed production and performance of analyst and support staff.

• Designed and implemented new content and coverage sectors based on client feedback, competitor content and company’s overall strategic goals. Produced functional and technical requirements for development teams and tested all new enhancements.

• Performed market research and gathered competitive intelligence on Bloomberg, Thomson Reuters, FactSet, CapitalIQ, et al.

• Prioritized ongoing workflow, content expansion projects, and modified products to comply with ongoing FASB accounting changes.

Senior Industry Analyst (2003 – 2008)

• Served as industry analyst for Financial Services group focusing on coverage of asset managers, broker/dealers, specialty finance and financial technology companies.

• Served as research head and subject matter expert for SNL’s client-facing support team.

• Operated as SNL’s press liaison for the above industries to publications including The Wall Street Journal, CNBC, The Washington Post, The New York Times, USA Today, Barron’s, Pensions & Investments, et al.

• Managed IPO tracking process and served as the ultimate authority on coverage decisions and accounting classification questions.

• Analyzed financial press releases and SEC filings, entered/approved relevant data in the firm’s internet-based data product, identified data errors and initiated audits, created new systematic data error checks and initiated projects to improve efficiency of data processing.

Standard & Poor’s Charlottesville, VA 2001 - 2003

Research Analyst, Money Market Directories

• Conducted market research for a print publication focused on the asset values and management strategies of registered investment advisors.

• Provided quality assurance and edited an annual print publication with comprehensive information on all registered investment advisors with $1 million to $25 million in assets under management.

Education

University of Virginia 1997 - 2001

Bachelor of Arts, Foreign Affairs – Concentration in Latin American Studies, May 2001

Woodberry Forest School 1995 - 1997

Magna Cum Laude, May 1997

Nathaniel A. Jobe Award for History and Government, May 1997

Skills

Advanced Excel, SQL, OLAP, Agile project management, Scrum, financial information databases (Bloomberg, Thomson, etc.), TFS, SharePoint. P&L management, profitability analysis, market research, competitive analysis, business strategy/planning.

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