Expert Details
Market Data and Trading Systems
ID: 733803
California, USA
Currently, Expert is an Independent Consultant and can cover all bases from speaking on market data topics to project manager/BA work helping a firm with strategy, product implementation, cost identification or cutting, data compliance and other topics. Expert typically works with buy-side firms (PE/Hedge Funds) in assisting them with all their market data requests and needs. In addition, Expert has many senior contacts across the vendor landscape and within the market data management industry.
Expert began his career in 1994 with Bloomberg in sales and account management and eventually developed a product whose descendant is still used by thousands today. After leaving Bloomberg, Expert worked for Waters and built another product which categorized many market data providers active in the real time space. From there he began to manage market data and spent the next 10 years with three firms: State Street IFS, Capital Group (American Funds) and HedgeServ.
Specialties: market data product knowledge, contracts, system integration, data issues, reference data, Bloomberg, Thompson Reuters, FactSet.
Expert has consulted independently for most of a decade.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1994 | Degree: BA | Subject: Communications | Institution: UNC Chapel Hill |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2009 to 2017 | Employer: Self | Title: Consultant | Department: |
Responsibilities:Expert is an expert on market data, reference data and trading floor technologies such as Factset, Bloomberg, Thompson Reuters, and more.Currently, Expert is an Independent Consultant and can cover all bases from speaking on market data topics to project manager/BA work helping a firm with strategy, product implementation, cost identification or cutting, data compliance and other topics. Expert typically works with buy-side firms (PE/Hedge Funds) in assisting them with all their market data requests and needs. In addition, Expert has many senior contacts across the vendor landscape and within the market data management industry. Expert began his career in 1994 with Bloomberg in sales and account management and eventually developed a product whose descendant is still used by thousands today. After leaving Bloomberg, Expert worked for Waters and built another product which categorized many market data providers active in the real time space. From there he began to manage market data and spent the next 10 years with three firms: State Street IFS, Capital Group (American Funds) and HedgeServ. He has worked with 11 major clients over the last 7 years. |
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| Years | Employer | Title | Department |
| Years: 2005 to 2009 | Employer: HedgServ (New York | Title: Managing Director | Department: Market Data |
Responsibilities:Expert was responsible for all business, technical and data issues concerning the procurement, implementation and use of market data. He had multiple significant accomplishments during this time, including a unique global contract for Bloomberg data. |
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| Years | Employer | Title | Department |
| Years: 2004 to 2005 | Employer: Capital Group Companies | Title: Senior eServices Specialist | Department: |
Responsibilities:Expert was responsible for market data applications and trading systems for the trading floor and NAV pricing group. This included product analysis, vendor management. He also held internal meetings, set agendas, and managed various projects. |
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| Years | Employer | Title | Department |
| Years: 2000 to 2004 | Employer: International Fund Services | Title: Market Data Manager | Department: |
Responsibilities:Expert was responsible for all aspects of market data for a large hedge fund administrator. In this role, he built custom tickers for clients, managed vendors, market data budget, and helped users with market data queries. He conducted data training for staff and was also responsible for systems integration and migration. |
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| Years | Employer | Title | Department |
| Years: 1999 to 1999 | Employer: Waters Information Services | Title: Manager, Web Services | Department: |
Responsibilities:Until the company downsized, Expert was the product manager for web-based products for niche publisher of market data news and product analysis. |
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| Years | Employer | Title | Department |
| Years: 1994 to 1999 | Employer: Bloomberg, LP | Title: Account Representative and Project Manager | Department: |
Responsibilities:Expert worked with sales executives on existing accounts, product demonstration, and problem resolution. He also handled project management, including the construction of a customized billing report for top Bloomberg customers. |
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