Software Skills

HTML
JavaScript
Perl
Microsoft Excel
SQL
Python
C++
Jira
Quickbooks

Sector Experience

Financial Services
Technology

Experience

OaksAcorn Management Consulting
Owner & Chief Financial Data Scientist
2/2014 - Present
-Proprietary Cryptocurrency & FX Trading & Consulting – Business Analysis, Fractional CFO, Tax Planning, Product Development, Pricing, Interledger Protocol, Blockchain, DLT, Stablecoin, BTC Mining, Regulation, Strategic Planning, Data Science & AI, Risk Management, Financial Analysis & Python Fin Code. Bond and Property tokenization.
-Cofounder & Principal – Chicago Digital Holdings
CoinPredix Corporate Strategy & Development
Advisory Board
3/2018 - Present
-Investor & Advisor – business analysis, strategic planning, system testing and trading system development for FX trading software. AI and Data Analytics modeling.
Global Resources Management Consulting
Senior Business Analyst
4/2019 - 2/2020
Small business financial diagnostics – IS, BS & SCF analysis
BCause LLC Product Management / Strategy
Director of Product Development, Financial Analysis, Modeling & Risk Management
1/2017 - 3/2019
-Provided full-stack cryptocurrency solutions, strategic direction, mining analysis, spot exchange, futures, clearing, custody, insurance solutions, along with futures and options product development and settlement methodology design. Cryptocurrency data analytics.
-Fulfilled key role in handling stablecoin design as well as fully collateralized borrowing and lending facility, and liquidity provider program design.

See resume for more details.
CME Group - Chicago Mercantile Exchange Finance
Manager, Swap Trading Monitoring - Data Analytics
2/2015 - 1/2017
-Project Manager - Utilized Excel, Python and R in developing and executing work processes and protocols for over-the-counter (OTC) interest rate swap (IRS) monitoring programs with focus on AML ISO reporting.
-Regulatory Report Discussions with CFTC - OCR & DV01 risk profiles across the exchange, outlier swaps.
-Reported to Chief Compliance and Chief Regulatory Officer.

See resume for more detail
CME Group - Chicago Mercantile Exchange Finance
Director, OTC Price Valuation & Settlements
5/2003 - 12/2014
-Managed and guided team that carried out daily OTC settlements for clearing credit default, interest rate swaps, FX Forwards and swaptions. Data analytics OTC pricing data.
-Acted as portfolio pricing and hedging subject matter expert for IRS default management drill.
-CDS Dealer price submission data repository design

See resume for more detail
Early Career Other
Various Positions
5/1981 - 5/2003
IdeaMerge - Consultant & Developer - Web Design & FX Hedging
Oracle - Enterprise Performance Management Instructor
Peters Securities - Cash Treasury & Agency Trader
Lehman Brothers - Fixed Income Broker CME/CBOT
Rosenthal Group - Fixed Income Trader
Springfield International - Portfolio Manager