| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President |
DBRS Morningstar |
New York, New York |
Jan 2020–Present |
1 yr 5 mos |
| 2 |
Assistant Vice President |
DBRS |
New York, New York |
Jan 2017–Dec 2019 |
3 yrs |
| 3 |
Senior Financial Analyst |
DBRS |
New York, New York |
Jan 2014–Dec 2016 |
3 yrs |
| 4 |
Junior Financial Analyst |
DBRS |
New York, New York |
Jun 2011–Dec 2013 |
2 yrs 7 mos |
| 5 |
Wealth Management Analyst |
Morgan Stanley |
New York, New York |
Sep 2008–Jan 2009 |
5 mos |
| 6 |
Investment Advisory Analyst |
UBS |
New York, New York |
Jun 2008–Aug 2008 |
3 mos |
| 7 |
Director of Data Product Development, Life & Annuity Predictive Analytics |
Milliman |
Greater Seattle Area |
Mar 2016–Present |
5 yrs 3 mos |
| 8 |
Affiliate Instructor |
University of Washington |
Greater Seattle Area |
Nov 2010–Dec 2017 |
7 yrs 2 mos |
| 9 |
Principal Consultant |
r-programming.org |
Greater Seattle Area |
Nov 2010–Feb 2016 |
5 yrs 4 mos |
| 10 |
Quantitative Research Analyst |
Rotella Capital Management |
Greater Seattle Area |
Dec 2007–Nov 2010 |
3 yrs |
| 11 |
Director of Financial Engineering |
Insightful Corporation (the S-PLUS® company) |
Greater Seattle Area |
Jul 2005–Dec 2007 |
2 yrs 6 mos |
| 12 |
Director of Engineering, Vision Products Division |
ESI |
Portland, Oregon Area |
Jan 1996–Aug 2001 |
5 yrs 8 mos |
| 13 |
President |
Cybernetic Systems & Automation, Inc. |
Greater Philadelphia Area |
Apr 1988–Jan 1996 |
7 yrs 10 mos |