Equity Portfolio Management | Multi-Asset Class Risk Management | Product Management and Marketing |
Client Consulting and Implementation Services | Capital Markets and Insurance
Morgan Stanley Capital International (MSCI), SF Bay Area, CA, London, UK, and Singapore
MANAGING DIRECTOR | RISK ANALYTICS PORTFOLIO STRATEGY CONSTRUCTION AND RISK MANAGEMENT 20122017
EXECUTIVE DIRECTOR | RISK ANALYTICS MANAGED SERVICES 20092012
§ Developed and managed quantitative investment tools across Barra and RiskMetrics models and applications designed for equity portfolio construction and multi-asset class risk management
§ Educated portfolio and risk managers at client organizations on various quantitative techniques for portfolio construction and risk management with a focus on using factor models and other non-parametric techniques for equities, derivatives, and fixed income
§ Authored investment research oriented documents for client consumption and as part of sales pitches
§ Spoke regularly at industry events on various risk and portfolio management topics to promote the use of analytics for investment and wealth management use cases
§ Designed and launched a new Managed Service offering that significantly reduced cost of integrating quantitative analytical models and in the process increased average price points by 50% for the firm
ü Played an instrumental role to revitalize the regional quantitative product line which led to an acceleration of adoption by Portfolio and Risk Managers for various investment process use cases
ü Prepared a business plan and successfully obtained funding to launch a Managed Services offering, which resulted in significant adoption by Asset Owner clients
ü Established and directly managed a 50-person+ Investment Services and Solutions Team, partly acquired via M&A activity, to build a cohesive unit in charge of transitioning the business from an investment product to an investment solutions orientation
Risk Management Solutions (RMS), Silicon Valley, CA
VICE PRESIDENT | UNDERWRITING SOLUTIONS PRODUCT MANAGEMENT 20082009
§ Led a team to develop a risk analytics application that provided a better user experience for managing catastrophe risk as part of insurance underwriting
§ Served as a key interface between quantitative researchers and clients in order to obtain feedback for developing new analytics products and services
ü Played a key role to embed new datasets in the application that led to 12% growth in client adoption
Morgan Stanley Capital International Barra (MSCI-Barra), Berkeley, CA
DIRECTOR | MULTI-ASSET PRODUCT MANAGER 20012008
§ Wrote detailed functional requirements and frequently consulted with institutional investors for the development of the firms first enterprise market risk analytics product; managed and communicated the software and factor models roadmap
§ Served as the product manager for developing non-parametric risk modules in a multi-asset class tool
§ Collaborated with key clients to develop the firms first private asset class risk models which were integrated with traditional asset class models to provide multi-asset class total portfolio risk analysis
Morgan Stanley Capital International Barra (MSCI-Barra), Berkeley, CA Continued:
ü Selected by the firms chief executive officer (CEO) to lead a cross-functional team, consisting of the companys senior most quantitative researchers and engineers, responsible for the creation of new capabilities in the firms internet (SaaS) based multi-asset analytics product line (BarraOne)
Earlier Positions Held:
Wall Street Access, New York, NY
PRODUCT MANAGER Trading and Order Management 1996-1999
Accenture LLC, San Francisco, CA
STRATEGY CONSULTANT Summer Internship in the Financial Services Vertical during MBA program
StarMine (Owned by Thomson Reuters), San Francisco, CA
QUANT DEVELOPER Summer Internship during MBA Program
Transamerica Life Companies, Los Angeles, CA
SOFTWARE DEVELOPMENT MANAGER Software Development 1994-1996
SPRINT, Dallas, TX
SOFTWARE DEVELOPER Customer Information Systems 1992-1993
Master of Business Administration, with Emphasis in Finance and Strategy
Berkeley-Haas School of Business, Berkeley, CA
Master of Science in Operations Research and Industrial Engineering
University of California at Berkeley, Berkeley, CA
Bachelor of Science in Computer Science and Applied Math
Southern Methodist University (SMU), Dallas, Texas
Top 3 in Graduating Class | Presidents Scholar | Student Senator
Advanced Leadership Program Certification, Stanford University
Financial Risk Manager, Global Association of Risk Professionals
Chartered Financial Analyst, CFA Institute
Management of Technology Certification, Berkeley Engineering
Data Science Strategy for Business Leaders, Berkeley Executive Program (2017)
Part-time Masters Degree in Data Science, In Progress, Expected Completion: 2020+
Southern Methodist University, Dallas, TX
INDUSTRY PRESENTATIONS AND PUBLIC SPEAKING (SAMPLE)
(2016): What could blow up your portfolio? CFA Institute, Singapore, Mumbai, Tokyo, and Kuala Lumpur.
(2015): Future of risk. Asia Risk Conference, Hong Kong and Singapore.
(2014): Keynote: Factor Investing. CFA Institute Senior Members Forum, Singapore.
(2014): Managing risk in fragile markets. GPF Risk Symposium, Bangkok, Thailand.
(2013): Best practices in risk management. Innovation Enterprises, Hong Kong.
(2011) Risk management and too big to fail. University of San Francisco, San Francisco, CA.
(2007): Hedge fund investing in a multi-asset class portfolio. Plan Sponsor Conference, San Francisco, CA.
(2007): Total Portfolio Risk Management. Mellon Capital Conference, Charleston, SC.
(2003): From Risk Measurement to Management. RiskInvest, Boston, MA.