ABOUT

In my last role I discovered a passion for analysis and data science. Since leaving Nasdaq, my family and I took advantage of an opportunity to live in India for a few years. When I wasn’t taking care of my kids, I spent my time honing the skills (including Python, R, SQL, and statistics) necessary for a career that may leverage both my work experience in corporate finance with my passion for data analysis.

RECENT PROJECTS

PSSA Shiny App A shiny app used to explore PSSA test results data available on the PA Department of Education web site

OpenDataPhilly R Package A package for R to facilitate loading and exploring data from opendataphilly.org

TidyTuesday Visualizations from my participation in weekly data projects in R from the R4DS online learning community

dbTools An Excel 2007 / 2010 add-in that holds VBA macros and functions that I created to facilitate my work all in a tidy Excel ribbon

SKILLS

Data Science: RStudio, Jupyter Notebooks, and working knowledge of Tableau and Octave.
Programming: R, Python, SQL, PHP, and Visual Basic (including VBA for Excel).
Financial tools: Bloomberg, FactSet, TR Spreadsheet Link, First Call, Thomson ONE, T1 Banker, SDC Platinum.

EXPERIENCE

Project MUSE at Johns Hopkins University Press — Baltimore, MD // Aug-21 to Present
Manager, Strategic Initiatives and Business Intelligence

Nasdaq, Inc. — New York, NY // Jun-13 to Nov-14
Corporate Solutions
Led valuation and quantitative analysis for investor relations projects
◦ Developed new products designed to help clients better understand their company’s valuation and risk profile.
◦ Directed valuation studies (using DCF, regression, and peer analysis) and presented to C-level and senior management teams.
  • Used R to accelerate regression analysis and Python/SQL to acquire data.
◦ Prepared presentations that not only helped clients better understand current trends, but also helped drive revenue.
  • Collected, cleaned, munged, and visualized large sets of investor data.

Thomson Reuters — New York, NY // Nov-04 to Jun-13
Director, Corporate Services (division acquired by Nasdaq in 2013 - link)
◦ Overhauled client data records resulting in an accurate, real-time analysis and revenue forecast; built Excel dashboards to quickly review and identify trends.
◦ Modeled impact of new pricing structure on client base for senior management with goal of minimizing risk of client loss as well as impact to operations.
◦ Assessed business opportunities with business development and management teams.
◦ Cut costs of data acquisition by minimizing reliance on external data sources.

PanAmSat Corporation — Wilton, CT // Mar-03 to Oct-03
Senior Specialist, Corporate Development and Strategy, M&A
Targeted, analyzed, and facilitated strategic acquisitions and joint ventures
◦ Initiated acquisition of small company with significant assets (deal completed).
◦ Built valuation models to evaluate prospective acquisitions while working closely with general managers to assess strategic fit, profitability, and ease of integration.

Deutsche Bank — New York, NY // Jul-00 to Aug-01
Associate, Project Finance Telecom, Global Investment Banking – Americas
Structured transactions for US & Latin American telecommunications companies
◦ Built extensive financing models detailing pro forma cash flows, “waterfall” structures, debt amortization, and the impact of new financing on outstanding covenants.
◦ Analyzed credit metrics and cash flow sensitivity in order to structure transactions.
◦ Prepared and presented new financing proposals to credit risk management for approval.

Xerox Corporation — Stamford, CT // Jun-99 to Jul-00
Senior Business Development Analyst, Corporate Business Development (M&A) Strategic acquisitions, divestitures, and equity investments
◦ Modeled merger consequences, LBO analyses, and equity investments.
◦ Developed pro forma financial models and performed valuations of potential transactions using DCF, comparable company, and comparable transaction analyses.
◦ Coordinated project teams of operations managers, internal corporate staff and external financial advisors during due diligence, valuation, and negotiation phases of transactions.
◦ Prepared analyses, reports, and presentations to senior management detailing project status, consensus recommendations, as well as financial, tax, and legal issues.

Amphenol Corporation — Melbourne, Australia // Summer 1998
Summer Associate, Corporate Development and M&A
Divestiture of electronic display business from new acquisition
◦ Valued electronic display business using DCF and comparable company analysis.
◦ Conducted market / product research; interviewed sales staff, engineers, and customers.
◦ Drafted prospectus based on market research and interviews.
◦ Identified and engaged strategic investors, globally.
◦ Resulted in sale of electronic display business to local investor.

Skadden, Arps, Slate, Meagher & Flom LLP // Jun-94 to Jul-97
Assistant Economist, Antitrust and M&A — New York, NY
Legal Assistant, Corporate Finance — Hong Kong

EDUCATION

Yale School of Management — New Haven, CT
MBA, 1999. Concentration in Finance.

New York University, College of Arts and Science — New York, NY
BA in Economics, 1994. Minor in Japanese.

PROFESSIONAL DEVELOPMENT

Deep Learning Specialization, 2018
A 5-course specialization by deeplearning.ai and Andrew Ng on Coursera.

Data Analysis and Interpretation, 2016
A 5-course specialization by Wesleyan University on Coursera.

Additional certifications may found in my LinkedIn profile.

The latest version of my resume can be downloaded here.