EXPLORE


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$50 USD / Hour
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United States (12:41 AM)
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Joined on January 19, 2012
$50 USD / Hour
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Excel specialist with significant background in finance and capital markets. I enjoy spreadsheet development and design in an effort to efficiently process data and display it in an easily digestible format for key decision makers and senior leadership. I also have experience in data mining and manipulation to draw usable and actionable conclusions. I am a beliver in graphical representation of data in order to visualize results. Advanced skills in excel include: complex formula creation, dynamic dashboards, intelligent calculators, V/H Lookup, Index(Match)(Match), Conditional Formatting, Data Validation Boxes, Pivot Tables (including calculated fields and slicers).
Verifications
MacroEconomic Dashboard

Portfolio Performance and Risk

Custom Hedge Proposal

SPX probability Grids
MacroEconomic Dashboard

Portfolio Performance and Risk

Custom Hedge Proposal

SPX probability Grids
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Experience
Manager – Portfolio Risk Analytics & Reporting
Apr, 2012 - Present
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13 years, 8 months
GE Capital
Apr, 2012 - Present
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13 years, 8 months
Combined financial risk background and technical acumen to develop tools providing new perspectives on $90B Loan and Leasing portfolio. Responsible for directing the collection and analysis of credit and operational risk data for headquarters and business verticals delivering to CROs, senior managers and federal regulators.
Apr, 2012 - Present
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13 years, 8 months
Portfolio Manager
Apr, 2007 - Jul, 2011
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4 years, 3 months
Saliba Portfolio Management
Apr, 2007 - Jul, 2011
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4 years, 3 months
Brought on board to leverage competencies in portfolio management and business development to implement strategic initiatives for this small, start-up hedge fund. Focused on quantitative, algorithmic trading strategies designed as portfolio enhancement overlays for fund of funds, asset managers, high net worth individuals and family offices. ï‚§ Designed analytics to track portfolio and made daily trades and adjustments to positions for optimal portfolio performance while managing a portfolio o
Apr, 2007 - Jul, 2011
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4 years, 3 months
Vice President-Treasury
Sep, 2003 - Apr, 2006
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2 years, 7 months
Guggenheim Capital LLC
Sep, 2003 - Apr, 2006
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2 years, 7 months
Managed book of commercial paper for two financial subsidiaries with combined asset-backed commercial paper funding needs in excess of $10B for this subsidiary of Guggenheim Capital, which offers conduit programs to financial institutions boasting an international clientele with more than $45B in assets. ï‚§ Utilizing interest rate and FX swaps as hedging instruments in support of funding strategies, led the technical analysis of fixed income markets for entire yield curve and presented resu
Sep, 2003 - Apr, 2006
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2 years, 7 months
Education
MBA in Finance
1996 - 1999
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3 years
1996 - 1999
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3 years
BA in Biology
1989 - 1993
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3 years, 9 months
1989 - 1993
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3 years, 9 months
Certifications
Basic Numeracy
US English
Freelancer Orientation