Professional Bio
Project management for $50m+ knowledge management program for a leading defense contractor
Project management for a $1T+ MBS Securities accounting restatement
Risk analyst for a $400B + MBS program during Savings & Loan crisis
Early employee at first commercial ISP, most successful IPO to date
Author of Enhanced Indexing Strategies: Utilizing Futures & Options, published by Wiley
Articles and research on financial/management topics have appeared in numerous publications, including the Wall Street Journal, CIO Insight, Investopedia/Forbes, Futures & Options Trader, Canadian Business, Government Technology
Presented for conferences/organizations including Wharton Business School and the Volatility Trading Summit
MBA from INSEAD, top international business school
Personal Bio
The Early Years
I started working when I was eighteen, analyzing data and writing code to help manage risk for a $400 Billion Mortgage backed Securities program in the wake of the Savings & Loan crisis. Then at 21, I went to UUNET, the first commercial Internet Service Provider, and built network management and operational data analysis systems.
By 25, the programming industry was getting far too specialized, and I could tell my value to customers was falling, even as my hourly rate was rising. I figured I could change this by moving into project management. Thanks to other people’s failed projects and PMI, that role became a glorified paper pusher, so I went to get my MBA at 30. But by then I had more management experience than any of my fellow students or professors.
Later On
Five years after graduation, I had two big projects under my belt: a $50m knowledge management initiative covering 120,000 employees at a leading defense contractor supporting the US in two wars, and a $1 Trillion securities accounting restatement at a MBS provider. (Two guesses which one.) I started writing about management and finance, and two outlets, Investopedia and Futures & Options Trader, gave me enough material for my first book, Enhanced Indexing Strategies. But the financial crisis changed everything…
