Professional

  • Trusted investment practice consultant
  • Chartered Financial Analyst®
  • Financial statement modeler
  • Algorithm builder
  • Fundamental analyst
  • Mutual fund manager interviewed on CNBC and Bloomberg TV
  • YouTube publisher and webmaster
  • Founder of FactorPad

Educational

  • Undergraduate degree in Finance
  • Masters in Business Administration
  • Data analysis specialist
  • Computer programmer
  • Economic forecaster quoted in the WSJ and Forbes
  • Adjunct professor in Finance

Personal

  • Parent, son, sibling and loyal friend 
  • Fitness and outdoor sports nut
  • Emerging country traveler
  • Teacher, mentor and advisor
  • Wannabe musician
  • Movie buff 

Technical Skills

Marketing
  • YouTube Studio
  • Google AdWords
  • WordPress
  • Google AdSense
  • Weebly
  • Web development and DNS
  • Google Analytics
  • Google Cloud Platform
  • Search Engine Optimization
Media
  • Television and print media interviews
  • Technical writing
  • Educational curriculum development
  • Tutorial video production and editing
  • Social media management
Third-Party Databases
  • Morningstar Principia
  • FactSet fundamentals and estimates
  • Lipper mutual fund data
  • SEC EDGAR
  • FRED - St. Louis Federal Reserve
  • Finbox
  • IEX Cloud API
  • World Bank API
Applications
  • Microsoft Office
  • SQL Server
  • Axioma risk model and optimizer
  • FactSet workstation, alpha testing and PA
  • Intuit QuickBooks
  • BARRA and Northfield risk models
  • Sterling Trader Pro
  • Wilshire Atlas
  • Moodle Education Management System
Programming
  • Python for data analysis: numpy, pandas, matplotlib
  • Linux command line
  • NotePad++
  • Spyder IDE
  • Vim
  • HTML/CSS/JS
  • Apache Web Server
  • Debian Server Admin
  • Apache Solr
  • Raspberry Pi
  • GitHub
  • Excel Data Analysis

Teaching Experience

YouTube Channel: video and web
  • Quant 101 - A series of video tutorials on financial modeling in Excel. (read more)
  • Linux Essentials - Your first 100 commands. (read more)
  • Full-Stack Data Science - An open-ended journey using open-source software. (read more)
  • Investment Glossary - A clutter-free glossary of investment terms kept light and fun. (read more)
California Polytechnic State University Lecturer in Finance
  • BUS 431 Security Analysis & Portfolio Management - fundamental analysis of public companies, statistics and portfolio construction with optimization in Excel.
  • BUS 441 Computer Applications in Finance - academic and practical elements of economic analysis and portfolio management with an emphasis on quantitative approaches to portfolio optimization, risk analysis and performance attribution taught in Python and Excel.

In 2016, I started publishing freely-accessible educational videos and web pages with code examples.
Now, with over 2,400 pages and 250 videos, visitors access the free public content in Finance and Technology over 2,000 times per day.  Have a look for yourself.
Finance
  • Portfolio Return and Risk
  • Correlation and Regression
  • Linear Algebra
  • CAPM, EMH and Portfolio Theory
  • Risk Model Development
  • Alpha Modeling using Fundamental, Quantitative, Behavioral and Technical Approaches
  • Risk Forecasting
  • Performance Attribution
Technology
  • Modeling in Excel
  • Linux Command Line
  • Python Data Analysis and API downloads
  • Apache Solr Search