
Senior Foreign Exchange Analyst at Thomson Reuters, Author - The Essentials of Trading
Greater Boston Area

Senior Foreign Exchange Analyst at Thomson Reuters, Author - The Essentials of Trading
Greater Boston Area
I am a 20 year veteran of the financial markets, both personally and professionally. My trading experience covers just about everything the individual trader is likely to trade, while my professional market analysis includes forex, fixed income, and the energy markets. I have spent the last several years developing trading educational materials and courses, and have taught the subject at the university level.
trading/investing education, financial markets analysis
(Public Company; TRI; Information Services industry)
February 2009 — Present (6 months)
Provide real-time commentary, analysis, and trading strategy covering all of the major currency pairs and cross rates.
(Financial Services industry)
April 2006 — Present (3 years 4 months)
Authored an introductory trading book based on my experience teaching trading in the university classroom. That book has since developed into a blog (www.TheEssentialsOfTrading.com) and further trading education efforts.
(Public Company; TOC; Financial Services industry)
April 2007 — February 2009 (1 year 11 months)
I worked on a real-time third party stock market analysis product as part of a five person team covering the US market. My focus was primarily on developing analysis and trading ideas from a technical perspective. I also provided quantitatively based commentary, as well as some with a fundamental bent. Beyond working on the product, I also did business development work establishing and maintained relationships with a variety of external partners and prospects.
(Educational Institution; 1001-5000 employees; Higher Education industry)
August 2001 — December 2006 (5 years 5 months)
Worked with the head coach in all aspects of running the program from on- and off- court training, match prep, and team management to recruiting to scouting to off-season training and fund raising activities.
(Privately Held; 1-10 employees; Financial Services industry)
April 2005 — February 2006 (11 months)
Developed content for a trading community website, and secured submissions from outside contributors.
(Public Company; 10,001 or more employees; TOC; Financial Services industry)
March 2000 — July 2001 (1 year 5 months)
In this position I worked on a daily (morning and afternoon) fax product which covered both fixed income and foreign exchange markets. This involved both fundamental and technical analysis from a US market perspective. I actually worked this position initially until July 2000, then came back for several months on a part-time basis in 2001 to fill in while a replacement for my replacement was sought (the latter having been sacked).
(Educational Institution; 1001-5000 employees; Higher Education industry)
August 2000 — May 2001 (10 months)
Worked with the head coach in all aspects of running the program from on court training, match prep, and team management to recruiting to scouting to off-season training and fund raising activities.
(Public Company; 10,001 or more employees; TOC; Financial Services industry)
July 1998 — March 2000 (1 year 9 months)
In this position (Thomson Global Markets group, which became IFR Markets) I worked between the content and development teams to plan and execute product revisions and upgrades. Two major projects dominated. They were the major upgrade to adapt the products for the new Euro currency (introduced in 1/1999) and the revision of the full product suite to update for Y2K. By the time I left the position I was managing the whole product portfolio and our content relationships with the distribution vendors.
(Educational Institution; 201-500 employees; Higher Education industry)
August 1998 — January 2000 (1 year 6 months)
Worked with the head coach in all aspects of running the program from on court training, match prep, and team management to recruiting to scouting to off-season training and fund raising activities.
(Public Company; 10,001 or more employees; TOC; Financial Services industry)
January 1998 — July 1998 (7 months)
In this position on the Forex Watch service of what was Technical Data, then became Thomson Global Markets, I was again working on a real-time analysis product (distributed over Telerate, Bloomberg and Reuters platforms). My focus was especially on the options market.
(Public Company; 10,001 or more employees; TOC; Financial Services industry)
January 1996 — July 1996 (7 months)
I developed desktop and back-end financial markets analysis applications. Some were used by analysts to produce market analysis and related content. Others were automated systems, also producing analytic content. Much of this work was done through Excel VBA and other macro programming, part of which included database (Sybase) connectivity via ODBC and SQL. This work was actually a continuation on a full-time basis of similar work I had done part-time in my previous analyst positions.
(Public Company; 10,001 or more employees; TOC; Financial Services industry)
October 1994 — December 1995 (1 year 3 months)
Wrote intraday real-time and day-end analysis and trading recommendations for the Forex Watch service of the Technical Data business (distributed primarily over Telerate at that point). Covered all major curerncy pairs.
(Public Company; 10,001 or more employees; TOC; Financial Services industry)
July 1993 — October 1994 (1 year 4 months)
Worked on the fixed income desk of the Technical Data product (BondData services). Was primarily a data entry clerk, but also contributed to the product in the form of day-end and sometimes intraday market analysis. Covered the US Treasury market, money markets, plus Canadian gov't debt and currency.
MBA , Finance , 1996 — 1998
BSBA , Finance , 1990 — 1993
Analyzing and trading the financial markets, trading education, entrepreneurship, coaching volleyball, writing
Authors Guild, Mensa