Curriculum Vitae

Greater Boston Area, MA

Every day at EnerNOC I got to work with an amazing group of people and:

• Oversaw development and maintenance of our data and metadata stores, relational, graph, and "Big" databases, alerting systems, and serverless analytical frameworks (using HBase, Storm, AWS Lambda/Kinesis, DynamoDB, Redshift, Spark, TitanDB, Neo4J, Forge Rock Identity Management, Oracle);
• Reached employee engagement ranked in the 98th percentile as measured against all 2016 respondents (not just within EnerNOC) in the global Gallup Q12 Survey;
• Advanced outward facing thought-leadership through a mix of academic partnerships and facilitating participation in key industry and academic events;
• Delivered dozens of patent filings for novel data applications.

EnerNOC was a provider of demand response solutions and energy intelligence software and is now part of Enel. With capabilities to better address budgets and procurement, utility bill management, facility analysis and optimization, sustainability and reporting, project tracking, and demand management, EnerNOC's SaaS platform helped enterprises control energy costs, mitigate risk, and streamline compliance and sustainability reporting.

Greater Boston Area, MA

During my tenure as Director with the Advanced Analytics Group, our team:

• Introduced visualization techniques and tools (such as Tableau, R), predictive and data quality methods, as well as best-practices in version-control, reproducibility, and model development.
• Improved a predictive algorithm for a leading cosmetics campaign that yielded 3.5% incremental average basket value;
• Developed and implemented a novel approach to brand loyalty assessment, with 4.4x Return on Investment;
• Increased billability from 65% to 78%—we introduced formalized training, a mentorship program, and aligned the team on expectations, governance, and recruiting.

Harte Hanks is a marketing service organizations, delivering millions of customer interactions every day for some of the best-loved brands in the world. The Analytics Consulting Group is brought in to deliver the most sophisticated projects, such as natural language processing, campaign analytics, and market segmentation.

Greater Boston Area, MA

My team analyzed longitudinal patient claims data to inform price and reimbursement strategies for industry clients.

The Amundsen Group is now a division of the IQVIA Market Access Strategy & Analytics organization. Their main focus is to help pharmaceutical companies with quantitative and data-driven commercialization consulting.

Greater Philadelphia Area, PA

It was my privilege to work directly with owner and Principal, Jack Kloeber, and apply decision sciences methods to complex strategic problems. During my tenure at Kromite, I got to:

• Design and write a stochastic model with over 10,000 lines of code to simulate and improve soybean research & development processes for a Top-3 seed company—and helped inform and optimize decisions on US$410Mn spend. This project was awarded INFORMS’ Edelman Award for Achievement in Operations Research and the Management Sciences;
• Build a Multiple-Objective Decision Analysis model for Top-3 pharma company to quantify benefit-risk information for publication and presentation to Federal Drug Administration advisory committee in Washington, D.C.;
• Represent Kromite at the American Association for the Study of Liver Diseases in San Francisco, the annual meeting of the Pennsylvania Bio in Philadelphia, the Argyle Conference in New York City, and the Phacilitate Conference in Boston;
• Present Disease Burden Analysis findings at World Health Organization in Geneva, Switzerland.

Kromite is led by Jack Kloeber, a retired US Army Lt. Colonel who taught mathematics at West Point and decision analysis at the Air Force Institute of Technology, who headed Portfolio Management for Bristol-Myers Squibb and J&J Pharma prior to Kromite.

Greater Boston Area, MA

During my time with this exceptional team, I got to work on many projects across multiple therapeutic areas, business units, and markets. These included:

• Drafting a target product profile and Phase-3 development plan decision tree for top metabolic asset with estimated peak sales of US$500Mn to US$2Bn;
• Evaluating market research and clinical data (segment and market mapping, patient flows, forecasting models) to guide Research & Development and promotional spend for 3 Novel Chemical Entities;
• Designing Neurology therapeutic area strategy for mid-size company to guide US$80Mn in discovery and in-licensing efforts.

Kerdan was founded in 2001 by Matt Hall and Thom Doyle on an idea: instead of providing clinical abstractions and deductively analyzing pharmaceutical data, that we could get better results via abductive logic—an "Occam's Razor" approach to strategy. Our methodology was built on open-minded observation, inquiry, and prototyping.

Christiansted, USVI

I spent almost a year there learning to dive, and eventually teaching others to dive as well. St. Croix Ultimate Bluewater Adventures is a PADI 5-Star Instructor Development Center and a PADI Tec Diving Center. As a dive-master here, I took up to 14 certified divers per dive on underwater tours and shared local animal and coral information back on deck.

The 4,000 year old St. Croix barrier reef is one of the best developed reef systems in the tropical Atlantic Caribbean and is the most extensive reef on the Puerto Rican shelf. The island is located on the boundary between the Caribbean Sea and the Atlantic Ocean, and has a wall that drops 13,000 feet (4km). There are 5 shipwrecks within 100 yards of each other off Butler Bay.

Greater New York Area, NY

Morgan Stanley is an American multinational financial services corporation who provides securities products and services. As a Global Capital Markets analyst with the firm, I analyzed models and comparables on event-triggered credit financings for both investment-grade and high-yield assets.

• I kept a database of relevant market conditions and the expected price/yield impact of mock credit operations by monitoring the portfolio management and debt trading desks;
• I built the source-of-funds and capital restructuring models for a US$1.8Bn Initial Public Offering leveraged by US$1Bn credit issue;
• I developed a pricing model and worked with our legal counterparts at Skadden, Arps, Slate, Meagher & Flom to help write a complex US$580Mn multi-lien credit offering, which ultimately drove 8-digit revenue for the firm.