Sage Rental Services

Branch Manager

Clean Harbors

Mersino Dewatering

I manage the operations, sales, logistics, service and administrative functions of a 22-person team covering the entire Mid-Atlantic Region. Responsible for ensuring all functions worked together to achieve and exceed defined branch goals and objectives including growth in revenue and overall profitability.  

●	Fiscal year 2020 increased profitability by 12% resulting in an increase of more than $397K
●	Annually exceeded set revenue goals by more than 2% resulting in an increase of $483K
●	Designed and implemented procedure for post use equipment return and maintenance resulting in an increase of equipment readiness from 55% to 87% ready to use within 48 hours increasing ability to generate more revenue with same assets
●	Supported the accounts receivable process with customers ensuring less than 1% of all billed revenue went uncollected
●	Established local training procedure for onboarding new talent and ensuring familiarization with safety protocol resulting in zero OSHA reported injuries in 2021

MidAtlantic Regional Branch Manager

Renewal by Andersen

I managed a 27-person team split across 2 regions responsible for the post sales operations of the territory which generated over $37MM in revenue.  Responsible for ensuring all phases of the post sales process remained inside established cost management and profitability metrics.  Responsible for all phases of customer success including installation and problem resolution. 

●	Ensured all installation scheduling resulted in no less than 3% unused capacity resulting in capturing the full $37MM in revenue
●	Managed post installation service procedures ensuring all standards were consistently upheld 
●	Developed and implemented in house permitting and HOA management position reducing overall cost of these processes from $130k to $55K annually saving 57%
●	Coordinated with corporate manufacturing and logistics ensuring a 97% on time arrival of installation materials
●	Established preferred local vendors allowing the negotiation for no delivery fees saving $4K annually

Operations Manager

USMC

I managed a staff of 35 to oversee operations for 2 reserve companies of over 300 Marines.  This was a staff of Marines from across different occupational fields designed to support the reserve element in the planning and execution of their annual training requirements.

●	Ensured over 500 pieces of communications equipment valued at $1.5 MM maintained a readiness rate above 90% allowing it to be used for training exercises
●	Coordinated over 1130 events within the local community providing support to local and state organizations
●	Managed personnel assignments and maintenance of the facilities located in Baltimore ensuring complete security coverage and functionality for 365 days a year 
●	Wrote and implemented local policy and procedure to support the guidance provided by senior level supervisors

Director of Operations (Company Gunnery Sergeant)

I directed 5 teams specializing in different types of communications totaling over 109 Marines to provide mission essential support to a Marine Artillery Regiment.

●	Coordinated with civilian contractors to facilitate the transportation of over $12MM worth of communications equipment around the islands of Japan
●	Worked with Japanese counterparts, ensuring 100% compliance with international regulations 
●	Assisted Oracle talent in the development of course work to train over 3900 Marines in new maintenance program
●	Ensured all Marines in Communications were within standards for all established training requirements 
●	Ensured all Marines and equipment in Communications maintained a deployment readiness of more than 85% allowing for an 8-hour response time to orders

Operations Chief

Managed and trained 4 recruiters to cover a 6,000 square mile territory in the recruitment of Marines.

Recruiting Station Chief

Developed leads and conducted sales calls covering 6 counties in rural Indiana.

Canvassing Recruiter

United States Marine Corps

Conducted preventative and corrective maintenance on communications and radar equipment.

Cryptographic Repair Technician

I am a resourceful and deliberate senior operations leader with more than 19 years of experience in streamlining team processes for medium and large organizations driving operational success to achieve maximum productivity. 

 In 2021, increased 1 year profitability from 35% to 47% which resulted in an increase of more than $397K.  Consistently delivered 23% above annual revenue goals from 2018 to 2021 resulting in bringing in more than $483K above projections.

Warren Howard

Bridgewater Associates

I am responsible for global information, data and analytics discover for the Front Office  - please connect and message me if want us to be aware of your products and services in these areas.

I focus on ensuring the quality of the business processes, infrastructure, investment processes, external services, and partner with the internal customers to deliver the right inputs and capabilities.  I own and manage a service platform that is continuously evolving to meet customer requirements and associated processes to enable understanding and interacting with the markets.  The service platform ensures that data, information and research is in place for all products in an excellent and compliant fashion, available in virtually all circumstances serving Research, Portfolio Construction, Portfolio Opeations, Signals Operations, Trading and Client Services.  

I partner with external service providers, content providers, venues, counterparties, brokers, and alternative data and design providers to help jointly improve the service experience, outcomes and reliability of the end to end value chains and system architecture.  Bridgewater highly values important and quality relationships and in my role, there are numerous external firms that we need to be excellent and we work with them to help achieve excellence.

Connect/message me if you have something you would like to propose to my firm - thank you.

Research, Analytics, Intelligence & Data Ranger, Global Market Data Leader

Data and Connectivity Leader

CIBC

Working the Market Risk Management area, I was responsible for fixed income, debt specific risk, credit indicies, selection of calibration securities, data management and researching the data requirements for new business intiatives within CIBC Wholesale Banking.  I completed a short contract with the team helping them to mature, refine and further develop their fixed income practice.  The contract term was of limited duration as I was waiting for the October 1st start date of my H1-B work visa for the United States.

Temporary Contractor pending US Work Visa Start

Self Employed

Worked on a number of special projects and intiatives involving market data and reference data including providing advisory services on valuations, data operations, in addition to how firms sell and market their data offerings.  This included work with specific firms looking to value market data and related firms for acquisition purposes.

Consultant

Canada Pension Plan Investment Board

As part of a need to increase focus on the business side of the fund and also to enable focus in IT on Time Series, I moved from running the EDM Group to running the Data Services Group.  I was accountable for content choices, contract negotiations, chair of the Data Governance Council, data quality, content and functional requirements and ensuring sound and strategic execution of the Data Management function.  Partnering with Information Services, I ensured that the business receives the data they need.  The data was required to be  Complete, Accurate, Reliable, Accessible, Timely, Transparent and Secure.  I was also the business owner for the Master Data Management (MDM), Enterprise Data Management (EDM), Time Series Solutions and kdb+ from Kx Systems.

Director, Data Services

Responsible for the Enterprise Data Management portfolio at CPPIB - the independent agency responsible for investing pension contributions from over 17 million Canadians.  Particular focus on Market Data, Reference Data, Credit Data, Entities, Issuers, Counter Party, Capital Markets and related data and processes.

Director, Enterprise Data Management (EDM)

Director, Enterprise Data Management

Product Management and Marketing at TSX (Toronto Stock Exchange) - oversees 3rd party relationships, marketplaces and strategy. Head of Business Development for TSX Datalinx (Market Data division). Also a specialist in negotiations and agreements.  In addition, was chair of the Canadian Fixed Income Index Committee as part of the purchase of the Scotia Capital/PC Bond Fixed Income Index and Analytics business.  Manages relationships for the TSX with PC-Bond and  Fixed Income Index Founding and Contributing Dealers and Banks.  Product Director for TSX & The Canadian Press Equities News and CanDeal Canadian Dollar Fixed Income data.  TSX lead on Fixed Income Information Processor application and Fixed Income transparency with Ontario Securities Commission (OSC) and CSA.  Lead product management and product marketing efforts with customers including dealers, banks, hedge funds, and asset managers.  Participate and contribute on strategic customer account audits.

Director, Head of Business Development (Market Data)

CIBC World Markets

Responsible for internal customer relations, training, best practices for data consumption and usage, ensuring traders, salespeople and other consumers of data were using the right data at the right time for the right purpose.  Oversee $80 million budget spend on market data services including content, workstation software, and infrastructure.  Negotiate contracts with market data vendors.  Manage market data vendor relationships with firms such as ILX, Reuters, TSX, NYSE, Nasdaq, Bloomberg and Dow Jones.  Ensure CIBC  capital markets participants had the fastest data and lowest latency on the street possible.  SME for market data content, infrastructure and services at CIBC and the go to person on business and IT projects involving market data. Lobby with market data solutions and content providers to add additional data or speed up data flows to solve CIBC requirements. Led  Toronto market data experts committee - representation from several banks and brokerage house.

Executive Director, Market Data Services

Responsible for internal customer relations, training, best practices for data consumption and usage, ensuring traders, salespeople and other consumers of data were using the right data at the right time for the right purpose. Oversee $80 million budget spend on market data services including content, workstation software, and infrastructure. Negotiate contracts with market data vendors. Manage market data vendor relationships with firms such as ILX, Reuters, TSX, NYSE, Nasdaq, Bloomberg and Dow Jones. Ensure CIBC capital markets participants had the fastest data and lowest latency on the street possible. SME for market data content, infrastructure and services at CIBC and the go to person on business and IT projects involving market data. Lobby with market data solutions and content providers to add additional data or speed up data flows to solve CIBC requirements. Led Toronto market data experts committee - representation from several banks and brokerage house.

Executive Director

CIBC Wood Gundy

Reuters Canada

Product Manager for Treasury - Fixed Income, Money Market, Derivatives and Foreign Exchange (FX) at Reuters Canada.  Responsible for product development and evolution, advocating for resources and priority for Canadian development, specialist sales assistance in treasury opportunities, and data management.  Added over 3,000 new fixed income instruments to product offering, worked directly with sales group to increase market share at Canadian financial institutions.  Responsible for data design, taxonomy and data management including display template selection and data security type selection process.

Treasury Product Manager

Product Manager for Treasury - Fixed Income, Money Market, Derivatives and Foreign Exchange (FX) at Reuters Canada. Responsible for product development and evolution, advocating for resources and priority for Canadian development, specialist sales assistance in treasury opportunities, and data management. Added over 3,000 new fixed income instruments to product offering, worked directly with sales group to increase market share at Canadian financial institutions. Responsible for data design, taxonomy and data management including display template selection and data security type selection process.

Responsible for three major Canadian banks - CIBC World Markets and CIBC (Canadian Imperial Bank of Commerce), Bank of Nova Scotia, Scotia Capital (BNS), Toronto Dominion Bank, TD Securities.  Duties included fielding customer calls: technical support, data content and functionality support, product training and customer relations.  Trained over 800 individuals across areas as diverse as energy trading, treasury management, swaps trading, equity arbitrage and risk management.   Responsible for client account visitation program and being present at customer premises for live product assistance and products and solutions promotion.

Assisted with significant increases in market share during the 2 years plus at Reuters Canada including large gains in market share at CIBC, CIBC World Markets, Bank of Nova Scotia and Scotiacapital.  For example at CIBC, increased position count from 75 to over 225 in two years.

Account Support Representative

Reuters Information Services Canada Inc.

Product Manager, Treasury

Global Market Data Leader; Data Analytics and Research Ranger & Context Map Master at Bridgewater Associates

As a Research Data Ranger and Market Data Leader at Bridgewater Associates, I am responsible for global information, data and analytics discovery for the Front Office. With extensive experience in this role, I have developed and refined the business processes, infrastructure, and external services that enable our investment teams to understand and interact with the markets.  I never stand still though and always learning as my colleagues and vendor providers will attest to.

My core competencies include Enterprise Data Management, Market Data, Research, Analytics, Data Governance, Data Quality, Product Management, and Business Development. I own and manage a service platform that is continuously evolving to meet customer requirements and deliver the right inputs and capabilities. I also partner with the internal customers and external vendors to ensure that data, information, and research are in place for all. My mission is to provide data-driven insights and solutions that support Bridgewater's unique culture and approach to investing.

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The Battle

Warren Howard

Jason Koulouras

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