Interet Corporation, Millburn, New Jersey (1992 - 1998)
Senior Financial Analyst - Marketing & Customer Support Group (Reference Letter)
Provided financial modeling consulting to analysts using Interet's domestic/cross-border lease analysis software. This involved mathematical modeling, advising on structures to enhance lessor returns and lower lessee costs, and addressing tax and accounting issues.
Developed a mixed integer programming Special Allocation Partnership model for a major client. Designed and tested a new equation modeling language and simultaneous optimization capabilities required to structure the partners' disproportionate (to their respective initial investments) lease cash flows and tax deductions.
Edited and updated Interet's 1994 and 1995 software reference manuals.
Successfully trained two financial analysts.
GATX Capital Corporation, San Francisco, California (1990 - 1991)
Director - Corporate Finance and International Departments (Reference Letter)
Relocated to Tokyo for four months to close two aircraft financings
generating one million dollars in fees. Primary responsibility for developing
the Ownership Foreign Sales Corporation and Japanese Leveraged Lease analysis
models. Provided internal consulting, training and support to financial
analysts using linear/mixed integer programming modeling software.
D'Accord, Inc., San Francisco, California (1989 - 1990)
Financial Analyst (Reference Letter)
Developed a Japanese Leveraged Lease linear programming model. Structured
domestic and cross-border tax advantaged leases.
US Leasing International, Inc., San Francisco, California (1988 - 1989)
Portfolio Analyst - US Lease Financing and US Airlease
Created a lease portfolio tracking system for one billion dollars in
capital equipment using the Structured Query Language (SQL) Oracle database software.
Analyzed aircraft, railcar and oil pipeline leases using USL and LAS2
software.
University of California, Berkeley
MS Operations Research, 1987
MA Education, 1981
Massachusetts Institute of Technology
SB Political Science, 1980
Quantitative Course Descriptions
California Single Subject
Social Science with an Introductory Subject Matter Authorization for Mathematics, 2005-present
Social Science with a Supplementary Authorization for Mathematics (Basic), 1980-2005
Massachusetts Secondary
Mathematics, General Science and Social Studies, 1980-1999
Five Math Courses To Increase Career Options, Ubiquity (a Web-based publication of the Association for Computing Machinery), Volume 8, Issue 21 (May 31, 2007 - June 4, 2007).
Oregon Education Coalition, Portland, Oregon. Created and maintained the Web site, which included the petition mentioned at CIM and CAM, RIP, 2003-2007 (see the 3/22/2003 - 2/8/2007 oregoneducation.org archive pages).
Your Kids, Your Schools, Portland, Oregon. Created and maintained Rob Kremer's State Superintendent of Public Instruction campaign Web site, 2001-2002 (see the 1/25/2002 - 6/7/2002 robkremer4spi.com archive pages).
Looking at Expenses of 401K Plans, NAPFA (National Association of Personal Financial Advisors) Advisor, September 2001.
Get a Financial Life: Personal Finance in Your Twenties and Thirties (Beth Kobliner, Simon and Schuster, 1996, 2000). Reviewed the quantitative sections of the entire 1996 manuscript and part of the 2000 one by reverse-engineering the financial models of various experts. Developed a spreadsheet that compares the after-tax future value costs of buying versus renting a home to generate 60 values for two graphs in the book. Automated the process with Visual Basic for Applications (1999) and OpenOffice.org Basic (2004). Reference Letter.
A Review of The Intelligent Asset Allocator: Portfolio Theory for the Small Investor, CAMITalk (Chinese Alumni/ae of MIT newsletter), December 1997.
Should You Buy Or Rent Your Home?, NAPFA News, September 1992.
Index Funds and Variable Annuities, NAPFA News, February 1992. Reprinted in FCSI (Financial Computer Support, Inc.) Digest, October 1992.