Product Portfolio
- Trading Integration (SaaS) | API Platform (PaaS) | Broker Partnerships
Defined and oversaw development of SaaS & PaaS initiative.- $9MM of revenue.
- +5K customers acquired/retained.
- Partnered with +20 brokers and ISVs, including Goldman Sachs,
Schwab, Trading Technologies and Interactive Brokers.
u Brokerage relationships currently in production.
- Market-Q (website)
Responsible for institutional content and functionality for Interactive Data's SaaS wealth management terminal, Market-Q.
Market-Q was subsequently launched to Canaccord and 4,000 Raymond James advisors.
Content negotiated, licensed and implemented with North American exchanges for data feeds, security masters and miscellaneous data.
u Product website, feature list.
u Canadian content expansion (client announcement).
u Short Volume (client announcement).
- QuoteTrader
Market-data and trading SaaS products sourcing market and account data directly from APIs of +20 brokerage firms.- 3,000 new users.
- Growth accelerated through social-media platforms like YouTube!, SurveyMonkey and online forums, as well as traditional print media (e-FOREX magazine, Barrons)
- Competitive barrier established against low-priced competitors, resulting in the primary one being acquired and marginalized.
- Developed connectivity to >20 of largest US brokerages' and banks' trading APIs.
- Schwab, Goldman Sachs, TD Ameritrade, Interactive Brokers, etc..
- Trading APIs designed for forward compatibility with premium flagship product, eSignal (~$150/mo).
- QuoteTrader's GUI and broker support was integrated into eSignal as the centerpiece of its 2008 release.
u Client announcement
- Advanced GET
Led team responsible for product design, engineering development, marketing and legal issues (pat pending) of suite of charting software that retailed at ~$3,000 per unit, sold through national seminar sales group (with ongoing DaaS fees).
u product / feature description- $6MM revenue, +2,000 unit sales (year 1).
- Sales CAGR >45% through 2010.
- My team was responsible for all product design, production and legal tasks. Led cross-functional team of project sales, engineering, market and customer service Responsible Selling feature Innovative feature: The Dashboard, which displayed trading indicators' status for multiple time periods.
u Client announcement - Led the product design and launch, five releases in suite.
- Dashboard designed for forward compatibility and integrated into eSignal's 2007 release.
u Stocks & Commodities Product Review
u Press Release
- OptionsPlus (2003 - 2010)
Analytical software for equity options. SaaS as stand-alone or add-on service.
u Client announcement - Led all aspects of development, release and support, including off-site engineering team, marketing and customer service.
- Initially developed as a premium add-on, then standalone, and finally included in all customers who subscribed to option services (CME, CBOT, etc.).