The principal's areas of technical expertise include:
- Formal credit training, UBS Wealth Management training, advanced Reuters and Bloomberg education in financial markets, instruments, and risk management techniques
- BS Economics, MBA Business Administration / Computer Methodology, Doctorate Finance
- Passed examinations for Certified Internal Auditor (CIA), Fraud Examiner (CFE), and Protection Professional (CPP)
- Hands-on knowledge of major banking / trading / finance systems
- Reuters Project Management training and certification
- Modeling, analysis, and software prototyping and development
