Well established senior executive with over 25 years’ experience in the development and building of companies specializing in financial investment products for both retail and institutional consumption. Solid track record of increasing shareholder value through both organic growth and strategic acquisitions for both public and private corporations.
Sabrient Systems Inc.
Santa Barbara, California
President / CEO
July 2009 – May 2014
Responsible for strategic corporate expansion through leading the merger and acquisition of Gradient Analytical, as well as organic growth of the company's own products. Provided tactical refinement and communication for each of Sabrient’s core business units, which include Index Creation for ETF distribution; construction of theme-based portfolios for UIT distribution; Custom Strategy Products for professional brokers and money managers; Retail Services and Publishing, and Institutional Retail. In 2013 implemented a savings program that resulted in a 35% reduction of costs, while at the same time grew the company's revenue by over 100%. Prior to my tenure as President of Sabrient, I managed Sabrient’s product development and marketing for individual/retail investors, growing that area of business by 300%.
Author of financial blog "Dark Horse Trader's Hedge" published on Seeking Alpha. (See http://seekingalpha.com/author/dark-horse-traders-hedge?s=dark-horse-tra...)
Corrigan Developments LLC.
President / Owner
January 2002 – July 2009
Managed all aspects of a multi-million dollar development of both residential and commercial properties in the Lindale and Tyler area of Texas. Developments included: Trinity Mother Frances Hospital, Lindale Industrial Park and Corrigan Trails residential housing. Free Real Time.
Orange County, California
Senior Vice President – Corporate Development
January 1999 – January 2002
Free Real Time is an internet stock quoting business, providing real time stock quotes to market investors. As Senior Vice President, I was responsible for corporate development growth through key mergers and acquisitions, as well as strategic investments. While at Free Real Time I was successful in placing a $3 million private offering. In addition, I lead the acquisition of Redchip.com which ultimately resulted in a $2.5 million profit for the company.
Asset Growth Partners
Houston, Texas Founder / President
1997 – 2001
Creation of financial services company by key acquisitions to provide on-line stock quotes; published and sold financial books and other media; portfolio management tools; and stock related charting and screening. Through the synergy of this unique business alignment the company was able to achieve scale, profitability and organic growth that achieved shareholder growth of $5.1 million in its purchase by data transmission network ("DTN"). Telescan Inc. Houston, Texas Senior Vice President – Marketing and Sales 1986 – 1997 Publicly held, pre-internet software company that focused on providing data and tools for financial investors. Managed business development with firms such as American Express, CNBC, Fidelity Investments, Charles Schwab & Co. etc. During my tenure, I was responsible for leading the company’s marketing and sales, which included sales growth of over 45% for six consecutive quarters.
Donn W. Vickrey, Ph.D., CPA, CFE
Dr. Donn Vickrey is Co-Founder of Verus Analytics, a Scottsdale, Arizona independent research firm that provides quantitative research for institutional investors. He is also a former tenured professor of accounting at the University of San Diego. Dr. Vickrey’s research focuses on quality of earnings, corporate insider trading behavior, and behavioral economics.
Professional Employment History
1995 – present
Co-Founder, Verus Analytics, Scottsdale, AZ.
Verus Analytics is developer of quantitative investment models for institutional investors. Dr. Vickrey developed several of the company’s key product offerings, including the first commercially available quantitative model for assessing quality of earnings at publicly traded companies and the MSN Stock Scouter model for use by individual investors.
1995 – 2014
Co-Founder, Director of Research, Gradient Analytics (acquired by Sabrient Systems, LLC), Scottsdale, AZ.
Gradient Analytics is independent research provider serving institutional investors. While at Gradient, Dr. Vickrey developed and led the firm’s Earnings Quality Analytics research service. 1997 – 2005 Co-Founder, Equity Methods, LLC (acquired by Bank of America Corp.), Scottsdale, AZ. Equity Methods provides option valuation and compliance software and consulting services to end user companies and independent plan administrators.
1997 – 2005
Co-Founder, Camelback Capital Advisors, LLC (acquired by Advanced Equities Financial Corp.), Scottsdale, AZ.
Camelback Capital Advisors managed three hedge funds and provided quantitative model building and investment sub-advisory services to other hedge fund and mutual fund managers.
1992 – 2005 Associate Professor of Accounting, University of San Diego
1986 - 1991 Employed in various accounting roles, including staff accountant, controller and sole practitioner (CPA).
1993 Ph.D. (Business Administration), Oklahoma State University
1989 M.A. (Accounting), University of Tulsa
1986 B.S., (Business Administration) University of Tulsa (summa cum laude) Certifications Certified Fraud Examiner Certified Public Accountant (Oklahoma)