Josh Woodruff, President and Modeling Director
Josh serves as Optimized Financial System’s President and Modeling Director. In this position, he continues the work that he started in IBM’s Industry Solutions Group and furthers the work on various solutions provided for banking and finance. For IBM, Josh visited financial hubs and worked with clients on designing optimization applications. Josh’s previous position was in Morgan Stanley’s Equity Risk Management group in New York and Brazil. His experience in this role led him to focus on financial applications for optimization.
Prior to 2010, Josh again worked for IBM in their Application, Integration and Middleware Division in both the US and Latin America. Josh built cash management, logistics, and insurance optimization models. He also worked on business rules projects for the IBM technical and business partner sales force to use as a basis for client proof of concept projects. He came to IBM through IBM’s acquisition of ILOG. For ILOG, Josh worked as a Business Policy Analyst and an Optimization Consultant. His career started in Silicon Valley with several start-ups. His passion is in bringing advanced methods in Optimization to solve real world problems.
Josh works in Oracle, PL/SQL, Java, Python, OPL, Linear Programming, Constraint Programming, Factor Modeling, Statistics, Analytics, Forecasting, and Volatility.
Josh is currently pursuing a PhD at the University of Texas at Austin in the Operations Research department and has a BA in Economics and a BS in Applied Math from Yale University where he studied finance with Robert Shiller and Investments with Dean Takahashi. His Masters of Science and Industrial Engineering is from the University of Southern California, where he was awarded an academic scholarship.
Josh speaks English, Spanish, Portuguese, and basic Quechua. He is a U.S. Masters Swimming record holder.
Andrea Onopa Woodruff, Sales Director
Andrea serves as Optimized Financial System’s Sales Director. In this position, she identifies the key opinion leaders, and works with our clients to realize the benefits of optimization. Other responsibilities include identifying partners and determining the best strategy for scalability.
Previously, Andrea worked in private equity determining the profitability and potential for successful business outcomes. Her career focus is in start-up divisions, sales, and fundraising. She served as the Associate Director, Corporate Affairs, for the Council on Foreign Relations promoting academic work within the business community. Her career foundation is in for-profit sales in both the pharmaceutical and technology industries. At GlaxoSmithKline, she promoted key opinion leaders within their field by providing the most complete and sound research available. Determining which pieces of research were sound was her first introduction into data mining and analytics. Since then, she worked with government, for-profit, and non-profit entities. Her passion in all of these fields is to connect instincts with trusted analytics to promote problem resolution.
Andrea has a BA in Political Science from the University of Michigan, Ann Arbor.
Fabien Pichler, Operations, Marketing, and Web Development
Fabien serves as Optimized Financial System’s Operations, Marketing, and Web Development Director. In this position, he is responsible for managing contractors, maintaining budget controls, and website production. Fabien’s work allowed Optimized Financial Systems to present Optimization to the accounting and financial planning industry in a way that is understandable and easily accessible to financial professionals and their clients.
Fabien also works as a freelance interactive producer for his consulting firm. His firm does integrated production and project management services for website, banner, application development, and video integration for Agency and Client Web campaigns. He works with Microsoft Project, OmniPlan, Visio, HTML, CSS, Javascript, Photoshop, InDesign, Dreamweaver, Flash, XML, Adobe After Effects, Google Webmaster Tools, Google Analytics, SEO and SEM.
Previously, he worked for Gotham, Inc. in NY as an executive interactive producer. He implemented digital production processes and managed all internal and external resources. He was a Senior VP, Producer Interactive/ Integrated Media at Lowe Worldwide. He has worked as a project manager and producer for Tribal DDB Worldwide and DNA Studios. Additionally, Fabien has worked with television and radio advertising and print advertising.
Fabien’s Web Design Certificate is from Boston University. He also has a B.S. in Business Administration, International Business and Marketing, from the University of Richmond. Fabien speaks English and French.