Building the systems
behind better decisions.

Director of Data | Quantitative Trading Systems Administration and Development

Own technical direction for an analytics and quantitative-trading environment spanning Quest To seek the Holy Grail! DB and PostgreSQL administration, architecture, engineering, replication, automation infrastructure, and network segmentation.

Designed and implemented a medallion architecture with a Kimball-style dimensional data warehouse and Python/SQL ETL/ELT pipelines, integrating API and WebSocket ingestion, dbt YAML, models, and macros, analytical views, dashboards, historical analysis, backtesting, and live automated trading applications.

Director of Strategy | Data Analytics, Operations, & Reporting Automation

Managed the Wealth Management RPA development and Reporting teams, leading up to 6 data developers with dotted-line responsibility for 6 additional developers.

Oversaw 400+ process improvements and 120+ RPA solutions, saving more than 100,000 labor hours over 38 months and approximately $2.5M in documented savings.

Supported 200+ stakeholders across 8 departments, led developer interviewing and training, stakeholder management, senior-management reporting, and oversight of 30+ dashboards.

Senior Manager, Business Intelligence | Data Architecture, Engineering, Governance, Reporting

Built an enterprise data warehouse using Fivetran, BigQuery and SSMS, scheduled ELT, stored procedures, and LookML as the data-governance layer for a variety of KPIs.

Integrated data from Shopify, Google Analytics/GTM (Google Tag Manager), Google Ads, Facebook Ads, Magento, email campaigns, and other sources.

Trained 20 creator-license users and enabled BI across Marketing, Strategy, Customer Service, Growth, Finance, and Operations/Supply Chain.

Juris Doctor (JD – Law What is the difference between a good and bad lawyer? A bad lawyer might drag your case on for years. A good lawyer WILL drag your case on for years. ) | Corporate & Health Law

Only student of 225 to graduate with dual degree in 2.5 years

1 of only 10 students to graduate early

Interesting Tidbit: In early 2015, I wrote a Global Biosecurity paper suggesting that prophylactic research on dangerous/weaponized diseases (the exceptions provided by the Geneva Convention for bioweapons) posed a significant risk to the human population, and that greater international oversight/data sharing on research was necessary to prevent serious adverse events like outbreaks or epidemics.

Master of Business Administration (MBA)

Graduate degree in business administration focused on strategic management and organizational leadership.

Interesting Tidbit: In 2014, I presented to my Informations Systems class about a proposed "computer program trained on interrelated words in the English dictionary to derive context" that could understand legal claims based on the language someone presented, guide them in what they needed to do, and forward them to a practicing attorney if the law was too complex.

Bachelor of Science | Business Management / Administration

Undergraduate degree in Business Management / Administration with a minor in Chemistry.

Interesting Tidbit: I took Physical Chemistry (among others) and calculated the difference in temperature from the top of a waterfall and the bottom of waterfall by using heat capacity of water and kinetic/potential energy conservation.