Fee-only financial planning for tech professionals with equity compensation and non-linear financial journeys. Ad Astra Financial Planning is based in the San Francisco Bay Area but serves clients virtually nationwide.

~20 hours per week reviewing client meetings and taking notes, preparing client documents and reports related to cash flow, insurance/investment/estate/retirement/student loan planning, meeting with at least 3 new advisors each week.

• Designed and implemented several RESTful APIs relating to the provisioning of users, the execution of business logic operations, and the administration of the online charging system for internal consumption, operational support, and integration with our customer manager application, payment gateways, and various other external integration layers.• Designed and implemented various subscriber management and rating features to support customer requirements and enhance the product, e.g. bundled and templatized product offerings, new types of balances, grace period support, subscriber and offer lifecycle enhancements, data model enhancements, etc.• Diagnosed numerous operational issues involving in-memory data on live production systems and wrote various data fixup scripts for support engineers leveraging the operational APIs I designed and implemented to correct these issues on said live production systems. Played a role in crafting a general-purpose framework for streamlined creation of such scripts by engineers for support teams and training several engineers to take on these responsibilities going forward.• Designed and implemented procedures for disaster mitigation and management of problematic data.• Designed and implemented a framework within the application layer for enabling online upgrade of existing in-memory data while still processing live transactions on the primary system.• Re-implemented a complex C++ price loading application and contributed to the subsequent Java pricing data validator.• Sent overseas to resolve a critical customer issue onsite and improve the robustness of their system.

• Implemented a large amount of QA testing framework still utilized.• Designed QA test coverage plans for a wide variety of features and implemented many of these test cases.• Through 2021, continued work as pair programmer on platform team.

• Worked as a pair programmer for an architect on the platform team and implemented some unit testing on my own.

Wrote several chapters of "Vehicle Safety Communications: Protocols, Security, and Privacy".https://www.amazon.com/Vehicle-Safety-Communications-Information-Communication/dp/1118132726

Risk Analyst (Summer 2008)• Wrote prospective market reports on several international markets, including regulatory and legal analyses, demographic information, and economic feasibility analyses.• Systematized Obopay’s ACH documentation and velocity limits.• Proofread several PRDs and Risk Compliance documents.Treasury Intern (Summer 2007)• Managed Obopay’s credit card chargebacks and performed a comprehensive analysis of historical credit card fraud, providing several recommendations which, upon implementation, have reduced the risk posed to Obopay and have represented a substantial savings to the company.• Located and traced over $10,000 of recoverable funds while analyzing cases of credit card fraud.