Developed and deployed in the cloud deep learning models to predict electricity prices in real time.Designed, developed, and deployed proprietary AMI dashboard to support Utilities with real time BI tools.Implemented an advanced Retrieval-Augmented Generation (RAG) system leveraging AWS Bedrock LLMs and Haystack to enable efficient querying and analysis of utility tariffs.Developed individual customer baselines with unsupervised machine learning, feature engineering, and matching algorithms to analyze customer trends and demand response performance.Built real time, AI electricity price prediction and deployed in the cloud to alert customers of price spikes.Created ETL pipeline from energy APIs with AWS Lambda, AWS EventBridge, and AWS RDS MySQL databases.

Customized analytic reports to assist with the firm’s strategy resulting in annual revenues of $40M. Spoke at Piper Jaffray's at annual conferences with over 200+ clients in attendance, presenting on analytics strategies and tools to advise clients on portfolio management. Published 250+ articles throughout my time at Piper which were distributed to 3000+ clients and fellow finance organizations. Articles focused on research with the goal to execute trades, macroeconomic themes, portfolio strategies, and municipal market strategy.

Municipal and Portfolio Strategist

Facilitated and supervised all analytic requests made by sales representatives focusing on utilizing analytics models to identify possible trade ideas and answer any client or market related questions. Utilized advanced analytics techniques coupled with insights gained from macroeconomic driven forecasts to manage my client’s portfolio and outperforming the government credit index by over 100 bp. Oversaw analytics for Public Finance group with proprietary municipal market analytics including issuer spread calculations, opportune times to issue, and developing macroeconomic themes impacting rates

Traded natural gas, crude oil and E-mini S&P's futures contracts using technical indicators and fundamental analysis to gain an edge in the market. Back-tested custom built programs using CQG in order to find profitable trading strategies. Received training from Trading Technologies, CQG and Bloomberg.