Oversees the development, configuration, and maintenance of generative AI applications at CapitalROCK for their financial compliance software used by the top 10 financial institutions in the US. Manages the client APIs and SAML SSO applications to improve workflows between external systems and our own.– Improved AI accuracy from 50% to over 95% and reduced costs by 5x through advanced prompt engineering and iterative testing.– Presented on AI strategy and products at conferences, strengthening CapitalROCK's market presence as an innovator in financial technology.– Designed and implemented multiple large-scale integrations between disparate platforms, such as Salesforce (CRM), Pershing (Finance), Docupace (Document Management), and Hexure (Order Entry).– Collaborated with multiple client-facing stakeholders, including Chief Compliance Officers, CTOs, and Lead Development Engineers, as well as our own internal management and development teams.– Played a key role in advising Statement of Work (SOW) contracts and providing instructions on integrations with legal and compliance teams.– Championed the adoption of Azure ecosystem for secure, scalable AI and data workflows, aligning technical capabilities with client needs.– Implemented new internal processes for testing by utilizing Postman (Collections and Flows), reducing testing time by 50%.– Organized and built out robust documentation on each client including flow charts, data samples, and Postman Collections to use for testing and debugging, greatly improving visibility and understanding of our client integrations.AI and Product Management Expertise: – Developed RAG workflows for advanced data insights and seamless API integration. – Reduced testing time by 50% with optimized Postman Collections and Flows. – Authored comprehensive client documentation to enhance collaboration. Leadership: – Coordinated with internal and external C-level stakeholders and led AI training to align with best practices.

Side-Projects I have completed or am working on in my spare time:AI Agent: Personal Assistant - An AI personal assistant that can actually act. - Supported Actions: calendar scheduling, email drafting, to-do list creations. - Workflow methodology: Ingest details, transform and organize data, narrate to understand, and finally propose, confirm and perform actions.LLM "Oracle" app that ingests PDFs of books, articles, etc and allows the user to chat with it.Technologies used: - OpenAI API (ADA model for embeddings, GPT-4 for chatting) - Pinecone: Vector Store for the embeddings - Langchain: AI process managementAI Recipe App: scan a receipt, generate recipes based off your pantry inventoryTechnologies Used: - Google Document AI: Receipt OCR and Parsing - Google Firebase and Firestore: NoSQL database (Rowy as a low-code interface) - OpenAI: Recipe Generation - Flutterflow: Low code ui and app builder

Quickbooks Integration + Hubspot CRM Integration + Zapier & Make Integration Tools𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗦𝗬𝗦𝗧𝗘𝗠𝗦Identified and lead a complete internal systems overhaul of inventory management and tracking – Built an internal database warehouse to consolidate data entry and reporting to one source – Restructured our internal & external SKU naming conventions for clarity and disambiguation – Identified and corrected key data entry processes that lead to significant tracking errors – Scoped, built, implemented, then trained employees on how to use the solution—a simple relational database. – Integrated key data sources from accounting, manufacturing, sales & marketing together for cohesive data flow – Worked with each department head to understand their internal processes, issues, and opportunities – Brought departments together to facilitate communication on business systems and software 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗜𝗡𝗧𝗘𝗟𝗟𝗜𝗚𝗘𝗡𝗖𝗘Collected, analyzed, and presented data that directly changed: product pricing, sales effort focus, internal applications usage, and investor deck presentations Created Key Reports and Dashboards using Google Data Studio for data analysis for Sales, CEO, Board – Scoped purpose and use with users; set permissions – Integrated key data from multiple sources using no-code API builders – Maintained data integrity, clarity, and security of data systems Tools used – Transformation & Analysis: Airtable, Excel, Google Sheets – Databases Sources: Quickbooks, Hubspot, Airtable, Google Sheets, – Visualization: Google Data Studio, Airtable – Data Integrations: Zapier, Integromat (Make), Hubspot Workflows𝗠𝗔𝗥𝗞𝗘𝗧𝗜𝗡𝗚 – Doubled organic traffic over 1 year – Achieved 1st position on Google for 3 of our top 10 keywords and 1st page for 5 of the rest – Headed the production and direction of 50+ videos – Created brand logo for new product

Oversee online efforts in analytics and purchasing to drive leads and improve brand awareness among CFOs. Grew the number of incoming B2B leads by 4.5x in under 1 year while only increasing ad spend by 70%.Managed paid search, paid social, content, social, and SEO teams by utilizing relevant techniques from Agile Methodology. Developed complex full-funnel ABM strategies targeting key decision makers based off their stage of the buying cycle and behavior. This effort increased the number of leads while reducing the average cost per lead by 66%.Lead paid (Facebook, LinkedIn, Google Ads, and YouTube), social, email, and website (landing pages, content) efforts. Measured results in conversions, net new contacts, and CPL targets.Implemented advanced retargeting efforts through proper installations of tags and pixels (managed with Google Tag Manager).Developed custom digital marketing reports through Google Data Studio via Supermetrics integrations.Built automated lead scoring system to track user engagement and lead prioritization.Worked closely with BDR team in gathering qualitative data about our incoming leads.Created numerous lead nurturing email Hubspot workflow campaigns. -Designed email templates -Created email contentLead production of a business eBook with from concept to draft to production. Developed brand name, logo, and style guide for our new product (Loxodo WMS) then lead creation of website and go-to-market strategy. Migrated two brands’ websites and CMS to Hubspot for better performance and cost utilization. Lead outsourced team to redesign both sites resulting in an increased conversion rate of 250%.

Manages the briefing, media planning, creation, implementation, and reporting for the digital campaigns across all channels as well as the advertising and marketing materials through print.Is responsible for updating and maintaining the website with the primary goal of improving lead conversion rates by answering the users' questions.

Successfully drove high ROI on AdWords and Bing's search and display networks, as well as email placements.Increased Quality Scores through diligent alignment of keyword, ad copy, and landing page relevance.Improved conversion rates through landing page optimizations from small content changes to complete landing page redesigns. Used various tools such as SEMRush, Spyfu, Excel, and Wordstream to build a competitive advantage for our clients.Consistently met ad budget spend goals within 2%.

Weaving in social media into a financial services practice with a brand and current systems can be difficult. I simplify this and assist agents in bringing their business to the digital frontier.Facebook, LinkedIn, YouTube, Twitter. I bring all those into our agents' businesses.