At Sibi, I work with a talented team of analysts and data engineers to support data-driven decision-making and build data products and services for both internal and external users. We operate in a fast-moving space, and are focused on balancing perfection with supporting quick and accurate business decision making. -Developing a product-oriented data engineering and BI team (talent acquisition, roadmap, prioritization, budget, etc.) -Managed and built an… Show more At Sibi, I work with a talented team of analysts and data engineers to support data-driven decision-making and build data products and services for both internal and external users. We operate in a fast-moving space, and are focused on balancing perfection with supporting quick and accurate business decision making. -Developing a product-oriented data engineering and BI team (talent acquisition, roadmap, prioritization, budget, etc.) -Managed and built an analytics suite using traditional data visualization and custom tools -Support the successful deployment of a native, AI-driven, text-to-SQL tool, accelerating decision-making. Widely used internally, in beta with external users. The product uses a blend of RAG, leading LLMs, third-party logging/observability, and DBT for data prep -Lead development of reporting for external partners, strategic leadership, and clients -Oversaw data warehouse restructuring from ELT to event-driven architecture Show less

SnackShare provides Austinites with a hand-selected, 100% locally sourced, grocery delivery service! From seed-to-table, we're here to serve both our farmers and our neighbors. It was a David and Goliath story, of the small local entrepreneur trying to take on the behemoths of warehousing and grocery distribution!-Scaled local grocery delivery up to 250 orders/week in the Austin Metro area-Managed application development with CTO to facilitate marketplace type experience capturing… Show more SnackShare provides Austinites with a hand-selected, 100% locally sourced, grocery delivery service! From seed-to-table, we're here to serve both our farmers and our neighbors. It was a David and Goliath story, of the small local entrepreneur trying to take on the behemoths of warehousing and grocery distribution!-Scaled local grocery delivery up to 250 orders/week in the Austin Metro area-Managed application development with CTO to facilitate marketplace type experience capturing the nuances involved with local food production (i.e low vis inventory management, customer feedback, substitutes)-Developed and manage all paid and non paid marketing, helping to facilitate our growth-Responsible for all facilities acquisition and management (7,500 sqft food storage warehouse, with inspected cold storage, refrigerated van fleet, and last mile delivery fleet)-Responsible for all FP&A, and drove company profitability Show less

Lead high-level, strategic ops projects from concept to execution utilizing Lean Six Sigma framework and tools.

Managed a 600+ home residential RE portfolio . Cross trained in all areas of property management operations.

Turnover – Managed cross-functional team, lowering turn costs by 25%. Developed item-levelanalytics used to drive focus on inspector/vendor/branch/property level performance. Analyzedrelationship between tenant quality/initial repair quality to reduce turnover costs.• Property tax – Developed/implemented accrual forecasting process across complete portfolio, builtout appeal vendor base, and renegotiated contracts to achieve substantial investor savings andimproved accuracy… Show more Turnover – Managed cross-functional team, lowering turn costs by 25%. Developed item-levelanalytics used to drive focus on inspector/vendor/branch/property level performance. Analyzedrelationship between tenant quality/initial repair quality to reduce turnover costs.• Property tax – Developed/implemented accrual forecasting process across complete portfolio, builtout appeal vendor base, and renegotiated contracts to achieve substantial investor savings andimproved accuracy of monthly financials.• Repairs & Maintenance – Post centralization of R&M, led project involving cross-functionalteams to achieve: building out operational reporting, developing internal management process tohelp delineate capitalized/expense items, lower total costs, decrease completion timelines, andincrease completion rates.• Relationship management – Co-managed investor relationship, providing continuous dialogue/adhoc deep-dive analyses.• Analytics – Co-developed majority of investor and operations monthly/quarterly reporting usingTableau• Financial Modeling – Support NOI & dividend modeling/forecasting processes monthly/quarterly Show less

• Biography & articles -- http://www.streetauthority.com/users/chris-carson• Content manager & thought leader of a financial newsletter with a 250K + active subscriber base
• Write website articles relating to portfolio management, individual company analysis, and market analysis
• Member of an editorial team constantly striving to improve and develop content firm-wide

• Strategy: Eurodollar futures market making & spread arbitrage. • Primary focus on Asian & European markets • Performed research and analysis of geopolitical risk, macroeconomic events, data & interest rate policy leading to initiation of short-term trades• Responsible for high volume capital allocation & risk management in a dynamic market• Comfortable in high pressure environment working with material risk exposure

• Performed fundamental research on a broad array of companies through management interviews, discussions with sell-side analysts, and physical trade checks• Built forward looking financial models • Created internal reports summarizing investment thesis, catalyst events, price target, position sizing and trade horizon• Monitored economic and position specific news flow resulting in intraday positioning recommendations• Assisted & shadowed PM on marketing & fundraising calls… Show more • Performed fundamental research on a broad array of companies through management interviews, discussions with sell-side analysts, and physical trade checks• Built forward looking financial models • Created internal reports summarizing investment thesis, catalyst events, price target, position sizing and trade horizon• Monitored economic and position specific news flow resulting in intraday positioning recommendations• Assisted & shadowed PM on marketing & fundraising calls, • Assisted w/ daily portfolio exposure thresholds & individual position scaling Show less

• Participated in a high level committee dealing with convergence and efficiency analysis between multiple teams in the firm• Helped prepare outgoing PWM client documentation and account changes• Created account opening documents leading to efficiency gains and implementation throughout the PWM: Client Onboarding team for all of the US• Managed multiple projects, worked with teams, and executed daily duties proficiently

Primary Responsibilities• Building and executing marketing plans leading to acquisition of new clients• Overseeing and management of workflow for client account documents• Researching and solving client account/technical issuesSecondary Responsibilities• Updating client information• Overseeing compliance issues

• Responsible for client distributions, Fed wires, account research and modification• In depth research and analysis on client investments, and portfolio asset allocation• Assist in preparation of client reviews and presentations• Research and prepare Top 50 monthly positions report of the group’s top 50 holdings