Led financial modeling, vendor assessments, legal compliance, optimizing profitability for real estate ventures. Result: 20% increase in operational efficiency & net returns

- Developed and maintained event-driven services to automate client renewal processes, reducing manual operational time by 99%.- Designed and implemented a custom tax information parsing system that eliminated manual intervention, automating data extraction and consumption.- Created generic form classes and refactored existing data models, streamlining tax credit eligibility processes and tripling developer velocity.- Automated pre-fill features for forms using historical data, reducing client drop-off by 20%.

I had the privilege of being a mentee through First Round’s Fast Track mentorship program, which connects individuals across various functional backgrounds to help them grow in their careers. During my time in the program, I gained invaluable insights from experienced mentors who provided guidance on navigating complex engineering challenges and leadership development. This experience helped me level up as a software engineer and strengthened my ability to make meaningful contributions as both an individual contributor and as part of a team. It was a rewarding opportunity to connect with a broader community of startup builders and continue my growth journey.

- Designed and implemented an exercise feedback system, enhancing user engagement and site usability.- Improved backend performance resulting in a 50% reduction in SQL queries.- Maintain 99% test coverage, leveraging factory patterns to create test data and validate one-to-many relationships.

- Identified product gaps and managed remote based development team for the city of San Francisco, from business/data analysis to production release. Prioritized user experience and business requirements. Resulted in 2 multi-year contracts and pending Microsoft Partnership.- Worked with tech lead to develop work breakdown structure, project roadmaps, status, remove roadblocks, manage backlog, set sprint priorities. - Led executive meeting to report status & ensure business goal alignment.- Led internal project to enhance security measures for identity management, email, & file sharing. Ensured compliance with the city’s elevated vendor standards.

- Executed product vision by gathering customer data and running A/B tests. Results: over 80% customer satisfaction score.- Supported A/B and multivariate testing, varying client onboarding and advisor servicing processes. Resulted in a reduction in plan building time by 2 hours per plan (a 14% decrease).- Created a scalable service model to increase automation of the planning process. Would cut plan time in half.

- Developed responsive custom WordPress sites with tailored CSS - Automated data cleaning processes via Python scripts to scrub marketing data, improving data accuracy and streamlining marketing efforts.

- Developed and launched a financial education platform- Identified market gap, developed target audience personas, user stories, author product requirements docs, and prioritize backlog.- Used hypothesis-driven problem solving to identify the best way to marry site goals with target audience needs and draft wireframes to determine the optimal site UX.- Created copy, ran branding & social media, and measured results in Google Analytics.

- Led 3-person team to cultivate strong client relationships and streamline processes, leading to improved service delivery and strategic insights. Results: a 15% increase in customer satisfaction and 25% growth in revenue.- Facilitated 25+ branch seminars and developed processes to capture best practices.- Developed over 200+ investment, retirement, income plans for clients with $100k - $1m+ in assets.