We bring AI and machine learning into businesses to improve their bottom line.Multi-strategy AI firm and incubator.

Data marts, data quality algorithms, statistical models, Monte Carlo simulations, client data consulting, and automation for hospitals and health systems.Full-stack Analytics engineering, product design, development, implementation, and customer deliveryTech: Snowflake, Python, Tableau, T-SQL, Power BI, Excel, JavaScript, Streamlit, scikit-learn, Tensorflow, Keras, Machine Learning, Deep Learning, Jira, MiroAdvisory Services - AnalyticsStrata Decision provides an innovative set of software and service solutions to help healthcare providers better analyze, plan, and perform in support of caring for their community and reducing the cost of care.

Howjadoo tells data stories with custom Power BI and Excel dashboards, and helps customers make more informed, data-driven decisions.Data quality and data management consulting (SQL Server), Azure Cloud and Power BI development, Excel and Google spreadsheet consulting, Google Chrome Add-in DevelopmentExample client projects:• Build end-to-end ETL solutions in Azure, Python, Power BI, and Excel for commercial real estate client with 5,000 apartment units. Create new reporting, KPIs, and analysis capabilities in Power BI• Build and enhance automated systems for P&L, pricing, risk analysis, accounting, and reporting for bank and hedge fund• Automate weekly data refreshes and historical snapshots to reduce Azure resource usage by more than 80%

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• Data conversions between CRMs for many medium-to-large non-profits, including a Top 15 non-profit• Planned large conversions (>5 million contacts) with non-profit clients and project managers, analyzed source and destination CRMs, and converted/cleaned data in SQL Server and Azure• Reduced contact duplicates by 85% for a large non-profit conversion client by authoring score-based graph algorithms in SQL Server and Python• Automated QC email reporting in Civic Analytics using Python workflows, reducing manual post-conversion clean-up tasks in Salesforce by 80%• Experience in a variety of non-profit CRM data groups: general ledger accounting, events, donations, contact info, aliases, email and physical mail marketing metrics• Non-profit CRMs: Salesforce Non-profit Success Pack (NPSP), Blackbaud Raisers Edge (Classic and NXT), NationBuilder, Salsa Engage, MailChimp, EveryAction, Neon CRM

• Built dashboards in Google Data Studio, Excel, and Power BI to assess the company’s past profitability (>100,000 entertainment tickets purchased) and forecast future profitability for entertainment tickets based on US census data, population density statistics, demographics, social media metrics, music streaming metrics, and other proprietary metrics• Built Chrome browser add-ins using JavaScript for our ticket buyers; enhanced 3rd party websites like Ticketmaster and Live Nation for faster and more informed ticket purchases• Development, planning, and algorithm-writing to increase sales by automatically repricing inventory of entertainment tickets listed on StubHub and Vivid Seats using a custom in-house C# .NET cloud application. Continuous repricing of ticket inventory increased the percentage of total tickets sold prior to the concert date, which increased overall margins and reduced inventory risk.

• Voted firmwide “Employee of the Month” seven times• Front-office contact responsible for Wall Street relationships (phone, sporting events, dinners), and evaluating/analyzing contract terms across a variety of investment banking products• One of five traders responsible for trading and pricing the firm’s portfolio (>$3 billion gross assets) of public and private equities, convertible bonds, high-yield and investment-grade debt, sovereign debt, leveraged loans, bitcoin, plain-vanilla and exotic interest rate products, spot and forward FX, CDS/CDX, OTC derivatives, swaps, MBS, CLO, domestic and international private equity investments, managed accounts, and various hedging positions• Fundamental and technical trade modeling (simulations) in Excel and SQL Server• Technical consultant for the firm’s portfolio managers: spreadsheets, charts, and pivot tables to analyze fundamental capital structure long/short trades, credit models, and macro events• Unified data between various internal systems, such as Bloomberg, GL (accounting), broker and bank data, internal proprietary databases, and custom Excel files• Built custom web, Excel, and email reports to deliver intra-day P&L and end-of-day P&L, system-wide reconciliations and double-checks, SEC and internal compliance reports, and various recurring and ad-hoc reports• Built custom Excel and Outlook toolbars for firmwide use (VBA)

• Enhanced spreadsheet QC for equity swaps, resulting in a $300k remediation/recovery of swap interest• Built cloud-based audit confirmation management system in EMC, reducing Deloitte’s annual audit confirmation process for our firm down from 2 to 3 weeks to just one week• Closed books for onshore and offshore entities and subsidiaries; managed and forecasted cash and capital balances; managed financing and margin analysis and reporting for stocks, bonds, derivatives, bank loans, real estate, mortgage-backed securities, and aircraft leasing.• Automated reporting for positions, trades, P&L, SEC compliance, and cash reconciliation processes within Excel using VBA and SQL, reducing manual touch points and errors