Product Manager and Developer for CompassCore, a Financial Modeling library for mortgage hedging and valuation.

• Modeling duration and convexity curves used for mortgage pipeline hedging across a client base of 300+ mortgage originators• Improving duration modeling with prepayment model upgrades, increased automation and transparency, and SOFR transition• Managing client accounts with pipeline hedging, loan sale execution, and advising on secondary marketing functions• Trading TBA’s (MBS) and specified pools to hedge clients’ mortgage pipelines

• Managing both the TVA and Durkee fund with the goal of composing portfolios that maximize alpha while maintaining similar risk profiles to benchmark indexes• Researching/modeling companies and reviewing/composing stock proposals for suitability with our funds' goals and IPS• Serving as lead of technology sector, revitalized a previously under-performing portfolio by making investments in high-growth disruptive innovation leaders in the technology space

•Handled planning, implementation, and maintenance of software and hardware systems throughout the entire First National Bank organization•Coordinated among a small technology team, structuring top technology solutions throughout the banking infrastructure, prioritizing security and efficiency

•Coordinated sales and marketing efforts, growing profits and dramatically increasing sales of generally low-turnover items•Organized logistics within the company by creating inventory schema and rapidly increasing delivery efficiency to customers