Fingage is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings. Advisors can access portfolio management automation, custom direct indexing, tax management, tax loss harvesting, financial planning, personalized glide paths, and much more - all from a single, user-friendly, white-labelled platform.Specialties include architecting and development of microservices and rest APIs, management of AWS cloud infrastructure, database design and engineering management.

Vanare Inc. (now AdvisorEngine) operates a digital wealth management platform. The company’s platform is available in various modules, including Vanare that features portfolio management, trading and rebalancing, client Website and roboadvisor, investment policy statements, online account opening, and billing and compliance.I work directly under the CTO to design technical architecture, coordinate day to day technical operational activities and develop custom software.Specialties include developing Java based microservices: dropwizard, postgres, ibatis, Continuous Integration, Jersey, Jackson/JSON

Trizic provides innovative online financial solutions to financial institutions, with a particular focus on serving the needs of RIAs and IBDs. Trizic was ultimately sold to Envestnet via Harvest Savings and Wealth tech.I worked directly with the company founder to architect and implement a web based application for financial advisors including the prototyping and implementation of a trading platform integrated with financial brokerages including TD Ameritrade.In Sept. 2014, after our initial seed funding, I took on the full-time role of VP of Engineering and directed the build out and deployment of the entire technical platform. Duties and achievements include:Coordinating with external developers including a small outsource team in ArgentinaRecruiting/Interviewing/Hiring local developers for the SF officeCreating a developer culture at a fintech companySetting engineering practices using test driven development, continuous integration, and scrum/agile methodsHelped build a company from 3 to 15, responsible for on-boarding Head of Product, CTO and Director of QualityWorking directly with Founder and Head of Product on feature planningManaging and overseeing day to day development activitiesWorking closely with TD Ameritrade and other brokerages, determining technology gaps/limitations, gaining a broad based understanding of financial record keeping and electronic trading of equities and mutual fundsEnsuring the core integration code passed security audits with brokerages and ensuring systems and application security practices were created and appliedOverseeing and assisting with cloud deployment using Amazon Web Services/EC2Deploying code into production and supporting paying clients

Changing the online real estate marketplace by providing insight into total cost of ownership, affordability, comfort and quality.Created batch and real time systems using Node.js, Python, Java, MySQL, message brokers used in coordinating data between our website and our in-house proprietary simulations.Developed real estate listing batch import processes for Point2 and ListHub data feeds. Developed python based REST web service in Flask for performing data analytics.

Developing SaaS for commercial real estate owners and building engineers to monitor energy consumption.

Responsible for business and technical development of QuantStock.com, a financial services site for active traders to identify short term trading opportunities.

Developed a web application targeted to home buyers from the ground up.

Develop software and strategies used for algorithmic trading of equities, derivatives, currency, futures and commodities.

Software development and customization used by brokers and dealers for the exchange of over the counter (OTC) securities.

Worked in a team to develop Java based trading platform used by fixed income traders and quantitative research driven trading (automated algorithmic trading)