Private Equity Performance Improvement, CFO Services, and Digital Finance

- Excelled as Project Manager for a top 6 U.S. bank through the course of a multi-year credit system transformation allowing synergies to be realized through synchronization of systems and processes following a large merger. Developed reporting for bank leadership to determine the status of thousands of tasks handled by over 50 employees, allowing for timely updates into the status of execution of the work.-Led database architecture and automation for a large technology organization developing a medical imaging database to store millions of patient records for use in artificial intelligence programs to detect abnormalities across an array of modalities and pathologies. Ingested structured and unstructured data formats requiring the use of AI and other python based scripts to structure data into a SQL database. Led ETL automation efforts and querying automation efforts empowering business users to close transactions substantially faster allowing for much higher margins to be made on each sale.- Developed a machine learning algorithm in python capable of predicting the next pitch thrown in a major league baseball game to 60% accuracy. This piece of work served as a proof of concept for other sports related initiatives and to demonstrate the power of AI in day to day life.- Coauthored a whitepaper on liquidity risk management focusing on unrealized losses due to held to maturity securities following the collapse of SVB outlining risk management strategies and best practices for avoiding such circumstances.- Taught seminars on Artificial Intelligence to hundreds of colleagues to build working knowledge of the technology and enhance our in-house capabilities in the rapidly growing field.

- Consulted for leading global technology companies in the areas of digital fraud, AML, and AI.- Consulted for various financial institutions performing risk related modeling such as DFAST for reporting to the Federal Reserve, Scorecard Modeling, Internal Audit, CECL, and ALLL.- Developed internal training programs for the areas of Artificial Intelligence and Machine Learning.

I Assisted in the development of a machine learning program in python, capable of creating a one hundred fold increase in algorithm speed, eliminating the need for brute force calculation of thousands of scenarios for any individual. I Developed a dynamic asset allocation strategy allowing portfolios with low standard deviations to outperform more volatile portfolios on a total returns basis. I Deployed quantitative strategies in Matlab and Python, such as time series, correlation, and Sharpe Ratio analysis to understand portfolio and market conditions.

I have worked here every summer since I was 13 years old and climbed the ranks to become an honor caddie. I now help to train the new caddies, as well as, helping them become acclimated with their new work environment.

Trusted with assigning models to accounts, selecting accounts ready for tax loss harvesting, and designing a “FAQ” webpage compatible with all devices. Engaged in meetings to develop the firm within the automated financial advisory space, through a “white label” third party, in order to position the firm well for the future of financial advising.

As a tutor 1 I work with students ranging from second grade all the way through junior year of high school. I am tasked with having a complete knowledge of all math concepts, in order to effectively help every student no matter what their best learning strategies are.