Skills
Projects & Technical Expertise
Forensic Accounting Platform: Built AI-assisted reconciliation and fraud detection tool with vector indexing and staged review, structured with modular APIs for SaaS deployment.
Compliance/Chatbot Engine: Iterated from reconciliation prototype into structured API service with CRUD, CORS, and GUI troubleshooting.
SEC Filing Scraper & Exam Prep Platform: Automated filing ingestion and designed dynamic study tool for GARP RAI certification.
Programming & Workflow Tools: VBA, SQL, Python, Pandas, SQLAlchemy, FastAPI, React, Next.js; Monday.com, SharePoint, Salesforce CRM, YouTrack.
Databases & Analytics: PostgreSQL, MS SQL, Excel, Tableau.
Market Data & OMS Systems: Bloomberg Terminal, FactSet, Enfusion, Eze Castle, SS&C Advent, Athena, Nirvana, Bloomberg AIM; administrators including Citco, Stone Coast, BNY Mellon, SS&C GlobeOp.
Key Achievements
Firm Launches: Designed and implemented full infrastructure for Kiski Partners and Merewether, each scaling from zero to institutional capital commitments.
Allocator Insight: Conducted 300+ ODD reviews, translating allocator expectations into internal workflows, compliance policies, and audit readiness.
Process Innovation: Taught myself VBA and SQL to replace manual processes; built reconciliation engines, automated SEC workflows, and layered dashboards over risk data systems.
Cost Efficiency: Delivered institutional capability at approximately 60% of bundled vendor pricing using modular tools and purpose-built solutions.
AI + Compliance: Developed forensic accounting platform using OpenAI and pgvector; structured prompt-based analysis into reusable API tools for fund ops and governance.
About
Investment operations and technology executive with over 20 years building scalable infrastructure for hedge funds, RIAs, and fintechs. Known for rolling up sleeves and building from scratch, including policy stacks, reconciliation engines, OMS integrations, and dashboards. Strong blend of execution and design thinking, combining vendor management, compliance expertise, and full-stack automation. Successfully supported capital raises of $150M and $200M by delivering institutional-grade systems under real-world constraints. Comfortable improving processes within established environments or launching entirely new ones without disrupting continuity. Equally effective designing workflows, selecting vendors, or writing code. Especially with AI-assisted builds that accelerate delivery.
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