About
AI Engineer with a Finance Background
I build AI-powered tools that make data teams faster — from self-serve dashboards via natural language to agentic research systems that combine real-time data, document retrieval, and web search.
How I Work
I build systems, not prototypes. Every project has structured output, error handling, and a clear path to production. I think in architectures — tool composition, context management, permission boundaries — not just prompts.
Timeline
Apr 2026
Shipped: Finance Research Agent
Claude Agent SDK + RAG over SEC 10-K filings. 7 custom MCP tools, multi-agent research, ChromaDB vector search. Published on GitHub.
Mar 2026
Shipped: Automated Trading Platform
5-pillar factor model, regime scoring, narrative risk overlay, AI-powered thesis generation via Claude API, automated order deployment.
Feb 2026
Shipped: Interactive Learning Knowledge Base
49 HTML guides with sidebar navigation, interactive trackers, and automated build system.
Jan 2026
Shipped: Health Analytics Platform
Local-first Apple Health integration, AI-powered morning briefings, habit tracking, Obsidian journaling.
Late 2024
Started building with AI — Cursor, then Claude Code
Began using Cursor AI for development. Transitioned to Claude Code + VS Code as primary workflow. Started building AI-native tools daily.
2022–Present
Data Analyst / AI Engineer
New Relic — $1Bn ARR revenue data model, AI adoption lead, Slackbot demoed to COO
2017–2021
Senior Data Analyst
Federal Home Loan Bank of SF — Regulatory reporting automation, Python pipelines
2014–2016
Equity Research Associate
Icefield Capital — Quantitative research for $100M family office, Bloomberg API → PostgreSQL
2014
CFA Charterholder
CFA Society of San Francisco
2011–2014
Senior Trader
Saiers Capital — $700M volatility hedge fund. Options, futures, FX, exotics.
2008–2009
Trader
Cutler Group — Prop market maker, 100+ equity options on the Pacific Exchange floor
2007–2008
B.S. / M.S.
UC Berkeley — Civil Engineering
Stack
Python, SQL, dbt, Snowflake, Airflow, Claude Code, Claude Agent SDK, Gemini, RAG, ChromaDB, Tableau, Looker, TypeScript
What I’m Looking For
Roles at the intersection of finance, data engineering, and AI — where I can build systems that automate workflows, surface insights, and make teams meaningfully faster. San Francisco or remote.
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