About Josh
I keep finding the place where nobody has a playbook yet—and then building both the system and the shared language people need to operate it.
Finance to systems
I grew up in Missouri and studied accounting and finance at Missouri Southern State University. I began in equity research, producing public and private market analysis and building VBA and Excel tools for risk assessment and performance reporting.
At Chubb, I moved from Systems Analyst to Associate Director over seven years. The work grew from scaling an underwriting platform to 5,000+ users into leading North American post-bind tools and actuarial models across four commercial lines and managing a 16-person team.
At Clark Capital Management Group, I built production AI and integration infrastructure inside asset management, then moved into the role of Director of Product, Technology. Today I own AI product and technology strategy: translating executive priorities and advisor workflows into roadmaps, governance, and production systems.
Decisions people depend on
Consequences are real
Financial services taught me that “production” means a real person's work depends on accuracy, auditability, and graceful failure.
Workflow before architecture
I clarify risk, data boundaries, ownership, failure modes, and adoption paths before choosing models or infrastructure.