$46B+ asset manager and Raymond James Investment Management boutique; acquired May 2026 while retaining its brand and leadership.
Director of Product, Technology
August 2026 — Present- Own AI product and technology strategy, translating executive priorities and complex advisor workflows into roadmaps, governance, and production solutions.
- Lead AI provider evaluation and intelligent model routing, reducing infrastructure costs 40% while maintaining accuracy thresholds.
- Drive productization of internal AI capabilities into broker-facing offerings with repeatable evaluation, accountability, and adoption practices.
Senior Systems Analyst
August 2023 — August 2026- Built an AI document-processing platform using Claude, Gemini, MLflow, and Databricks to handle 5,000+ documents annually at 95%+ accuracy, reducing turnaround from days to minutes and eliminating the need for a dedicated data-entry position.
- Engineered Databricks, PySpark, and Snowflake pipelines operating at gigabyte-to-terabyte scale for 3,000+ clients.
- Built an AWS serverless integration platform connecting Calendly, Microsoft Graph, and Salesforce across 60+ business units with 99.9% uptime and sub-second latency.
CORE STACK — Python · SQL · Databricks · PySpark · Snowflake · AWS · MLflow · Claude API · Gemini API · Salesforce API