2023
Advanced LEAD Program
Harvard Business School
- Executive leadership training. Same program senior Schwab leaders come through.
Austin, TX · Finance + Spirituality
Marketsmove.Meaningmovesmarkets.
Weekly letters on money and meaning, written from thirteen years inside the industry. For people who want their portfolio and their life to add up in the same direction.
My Thesis
Good investors understand markets. Great ones understand themselves.
Behind every financial decision is a human one. I write about what happens when you stop ignoring that.
Portfolio
Thirteen years of the work behind this.
2016 — Present
Director of AI & Data Science, Treasury
Charles Schwab
Built the Product Intelligence Tool and a GCP-native Treasury data platform that cut manual reporting by ~70%. Shipped an ML insights engine for securities lending (patent pending).
2014 — 2016
Vice President, Treasury & Risk Analytics
Northern Trust
Owned the statistical models behind balance sheet forecasting and stress testing. Earned the Chairman's Award for work that shaped firm-wide planning.
2020 — 2022
Board Advisor, Data Science
SkyGeni (stealth)
Advised an early-stage startup on ML architecture and go-to-market through its first two years.
2013 — 2014
Associate, Advisory
KPMG
Built predictive models and financial analysis for Fortune 500 clients. Won the Encore Award of Excellence for client work.
Education
Where I picked up the tools.
2018
Financial Markets, with Honors
Yale University
- How markets and instruments actually work, under the hood.
2010 — 2013
M.S. Applied Economics (PhD coursework complete)
University of Illinois at Urbana-Champaign
- Econometrics and machine learning.
- Published: 'Benefits of Pollution Monitoring Technology for Greenhouse Gas Offset Markets', Economics Bulletin (2012).
The Letter
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