Badges
Certifications
Work Experience
Asset Manager
Deason Capital Services•  March 2022 - Present•  Dallas, TX
Managed $60M in aerial and nautical assets, collaborating on funding, charters, and strategy. Automated data processes with Regex and OCR, reducing monthly workload by 10%. Led a $10M yacht renovation, addressing communication challenges and optimizing procurement. Implemented AI model for identifying invoice issues, enhancing funding reports. Translated complex operational and financial data into clear insights for executives.
Investor
Self-Employed•  October 2020 - March 2022•  Dallas, TX
Developed Python scripts with BeautifulSoup for automated data extraction. Applied Natural Language Processing for sentiment analysis on market securities. Executed a signal-informed, rules-based investment strategy with basis point position sizing. Created an Excel calculator for efficient sizing and risk computations.
Financial Analyst
StratiFi Health•  November 2018 - October 2020•  Dallas, TX
Designed interactive Tableau dashboards supporting real-time insights and marketing campaigns. Collaborated with ETL team to streamline client database integration, increasing annual revenue. Enacted data-driven decision-making, addressing staff scheduling inefficiencies during peak and trough hours and adapting to telehealth visits, resulting in a $250,000 annual overhead cost reduction.
Education
Southern Methodist University
Master of Science, Applied Statistics & Analytics•  January 2024 - Present
University of Texas at Dallas
Bachelor of Science, Economics•  January 2015 - January 2017