Experience

Remote · Los Angeles, CA (HQ)

• ▸Work in a forward-deployed capacity, embedding AI agents directly into Compliance, Marketing, and Investor Experience workflows — backend- and database-rooted, now extending into full-stack ownership and AI-augmented development
• ▸Designed and built AI agents with the Investor Experience team that classify investment issues (payment, accreditation, or both) and draft personalized outreach informed by CRM and payment data — now in daily production use, helping clear stalled investments
• ▸Reviewer for production PostgreSQL schema changes and migrations, enforcing data-integrity safeguards like audit trails and dual-approval constraints; first responder for production database incidents
• ▸Designed and built an AI-powered data extraction microservice in Python integrating OpenAI, Gemini, and Anthropic APIs, cutting document processing time from 30 minutes to 2–3 minutes and lifting accuracy from 30% to 70%
• ▸Redesigned the AML/KYC verification process with Plaid API integration and intelligent retry logic, cutting staffing needs from multiple account managers to one specialist
• ▸Led development of an automated issuer campaign-update system (Java REST microservices, Klaviyo API) that replaced a multi-day manual process with a minutes-long workflow — issuers submit updates, staff approve, reschedule, or reject them, and approved updates publish on schedule
• ▸Built an AI-driven investor matching system that analyzes platform activity to surface personalized investment recommendations, improving conversion rates
• ▸Mentored new backend engineers and interns, guiding them through StartEngine-specific development flows and code patterns

Selected platform work

• ▸Built a Slack-based AI operations agent that answers internal investor-support questions from live platform data and a curated knowledge base, taking account actions only after an explicit, single-use human approval
• ▸Built an AI triage queue for share-transfer requests that reads the request email, uploaded documents, and shared-drive folders, applies per-investment transfer rules, and prepares the follow-up ticket for operations staff
• ▸Built an AI-assisted accredited-investor review queue: a deterministic income/net-worth check runs first, a model reads uploaded financial documents and suggests a decision for a human reviewer, and anything ambiguous goes to manual review
• ▸Built provider-agnostic LLM infrastructure across Anthropic and OpenAI — per-workflow model switching at runtime without a redeploy, a durable batch-API layer for both vendors, and model upgrades that roll out with rollback
• ▸Built an end-to-end share-transfer product: request intake, multi-party e-signature forms, live-price valuation with an automatic signature-guarantee threshold, auto-created transfer records and tickets, and completion emails
• ▸Built the core backend integration with a self-directed IRA custodian — account opening, cash and asset transfer requests, e-signature transfer forms, and webhook-driven account activity — so investors can invest from their IRAs
• ▸Extended an alternative trading system (ATS) with broker roles, institutional offers, buyer commissions, trade-order estimates, inventory search, and automated trade notifications to brokers
• ▸Added delegated account access across three backend services, so authorized users can manage accounts and submit investments on behalf of entity and managed accounts

Remote · Los Angeles, CA (HQ)

• ▸Developed and maintained core backend services powering the StartEngine investment platform
• ▸Contributed to product development across investor-facing and issuer-facing platform features
• ▸Collaborated with product and design teams on API design and data modeling

Cary, NC · 5 years

• ▸Primary developer for Vanguard Predictive Planning data integration, building custom connectors that processed millions of records and reduced data preparation time from weeks to under 30 minutes
• ▸Engineered a data validation utility that ensured integrity during data transitions, minimizing risk and improving forecasting accuracy
• ▸Led technical development of a TimeSheet application, implementing billable hours reporting, analytics dashboards, and security features including time-constrained editing
• ▸Integrated the problem reporting system with FreshDesk, streamlining customer support workflows and improving response times
• ▸Designed custom data tables for brand-specific forecasting systems (Lenox, LG Hausys), enhancing reporting accuracy

Durham, NC · On-site · Jazz Foundation

• ▸Contributed to a collaborative lifecycle management web app for the Jazz Foundation group using Java
• ▸Cleared backlogs and resolved customer-reported bugs within agile sprint cycles

Minor in Computer Science  ·  University Scholar