AI Injection · Agents · ERP
Chaski ERP × AI Agents
Retrofitted Ciclo's production Chaski ERP with a layer of AI agents that maintain, operate, and extend the platform alongside the existing team. Agents handle cultivation batch hygiene, inventory reconciliation, Metrc v2 compliance checks, package/work-order automation, and customer-support triage — reading the same database, API, and logs the operators use. The result: faster feature delivery, fewer compliance fire drills, and a template for AI-augmented operations our customers can adopt in their own ERPs.
Finance · Quant · ML
Algorithmic Trading
Designed and built a suite of intraday and multi-day electronic trading algorithms over the most liquid North American equities. Strategy fuses news sentiment via NLP (Natural Language Processing), fundamentals, and technical signals.
Quant · Data · Infrastructure
Amauta Quant Research Platform
Full quantitative research stack: backtesting, event profiling, and market simulation over a large tick dataset across North American exchanges.
Optimization · Risk
Portfolio Management Tools
Led analysis, design, and build of tools taking quant research output and producing optimized portfolio allocations, construction, risk management, and trading decisions.
Markets · Analytics
Transaction Cost Analysis Framework
Framework to fold implementation shortfall into pre-market trading decisions at scale.
iOS · Framework · Commerce
Rendezvous Mobile Application Framework
Led analysis, design, and creation of an iOS mobile application framework used to ship apps for financial, commerce, and online businesses.
Data · Messaging
Chasqui Messaging Framework
Technology- and language-agnostic data abstraction layer that acquires, transforms, and publishes information from external data providers onto an internal messaging backbone. Real estate, finance, and news feeds.
Leadership · Data · Transformation
Enterprise Data Services
Transformed a multi-geography (US, Europe, Asia) knowledge management organization. Unified data technology + operations, rebuilt as a service-aligned org, improved SLAs, and reduced budget by 37% in two years.
Architecture · Active Equity
Portfolio Management Platform Design
Architectural lead on the initial active equity portfolio management redesign for a large global asset manager.
Leadership · Architecture
Enterprise Architecture
Built a global enterprise architecture organization that championed technology innovation and software reuse across the firm.
Architecture · Trading
Strategic Investment Platform
Lead architect on a strategic investment platform serving a global asset manager's active equity and derivatives businesses.
Architecture · Quant
Alpha Generation System Review
Architectural oversight across alpha generation systems with a goal of unifying them onto a single platform.
Global Rollout · Trading
Global Trading Systems
Led global dev teams rolling out a trade order management system across San Francisco, London, Tokyo, Sydney, and Toronto — covering international equity, FX (spot/forward), and listed equity/fixed-income derivatives.
Trading · Global
Order Management System
Led SF development partnering with a UK team to build the first global trade order management system for a global asset manager.
Data · Post-trade
Investment Book of Record
Represented US equity trading in building and rolling out the firm's central investment book of record.
Trading · Global
Equity Crossing
Extended a large equity crossing engine originating in SF; rolled out to Tokyo, Sydney, London, and Toronto.
Modernization · Data
Legacy Central Database Decommissioning
Led analysis, design, and decommissioning of a legacy central database in SF and Tokyo, used for international equity portfolio management, trading, and ops.
Operations
Back Office Outsourcing
Led a back office development team through outsourcing all back office operations to an external custodian.
Operations · Global
Data Operations In-sourcing
Moved global data operations to the firm's Singapore office, reducing budget while improving service levels.