Analyst Profile & Summary

Professional Summary

I live by a simple standard that defines my work ethic: stay enthusiastic about becoming better, understand the next step in your evolution, and have the courage to take it. Every day is a new challenge to improve — and in every role I've held, my objective has been the same: set the standard for excellence in it.

That ethic has a track record. I passed all three CFA exams on the first attempt. I earned my NMLS license, passed the SAFE Act exam, and closed roughly $2M in funded mortgage volume in my first 60 days originating. I built a Medicare practice from scratch that closed 50–60 enrollments a month. Behind it all sit 15 years in finance — brokerage operations, options and futures trading, and analytics — with deep grounding in fundamental and technical analysis, portfolio construction, and interest-rate markets from the Fed funds and Eurodollar complex, alongside a decade of consultative sales and client service.

I also refused to accept that finding value should be slow. I taught myself Python and Django — pandas, NumPy, full-stack development — because combining code with finance is how you identify value as effectively and efficiently as possible. That self-study became production software: an ERP/CRM that automates a 120-unit property portfolio end-to-end, a Medicare plan-intelligence platform serving ~100 active insurance agents, a mortgage pricing and financial-analysis suite, and most recently Morpheus — a real-time LLM decision system for market analysis, built with the evaluation rigor of a test suite. Stock analysis is what first sparked my interest in this industry; building systems that do analysis better is what drives me now.

Careers aren't built by waiting for the road to appear — mine has been built by taking the road less traveled and setting a new standard at every stop. Now I'm putting that perseverance to work attaining, and providing value in, my next endeavor.