Finance social media is full of confident stock picks and no accountability — nobody tracks whether the loudest accounts are actually right. I built a product that grades stock-picking accounts on their realized returns, turning “trust me” into a measurable track record. I owned it end to end: defined the problem, scoped the build, and shipped a live product that ingests influencer posts, classifies each real call with an LLM pipeline, and scores it against the market. Matching each call to a real security is a retrieval problem — a resolver pulls candidate listings from a security master and holds the model to them — and after a bad fuzzy match produced a confident wrong verdict, I gated auto-apply on retrieval confidence. The hardest product decision was discipline over flash — it withholds a verdict until the data clears a real statistical bar, so users get an honest signal instead of false confidence. Today it tracks 225 accounts and has graded ~343K calls across 7,600+ global securities, scoring every call against its sector benchmark rather than raw return, with empirical-Bayes shrinkage and false-discovery control so a few lucky calls can't top the ranking — all under 4,000+ automated tests. Built and run solo, which meant owning every call from data integrity to what we don't ship.
Available now
Product Owner · Platforms, APIs & AI Products
I turn legacy systems into modern platforms and build AI products from the ground up.
Product Owner with 15 years in financial services, most recently owning the middleware API layer for a digital bank, who also designs and ships AI products solo — LLM pipelines, retrieval systems, fine-tuned local models, and the guardrails that keep them honest. I bring the technical depth of a former business analyst, integration specialist, and platform modernizer to every product decision.
- 15years in product & analysis
- 50%fewer account-linking failures
- 0P1/P2 incidents on a platform upgrade
- 4AI & data products shipped solo
01 About
Most of my career has been in financial services and digital banking, but my core strengths travel well: API product strategy, system integration, platform modernization, and cross-functional delivery in regulated, high-stakes environments.
I started in business and functional analysis, mapping file-based pipelines to REST APIs at Deutsche Bank, and grew into product ownership leading migrations off vendor platforms and building middleware that connects digital channels to core banking systems. I like the messy middle: contracts, schemas, auth flows, and the cross-team coordination it takes to ship them without breaking what customers depend on.
I spec platforms by day and build full products solo at night, the ones in Selected work below. So when I write a requirement, I know exactly what I'm asking engineers for, and what it costs.
I'm based in Raleigh, NC, remote-friendly, and open to product and platform roles beyond banking — SaaS, healthcare, enterprise software, and integration-heavy teams.
02 Experience
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Product Owner — Middleware
2024 — 2026SMBC · Jenius Bank · Remote
- Led the migration off FIS Digital One to an in-house web and mobile front end, authoring the requirements for 15+ REST and GraphQL APIs for account linking, transfers, and autopay while holding feature parity across web and mobile.
- Cut external account-linking failure rates by over 50% by integrating MX for account aggregation, improving customer account visibility.
- Upgraded the full API suite to a new version of FIS Modern Banking Platform with zero P1 or P2 incidents.
- Rolled out GitHub Copilot to a development team, cutting gRPC integration and schema-build stories from 5 points to 1.
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Product Owner
2021 — 2024Broadridge Financial Services · Raleigh, NC
- Merged two trust platforms and moved integrations from file-based interfaces to a modern API architecture.
- Transformed a waterfall team to Agile, lifting delivery efficiency by 30% and holding 80% sprint velocity.
- Owned backlogs and authored API requirements and user stories bridging business and engineering.
- Led a multi-year UI upgrade for the trust business, improving usability and client satisfaction.
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Business Analyst III — Digital Account Opening
2019 — 2021First Citizens Bank · Raleigh, NC
- Integrated digital account opening with Q2 Online Banking via bi-directional API flows, cutting completion time by 50%.
- Designed and launched a new credit card application that tripled customer volumes.
- Implemented fraud tooling — LexisNexis ThreatMetrix and Fraudpoint — to reduce online fraud.
- Mentored and trained new business analysts across the practice area.
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AVP — Lead Business Functional Analyst
2015 — 2019Deutsche Bank Global Technology · Cary, NC
- Delivered a Brexit-compliant equities trading platform within a 6-month regulatory deadline, including full data mapping of US equity trades.
- Mapped file-based trade processing to REST APIs, resolving production performance issues under rising trade volume.
- Built a Cucumber black-box testing service that cut platform upgrade cycles from six months to weeks.
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AVP / Associate — Business Analyst
2011 — 2015Deutsche Bank AG · Jacksonville, FL
- Led a multi-year cost basis regulatory implementation across asset classes, with custom reporting for hedge fund clients.
- Partnered with Group Tax and Deloitte to mitigate IRS audit risk, driving roughly $800K in cost avoidance.
- Built a new 1099 process that eliminated regulatory errors and reduced operational exposure.
03 Selected work
Things I've designed and built end to end, outside of day-job work. I scope them, build them with AI coding agents, and run them in production. They're how I keep my hands on the technical reality my product decisions depend on.
- LLM pipelines in production — prompt design, chunked batching, JSON-validated output, versioned classifiers over ~250K posts (printrate.io).
- Model evaluation & selection — an eval harness scoring models on agreement, F1, hallucination rate, and cost-per-token, so the pick is evidence, not vibes.
- Local LLM deployment — running Qwen3 locally, from an 8B dense model to a 30B mixture-of-experts, reasoning about quantization, VRAM, and active-vs-total params to size hardware.
- Fine-tuning & distillation — a QLoRA fine-tune distilling a large model into a small local specialist, with train/test leakage controls.
- Retrieval-augmented generation, three ways — dense embeddings over a career corpus (Job Radar), structured retrieval that constrains an LLM's verdicts (printrate.io), and a cited Q&A assistant over pesticide labels, scored against a known-answer eval (Thriving Lawns CRM).
- Guardrails & orchestration — an LLM that can explain but is structurally barred from inventing numbers, enforced by a validator, plus a cost-tiered multi-agent workflow. Built with Claude Code daily.
- Machine-learning models I trained, validated, and promoted shadow-to-live on real money (Polymarket).
I run a small lawn care business, and I replaced the SaaS CRM it ran on with an operations app I designed and shipped with AI coding agents. As the product owner I defined every business rule: program pricing tiers, per-visit product recipes, scheduling, payment policies, and a field "truck mode" that walks each stop with checklists, tank-mix math, on-my-way texts, and payment collection. It went live in September 2026, migrating 109 invoices, and now runs Stripe card and ACH payments with autopay, two-way SMS, automated reminders, and state pesticide-application records that fill themselves in, with live weather at the property, when a job is marked done. The AI pieces are built as drafts to verify, never as the authority: a retrieval-augmented assistant that answers from pesticide labels and NC State references with numbered citations, scored against a 25-question known-answer eval, plus vision models that read receipts and product labels.
Built an automated system that takes real positions in prediction markets on its own, and owned it end to end. The core product principle was discipline over speed: every strategy runs through a risk-and-order gate and has to prove itself shadow-to-live against real market data before it can risk a dollar. That discipline is literal — backtests price every fill on the executable ask from recorded order books, signals must beat a shuffled null and hold up walk-forward, and nothing risks capital until it has survived weeks of live shadow fills; rebuilding the price layer alone re-scored 133 "winning" strategies to zero. It runs ~189K priced markets across six assets, four languages, and 4,300+ automated tests. Under the hood, a polyglot low-latency stack — Rust execution, Go services, a TypeScript data bus, Python research — where I discover quantitative signals and train ML models on market-microstructure features, then promote them across cloud and local infrastructure.
A job hunt is really a search-and-evaluation problem: too many postings, most irrelevant, each needing a tailored application. I built a system that turns it into rated, ranked, auto-tailored output, pulling from 13+ job APIs and ATS platforms, using an LLM to score every posting against a candidate profile, run a fit analysis, and generate tailored resumes and cover letters, all on a Kanban board. The generator is retrieval-augmented — it embeds a personal career corpus and pulls the most relevant achievements for each posting, so every document stays grounded in real experience instead of a generic template. Built with Claude Code.
04 Skills
API Product Management
- REST & GraphQL design
- Endpoint & schema specs
- Auth flow documentation
- Swagger / OpenAPI · Apollo
- Azure APIM · Postman
AI & ML
- LLM pipelines & prompt engineering
- Model evaluation & selection
- Local LLM deployment (Qwen3 · MoE · quantization)
- Fine-tuning & distillation (QLoRA / PEFT)
- RAG & vector retrieval (dense + structured)
- Guardrails, output validation & AI agents
Digital Banking Platforms
- FIS Digital One / MBP
- Q2 Online Banking
- MX account aggregation
- Okta (CIAM / auth)
- ThreatMetrix · Fraudpoint
Agile & Product
- Product ownership
- Backlog & roadmap definition
- User stories & acceptance criteria
- Sprint planning & retros
- Stakeholder alignment
Tools
- JIRA · Confluence · JAMA
- GitHub · Bitbucket · Copilot
- SQL · MS SQL Server · Oracle
- Cucumber · TeamCity · Splunk
- LucidChart · Excel / VBA
Domain
- Middleware & API platforms
- Platform migrations
- Digital onboarding & CIAM
- Equities & post-trade settlement
- Regulatory delivery (Brexit, IRS)
05 Education
Global MBA — Dual Masters Program
2009 — 2010University of North Florida · Cologne University of Applied Sciences · University of Warsaw
MBA and Master of International Management & Intercultural Communication. Cum Laude, GPA 3.54. Includes a certificate from Dongbei University of Finance and Economics, Dalian, China.
BBA in Accounting
2005 — 2008University of North Florida · Jacksonville, FL
Minor in Business Administration. Dean's List, Bright Futures Scholarship recipient.
06 Get in touch
Looking for a product owner who can speak fluently to engineering, own the integration layer, and build AI products end to end? I'm actively exploring new roles. Let's talk.