Harvard University

Freedom High School

Founder at Orgfusion Technology Inc

Charlotte, North Carolina, United States

We are consultants who help financial institutions solve their most complex data problems. By bringing together domain expertise, technical knowledge, and project management experience we deliver simple, usable information tools for business people.For a global investment bank, we: - Implemented a distributed ledger system using R3 Corda to improve efficiency in the mortgage whole loan trading process for a global investment bank - Designed and executed a transformation plan for a lending operations group, including retiring and replacing a legacy data system, integrating vendor software for loan remittance reconciliation, and migrating booking and accounting from a mainframe to a distributed platformFor a national commercial bank, we: - Built a data integration layer to power a cross-product customer portal for a national commercial bank - Designed architecture and procedures to inform creation of a new data science team

Orgfusion Technology

Founder & Principal Consultant

- Designed and implemented system to integrate portfolio data from 15 subsidiary asset managers investing more than $1.7 trillion across every asset class to power business intelligence and regulatory reporting- Adapted internal content management system to consolidate reporting and business intelligence dashboards from multiple platforms into a single comprehensive, controlled knowledge center- Worked with data scientists to create interactive data visualizations and predictive tools- Consulted with senior executives on emerging technologies like cryptocurrency, machine learning

BNY Mellon

Data Architect

- Designed and built system to collect, process, store, and present data from over 120,000 e-commerce and social media websites- Developed web-based interactive data visualizations using D3js- Created tools to help employees and clients use those data to drive insights into digital marketing strategies employed in all sectors of the consumer economy- Responsible for all technology for the firm including databases, application servers, hardware, and IT for 40 employees

L2 Think Tank

Architect and Developer

- Formulated information strategy for J.P. Morgan's Corporate & Investment Bank.

J.P. Morgan

Data Scientist

Worked in several roles including IT management, strategic M&A, and transaction services - Developed strategy for major IT projects in Investment Banking and Treasury & Securities Services. - Created quantitative models for client portfolio analysis in the context of cash management and treasury - Called on US-based Diversified Industrial and Technology clients; created new standard pitch book for selling cash management services. - Created valuation models and coordinated due diligence for potential strategic acquisitions of fund servicers.  Performed analysis and created synergies model for potential multi-billion dollar acquisition.

Associate

Created guidelines for sales reporting; implemented software in Visual Basic to facilitate sales pipeline management.

JPMorgan Chase & Co

Analyst

Tutored statistics, probability, calculus and economics 4-8 hours/ week as a peer tutor.

Harvard Bureau of Study

Tutor

Designed 25-mile fiber optic loop installation for the city of Marion, North Carolina; Designed business networks for medical offices

DirectUs, LLC

Engineer

Member of pack/ship team for Drexel and Henredon upholstered chairs.Reengineered packing and shipping system for a 15% reduction in labor costs for the division.

Jack Gage

Jack Gage