Data Analyst · Financial Technology · M.S. WashU
4.5+ years building decision systems for financial operations and investment analytics at Ameriprise Financial and Accenture. This portfolio turns that work into live models you can run instantly, from options pricing to compliance automation and NLP-driven earnings analysis.
Interactive options pricing engine using the Black-Scholes model. Computes call and put prices, all five Greeks, moneyness classification, and visualizes option value across the full spot price spectrum.
Build an optimal multi-asset portfolio with expected returns and volatilities. Monte Carlo simulations map the efficient frontier and identify maximum Sharpe and minimum variance allocations.
Implements IRS Uniform Lifetime Table logic, calculates required minimum distributions, flags non-compliance with penalty exposure, and projects ten-year distribution schedules.
Quantifies cash drag and models reallocation scenarios across money market funds, T-bills, bond ETFs, and dividend strategies to recover basis points at portfolio scale.
Analyzes earnings call transcripts using a financial-domain NLP lexicon. Scores bullish, bearish, uncertainty, forward-looking, and risk signals with keyword density and category breakdowns.
Results-driven data and finance analytics professional with 4.5+ years across Ameriprise Financial, Accenture, and WashU CFAR. I build audit-ready systems for financial operations, compliance reporting, and performance monitoring.
My AI-focused work includes prompt engineering, AI-assisted analytics, LLM-powered summarization workflows, and automation with Python, n8n agents, Gemini API, JavaScript, and REST integrations.
I am currently pursuing an M.S. in Business Analytics (Financial Technology & Analytics) at Washington University in St. Louis (expected December 2026), focusing on options, fixed income, portfolio theory, A/B testing, and text mining.
Built a Python workflow with web scraping, official roster checks, and LinkedIn validation to compile auditable finance-faculty datasets across 150 universities, accelerated by AI search and summarization prompts.
Built a self-hosted n8n agent that ingests Financial Times RSS, uses Gemini 2.5 Flash to rank relevance for FinTech priorities, and sends editorial market briefs by category via Gmail OAuth automation.
Designed AI-assisted analytics logic that converts raw CSV data into KPI dashboards with automated field discovery, insight generation, outlier checks, and correlation summaries for non-technical users.
Built a retirement planner running 10,000 Monte Carlo simulations with success-rate fan charts, withdrawal-risk modeling, and personalized guidance to evaluate multiple market scenarios.