Data Engineering · Business Systems · Enterprise Architecture
A decade of making complex financial systems, payment platforms, and data architectures work together — with a growing focus on data engineering: building the pipelines, warehouses, and reporting platforms that turn fragmented data into decisions.
What I Do
My core focus today. SQL Server, Databricks, PostgreSQL, ETL pipelines, and lakehouse architecture — building the data foundations that turn fragmented sources into trusted, decision-ready intelligence.
Power BI, Tableau, SSRS dashboards and reporting platforms. Transparent, actionable intelligence delivered to leadership where they need it.
Unifying CRMs, payment platforms, portfolio systems, and ERPs into cohesive operations.
Payment processing, banking APIs, processor middleware, settlement and refund orchestration.
Hedge fund operations, portfolio accounting, NAV validation, GIPS compliance, and brokerage integrations.
Cross-functional delivery across engineering, compliance, finance, and product teams.
About
I started at Investor's Business Daily learning that data only matters when it reaches the right person in the right format. That principle guides every system I build.
From there I moved into hedge fund operations at O'Neil Global Advisors, leading GIPS compliance certification, administering portfolio management systems, and designing data flows connecting performance metrics and investor reporting across SQL Server and PostgreSQL.
Today at Viking River Cruises I lead Apple Pay integration, migrate financial reporting from SSRS to Power BI, build Databricks pipelines, and bridge third-party bank processors with internal development teams.
Outside my day role, I am building AI agent systems, local LLM infrastructure, and knowledge architectures for the next era of enterprise operations.
Systems first, tools second
Data you cannot trust is worse than no data
Every integration is a business decision
Reporting only matters if leadership acts on it
Modernize with purpose, not for its own sake
California State University, Northridge
B.A. Economics, Certificate of Distinction in Economics
Lean Six Sigma Yellow Belt
Tableau Desktop Certificate
Experience
Former Senior Business Analyst
Viking River Cruises — Los Angeles, CA
O'Neil Global Advisors (Subsidiary of Data Analysis Inc.) — Los Angeles, CA
Data Analysis Inc. (Parent of Investor's Business Daily) — Los Angeles, CA
Investor's Business Daily — Los Angeles, CA
Projects
End-to-end Apple Pay implementation across Viking's booking platform with bank processor integration.
Modernizing legacy financial reports into interactive Power BI dashboards with real-time connectivity.
Notebooks and dashboards in Python and SQL for pipeline monitoring with automated alerting.
Led full GIPS Compliance Certification. Designed data flows, reporting, and audit procedures.
Implemented SS&C Eze OMS and Advent APX with real-time monitoring and brokerage integrations.
Revenue data flows from SQL Server to PostgreSQL, capital attribution, and performance metric integration.
Multi-agent research system on local LLMs with RAG retrieval and n8n orchestration.
Obsidian-based knowledge system connected to AI agents for institutional retrieval.
Technical
Python
C#
VB.NET
SQL
PowerShell
VBA
SQL Server
PostgreSQL
Databricks
Dataverse
Azure
GCP
Windows Server
Power BI
Tableau
SSRS
Looker
SS&C Advent
SS&C Eze OMS
n8n
JIRA
Local LLMs
LM Studio
Gemma
RAG
Obsidian
AI and Automation
Beyond my enterprise role, I am actively building AI agent systems, local LLM infrastructure, and agentic workflows.
Thoughts
Lessons from SSRS to Power BI. The hard part is never the tool.
Systems that don't talk cost you decision latency, not just tech debt.
Institutional-grade data standards applied to every system since.
Agent workforces and knowledge systems will replace departments and licenses.
Not every legacy system needs replacing. How to decide what to modernize.
Contact
Business Solutions, Data Engineering, or Architecture roles.
Systems integration, data platforms, payment systems, reporting.
Agent systems, automation, knowledge architecture.
Technical due diligence and fintech consulting.