Get a good idea, and stay with it. Dog it, and work at it until it’s done, and done right.
~ Walt Disney
I’ve written a lot of code in my career. Starting with AutoCAD, Foxpro, and C++, I quickly got the hint and moved into data and scientific languages, including SQL, MDX, R, and Python. Along the way, I developed many applications in C#, PHP, and far more Visual Basic and VBA than I care to admit.
📊 (If you’re wondering, my favorite language to develop in was Visual FoxPro.)
While I exclude the names and finer details (as these are all proprietary designs, and there are innocents to protect), I’ve included a high-level description of what I designed and built. As I progressed in my career, I went from lone ranger to team leader to department leader. Later in my career and through to today, I do significantly more design work and code reviews than actual coding. I also give talks and write articles and essays based on my project work’s lessons, successes, and failures. Below are some key data-driven platforms and solutions I’ve built and led across financial services, government, and healthcare. I’ve omitted the failures, like my attempt at developing a sales platform for my local Volvo dealer, a lackluster effort at writing a GAAP-compliant fund accounting system, a homeschooling app that went nowhere, and a discussion forum I built in PHP+MySQL just before Social Media hit.
Enterprise AI & Data Platforms
Enterprise Generative AI
A cutting-edge GenAI platform integrating Large Language Models (LLMs) for enterprise-wide question-answering, automation, and risk assessment. Leveraging Retrieval-Augmented Generation (RAG) architecture, the platform enhances document intelligence, research automation, and decision support across financial operations.
Predictive & Prescriptive Analytics Platform
Designed and deployed a data mesh-based predictive analytics platform utilizing graph, vector, and relational databases to drive outcome prediction, anomaly detection, and strategic decision-making in financial services.
Intelligent Automation Ecosystem
Developed a scalable AI and automation framework that integrates unstructured content processing, ML-driven workflows, and business intelligence dashboards, resulting in cost reductions and operational efficiencies across business units.
Global Investment Reporting & Analytics
A management information system (MIS) for investment and sales distribution reporting. Integrates fund performance, investor analytics, and market insights into a centralized dashboard for portfolio managers and executive leadership.
Quantitative Finance & Investment Technology
Quantitative Portfolio Optimization & Backtesting
A multi-factor quant platform designed to support factor modeling, econometric analysis, and strategy backtesting for quant-driven equity and fundamental portfolios. Integrates market data, proprietary signals, and fundamental equity analytics.
Investment Risk & Performance Analytics
A risk-adjusted performance platform with IBOR integration, signal detection, sentiment analysis, and full Aladdin Green Package analytics integration for a 360° view of portfolio risks across all multi-asset strategies.
ESG & Thematic Investing Platform
Developed a quantitative ESG investment engine incorporating multi-dimensional analysis, thematic portfolio strategies, securities lending data, and portfolio sustainability scoring (using a novel approach similar to credit scoring) to optimize thematic investing and responsible allocation strategies.
Multi-Asset Investment Data Platform
A digital investment co-pilot supporting front and middle office teams with multi-asset class data aggregation, SAA/TAA/DAA support, With-Profit models, compliance rules, machine learning-driven anomaly detection, and automated reconciliation across market data, IBOR, ABOR, and custody systems.
Municipal & Government Data Platforms
Computer-Aided Mass Appraisal System
A valuation and tax assessment platform for municipal governments, incorporating cost, income, and sales approach valuation models, GIS integrations, and advanced field reporting tools. Cool features for Sales Comparables and detailed pricing tables. This product was ahead of its time as it supported remote fieldwork with seamless syncing when re-connected to the network.
Tax Administration & Collections System
A municipal tax collection system streamlining billing, assessments, delinquency tracking, and compliance reporting for government tax authorities. These are products that I worked heavily on but did not design. My main contribution was upgrading and refactoring the codebase from procedural models to object-oriented approaches on a new 3-tiered architecture.
Inspection & Zoning Management Software
A government workflow platform tracking building permits, zoning applications, regulatory compliance, and state system integrations. The system managed schedules, fieldwork, and permit reporting.
Voter Registration System
A voter enrollment, mailing, and reporting system designed to support electoral processes and compliance reporting for municipal and state election offices.
Utility & Sundry Billing Platform
A government billing platform integrating meter data collection, invoice generation, and reconciliation tools for municipal water, sewer, and utility services.
Co-Operative Deal Package System – NYC
Developed a digital application system for NYC co-operatives, automating financial assessments, approval workflows, and board reviews for real estate transactions.
Healthcare Platforms
Hospital Information System
A HIPAA-compliant healthcare analytics platform integrating hospital data ingestion, patient records, and biostatistical modeling tools for medical research and operational intelligence. The system featured a massive “Load Center” where hospital and patient data was staged regularly for real-time reporting and statistical analysis.
📡 Let’s Connect: Follow me on LinkedIn and X to stay updated on my thoughts on AI, data science, intelligent automation, and digital transformation.