Full-Stack Analytics Expertise
I work across the entire data stack—connecting sources, transforming data, and building the dashboards that help teams make better decisions.
How I Got Here
Right now I'm at Zuar Inc as an Analytics Implementation Manager, where I help clients get their data into actionable dashboards. I handle everything from data pipelines to portal design.
Before Zuar, I spent years in operations—COO at Thomas Inventory Services and Propel Electric Bikes. Those roles gave me real business context that shapes how I approach analytics today. I know what it's like to be the person waiting on reports.
What I've Delivered
- •24+ client portals launched at Zuar for enterprise clients
- •200+ portal pages launched at Zuar for enterprise clients
- •24+ data sources launched at Zuar for enterprise clients
- •Built analytics from scratch at multiple companies launched at Zuar for enterprise clients
Data Engineering
Front-End Development
BI Platforms
AI & Automation
Design & UX
Infrastructure
I use AI tools to move faster and take on work I couldn't have done before
Professional Experience
21 years spanning financial services (Merrill Lynch, USAA), operations leadership (COO twice), and modern analytics/AI implementation. One of the few professionals who can read a balance sheet, architect a data pipeline, and deploy an LLM—all in the same conversation.
21 Years of Growth
2005
2007
2009
2012
2013
Promoted
2016
Promoted
2020
2021
Promoted
2022
2026
Analytics Consulting
Zuar Inc
Analytics Implementation Manager
24+ Client Portals
200+ Pages Built
24+ Data Sources
2,000+ Hours
Biggest contribution
Built the MCP tooling that carried a platform-wide API deprecation across the production portal estate, then handed all four servers to the company as maintained repositories.
How this was derived
reported — 40+ portals in scope, all but three completed through the MCP. Internal engineering observation, corroborated by colleagues.
- •Lead end-to-end analytics implementations for enterprise clients including Fortune 500 companies
- •Build data pipelines connecting 24+ source system types using Zuar Runner
- •Deploy and embed Tableau, ThoughtSpot, Power BI in custom-branded portals
24+ Client Portals
200+ Pages Built
24+ Data Sources
2,000+ Hours
E-Commerce & Retail
Propel Electric Bikes
Operations Manager → COO
Promoted from Operations Manager
$2M→$8M Revenue
8→35 Employees
35% Less Stockouts
3 Locations
Biggest contribution
Scaled the business through its growth phase while building the analytics infrastructure the decisions ran on.
How this was derived
reported — Recorded in professional history for Aug 2021 – Oct 2022.
- •Scaled operations during explosive growth phase ($2M→$8M revenue)
- •Implemented Looker/BigQuery as company's first real analytics infrastructure
- •Grew team from 8 to 35 across 3 locations (Brooklyn, Long Beach, overseas support)
$2M→$8M Revenue
8→35 Employees
35% Less Stockouts
3 Locations
Third-Party Logistics & FBA Prep
Thomas Inventory Services
Operations Manager → Director → COO
Promoted from Operations Manager, then Director of Operations
7.5 Year Tenure
$3M→$12M Growth
5M+ Units/Year
96% Retention
Biggest contribution
Took the company from a single-site operation to three facilities, and led the digital transformation that made it possible.
How this was derived
reported — Recorded in professional history across Sept 2012 – Mar 2020. 96% enterprise client retention over the same period.
- •Grew with company from $3M startup to $12M established 3PL over 7.5 years
- •Built custom Python ETL to ingest POs/SOs, generate dynamic Amazon FBA labels, and create automated pick lists
- •Built BI and reporting infrastructure from scratch—Excel to SQL to Camelot Excalibur WMS
7.5 Year Tenure
$3M→$12M Growth
5M+ Units/Year
96% Retention
Financial Services
USAA
Financial Foundations Specialist
Series 7 & 66
P&C All 50 States
Military Families
3 Year Tenure
Biggest contribution
Advised members on financial foundations — where I learned to explain a number to someone who has to act on it.
How this was derived
reported — Recorded in professional history.
- •Held FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses
- •Licensed for Property & Casualty insurance in all 50 states
- •Provided comprehensive financial guidance to military members and their families
- •Developed ability to explain complex financial concepts to non-technical audiences
Series 7 & 66
P&C All 50 States
Military Families
3 Year Tenure
Retail & Creative Services
DRC Collective
Business Controller
QuickBooks
Financial Reporting
Bookkeeping
2+ Year Tenure
Biggest contribution
Owned the books as business controller, which is where reading a balance sheet stopped being theory.
How this was derived
reported — Recorded in professional history.
- •Full financial operations ownership including reporting, bookkeeping, and budgeting
- •Implemented and managed QuickBooks for company accounting and reporting
- •Operations administration bridging creative and business functions
- •Data analysis for business decision-making and performance tracking
QuickBooks
Financial Reporting
Bookkeeping
2+ Year Tenure
Financial Services & Wealth Management
Merrill Lynch
Finance Account Specialist
Wealth Management
Account Support
Client Relations
2+ Year Tenure
Biggest contribution
Started in financial services, on accounts where being wrong about a number had immediate consequences.
How this was derived
reported — Recorded in professional history.
- •Began career at premier financial services and wealth management firm
- •Account management and client relationship support
- •Exposure to institutional financial operations and compliance requirements
- •Foundation in regulated industry processes that shaped later approach to data governance
Wealth Management
Account Support
Client Relations
2+ Year Tenure
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