MotivationPermalink

My passions lie in developing and implementing advanced solutions in Language AI, MLOps, and autonomous AI systems, with a recent emphasis on tool-using AI agents. I am driven to extract meaningful insights from complex datasets and workflows, leveraging these to optimize processes and drive informed decision-making.

Experience

Polen Capital - New York, NY

• AI Architect & Lead Data Scientist (Jul 2024 - Present)
  • Implemented custom frontend for LLM inference, growing to >150 users (75% of firm) and 60M tokens monthly.
  • Oversee all GenAI infrastructure and inference as well as all classical training and deployment on Kubernetes.
  • Develop agentic workflows including multi-tool and multi-agent frameworks for complex analysis and Q&A.
  • Write and deliver onboarding and training on AI to more than 200 attendees with high conversion to active user.
• Lead Data Scientist (Oct 2023 - Jul 2024)
  • Created strategic plan for enabling safe and cost-efficient LLM use for the firm, saving $100k over vendors.
  • Released framework and UI for user-customized agents with custom vector databases, tool use, and moderation.
  • Integrated natural language APIs for 25+ endpoints to enable chat-based access to the most important firm data.
• Senior Data Scientist (Dec 2021 - Oct 2023)
  • Lead the development of quantitative research Python package with 5 developers still used by all PM teams.
  • Stood up complex performance and risk platform with automated deployment from 3k+ monthly reports.
  • Orchestrated ongoing optimizations of investment idea generation frameworks using differential evolution.
• Data Scientist (Jul 2021 - Dec 2021)
  • Established a new data science practice, including architecture, training, deployment, and inference on Azure.
  • Worked with Portfolio Manager and Distribution teams to create and present 3+ client facing whitepapers.
  • Responsible for ongoing portfolio monitoring and PM idea analysis covering 8+ strategies across the firm.
• Data Analyst (Aug 2019 - July 2021)
  • Conducted >20 complex research projects based on client inquiries and research team hypotheses.
  • Supported ongoing portfolio analysis through onboarding to performance and risk monitoring practices.
• Summer Associate (Jun 2018 - Aug 2018)
  • Developed proof-of-concept attribution reporting system with end-to-end ETL, Data Engineering, and dashboards.

Ascent Conference - New York, NY

• Intern (May 2017 - Apr 2019)
  • Supported venture capital investing conference with general analytics, sales development, and research.
  • Generated and automated pitch deck creation for 90+ companies before each conference.

NYU Stern - Management & Organizations - New York, NY

• Research Assistant, Under Prof. Hegde (Feb 2016 - Apr 2017)
  • Systemically reviewed academic literature of similar studies of insider trading on FDA drug decisions.
  • Recreated old study of long-term funding trends in government creating previously unknown insights.

Education

New York University - Stern School of Business - New York, NY (May 2019)

• Bachelor of Science – Statistics, Computing & Data Science. Minor – Mathematics. (3.8/4.0)
• Honors: Cum Laude, University Honors Scholar, Dean’s List, D3 Diving Team Member

Volunteering

NYU Business Analytics Club - New York, NY

• Mentor and Advisor (Aug 2019 - Present)
  • Offer professional mentorship to a class of freshman students each semester on career and academic direction.
  • Occasionally offer technical advice to teams of students conducting data science projects for startups.