About
I study Finance and Business Analytics at Drexel University, with interests in sales strategy, financial services, applied AI, and how data and human behavior shape decisions. I’m exploring forecasting models and account intelligence tools.
I currently work at a private markets investment firm, supporting advisor relations and strategic business development across alternative investments. Previously, I worked on funds transfer pricing, funding-rate analysis, and treasury reporting validation across global markets at JPMorgan Chase, and operational dashboards for executive decision-making at PECO.
Projects
Learning by building
Account Intelligence Engine
KNIME · Ollama · Personal prototype
A sales prioritization prototype that combines AI-assisted account research with scoring across signal strength, recency, account size, and industry fit.
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I built the prototype in KNIME using Ollama with Phi-3 Mini Instruct and JSON Path to extract structured output. The scoring workflow combines four account factors into an opportunity score out of 100 and a priority level.
- Inputs
- Signal strength, recency, account size, industry fit
- Outputs
- Opportunity score and priority level
The question behind the project: how can account research help someone decide where to focus their attention?
Interests
Outside of work, I’m drawn to philosophy, poetry, and film, and enjoy writing movie and book reviews. I listen to house music and classic rock, and spend time training, following sports, and hiking. I love cars, especially classics, and my dad’s ’66 Mustang is a personal favorite.
Find me on Letterboxd ↗
Currently
- Reading
- The Essential Whitman
- Listening
- Oasis
- Watching
- Band of Brothers