• Teaching Solidity Smart Contract course for Ethereum development to the NYC Blockchain community • Researching and developing tools for crypto asset classes

Tolis Advisors, LP | Jun 2017 - Nov 2021

Finance and Data Science Associate

Credit Analysis •Developed a Python based credit model aggregation tool to aggregate the fund's credit models inception to date to measure modeling results versus real world performance •Performing Python based data modeling where I aggregate loan tapes for multiple deals and identify all loan modifications and their associated data types in order to analyze loan performance Data Science and Analytics • Developed a Python based Portfolio IRR tool that can run the fund's data inception to date •Provide Portfolio Attribution analytics and publish monthly tear sheets to investors in addition to ad-hoc reporting requests •Created a Python based scraper in Bloomberg’s BQUANT environment that analyzes daily prices variances for 5152 securities •Developed an interactive line plot showing the 31 day BVAL price trend for 5152 securities in the BQUANT environment •Develop web crawlers that parse websites for investment theses using Python •Developed a Python based bank account reconciliation tool that reconciled all cash flows for a small business loan provider’s transaction data using regular expressions to match the unique 8 digit codes •Developed a Python based email parser that parses valuation emails in Microsoft Outlook, downloads/decompresses the zip files, and imports them to perform a variance analysis and construct a historical database exporting to excel •Manage Sentry PM Finance •Perform daily reconciliation of capital balances, produce allocation calculations, and ensure the proper booking of structured credit trades •Compile and evaluate monthly and quarterly profit and loss (P&L) reports •Report daily cash figures for cash management discussions related to the fund’s investment activity •Run the monthly Valuation Committee meeting for the Fund’s portfolio •Compile and maintain the valuation pricing matrix for our portfolio and provide real estate PnL calculations monthly •Estimate the NAV and monthly performance for the Fund and managed accounts

Alkimie Data Labs | Aug 2018 - Oct 2018

Data Scientist

• Performed API research to determine an efficient low cost zip code based data provider for the client’s real estate platform • Developed a Python web crawler that parsed addresses for on sale properties within a given zip code • Created a PostgreSQL view for the project database on Amazon RDS for delivery and implementation on the client platform

EY | Dec 2016 - Jun 2017

Technology Advisory

Fundamental Review of the Trading Book: Risk Analytics Solution - Produced coverage reports and reporting summaries of the Credit, Interest Rate, FX, and Equity Derivative universe for a key data holding client in order to identify risk factors that can be modeled and not modeled per FRTB requirements - Normalized and cleansed data attributes to ISDA standards - Created an automated end-to-end solution for coverage report generation and a reporting tool using both SQL and Python Technology Deployment and Implementation: Risk - CCAR Data Quality Control Tool implementation for 14A/Q/M production support - Regression tested all Quality Control Tool releases to identify possible issues and confirm reporting accuracy - System Integration Testing performed on the Quality Control Tool within the client’s environment - Provided production support/analysis of the client’s submission data for 14A/ Q/M - Provided technical support for the User Access Testing phase of the engagement - Served as a subject Matter Advisor for all teams implementing the Data Quality Control Tool at separate clients Data Analytics - Maintained a Predictive Analytics Model - Spearheaded the first Professional Practices Internal Audit Data Analytics engagement where I constructed a capacity report for the client’s audit universe, performed audit universe reconciliations, and created a business monitoring program utilizing Python, Excel, Excel VBA, and PowerPoint - Created, managed, and currently oversee a monthly analytics report, pertaining to resource allocation, for the Risk Advisory Practice - Created and instructed an excel course on fundamental data analytics Automation with Python - Spearheaded the creation of a Python training course; was the lead instructor of the course on both the East and West coasts - Automated the sales analytics reporting process for multiple practices within the firm through the use of Python - Developed an automated project management tool using Python

EY | Sep 2015 - Dec 2016

Risk Advisory P & C

- Internal Audit for various engagements where I performed test of design and test of effectiveness reviews for our client’s

Tolis Advisors, LP | Dec 2014 - Jan 2015

Winter Intern

- Performed daily reconciliation of capital balances, and ensured the proper booking of structured credit trades - Compiled and evaluated monthly and quarterly profit and loss (P&L) reports - Prepared reports on an ad-hoc basis, for managing members, for direct distribution to prospective and current investors

RBC Capital Markets | Jun 2014 - Aug 2014

Global Investment Banking Summer Analyst- Equity Capital Markets

- Performed sizing analyses, momentum analyses, and comparative analyses for a multitude of pitch books - Created cross ownerships and shareholder summaries for healthcare specific pitch books - Actively involved with live deals: attended roadshows, attended teach- in sessions, assisted in the construction of pitch books, shadowed senior management, and actively participated in on the phone client meetings - Provided market commentary and updates related to U.S. equities for Directors and Vice Presidents - Provided weekly equities updates, which gave insight on market trends, the number of U.S. IPO’s and Follow-On offerings issued and their deal size, and which deals involved RBC as a Bookrunner or Co-Manager, for clients and internal personnel

My Education

Take a look at my formal education

Web3 Alchemy University | 2023

Master of Science - MS, Data ScienceCUNY School of Professional Studies | 2022

Bachelor of Science (BS), Risk Management: Enterprise (ERM), concentration in Finance, minor in E...Penn State University | 2015

About Me

I am a Senior Quantitative Researcher at Angeles Investments focusing on the use of multi-factor models to generate alpha and manage portfolio dynamics and risk management practices. I am also passionate about crypto and martial arts.

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