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work
a timeline, freshest on top. scroll down to steep back through the roles and companies that got me here.
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jun 2023 — now
built data here from a team of one — data engineering, every analysis, and the agentic analytics the whole company now uses to answer questions on demand in slack, no human analyst needed.
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aug 2020 — jun 2023
acquired by medallia · sep 2020
insights-as-a-service for brands like lowe’s, coffee bean & tea leaf, and zaxby’s — built from survey, card-transaction (yodlee), and location data (first-party sdk + foursquare).
- ran longitudinal survey studies, using statistical techniques to control for response bias
- used transaction + location data to help chains with site selection
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feb 2016 — sep 2019
consulted clients on their billion-dollar pension plans — how to fund them around their financials and favorable irs tax law.
- pension work for pg&e and bay-area hospital systems like john muir health and the former verity health system
- designed a special non-qualified retirement plan for charles schwab
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dec 2015
go bears 🐻