​Achievements

Here are just a few examples of what we have delivered.

$1,000,000,000 Savings

Saved a major banking client $1B worth of fines from fixing the spot fx window (a form of front-running) by leading their market surveillance product team to develop a new product leveraging machine learning to improve trading surveillance from 2% to 98%.
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$3,000,000 Savings

​Led a team of 50 IT  professionals to redesign product development processes, increasing speed for product delivery by 60% and saving $3M in reduced time to delivery  cost.

$2,000,000 Savings

Secured $2M in annual savings through development of python scripts that identified late payments to customers and established protocols to ensure derivatives were paid on time, saving millions of dollars in late fees to customers.

$2,000,000 Savings

​Saved a banking client more than $2M by providing agile training to more than 500 professionals, which boosted company productivity by 60% and reduced need for staff expansion to execute current and future corporate development projects.

$400,000 Savings

Automated business information securities department processes / UAT reporting for major bank’s disaster recovery group, saving $400K annually, and reduced derivatives processing time.
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$4,000,000 Revenue​

Delivered recurring revenues of $4M per year by building a bank debt scoring model, which enabled major bank’s outside clients to assess the overall health of a company to build average credit ratings across all company vendors.​​​​​
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$3,000,000 Revenue​

Generated recurring revenues of $3M per year from building out a product at a big 4 accounting firm to push a button, and compute hedge fund taxation rules in real-time ranging from wash sales, constructive sale, straddle, irc-33b,  and based off of legal entity type.     

$500,000 Revenue​

Produced $500K in consulting revenue across private equity company clients by creating financial modeling and custom configuration for private equity projects in less than six months.
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10% Monthly Returns​

Generated 10% monthly returns for a major bank involving event-based spot foreign exchange trading , through python scripts, systems, and protocols to automatically execute trades based on newly announced economic events.

80% Retention​

Improved a financial services company’s employee retention by 80% through project execution and process improvements and agile training, reduced time loss from inefficient meetings, and engaged employees in business improvement protocols to boost morale.​

40% Retention​

Directed a team of 48 professionals for a capital markets data analytics and research firm to deliver an early warning signals software product that creates data cards across news, financials, and accounting to evaluate credit risk, increasing sales force retention by 40%.

Project Automation

Saved banking clients an average of $500,000 per year by fully automating project management outside of taking minutes with Jira and Confluence integration.



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Net Income Up By $600,000

Advised on a private equity transaction, as a board member, by analyzing a distressed logistics company that utilized no depreciation on assets, resulting in net profits of $600,000.
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Net Income Up By 30%

Improved a non-profit firm's net income by 30% from launching a brand new credit union and creating a machine learning product for individuals with disabilities. ​
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See What We Can Achieve For You.

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