Solutions Consultant & Sales Engineer — Data & Operations Analytics

Fourteen years in SaaS operations. Seven years building the systems myself.

I've spent my career sitting at the intersection of business and data: scaling customer success and delivery at payments and banking SaaS companies from startup to Fortune 500 scale. In 2019 I stepped away to build and run independent trading systems full-time — writing the Python, market-data pipelines, and dashboards myself, end to end. I'm now looking for senior, hands-on work — solutions consulting, sales engineering, or technical account management — that uses both halves of that background without the overhead of running a department.

$1.5M → $20M
ARR grown, ACI Worldwide (7 yrs)
95%
team retention across 35+ people
80% → 95%
customer retention, Decideware
7 yrs
independent systems, solo-built
01

About

Between 2005 and 2019 I held escalating operations and customer-success leadership roles at three SaaS companies in banking, payments, and insurance — ACI Worldwide, Alkami, Decideware, and One Inc — scaling teams, rebuilding retention, and building the analytics infrastructure those businesses ran on. In 2019 I left to trade equities and options full-time, which meant becoming the engineer, analyst, and operator of my own one-person shop: sourcing market data, writing the code, and living with the results. I'm now looking for senior, individual-contributor work — solutions consulting, sales engineering, or technical account management — where that combination of business context and hands-on technical skill is the job itself, not a side note.

02

Selected projects

DATA

FINRA Off-Exchange Transactions Dashboard

A pipeline pulling FINRA short-interest and off-exchange transaction data on a scheduled basis, with a Tableau front end for spotting shifts in positioning across a watchlist.

PythonFINRA APITableau
View live app →
SIGNALS

Options-Flow Signal Engine

A Python system that ingests options-flow, volatility, and dark-pool print data to surface unusual activity in near real time, integrated directly with TD Ameritrade's thinkorswim platform for execution.

Pythonthinkorswim APIPandas
IN PROGRESS — LINK COMING SOON
VISUALIZATION

Market Data Visualization Stack

A set of Jupyter and D3-based tools for exploring intraday price and volume behavior — built to answer specific trading questions, not as a general product, but structured cleanly enough to extend.

JupyterD3.jsHTML/JS
IN PROGRESS — LINK COMING SOON
03

Skills

Data & Engineering

Python, SQL, Pandas, Tableau, Jupyter, D3.js

Operations

Revenue ops, retention strategy, team scaling, process design

Tools

HubSpot, Salesforce, JIRA, Confluence, Atlassian suite

04

Timeline

2019–Present
Independent Equity Trader & Systems Developer
Granite Bay, CA
2017–2019
EVP of Professional Services
One Inc — Folsom, CA
2015–2017
Chief Services Officer
Decideware — San Francisco, CA
2014
VP, Business Operations
Alkami Technology — Plano, TX
2005–2013
Manager → Sr. Director, Product Delivery & Professional Services
ACI Worldwide — Pleasanton, CA
05

Get in touch

Open to senior individual-contributor roles in solutions consulting, sales engineering, or technical account management at fintech and SaaS companies.