2025 to present
I am Lead Product Manager for Portfolio Optimization at Quantile Technologies (an LSEG business). I ship production AI agents and a reusable human-supervised architecture across enterprise financial workflows. A compression setup agent collapsed a 3.5-hour expert setup bottleneck to 8 minutes and scaled run volume 3× at constant headcount. An incident triage agent returned 750+ senior engineering hours a year by diagnosing incidents before they escalated. The agent platform made context, tools, actions, and evaluation reusable across five enterprise agent systems.
2023 to 2025
I was Product Manager for Portfolio Optimization at Quantile. I owned discovery, strategy, launch, and GTM for optimization products used by global banks, and the work generated $XM+ in new and expansion ARR across rates, FX, and cross-currency. That meant 0→1 launches in multilateral compression, valuation/validation, and FX.
A few of the systems from this stretch: Multilateral cross-currency compression made $X.XT of previously ineligible bilateral notional available across 12 currency pairs. Dual-source valuation surfaced valuation discrepancies 48 hours earlier and cut failed-run resubmissions 91%. FX forward and NDF compression embedded margin intelligence in the optimizer and hit 100% proposal acceptance across 40+ live runs.
2022 to 2023
I was a Product Analyst at OpenGamma, later acquired by Trading Technologies. I originated and shipped a 0→1 pre-trade margin simulator used in front-office workflows. I led discovery across trading, treasury, risk, and operations, with adoption across 20+ enterprise clients. The point was simple: capital should be a decision before you execute, not a surprise after.
2021
Summer Analyst on the FX / Rates trading desk at Wells Fargo. This is where I learned that in markets, a late failure is not an ops inconvenience. It is the product.
2021
Research Assistant at the Wharton School, working on reporting quality and incentives. Useful training for caring about whether a number is actually true before anyone acts on it.
Earlier
Summer Intern at Hartford Funds on Mutual Funds & ETFs. Early market-structure reps before I moved fully into product.
Earlier
Private Equity Summer Intern at Ocean Trail Partners. Early diligence reps.
2018 to 2022
B.A. in Economics & Linguistics at Haverford College. GPA 3.9, cum laude, High Honors in Linguistics. I liked the combination: models of behavior on one side, precision about language and meaning on the other. That pairing still shows up in how I design agent boundaries.
