Business development leader in wealth management. Builder of AI-powered applications using Claude Code. Exploring what happens when deep domain expertise meets frontier AI.
I started my career in an unexpected place, studying Music Industry at USC with coursework across both the Thornton School of Music and the Marshall School of Business. That combination of business fundamentals and creative storytelling taught me how to sell ideas and build relationships before I ever entered financial services.
Today I'm an AVP of Business Development at LPL Financial, where I help financial advisors navigate technical platform migrations. I've personally closed 40+ complex, multi-stakeholder deals representing over $1.9B in assets under management, earned two promotions in three years, and consistently rank in the top third nationally.
Along the way I developed the core belief that the wealth management industry is ripe for AI transformation. So I taught myself to build. Using Claude Code, I've shipped production applications that integrate with APIs, process data, and deliver real value.
I'm looking for the intersection — a role where deep domain expertise in financial services meets the frontier of AI.
Web application that consolidates a user's email newsletter subscriptions and uses AI to analyze trends and generate personalized daily digests tailored to interests.
Web-based number guessing game featuring AI-powered post-game strategy analysis that evaluates player decision-making and recommends improved approaches.
Interactive tool helping financial advisors model the economics of transitioning to an independent practice. Combines deep domain expertise with intuitive UX.
Built with Claude Code. All projects were developed using Anthropic's Claude Code — an AI-assisted development tool. I'm not a software engineer by training. I'm a sales leader who learned to build production applications with AI, and that combination is exactly what makes these projects meaningful.
I'm exploring roles at the intersection of AI and financial services — where domain expertise and technical fluency create outsized impact.