ABOUT ME

Experienced and talented Data Scientist and Quantitative Trading Researcher with a proven track record in developing and optimizing proprietary trading models utilizing Python and machine learning. Proficient in leveraging statistical techniques to refine algorithms and predict market behaviors accurately. Demonstrates expertise in transforming complex market data into actionable insights, facilitating informed investment decisions. Skilled in enhancing operational efficiency through the automation of key systems.

KEY SKILLS & COMPETENCIES

Strategic leadership
Business development/growth
Project/program leadership
Building strategic partnerships
Machine learning engineering
Predicting market behaviors
Quantitative analysis
Driving investment decisions
Investor relations
Technical expertise
Artificial Intelligence (AI)
Python programming language
Data mining expertise
PostgreSQL
Cloud strategy (AWS)

CAREER HIGHLIGHTS

Developed and implemented advanced trading models using Python and machine learning at Proactive Capital Partners, significantly enhancing trading performance and decision-making in dynamic market conditions.

Achieved distinction as the youngest CEO to helm a publicly traded company in the USA at 28, raising $5.1M and establishing PeerLogix as a recognized leader in the OTT data-as-a-service space.

Secured two patents with the US Patent & Trademark Office, enabling PeerLogix to track and collect data on streaming and downloading of viewer content, including movies, television series, and music.

Developed a groundbreaking technology platform capturing and analyzing OTT viewership data at the household level, encompassing 4-5% of global streaming across 100+ million households, positioning PeerLogix as a key data partner for industry giants like Oracle, Salesforce, Experian, The Trade Desk, and Nielsen.

EDUCATION & TRAINING

Master of Science (MSc) in Applied Data Science | University of Michigan | GPA 3.96/4.0

(Advanced Machine Learning Techniques, Neural Networks & Deep Learning, Natural Language Processing, Big Data Analytics)

Key Projects (associated with master’s degree):

GDP Prediction Using FOMC Analysis (Milestone II Project)

Led a collaborative team project to analyze FOMC minutes for U.S. GDP prediction.
Utilized Natural Language Processing (NLP) techniques to extract economic sentiment and key topics, enhancing econometric forecasting accuracy (i.e., GDP prediction).

Equity Event Prediction Using Sentiment and Market Data Analysis (Capstone Project) - GitHub Repo

Developed an innovative model that predicts key equity market events by integrating sentiment analysis from Reddit’s WallStreetBets and critical financial data including equity options and FINRA short sales information.
Applied Natural Language Processing (NLP) and machine learning for comprehensive market analysis, contributing to more accurate trading strategies.

Bachelor of Arts (BA) in General Studies: Economy and Industry | University of Arizona

(Leadership role: Vice President of Sigma Phi Epsilon Fraternity)

PATENTS

US10402545B2

Dynamic Content Delivery Framework for Distributed Networks.

US9977877B2

Digital Content Rights Protection and User Tracking Methodology.

PROFESSIONAL EXPERIENCE

QUANTITATIVE TRADING ANALYST

ProActive Capital Partners, LP

Jan 2023 – present

Applied statistical techniques to refine algorithms, leading to more accurate & effective market predictions.
Drove successful investment decisions by delivering quantitative evidence and actionable insights.
Collaborated closely with the fund manager to evaluate and automate trading ideas, enhancing systematic execution and operational efficiency.
Used innovative statistical techniques to refine algorithms and predict market behaviors, leading to more accurate trading strategies.
Conducted comprehensive research, synthesizing complex market data into actionable insights, directly informing investment decisions.
Transitioned traditional trading methods into an automated system, improving precision and operational efficiency.

FOUNDER & LEAD ANALYST

FiscalBeat.com

2023 – present

Pioneered an AI-driven platform for automated finance content generation, attracting over 50,000 daily email subscribers.
Created the Economic Strength Index (ESI) using AI and FRED data, providing powerful insights for recession forecasting.
Used the Economic Strength Index (ESI) to accurately forecast recessions six months prior to onset, utilizing a composite of ten economic datasets and machine learning - providing reliable, early warnings of economic downturns. ESI Website
Developed the Cyclical Strength Index (CSI), a critical tool for market timing and short-term trading strategy formulation.
Used the Cyclical Strength Index (CSI) to predict 1-week forward volatility in the S&P 500, achieving a notable R² score of over 0.7. This index accurately gauges the market's cyclical or defensive positioning, providing investors with key insights into overbought or oversold conditions during periods of extreme market sentiment, aiding in identifying optimal trade entry points and the potential end of deep sell-offs. CSI Website

FOUNDER & CEO

Peerlogix.com

June 2014 – present

Successfully led the company from its inception to an IPO in 2015, raising $5.1 million.
Innovated a viewership data system crucial to the evolution of targeted advertising.
Established key partnerships with Fortune 500 companies, solidifying the company’s role in streaming TV and movie digital advertising.
Pioneered a proprietary content acquisition tool, influencing the strategic decision-making of platforms like HBO Max and Pluto TV.
Created a sophisticated viewership data model that utilised machine learning to forecast subscriber numbers and content performance, offering hedge funds a competitive edge in the entertainment investment landscape.
Designed a groundbreaking product that enabled ad-tech companies to bridge the gap between cable TV and streaming viewership, allowing for precise ad targeting linked to specific shows.
Engineered data-driven solutions for studios, networks & streaming platforms which informed content production and content licensing decisions, supporting optimised ROI for subscriber growth.
Played a key role in the acquisition of PlutoTV by Viacom in 2019 through strategic content acquisition tools.
Demonstrated proficiency in navigating SEC public filing requirements and adhering to accounting and auditing standards as a publicly traded company.
Successfully managed and oversaw the process of financial reporting, ensuring accuracy and compliance, thereby reinforcing investor confidence and regulatory adherence.

Key Project (associate with PeerLogix):
TV and Movie Genre Classification Using Machine Learning (PeerLogix, Inc.) - GitHub Repo

Engineered a machine learning model to identify the primary genre of movies and TV shows, using NLP and logistic regression on plot descriptions.
This project resulted in enhnaced content recommendation systems and increased ROI for commercial partners.