Project 01Building
TRACE
Revenue → product → supplier → raw material
- Python
- FastAPI
- PostgreSQL
- PostGIS
- TypeScript
- React
- Three.js
- Astro
- Claude
- Docker
Finance × Data × Software
Learning. Building. Analyzing.
Finance professional building analytical tools, data products, and software at the intersection of investment and technology.
02The intersection
Three disciplines. One workflow.
03Work experience
From financial systems to software.
2025
Deloitte
Audit Senior Associate $1T+ AUM under valuation procedures
Intelligent Automation & Analytics Process Analyst 1.2 → 4.6 Performance rating (of 5)
2024
HCVT
Audit and M&A Advisory Intern 4+ Middle-market transactions
2023
Deloitte
Audit and Assurance Intern · Moved to Robotic Process Automation 1 of 2 Global RPA interns
2022
UCI Center for Investment and Wealth Management
Program Associate 300+ Candidates tracked
04Projects
Things I've built.
Project 02Archived
Blackwater Market Terminal
Market data · screening · investor education
- Excel
- Python
- Quandl API
- Yahoo Finance API
- Web Scrapers
- FINRA
- SEC EDGAR
05Technical system
How the tools connect.
- Finance
- SQL
- PythonAPIs
- PostgreSQL
- React
- Analytics
06How I learn
I don't need to know everything before I start.
- 01Question
- 02Research
- 03Build
- 04Test
- 05Break
- 06Learn
- 07Iterate
Build
I usually learn technologies fastest by building something that forces me to understand the underlying system.
07Live data
The site is connected to the world.
Project status
- TRACEBuilding
- Blackwater Market TerminalArchived
GitHub activity
- Request
- GET /api/github/activity
- Status
- In development
Market data
- Request
- GET /api/market/overview
- Status
- In development
08Notes
Short research notes.
Financial analytics, SQL, data engineering, investment analysis, and what I learn while building software. The first notes are in progress.
Notes