My Story
I came to quantitative finance through computational physics. During my PhD at UNC–Chapel Hill, I developed computational methods for quantum many-body systems. I enjoyed the work of turning a difficult question into a model, a calculation, and a result I could explain.
Today, as a Lead Quantitative Analytics Specialist at Wells Fargo, I bring that approach to AI solutions and advanced analytics in the Model and AI Solutions (MAIS) team. I work with business units to identify useful applications of AI and lead working groups through development, deployment, and monitoring in a regulated financial environment.
Core Competencies
Quantitative Development
Python • C++ • Mathematical Modeling
Financial Analytics
Risk Modeling • FRTB SA • ISDA SIMM
Data Science
Machine Learning • Time Series • Statistical Analysis
Computational Physics
Quantum Many-Body • High-Performance Computing
AI Solutions & Adoption
Agentic AI • Business Integration • Stakeholder Training
Technical Leadership
Working-Group Leadership • Mentorship • Cross-Functional Delivery
Explore comprehensive technical expertise and business applications
View Complete Technical Portfolio →Education
- PhD in Physics, University of North Carolina - Chapel Hill Aug 2016 to May 2022
- Visiting Student in Physics, Duke University Aug 2013 to Aug 2014
- B.S in Physics, Shandong University Sep 2011 to Jun 2015
Professional Journey
Current Role
As a Lead Quantitative Analytics Specialist, VP, I lead agentic AI projects and analytical work that helps teams understand business issues and make decisions. I also organize internal AI training and workshops, support AI adoption across business units, and participate in recruitment and entry-level training.
My earlier work covered Python risk analytics frameworks, equity P&L analysis, dashboards, and C++ derivatives pricing. Alongside that work, I mentored junior quants and served as a summer intern manager in 2024. My Senior role emphasized hands-on AI and analytics delivery; my Lead role adds broader project direction and coordination across business units.
View Professional Experience →Academic Contributions
Computational Physics Research focused on quantum many-body systems, developing the "Automated Algebra Method" that eliminates statistical errors in quantum calculations. Published 6+ peer-reviewed papers including an Editor's Suggestion in Physical Review Letters.
View Academic Work →Beyond Work
When I’m not developing analytical models or researching quantum systems, I’m passionate about the intersection of technology and problem-solving. I enjoy exploring how computational methods can be applied to diverse domains, from physics simulations to financial modeling.
My approach to both research and industry work is driven by a curiosity to understand complex systems and a commitment to developing elegant, practical solutions.