I’m a Lead Quantitative Analytics Specialist, VP at Wells Fargo in Charlotte. My work spans quantitative modeling, risk analytics, and AI solutions, from building analytical tools to leading their adoption across business teams.
Work at Wells Fargo
Wells Fargo · Charlotte, NC · July 2022 – Present
Model and AI Solutions
Risk Quant Strategist · MAIS
I partner with business units to develop AI solutions and advanced analytics for business and risk decisions. I lead working groups from the initial problem through development, deployment, and monitoring, with governance and business needs built into the process.
Agentic AI & solution deliveryRobust, scalable AI systems for risk and capital analytics.
- Lead the application of agentic AI to market risk and capital analytics, automating quant workflows and enabling non-technical stakeholders to query complex risk models through natural language.
- Architect AI systems for a regulated banking environment, embedding governance, transparency, and auditability controls aligned with model risk management and regulatory requirements.
- Work with business partners to identify use cases and guide development, deployment, integration into business processes, and ongoing monitoring.
- Author whitepapers and build prototypes to explore new applications of agentic AI in risk analytics and decision support.
AI adoption & enablementPractical training and collaboration that help stakeholders use AI.
- Proactively organize and host internal AI training, workshops, seminars, and presentations to help colleagues understand the technology and identify useful applications.
- Support internal and external stakeholders through AI education, deployment, and integration into business workflows.
- Share developments through newsletters and demonstrations, encouraging colleagues across business lines to explore and apply AI.
Advanced analytics & decision supportRoot cause analysis, risk diagnostics, and recommendations for improvement.
- Lead analytical work to identify the underlying causes of business issues, applying AI and machine learning to improve processes and support decisions across departments.
- Investigate Value at Risk (VaR) and ISDA SIMM model breaches through systematic root cause analysis.
- Explain risk metric performance to model owners and external stakeholders through analytical reports.
- Translate findings into actionable remediation recommendations that guide model enhancements and business decisions.
Working-group leadership & talent developmentCross-functional delivery, recruitment, and support for early-career quants.
- Lead several working groups, coordinating technical delivery and business priorities across teams.
- Contribute to external recruitment events and entry-level training.
- Mentor junior quants and support their technical development.
Market Risk Analytics
Risk Quant Developer
I developed analytical infrastructure for trading, risk, and capital teams, covering equity P&L, regulatory risk calculations, and model monitoring. This work combined quantitative research with software development and production delivery.
Risk analytics frameworksPython infrastructure, regulatory modules, and interactive tools.
- Architected core modules and served as a core developer for a Python market risk analytics package, reducing analysis turnaround time from weeks to days.
- Led code reviews and training sessions for incoming quantitative analysts and external stakeholders.
- Designed and developed modules for P&L and sensitivity analysis, FRTB SA, and ISDA SIMM, serving trading, risk, and capital teams.
- Initiated a dashboard project using Dash and Bootstrap and served as core developer, leading project work with three junior quants to make analytical models accessible to non-technical stakeholders.
Equity risk & researchPortfolio analysis, scenario forecasting, and cross-functional delivery.
- Led an equity risk P&L working group of one junior quant and two external consultants within a larger cross-functional initiative, processing portfolio-level data across multiple years.
- Designed end-to-end analytical processes with data validation, benchmarking, and impact assessment.
- Conducted time-series analysis on VaR model P&L data using Prophet for forecasting and hypothetical scenario analysis.
- Collaborated with IT partners on production implementation and deployment.
Automation & model monitoringAutomated workflows, model validation, and senior-management reporting.
- Automated KPI monitoring across risk models, turning multi-day manual processes into same-day workflows.
- Presented quarterly analytics to senior management and delivered analytical support across business lines.
- Conducted risk model testing and enhancements in partnership with model validation teams.
Mentorship & early-career developmentIntern management and technical mentorship alongside quant delivery.
- Served as summer intern manager in 2024 while a Quantitative Analytics Specialist, before promotion to Senior.
- Provided technical mentorship to three junior quants and a summer intern.
- Established code review standards and delivered onboarding training for incoming quants and external stakeholders.
Commodities Pricing
Front-Office Quantitative Analyst · Commodities Group
I developed an in-house model for natural gas storage contracts, taking the work from pricing methodology and C++ implementation through technical documentation and support for model validation.
Model development & pricingC++ pricing for the intrinsic value of natural gas storage contracts.
- Developed an in-house C++ pricing model for the intrinsic value of natural gas storage contracts.
- Prepared technical documentation and validation materials, delivered a technical showcase presentation, and supported model validation.
Tools, skills & applications
The tools are only half the story. Here’s where I put them to work.
I have developed expertise across multiple programming languages and technologies through both academic research and industry applications:
Put AI into practice
Google ADK · FastMCP · Agent Skills · Anthropic APIs · RAG
Agentic workflows & AI decision support
Example & experience
Agentic AI & Business Integration
Lead agentic AI initiatives for market risk and capital analytics, with natural-language access to risk models and governance built into system design. Guide projects from use-case development through deployment and monitoring.
AI & supporting toolsSelected toolkit
LLM & agentic AI
Google ADK, FastMCP, Agent Skills, Anthropic APIs, and retrieval-augmented generation (RAG).
Data & application development
SQLite, DuckDB, Neo4j, and Chroma DB; FastAPI, Pydantic, Docker, and Streamlit.
Build the models
Python · C++ · SQL · Fortran · JavaScript
Risk analytics & derivatives pricing
Example & experience
Core Development & Architecture · 5+ years
Architected comprehensive Python market risk analytical package, reducing analysis turnaround from weeks to days. Led development of C++ pricing models for Natural Gas storage contracts.
Programming Languages8 languages
Development Languages
Utility & Scripting
Understand the data
Pandas · Polars · NumPy · scikit-learn · LightGBM · PyTorch
Business diagnostics & risk insights
Example & experience
Data Science & Machine Learning · 4+ years
Investigate VaR and SIMM model breaches and translate findings into recommendations for model improvement. Earlier work includes time-series analysis of VaR P&L data using Prophet for forecasting and scenario analysis.
ML/Data Science12+ frameworks
Core Libraries
Specialized Tools
Applications
Make it usable
Dash · Plotly · Matplotlib · Seaborn · HTML/CSS
Interactive analysis for trading & risk
Example & experience
Visualization & User Interfaces · 3+ years
Pioneered interactive dashboard project using Dash and Bootstrap, democratizing access to complex analytical models for non-technical stakeholders across trading and risk teams.
Visualization & Interface7 tools
Interactive Dashboards
Analysis & Research
UI Development
Measure the risk
FRTB SA · ISDA SIMM · VaR Modeling · Derivatives Pricing · PnL Analysis
Regulatory risk treatment & aggregation
Example & experience
Financial Risk & Regulatory Technology · 2+ years
Designed and developed major market risk modules serving trading, risk, and capital teams. Automated multi-day KPI monitoring workflows for BAU and regulatory models.
Financial Technology8 specializations
Risk Analytics
Derivatives & Pricing
Data Processing
Ship & maintain
Linux · Git · Bash/Zsh · Emacs · LaTeX · Docker
Reliable delivery & reproducible workflows
Example & experience
Development & Infrastructure Tools · 6+ years
Extensive experience with production deployment, code reviews, and training sessions for quantitative analysts and external stakeholders.
Supporting Tools12+ tools
Development Environment
Business Tools
Infrastructure
Bring people together
Working-Group Leadership · AI Enablement · Mentorship · Stakeholder Communication
Project delivery & AI adoption
Example & experience
Technical Leadership & Enablement
Lead working groups across AI and analytics projects. Organize internal AI training, contribute to recruitment and entry-level development, and mentor junior quants. Served as a summer intern manager in 2024.
Specialized Skills6 competencies
Project Leadership
Process & Communication
Professional Development
Industry Transition
Successfully transitioned from academic research to quantitative finance, leveraging transferable skills in:
- Complex problem solving and analytical thinking
- Advanced mathematical modeling and statistical analysis
- Programming and computational efficiency optimization
- Research methodology and data validation
- Cross-functional communication of technical concepts
Continuous Learning
- Financial Markets: Options pricing, risk management, regulatory frameworks
- Industry Tools: Bloomberg Terminal, Reuters, financial data APIs
- Professional Development: Ongoing training in financial technology and regulatory compliance
This experience demonstrates the successful application of advanced computational and analytical skills to solve complex financial challenges, with a focus on developing practical solutions that drive business value.