Finance & forecasting
Corporate debt, treasury, liquidity, and financial modeling grounded in business decisions.
Finance / Technology / Data
Bringing clarity to complex financial data.
Senior Vice President · Finance Data Management
Bank of America
Data Domain Debt Capital Markets Bonds · Structured Notes · Securitizations · Preferred Stock
MBA · UNC–Chapel Hill B.S. Finance · Arizona State University
-- Consultant to SVP in six years
SELECT start_date, title
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WHERE employer = 'Bank of America'
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Years across banking & fintech
In financial instruments supported through data quality & analytics
Illustrative workflow · Synthetic data
Watch one record move from booking to reporting, and what happens when a control catches a gap.
A $10M note is booked, but the maturity date is left blank.
ETL maps fields to the common schema. The blank date carries through.
The required-field control fails and the record is held for review.
Reporting runs without the note: $90M instead of $100M.
The date is fixed at the source, revalidated, and the note joins the total.
Fictional example using synthetic data. Actual reporting treatment varies by instrument and applicable requirements.
01 / Career
A decade from financial analysis to enterprise finance data leadership, with increasing ownership of the systems behind better decisions.
2015–2019
Blackhawk Network
Built a foundation in financial analysis, payments, reconciliation, and operational reporting.
2020–2021
Bank of America
Moved into banking through liquidity analytics, SQL, data quality, and finance data infrastructure.
2021–2023
Bank of America
Built forecasting, automation, and data solutions for liquidity, finance reporting, and debt products.
2023–2026
Bank of America
Expanded into ownership of finance data products, controls, reporting, and long-term debt data.
2026–Present
Bank of America
Lead a finance data management team across significant balance-sheet exposure, focusing on structured notes, modernization, data quality, and helping the bank scale issuance.
02 / Capabilities
Corporate debt, treasury, liquidity, and financial modeling grounded in business decisions.
SQL, Tableau, and Excel to turn complex datasets into clear, useful insights.
Alteryx, ETL, APIs, and data quality controls to improve workflows and reporting.
Bridging finance and software developers, aligning stakeholders, and leading cross-functional work.
03 / Contact
Have a question or an opportunity in finance, data, or technology? I’d love to hear from you.