Senior consultant specializing in business intelligence, data analytics, and AI strategy. Delivering impactful solutions for Fortune 500 clients while bridging business needs with technical execution.
I'm a client-facing analytics expert with 9+ years of experience delivering impactful business intelligence solutions for enterprise organizations. Currently serving as a Senior Consultant at Sparq, I specialize in BI strategy, scalable analytics delivery, and AI-driven transformation.
Based in Boise, Idaho, my professional focus centers on designing and implementing BI models, dashboards, and custom metrics that drive strategic business objectives. I've worked with Fortune 500 clients including T-Mobile, Microsoft, Motive, and The Gates Foundation, managing technical discovery, pre-sales solutioning, and multi-phase data transformation projects from discovery through deployment.
My technical expertise spans Power BI, Tableau, SQL, Python, and DAX, complemented by Wharton School certifications in AI for Business, AI Strategy & Governance, and AI Applications across marketing, finance, and people management. I'm passionate about translating complex analytics into actionable business outcomes and bridging the gap between business goals and technical execution.
Beyond consulting, I bring a unique perspective through my background in sophisticated options trading, algorithmic system development, and market microstructure analysis. This combination of professional analytics expertise and financial market knowledge allows me to approach business problems with exceptional analytical rigor and strategic thinking. I also run trading-focused Discord communities, create a weekly investor newsletter, and operate an e-commerce business—all of which inform my consulting approach with real-world entrepreneurial insights.
Following acquisition, promoted into a specialized role focused on BI strategy and scalable analytics delivery for enterprise clients.
Held dual role managing client relationships while delivering high-impact BI and analytics solutions for Fortune 500 clients including T-Mobile, Microsoft, Motive, and The Gates Foundation.
Enterprise BI solutions and data transformation
Analytics strategy and dashboard development
Technical discovery and reporting systems
Custom metrics and strategic analytics
The Wharton School, University of Pennsylvania
Comprehensive specialization covering AI strategy, governance, and practical applications across business functions including marketing, finance, and people management.
The Wharton School
The Wharton School
The Wharton School
The Wharton School
Tableau
Syracuse University • 2016
Designing and implementing scalable BI solutions, custom dashboards, and data models that drive strategic decision-making. Expert in Power BI, Tableau, SQL, and DAX for enterprise-scale analytics.
Leveraging AI and machine learning to transform business processes and decision-making. Wharton-certified in AI applications across marketing, finance, governance, and people management.
Leading complex, multi-phase data and BI projects from discovery through deployment. Expert in stakeholder management, technical discovery, and cross-functional team coordination.
Building strategic relationships with enterprise clients and delivering solutions that align business needs with technical capabilities. Proven track record with Fortune 500 organizations.
Sophisticated options trading with focus on LEAP strategies, 0DTE setups, and market microstructure. Expert in analyzing gamma exposure, vanna dynamics, and institutional flow.
Building custom analytics tools, automated systems, and data pipelines. Proficient in Python, SQL, Pine Script, and various APIs for extending BI platform capabilities.
Providing specialized business intelligence consulting services for enterprise clients. Delivering scalable analytics solutions, AI strategy, and data transformation expertise.
Comprehensive weekly investment newsletter combining accessible writing with deep financial analysis. Covering market trends, individual stock analysis, and sophisticated trading strategies.
Active investing Discord servers providing market insights, automated data feeds, real-time analysis, and collaborative learning environments for traders of all experience levels.
Custom Pine Script indicators and automated trading systems for TradingView. Specializing in 0DTE strategies, opening range breakouts, and institutional flow analysis tools.
Specialized online retail business offering premium off-roading and overlanding apparel. Built with modern e-commerce best practices and AI-powered shopping discovery optimization.
I'm always interested in connecting with organizations seeking analytics expertise, exploring consulting opportunities, or discussing innovative approaches to business intelligence and AI strategy.