Things I built
onboarding tracker
The tool I wanted while onboarding clients: an implementation tracker that follows every account from kickoff to go-live. Health isn't a status someone remembers to update — it's computed live from six risk rules (missed go-lives, stale blockers, overdue milestones), so the dashboard answers one question: who needs a call today? Pipeline board, blockers, meetings, a team calendar. Go ahead and break things; the demo puts itself back every hour.
- 9table PostgreSQL schema
- 6configurable risk rules
- 64automated tests
Stan's Pitch
An AI stand-up comedian whose entire job is pitching me for operations roles. Paste in a job posting URL and Stan analyzes the fit — he's contractually obligated to say nice things, but they happen to be true. A portfolio piece that interviews on my behalf.
focus · flow
A soft-pastel daily planner that treats wellbeing as data. Tasks, goals with milestones, a life-wheel snapshot, and a daily check-in that tracks mood, energy, sleep, and cycle phase — because good insights start with honest inputs.
The ledger
New York, NY
✓ validated
Datazoic
Customer Success Associate
- Onboarded new clients end-to-end through UAT & Prod testing, feature configuration, and validation
- Demoed the Prism platform to 20+ senior stakeholders and sales traders; led trainings with 50+ panel participants
- Wrote SQL against internal databases to diagnose API-integration and configuration issues
- Liaised with corporate access teams, research & sales traders, and directors at sell-side firms on features, feedback, and use cases
- Authored patch and feature release notes; tracked implementation workflows across Redmine and JIRA
New York, NY
✓ validated
Chronograph
Data Operations Analyst II
- Oversaw data operations for ~1,200 funds across ~200 general partners, keeping financial reporting accurate and consistent
- Managed end-to-end implementation of a 20+ fund client portfolio with biweekly client meetings and deliverable tracking
- Found and fixed data-quality issues with SQL through ReTool, improving dataset cleanliness and reporting accuracy
- Authored SOP documentation in Notion; trained new analysts and screened first-round hiring interviews via Greenhouse
- Collaborated with product, engineering, and ops to improve analyst-facing tools and workflows
Brooklyn, NY
✓ validated
Ocean Eyes Optical
Sales Associate
- Sold ~150 designer frames and led staff as the central liaison for policy, training, and technical questions
- Implemented RevolutionEHR and ran Salesforce for patient intake, prescriptions, and orders — then trained everyone on both
- Managed budget sheets on an accrual basis in Excel and built lab & manufacturer relationships that earned discounts and priority
New York, NY
✓ validated
Research Foundation of CUNY
Research Associate
- First author on a published 20-page honors thesis; qualitative coding, SPSS analysis, and publication-ready tables
- Ran ANOVA and correlation tests in SPSS; cleaned and transformed raw survey data in Excel for analysis
The toolkit
Data & Analysis
Platforms & Tooling
Languages
On paper
Hunter College
Published first-author honors thesis in quantitative research.
Certificates
Fundamentals of Alternative Investments Certificate Program · Google Data Analytics