.jpg)
I'm a Canadian-based Finance Graduate pursing CPA with a Passion for Developing Meaningful Ways of Understanding Uncertainty
Finance & Accounting professional and full-stack developer with 9+ years of portfolio management and trading experience across diverse investment instruments. Leverages advanced data science, AI implementation, and cybersecurity expertise to transform complex financial data into actionable investment strategies. Combines deep finance, accounting, and economics knowledge with technical proficiency to drive measurable results in traditional and emerging markets. Currently pursing PEP CPA with interest in CFA designations.
Technical Skills
ARGUS
Microsoft Suite & BI
Tableau
MATLAB
VBA
Simul8
Postgres & SQL
HTML/CSS
Solidity
Rust
javascript
R/Rstudio
Julia
Python
Sci-Kit
Jira
React
Education
Bachelor of Commerce Major in Finance
Minor in Economics
University of Alberta • Edmonton, AB • 2025
Minor in Economics
University of Alberta • Edmonton, AB • 2025
Bachelor of Commerce
MacEwan University • Edmonton, AB • 2021
MacEwan University • Edmonton, AB • 2021
Coursework
Financial Data Science
Energy & Resource Economics
Financial Reporting
Capital Investment & Restructuring
International Economics
Multivariate Data Analytics
Real Estate Finance & Underwriting
Food Market Pricing
Agricultural Economics
Trading, Markets & Commodity Analytics
Behavioural & Experimental Economics
Simulation & Computer Modeling
Cybersecurity
Economic Data Analytics
Real Estate Valuation & Asset Strategies
Experience
Gogentic.ai
Business Project Manager
Business Project Manager
June 2025 - Present
- Led cross-functional SaaS AI application development through a complete 12-week agile lifecycle, coordinating distributed teams to deliver MVP with high performance standards and strong user adoption.
- Orchestrated agile implementation across remote development teams, facilitating sprint planning and standups while maintaining consistent delivery timelines and reducing development cycle efficiency.
- Architected comprehensive technical product roadmap integrating machine learning pipelines, generative AI, and NLP capabilities, coordinating technical requirements across PyTorch/Langchain and cloud infrastructure platforms.
- Implemented containerized deployment strategies and CI/CD pipelines while establishing robust QA frameworks including automated testing and code review protocols, achieving significant cost optimization and substantially improving code quality standards.
- Executed financial modeling and go-to-market strategy development using SQL/Python analytics for ROI projections, contributing to enhanced lead generation and strategic decision-making.
Sherwin-Williams
Sales Specialist
Sales Specialist
September 2020 - January 2025
- Drove 23% revenue growth by implementing data-driven pricing strategies that maximized deal profitability.
- Secured $2.5M+ in high-retention sales through financial modeling and streamlined credit approval processes.
- Reduced approval turnaround times by 40% through automated forecasting systems.
- Improved cash flow by 28% through proactive accounts receivable management and client follow-up.
- Achieved 93% customer satisfaction by integrating financial planning into consultative sales strategies.
- Reduced overdue balances by 22% through strategic client communication and vendor payment optimization.
- Applied VBA and Python to optimize sales processes and support data-driven business decisions.
- Mentored new team members, reducing onboarding time by 18%.
- Developed and maintained key client & stakeholder relationships, driving retention and strategic growth.
- Maintained key client relationships to drive retention and strategic account growth.
- Led cross-functional improvements integrating retail billing systems with digital marketing initiatives.
Extra-Curricular Experience
Mount Royal Investment Club - Junior Analyst | Energy Sector
September 2025 - Present
- Collaboratively manage the mock energy portfolio through strategically pitching energy stock selections, developing investment ideas using financial modeling, data analytics, and Bloomberg Terminal/Refinitiv.
- Prepare performance and risk reports, collaborate with teammates, and apply capital markets strategies while networking with industry professionals.
Student Tutoring Services
January 2021 - March 2022
- Empowered students to take charge of their learning by tailoring lessons to their unique styles, building their confidence and curiosity.
- By listening to students, adapting strategies, and fostering a supportive environment, I helped them develop resilience and master time management.