Experience

• 

  Multiple

  Jun 2003 - Sept 2010

  My 20s, finding a way

  Often an investment banking analyst or associate. Occasionally an entrepreneur or professional baseball player.

• 

  American advisors group

  Oct 2010 - Jan 2018

  • Director, Enterprise Data Strategy

    Jan 2016 - Jan 2018

  • Salesforce Architect and Marketing Systems Manager

    Oct 2014 - Feb 2016

  • Senior Financial & Business Analyst; Salesforce Admin

    Jan 2012 - Sept 2014

  • Financial Analyst

    Oct 2010 - Dec 2011
• 

  Jacob levy, enterprise architect, llc

  Jan 2018 - May 2019

  Principal consultant

  I worked with micro, small and mid-cap companies to efficiently leverage data, technology, and people to maximize ROIC.

• 

  Pennymac financial services, inc.

  May 2019 - Apr 2021

  Senior vice president, enterprise data

  I lead a large team and cost-center with responsibility for data engineering, business intelligence, and data governance.

• 

  Entisys360

  Apr 2021 - Oct 2022

  Field cdo

  I advised large, or otherwise well-funded, clients on how best to manage and maximize the value of their data. Quota carrying.

• 

  Ascend.io

  Nov 2022 - Mar 2024

  Field cdo

  I sold and lead implementations of an interesting data automation SaaS. Quota-carrying.

• 

  The technical architecture and strategic sales company

  Apr 2024 - now

  Principal consultant

  I work with companies of any size doing interesting things to efficiently leverage data, technology, and people to maximize ROIC.