Jonathan W. Lee

Jonathan W. Lee

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  • Timeline

  • About me

    Head of Artificial Intelligence | Executive AI Consultant | Serial Entrepreneur

  • Education

    • Udacity

      2019 - 2020
      Nanodegree Artificial Intelligence in Trading

      520 hour program with 8 real-world projectsPart 1Building data pipelines, data normalization techniques and tests, regression analysis, time series modeling, multi-factor risk models, Principal Component Analysis, multi-factor alpha models, combining risk and alpha models together using different portfolio optimization techniques and regularization techniques.Part 2Natural Language Processing on financial statements, sentiment analysis using neural networks, machine… Show more 520 hour program with 8 real-world projectsPart 1Building data pipelines, data normalization techniques and tests, regression analysis, time series modeling, multi-factor risk models, Principal Component Analysis, multi-factor alpha models, combining risk and alpha models together using different portfolio optimization techniques and regularization techniques.Part 2Natural Language Processing on financial statements, sentiment analysis using neural networks, machine learning model testing and evaluation techniques, combining signals and enhancing alphas through the use of machine learning, variance decomposition, attribution reporting, backtesting, and backtesting best practices. Show less

    • Stanford University

      -
      Specialization Certificate Machine Learning

      Courses in: - Supervised Machine Learning: Regression and Classification - Advanced Learning Algorithms- Unsupervised Learning, Recommenders, Reinforcement Learning

    • Udacity

      -
      Nanodegree, Generative AI

      2 month program with 4 real world projects

    • Coursera

      -
      Mathematics for Machine Learning & Data Science (In Progress)

      Activities and Societies: Prerequisites for master's degree in artificial intelligence.

    • The University of Texas at Austin

      2002 - 2006
      Bachelor's degree Sociology & Business

      Business Foundations Certification: Coursework in finance, accounting, marketing, management information systems, business law, and management strategy within the McCombs School of Business.University Investors Association: Placed in the top 3 of the stock market competition in nearly every semester that I was part of the organization.

  • Experience

    • Sharp Realty

      Dec 2006 - Mar 2012

      » Led the transition of the company to a non-owner managed model by developing new staff and standard operating procedures (SOPs), significantly improving operational efficiency.» Managed the preparation and successful sale of the company, overseeing all technical and operational aspects of the transition to the new owner.» Doubled the company's revenue with minimal growth in operations costs by expanding into new classes of real estate and replacing low profit center management properties with higher ones. Show less » Designed and implemented an entirely new operations system for the management of 100+ investment properties through the use of new cloud-based software solutions and technology - which increased the operational efficiency of the business by 400%, cut annual tenant evictions by one-third, and increased average rents collected across the entire portfolio.» Created in-house market analysis models using data-driven approaches to support investment selection, maximizing returns for investors.» Conducted detailed financial analysis and developed pro forma financials to support investment decisions and presentations to stakeholders. Show less

      • Managing Partner

        Apr 2010 - Mar 2012
      • Partner

        Aug 2007 - Apr 2010
      • Leasing Agent

        Dec 2006 - Aug 2007
    • 787 Developers

      May 2012 - Mar 2024
      Founder & Managing Director

      » Founded and scaled a leading residential home construction company in Austin, TX, later expanding into commercial real estate development.» Developed and implemented an in-house ERP software suite to enhance construction and accounting efficiency - significantly streamlining operations and increasing productivity.» Led the design and development of software modules for project management, CRM, vendor management, estimating, budgeting, and job costing.» Developed and deployed an accounting module with full functionality comparable to QuickBooks Online (v. 2012), custom-built and seamlessly integrated into our construction software suite.» Conducted comprehensive investment analysis and built financial models to support project funding and strategic decision-making.» Oversaw full project lifecycle management, from initial planning and design to execution and completion, ensuring high-quality deliverables and adherence to timelines.» Managed a cross-functional team of attorneys, architects, engineers, suppliers, subcontractors, inspectors, and other construction professionals, fostering a collaborative and innovative work environment.» Achieved an average internal rate of return (IRR) to investors of over 40% for 10+ years, demonstrating strong financial acumen and strategic planning.» Received multiple national publications and regularly broke area price records as a result of creating such highly sought-after products.See the below publications for different projects we have been a part of. Show less

    • Algorithmic Innovations

      Nov 2012 - now

      » AI Agent for B2B Customer Research: Architected a multi-process AI agent to automate comprehensive evaluations of prospective client companies. The system integrates multiple APIs and ChatGPT to gather company profiles, analyze the company’s top audiences and demographics, extract key website metrics, assess public perception, check for indications of fraud or scams, and compile findings into a structured, professional 10-page report. The implementation of this agent is expected to save the company over $250K in payroll that is currently devoted to performing these tasks.» AI Agent for Property Mgmt: Spearheaded the development of a highly advanced AI agent system utilizing ChatGPT-4o and LangGraph to enable real-time data retrieval from internal databases and external APIs. The system facilitates conversational data interactions and immediate execution of complex multi-step company SOPs. Designed and deployed to a scalable, production-ready solution using AWS Lambda, API Gateway, LangGraph, Retrieval-Augmented Generation (RAG), DynamoDB, LangGraph's state machine, and Vue.js. The initial phase of this project is expected to reduce median labor hours by 40%, with final phases targeting a 70-80% reduction!» AI Agent for High-Impact News Discovery: Developed an AI research agent that connects to news APIs and arXiv, accessing over 150,000 sources daily. The agent conducts regularly scheduled polls of these sources and embeds them in a vector database. Upon a user’s query of a topic, the application conducts a semantic search of all recent documents, filters those results using a custom built ranking algorithm that uses ChatGPT for projecting the likelihood of the news event having high impact on a set industry, and then selects and summarizes the 5 most important to display to the user. Built with Vue.js, AWS EventBridge, AWS API Gateway, AWS Lambda, RAG, ChatGPT-o1, and LangGraph. Show less » Machine Learning Prediction: Engineered a machine learning model and preprocessing pipeline analyzing 400+ applicant dimensions to predict performance, achieving 90.6% accuracy on a blind test. Conducted all data engineering, feature engineering, and dimensionality reduction efforts to produce top tier results.» NLP & Sentiment Analysis: Developed an NLP service to scrape financial data from the SEC's EDGAR API, perform sentiment analysis, and track sentiment shifts over time.» Algorithmic Trading & Distributed Computing: Engineered high-performance data pipelines and polling systems using AWS Lambda and TimeStreamDB for real-time time series data ingestion. Optimized ETL processes for data preprocessing and developed advanced algorithms to extract actionable trading signals. Built robust, scalable microservices and messaging protocols to enable distributed systems that react instantaneously to market changes. Show less » Led the architecting and build-out of numerous APIs with backend technologies such as serverless, Django, GraphQL, and Node.js. Developed comprehensive backend services capable of handling various data models and complex business logic, ensuring scalability and resilience. Created sophisticated front-end experiences for both web and mobile platforms using Vue.js, React, Meteor.js, GSAP, and others. Emphasized responsive design, user-centric features, and smooth interactivity. Built end-to-end data flows connecting front-end interfaces with backend services and databases, ensuring data integrity and optimized performance. Show less

      • Head of Artificial Intelligence

        Jan 2025 - now
      • AI Solutions Architect / Generative AI Engineer

        Apr 2024 - Jan 2025
      • Machine Learning Engineer

        Apr 2018 - Apr 2024
      • Lead Full-Stack Engineer

        Nov 2012 - Apr 2018
  • Licenses & Certifications

    • AWS Certified Machine Learning - Specialty (In Progress)

      Amazon Web Services (AWS)
    • Real Estate Broker

      Texas Real Estate Commission
    • AI Agents in LangGraph!

      DeepLearning.AI
      Jan 2024
  • Honors & Awards

    • Awarded to Jonathan W. Lee
      Selected as 1 of 3 to present in the Urban Land Institute's Shark Tank competition. - 2016
    • Awarded to Jonathan W. Lee
      Selected by Empact Entrepreneurs for "Most Inspiring Entrepreneurship Story" award. - 2013
    • Awarded to Jonathan W. Lee
      Invited to attend the White House and meet the President of the United States as part of the Empact Entrepreneurs Showcase. - 2012