Operations Executive — Data & Trading Systems

Fourteen years scaling SaaS operations. Seven years building systems that trade on it.

I've spent my career turning messy operational data into revenue: scaling customer success and delivery teams at payments and banking SaaS companies from startup to Fortune 500 scale. In 2019 I stepped away to build and run independent trading systems full-time — writing the Python, market-data pipelines, and dashboards myself, end to end. I'm looking for a role where that same combination — operational leadership plus hands-on technical fluency — actually gets used.

$1.5M → $20M
ARR grown, ACI Worldwide (7 yrs)
95%
team retention across 35+ people
80% → 95%
customer retention, Decideware
7 yrs
independent systems, solo-built
01

About

Between 2005 and 2019 I held escalating operations and customer-success leadership roles at three SaaS companies in banking, payments, and insurance — ACI Worldwide, Alkami, Decideware, and One Inc — scaling teams, rebuilding retention, and building the analytics infrastructure those businesses ran on. In 2019 I left to trade equities and options full-time, which meant becoming the engineer, analyst, and operator of my own one-person shop: sourcing market data, writing the code, and living with the results. I'm now looking to bring both halves of that back into a team.

02

Selected projects

SIGNALS

Options-Flow Signal Engine

A Python system that ingests options-flow, volatility, and dark-pool print data to surface unusual activity in near real time, integrated directly with TD Ameritrade's thinkorswim platform for execution.

Pythonthinkorswim APIPandas
View write-up / repo →
DATA

Short-Interest Tracking Dashboard

A pipeline pulling FINRA short-interest data on a scheduled basis, with a Tableau front end for spotting shifts in positioning across a watchlist.

PythonFINRA APITableau
View write-up / repo →
VISUALIZATION

Market Data Visualization Stack

A set of Jupyter and D3-based tools for exploring intraday price and volume behavior — built to answer specific trading questions, not as a general product, but structured cleanly enough to extend.

JupyterD3.jsHTML/JS
View write-up / repo →
03

Skills

Data & Engineering

Python, SQL, Pandas, Tableau, Jupyter, D3.js

Operations

Revenue ops, retention strategy, team scaling, process design

Tools

HubSpot, Salesforce, JIRA, Confluence, Atlassian suite

04

Timeline

2019–Present
Independent Equity Trader & Systems Developer
Granite Bay, CA
2017–2019
EVP of Professional Services
One Inc — Folsom, CA
2015–2017
Chief Services Officer
Decideware — San Francisco, CA
2014
VP, Business Operations
Alkami Technology — Plano, TX
2005–2013
Manager → Sr. Director, Product Delivery & Professional Services
ACI Worldwide — Pleasanton, CA
05

Get in touch

Open to operations, revenue, and data-facing roles at fintech and SaaS companies.