Timeline

Independent — AI/Product Development and Consulting

bluesuedeshark LLC

Self-directed pivot into applied AI and software — shipping things, experimenting.

• Advising a non-technical client on standing up a personal dashboard she owns and controls, while building a bespoke, model-agnostic dashboard proof of concept. LLM Agents & Tooling
• Built and shipped AI-augmented tools end to end — agent-augmented data retrieval and scoring, small internal data apps, system integrations. LLM Agents & Tooling
• Just shipped this site overnight — for a little challenge. — start to finish, overnight Ruby on Rails

Senior Analyst

Analytic Marketing Partners (AMP)

Ten years of SAS-based custom modeling for financial, health, retail, and senior-living clients.

• Rebuilt the core report shell: automated branding/white-labeling that had been done by hand, and added versioning, conditional logic, and exception-handling. SAS VBA Workflow Automation
• Consolidated three separately-maintained versions of the same report — often out of sync with each other — into one data-driven shell. SAS Workflow Automation
• Became the team's mapping expert: automated per-run maps in PDF output, drive-time measurement, and Huff-model competitor analysis. Geospatial / Huff Modeling
• Co-built, launched, and now maintains a client-facing data portal — self-service data exploration that replaced a slow, fully manual request process — and helped shape a new data marketplace offering built on top of it. — still in production, still growing React TypeScript Node.js Python Snowflake SQL Vercel Railway Supabase
• Took on a client's "group within a group" segmentation problem: curated a new dataset combining their client-provided data with our consumer data, ran it through rigorous statistical analysis to determine the right method, then built a custom k-means model from scratch. — 400%+ response rate vs. prior efforts K-Means Segmentation SAS
• Tasked with optimizing an upcoming campaign: asked the right questions about what data they actually had access to, then refactored their existing bucketed RFM process into a standard-deviation-based model parsed across more categories, folded into full custom modeling blending spending/engagement patterns with household attributes. — record-breaking engagement — the client started paying for this study on every campaign RFM Modeling
• Solved an auto-loan campaign with no exact-match variables using reverse-logic modeling on the microgrid variables that were available. Campaign Optimization
• Overhauled a client's manual data-selection process — replacing a slow, manual, copy/paste-and-highlight workflow with a tool built on their existing Google BigQuery setup, giving them instant feedback on selections and full control over their own parameters. — replaced a fully manual selection process with instant, self-service control Google BigQuery Workflow Automation SQL
• Learned enough R in a single day to execute and validate a client's own scoring model against their internal testing — not R mastery, just enough to get it done. — same-day turnaround, vs. weeks from other vendors R
• Pushed a client off straight-selects and hot-zips onto modeling; the resulting multi-territory win expanded into all franchises plus a full-year budget for the account. Campaign Optimization
• Was the only one flagging that the firm's geography measures were overweighted — later confirmed on a nationwide model.

Advanced / Personal & Business Planning Analyst

Northwestern Mutual

Specialized deeply in structuring blended whole-life products and became the agency's trainer on financial product and financial plan design.

• Taught classes to senior advisors and ran product design for most agents in-office. Training & Curriculum Design
• Built Personal Financial Plans — Social Security projections, amortization schedules, and scenario modeling — for advisors' clients. Campaign Optimization
• Was the only person ever offered an agent's contract without a bachelor's degree, where a degree was a baseline requirement. — only person offered the contract without a degree

Director of District Reporting & Training

Northwestern Mutual

Owned how the district measured and taught new-agent progress.

• Rebuilt new-agent production tracking end to end and shipped macros/dashboards giving agents real-time visibility into daily, weekly, and monthly goals. VBA Workflow Automation
• Developed and maintained the new-hire curriculum. Training & Curriculum Design

Associate Representative

Northwestern Mutual

Hired with no degree and no industry experience — brought in purely as a fast, detail-obsessed learner.

• Broke the agency record for applications submitted with zero errors by a single representative. — agency record, zero errors
• Earned a life & health insurance license, then FINRA Series 6, 63, and 7. FINRA Licensing (6, 63, 7) Life & Health Insurance License
• Promoted from assistant to associate financial representative, with authority to walk clients through and sign contracts.

Billing → Customer Service → Retention Specialist

GEICO

Promoted twice in under two years, landing on a small, specialized team built to save the accounts everyone else had given up on.

• Promoted from billing into full customer service, then onto a small specialized retention team handling the hardest save calls.
• Earned a property & casualty insurance license. Risk Insurance License (P&C)
• Fixed a gap in NPS scoring so positive feedback stopped being miscounted as low scores when automated input misread a response. Process Reverse-Engineering

Nature Center Attendant

Ocean Lakes Family Campground · Myrtle Beach, SC

• Rebuilt the inventory ordering process so restocks actually matched what was selling. Workflow Automation
• Wrote a plain-language shark-teeth identification guide so beachgoers could ID their own fossil finds. Training & Curriculum Design
• Started running short wildlife trainings for visitors most afternoons. Training & Curriculum Design
• Began keeping short-term local wildlife on hand so visitors could see live animals, not just displays.