Senior Software Engineer
StartEngine
Remote · Los Angeles, CA (HQ)
Highlights — system design & technical leadership
- ▸Investment Clearing Pipeline — guard-railed AI outreach pipeline: case triage, multi-stage LLM drafts, an AI review step, and safe automated sending; created it; ~94% of its ~45K-line core is my code; one admin clears 70+ cases/day
- ▸AI Ops Agent (Slack) — Slack LLM ops agent whose sensitive account changes require a server-enforced human approval; authored its design doc
- ▸Share-Transfer Workflow — multi-party e-signature state machine with row locks, after-commit events, and a replay-safe hand-off to the ownership ledger
- ▸IRA Custodian Integration — primary engineer for job- and webhook-driven sync with an external custodian: account opening, rollovers, and investing
- ▸Campaign Updates Pipeline — staff approval, scheduling, and queue-based fan-out across two services (Java, Kafka, Klaviyo), replacing a multi-day manual process with a minutes-long workflow
- ▸Created the investor-operations lane of StartEngine's AI agent platform — case queue, transfer triage, Slack agent, and operator APIs — and wrote implementation-ready design docs for its approval workflows
- ▸Built a database-backed runtime config store that moved hundreds of operational settings out of deploy-time secrets; other engineers later extended it
- ▸Mentored two junior engineers and a summer intern (more pair programming and hands-on system walkthroughs for the intern); reviewer for production PostgreSQL schema changes and migrations, and first responder for production database incidents
- ▸Forward-deployed role embedding AI agents directly into Compliance, Marketing, and Investor Experience workflows — backend- and database-rooted, extending into full-stack ownership and AI-augmented development
- ▸Designed and built an AI-powered data extraction microservice in Python integrating OpenAI, Gemini, and Anthropic APIs, cutting document processing time from 30 minutes to 2–3 minutes and lifting accuracy from 30% to 70%
- ▸Redesigned the AML/KYC verification process with Plaid API integration and intelligent retry logic, sharply reducing the manual review load
- ▸Built an AI-driven investor matching system that analyzes platform activity to surface personalized investment recommendations, improving conversion rates
More platform work
- ▸Built an AI triage queue for share-transfer requests that reads the request and its documents, applies transfer rules, and prepares the follow-up ticket for operations staff
- ▸Extended and hardened an AI-assisted accredited-investor review queue: a model reviews uploaded financial documents, deterministic checks restrict which approvals it can suggest, and a human reviewer decides
- ▸Built the OpenAI Batch API client used by the outreach queue's LLM sweeps
- ▸Extended an alternative trading system (ATS) with broker roles, buyer commissions, trade-order estimates, inventory search, and automated trade notifications to brokers
- ▸Added delegated account access across two backend services, so authorized users can manage accounts and submit investments on behalf of entity and managed accounts
Java
Python
PostgreSQL
AWS
Google Cloud
OpenAI
Anthropic
Gemini
Plaid
Klaviyo
Slack
Software Engineer
StartEngine
Remote · Los Angeles, CA (HQ)
- ▸Developed and maintained core backend services powering the StartEngine investment platform
- ▸Contributed to product development across investor-facing and issuer-facing platform features
- ▸Collaborated with product and design teams on API design and data modeling
Java
PostgreSQL
MongoDB
Software Engineer
Wolters Kluwer Tax & Accounting US
Cary, NC · 5 years
- ▸Primary developer for Vanguard Predictive Planning data integration, building custom connectors that processed millions of records and reduced data preparation time from weeks to under 30 minutes
- ▸Engineered a data validation utility that ensured integrity during data transitions, minimizing risk and improving forecasting accuracy
- ▸Led technical development of a TimeSheet application, implementing billable hours reporting, analytics dashboards, and security features including time-constrained editing
- ▸Integrated the problem reporting system with FreshDesk, streamlining customer support workflows and improving response times
- ▸Designed custom data tables for brand-specific forecasting systems (Lenox, LG Hausys), enhancing reporting accuracy
Java
PostgreSQL
Software Design
Software Engineer Co-op
IBM
Durham, NC · On-site · Jazz Foundation
- ▸Contributed to a collaborative lifecycle management web app for the Jazz Foundation group using Java
- ▸Cleared backlogs and resolved customer-reported bugs within agile sprint cycles
Science, Technology, and Society / Computer Science
NC State University