Experience

• Standardized 15,000+ firm-year records from SEC filings and commercial databases into a 30-year executive panel for a faculty research program on organization design, closing coverage gaps for 300+ executives.
• Designed a reproducible AI-assisted audit workflow (NotebookLM + Python) that flags role-classification errors and cross-year inconsistencies before analysis, ahead of publication in Strategic Management Journal.
• Launched the public database site (612 firms, 216,018 observations) with a codebook, methods pages and usage guide, making the data usable by researchers with no part in collecting it.

Skills: Python · Data standardization · Data validation · Research documentation · NotebookLM

• Presented deal rationale in 8 CEO meetings after running owner outreach for 3 lower-middle-market engagements (one buy-side, two sell-side) ahead of CIM delivery.
• Built repeatable sourcing, screening and outreach workflows by designing a HubSpot screening rubric from client mandate criteria, narrowing 100+ companies to 5 qualified targets.
• Wrote strategic-fit and competitive-dynamics assessments used in client CIMs by analyzing each business’s cost structure, customer concentration and supply-chain position.

Skills: HubSpot CRM · Market screening · Business analysis · Client communication

• Built Python scripts that pulled selected financial metrics for a changing list of companies from external data APIs into the web platform, keeping client-facing data current without manual updates.
• Reworked API requests to fetch only the fields the platform displayed, reducing data transferred and speeding up page loads for users.
• Worked with the team to identify which financial metrics mattered most to investors, focusing data collection on the highest-priority figures.

Skills: Python · REST APIs · Data pipelines · Automation

• Built an analysis-ready COVID-19 transmission network in R from raw case-level outbreak records, standardizing inconsistent records and resolving links between cases.
• Applied statistical methods to find patterns in the transmission networks, verifying output accuracy for the research team.
• Built data visualizations that contributed to a study published in Emerging Infectious Diseases (CDC), July 2025.

Skills: R · Data cleaning · Network analysis · Data visualization