Experience

Twenty-five years, mainframe to AI. The readable version is below; the PDF is the same history on one page.

Vertex Inc — King of Prussia, PA

Principal Engineer & AI Architect · May 2022 – May 2026

Inventor on 4 patent-pending AI systems addressing tax data synthesis, audit defense, code quality, and nexus compliance
Leading AI researcher, architect, and engineer for the Data and Insights value stream — developing AI models and platforms infused into existing and new products
Built and shipped Robby, a patent-pending multi-agent system for SDLC orchestration, adopted across multiple teams · read the deep dive
Oversaw launch of Indirect Tax Intelligence and Indirect Tax Close products; led 10 teams of 50+ engineers driving Fortune 500 monthly tax close and government audit defense
Architected data pipelines processing tax-transaction volume from Fortune 500 retail and food-service customers across MS Dynamics, Vertex OSeries, SAP, and custom ETL
Drove cost-reclaim work on cloud resources and unused customer-data utilization
Designed and delivered the AI Curiosity Workshop (“Raise the Boats”) — taught ~50 employees across engineering, product, and data science how to use AI and build custom agents · read about the workshop

Senior Software Engineer · Apr 2021 – May 2022

Senior Lead Engineer for Auto initiative data sourcing to single source of truth and AWS architecture migration (Project “Photon”)

Senior Software Engineer · May 2019 – Apr 2021

Architect and Lead Engineer for HRCommand — the flagship product that drove United Health/Optum Financial’s acquisition of Connect Your Care · read the case study
Architect and Lead Engineer for systematic strangler-fig decomposition of monolithic EJB/J2EE systems into Spring Boot microservices and React frontend — zero production outages during the migration
Led 5+ member team delivering rewrite of legacy systems; designed decomposition strategy, established patterns, mentored team

Senior Java/Guidewire Developer · Feb 2019 – May 2019

Lead developer to convert legacy Insurance Policy system into Guidewire platform

Infrastructure Developer (Advanced) · Feb 2018 – Feb 2019

Lead developer on voice-biometric fingerprinting service for retail-banking call-center authentication — contributed to a ~$830B industry-wide fraud-loss plateau across the deployment cohort · read the case study
Achieved ~10 million unique JPMC accounts opted in within first 3 months with only ~1,300 opting out
Pilot program reduced average authenticated call by 20 seconds — 25 more customers serviced per rep per day
Part of TARA Fraud Busters group — developed JPMC CAT tool aggregating RESTful data into a unified Angular dashboard with Sapiens rules engine for real-time fraud detection

Lead Software Developer · Apr 2012 – Feb 2018

Development lead for internal REST Spring Boot/Hibernate service coordinating IBM AS400 COBOL systems across disparate products
Led FMS Labor Saver transition from 3rd-party vendor to in-house ownership — $100,000+/year cost savings
Oversaw FMS Portal — flagship product delivering sensitive payroll information to enterprise clients handling millions of sensitive records
AWS Development Lead for FMS Marketing overseeing content promotion and user engagement tracking

Software Developer · Jun 2010 – Apr 2012

Led multiple development teams managing large backlog for new Blue Ribbon insurance agent product
Resolved 200+ critical issues; delivered in 6 months against a 1-year estimate
Continued addressing issues through MVP, Limited Availability, and General Availability phases without slowing

Software Developer · Aug 2008 – Jun 2010

Lead developer for redesign of Forbes.com Video Network and Embedded Player serving millions of daily users
Lead developer for code migration and rewrite for AAA, Honda, Sirius XM, and Pepsi Quaker marketing systems