← Home

Timeline

Education, work, projects and activities from 2013 to today. Filter by category, and click an entry for details.

  1. Aug 2013 – Dec 2018 Education Texas A&M University · BS Economics College Station. Favorite class: econometrics. Details +
    • Kappa Sigma: elected leadership positions.
    • The Big Event (Fall 2013, 2014, 2016).
    • Wicked Woods fundraising for veterans (Fall 2013, 2014, 2015).
  2. 2016 – 2018 Activities & service The BADD Project Brothers Against Distracted Driving. Details +
    • Advocated for a College Station texting-while-driving ban.
  3. 2018 – 2019 Activities & service The REACH Project Fundraising for meals for Texas A&M staff.
  4. Jan 2019 Markets & mining Independent market research & portfolio management Began managing my own accounts and trading futures, FX and gold. Details +
    • Run my retirement and taxable accounts on written rules: target allocation, scheduled rebalancing, tax-loss harvesting and a note on the reason for each decision.
    • Taught myself technical analysis through in-person Online Trading Academy courses in supply and demand, futures, forex and options.
    • Traded Micro E-mini S&P 500 futures, FX (mainly EUR/USD) and gold.
    Experience section →
  5. Mar 2019 – Present Activities & service Houston Food Bank Volunteer.
  6. Jun – Nov 2021 Education Rice University FinTech Bootcamp Python, SQL and Solidity coursework; learned to work from library documentation instead of memorizing code. Details +
    • Projects included ERCOT power prices against weather around the February 2021 winter storm, an ML trading bot, a neural network classifier and Ethereum smart contracts.
  7. 2021 Markets & mining Began bitcoin mining Started with a 6-GPU rack mining altcoins and converting the output to BTC.
  8. Feb 2022 Projects TOS Trade Signal My own trading strategy coded as buy, sell and hold signals in Python/Jupyter.
  9. Feb 2022 Markets & mining Moved to an Antminer S19j Pro After a mining conference in Round Rock and a tour of Riot's Rockdale facility. Details +
    • 104 TH/s. I weigh Texas power cost against output and uptime to decide when running pays.
  10. 2023 – Present Experience Financial Accounts Manager, family medical practice Manage several financial accounts and recommend strategies for them. Houston.
  11. Aug 2024 – May 2026 Education University of St. Thomas · MS Finance Cameron School of Business, Houston. GPA 3.8/4.0. Details +
    • Coursework: Mergers & Acquisitions; Financial Modeling; Investments & Portfolio Management; Derivatives & Risk Management; Futures, Swaps & Options; International Finance.
    • My capstone became the Portfolio Analyzer.
  12. Nov 2025 Projects Portfolio Analyzer begins as my capstone A simple Streamlit optimizer: enter stocks, get optimal weights. Details +
    • Dec 2025: added Brinson-Fachler attribution, Black-Litterman, multi-factor regression, rolling risk and a hybrid data loader.
    • Then moved to a native PySide6 desktop app with GitHub Actions CI building the installers.
    Project page + live demo →
  13. Jan 2026 Projects SPX Income Trader Momentum-based 0-DTE SPX options strategy with hard risk limits. Details +
    • Backtested on history, then live-tested for about seven weeks (Mar – May 2026), sized by risk at 1–4 contracts per trade.
    • Paused when live results fell far short of the backtest. My post-mortem traced the gap to look-ahead bias in the original backtest and trading costs larger than the signal's small edge.
    Post-mortem →
  14. Mar – Jul 2026 Hobby projects Hobby projects: media and puzzle-solving suites GifSmith, ClipSmith and CaptionSmith (media suite) and Chess Solver (puzzle-solving suite). Details +
    Hobby projects →
  15. Jun 2026 Projects Crypto Quant Desk A Windows/macOS spot trading terminal: positions, risk analytics, live charts, backtests and order safety rails. Details +
    Project page →
  16. Jul 2026 Projects Portfolio Analyzer v3.0.0 110 commits, 11 releases, about 35.7k lines of Python, 316 pytest tests. Details +
    Project page →
  17. Jul 2026 Projects Counterparty Credit Underwriting Workbench OTC counterparty-credit underwriting simulator on synthetic data. Details +
    • Monte Carlo expected exposure and PFE, CVA/DVA/FVA, CSA collateral, credit limits, and a written approve-or-decline memo.
    Live CVA demo →
  18. Oct 2026 Hobby projects Cube Solver, Sudoku Solver and Card Solver Three more apps for the puzzle-solving suite, alongside Chess Solver. Details +
    Hobby projects →
  19. Nov 17, 2026 Certifications CFA Program Level I exam Level I candidate.