Research and Advisory Engineering/Dealmakers & Wealth Engineering

Architected and developed client-facing applications and experimental projects supporting future initiatives of the department.

• Operating as tech lead for the real-time application suite.

• Architecting and developing with a group of two other principal engineers an initial offering of an agentic dashboard which will serve as the home of the company’s future agentic offerings and autonomous workflows.

• Architected a customizable and performance optimized bespoke application for delivering client approved lists, initially for client retention and then supported the onboarding of several new clients, primarily based in Europe.

• Architected and developed the Intelligent Prospecting platform and managed a team of four contractors based in Greece. Collaborated on the technical vetting and performance testing of a DataBricks backed data delivery system, validating architectural benchmarks which improved API performance by 50-66%.

• Led the engineering effort on a six month overhaul of FactSet’s mobile application leading to an improved experience and increasing client adoption by 10-15% during initial rollout.

• Architected and developed an experimental personalized news feed.

Wealth Engineering

Technical lead on high-visibility, high impact real time web applications used by thousands of clients daily while managing and mentoring a globally distributed team of junior engineers.

• Developed and optimized FactSet’s web-based real-time application suite (Market Watch, Portfolio View, Full Quote).

• Converted the Portfolio View application from AngularJS to VueJS to improve performance and stability.

• Managed a London based engineering team responsible for expanding fund based research tools and Canadian fund coverage.

• Managed a team of 3 (growing to 8) engineers distributed between London, Connecticut and Texas.

• Focused on performance improvements and custom client enhancements to the real time application suite, improving usability and client satisfaction.

• Developed an experimental report screenshot service to integrate into FactSet’s Microsoft Teams Extension.

• Provided daily client support through triaged support tickets and feedback during ongoing pilots.

Wealth Engineering

Developed and drove forward the Market Watch and Portfolio View web products

• Developed and enhanced the company's real-time Market Watch and Portfolio View web applications.

• Migrated applications from AngularJS to VueJS for improved performance and reliability.

• Provided client support through client filed issues.

• Managed one junior engineer.

• Designed and developed a prototype solution for aircraft document distribution leveraging AWS services to better service customers in high latency areas of the world

Primary Skills: Javascript, Java

Wealth Engineering

Developed and drove forward FactSet’s whitelabeling solution and architected the web offering of the Options Montage product.

• Developed and enhanced the FactSet Views system to drive forward the company’s whitelabeling effort.

• Provided client support through client filed issues, conference calls, and client debugging sessions

• Architected and developed the web offering of Options Montage which presents option chains for a selected security, leveraging AngularJS.

• Managed one junior engineer.