I started my career as a

self-taught programmer building enterprise applications from the ground up.

My experience helped me thrive as a

solution architect and project manager turning complex challenges into simple and effective solutions.

My passion led me to help clients as a

business analyst gathering insight to create a roadmap for reaching strategic goals.

Work History

Salesforce Administrator

University of Arkansas - Sam M. Walton College of Business
Sep 2023 - Present

Project Manager & Sr. Salesforce Administrator

Exencial Wealth Advisors
Jun 2021 - Jan 2023

  • Oversee the migration to Salesforce Financial Services Cloud from 2 separate CRM systems

  • Launch Salesforce with over 65+ processes to support clients

  • Manage external Salesforce consultants assisting with projects

  • Work with Sales to develop a digital client intake form to replace PDF forms

  • Work with Client Services to develop analytics in Salesforce for tracking client distributions

  • Configure a data security model for the organization and each team's needs

  • Refine integrations to enhance performance metrics and data points

  • Strengthen development methodologies by introducing sprints and project management framework

Platform Services Developer

Exencial Wealth Advisors
Feb 2020 - May 2021

  • Develop client portal to provide clients with online access to their investment portfolio

  • Develop proposal software to create investment proposals for prospective clients

  • Develop scripts to generate marketing materials more efficiently

  • Work closely with security consultants to ensure client data stays secure

Full Stack Web Developer

Exencial Wealth Advisors
Feb 2019 - Jan 2020

  • Develop proprietary reporting software to create client-facing investment reports

  • Replace antiquated reporting software with a web-based platform

  • Work closely with COO and Advisors to expand and enhance reporting platform

  • Audit performance metrics for all investment portfolios to ensure transaction data integrity

DevOps Engineer

Self-Employed
Oct 2017 - Jan 2019

  • Set up over 100+ industrial PCs for cryptocurrency mining and data processing

  • Segment machines into groups to focus on different tasks

  • Set up network and configure for security

Salesforce Consultant

ShellBlack.com, LLC
Jun 2017 - Sep 2017

  • Provide strategic consulting and advisory services on the Salesforce platform

  • Consult with clients to gather requests and determine larger business needs

  • Implement Salesforce for financial service clients

  • Customize and configure Salesforce to help clients achieve their business goals

Technical Architect

Avant-Garde Merchant Solutions
Oct 2013 - Oct 2016

  • Systems integrations with point-of-sale software

  • Quality assurance of mobile apps, e-commerce plugins, and payment gateways

  • Develop over 10+ API endpoints for relaying payment data

Full Stack Developer

Independent Contractor
Apr 2012 - Oct 2013

  • Develop web-based applications following best practices of responsive, mobile-first design patterns

  • Develop progressive web apps

  • Develop user interfaces with JavaScript frameworks

Frontend Developer

ArtandFlea.com
May 2011 - Apr 2012

  • Design and development of website landing pages

  • Design online marketing materials for events

Skills

  • Systems Analysis

  • Team Leadership

  • Communication

  • Business Analysis

  • Project Management

  • Process Automation

  • UI/UX Design

  • Data Management

  • Security

  • Integrations

  • Flow

  • Data Analysis

  • Flowcharts

  • OmniStudio

  • Training

  • Implementation

  • Technical Writing

  • 3D Printing

Contact me

Let’s turn your vision into the next big thing.