{ "asOf": "2026-09-03", "claims": [ { "approvedAt": "2026-09-04T02:48:36Z", "asOf": "2026-09-03", "claim": "Restructured software-engineering work into smaller autonomous teams to reduce context switching and clarify priorities.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-002", "limitations": [ "No team name or count, employee identity or data, restructuring detail, measured productivity result, or quantified outcome is disclosed.", "The claim describes an organizational-design approach and does not imply sole authority over every staffing, reporting, or prioritization decision." ], "organizations": [ "American Trust/EdgeCo Holdings" ], "period": { "end": null, "start": "2021" }, "schemaVersion": 1, "skills": [ "Engineering culture", "Organizational design", "Prioritization", "Team autonomy" ], "status": "completed", "title": "Restructure engineering work around autonomous teams", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:48:36Z", "asOf": "2026-09-03", "claim": "Set an engineering hiring strategy centered on recruiting high-caliber, creative talent for a fast-paced product environment.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-003", "limitations": [ "No candidate or employee identity, evaluation criterion, hiring count, staffing target, retention measure, or quantified outcome is disclosed.", "Setting hiring strategy does not imply sole execution of recruiting, interviewing, selection, compensation, or every hiring decision." ], "organizations": [ "American Trust/EdgeCo Holdings" ], "period": { "end": null, "start": "2021" }, "schemaVersion": 1, "skills": [ "Engineering leadership", "Hiring strategy", "Organizational growth", "Talent strategy" ], "status": "completed", "title": "Set an engineering hiring strategy", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:48:36Z", "asOf": "2026-09-03", "claim": "Led and influenced technical 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"evidenceLevel": "resume-sourced", "id": "RB-008", "limitations": [ "No stakeholder identity, internal function list, customer data, initiative detail, proprietary solution, or quantified outcome is disclosed.", "The claim describes collaborative discovery and delivery and does not imply sole ownership of requirements, product decisions, or implementation." ], "organizations": [ "American Trust/EdgeCo Holdings" ], "period": { "end": null, "start": "2021" }, "schemaVersion": 1, "skills": [ "Cross-functional collaboration", "Product discovery", "Stakeholder management", "Technical delivery" ], "status": "completed", "title": "Build cross-functional product partnerships", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:48:36Z", "asOf": "2026-09-03", "claim": "Provided technical leadership for teams and systems supporting retirement-services recordkeeping.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-010", "limitations": [ "No customer or plan identity or data, platform architecture, operational detail, staffing figure, financial measure, or quantified outcome is disclosed.", "The claim is limited to retirement-services recordkeeping and does not imply sole ownership of every related team, product, system, or business function." ], "organizations": [ "American Trust/EdgeCo Holdings" ], "period": { "end": null, "start": "2021" }, "schemaVersion": 1, "skills": [ "Engineering leadership", "Fintech", "Retirement services", "Systems leadership" ], "status": "completed", "title": "Lead retirement-recordkeeping engineering", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:48:36Z", "asOf": "2026-09-03", "claim": "Updated engineering role titles to align with technology-industry conventions and support a growth-oriented team culture.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-012", "limitations": [ "No employee identity or data, compensation or leveling detail, prior or revised title, promotion decision, retention result, or quantified outcome is disclosed.", "The claim describes an organizational-development practice and does not imply that title changes alone produced employee growth or business results." ], "organizations": [ "American Trust/EdgeCo Holdings" ], "period": { "end": null, "start": "2021" }, "schemaVersion": 1, "skills": [ "Engineering culture", "Organizational design", "Role design", "Talent development" ], "status": "completed", "title": "Modernize engineering role titles", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Directed the strategy, tactical management, and governance of a technology organization spanning full-stack engineering, infrastructure, tooling, and operations.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-013", "limitations": [ "No budget, staffing level, security scope, proprietary operating detail, or quantified outcome 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"organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Engineering operations", "People leadership", "Performance management", "Team development" ], "status": "historical", "title": "Lead engineering people and operating systems", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-02T02:18:00Z", "asOf": "2026-09-01", "claim": "Redefined the software-development process and lifecycle by introducing agile and lean practices designed to respond to frequent change.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-015", "limitations": [ "No quantified delivery improvement is claimed.", "The claim describes process leadership rather than sole execution by one person." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Agile transformation", "Change management", "Process improvement", "Software development lifecycle" ], "status": "historical", "title": "Introduce agile and lean software delivery practices", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-02T02:18:00Z", "asOf": "2026-09-01", "claim": "Set a long-term architecture vision that used disaster recovery in AWS as the first step toward moving from an on-premises datacenter to cloud architecture.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-016", "limitations": [ "No quantified availability, recovery, cost, or migration outcome is claimed.", "The claim does not state that the full datacenter migration was completed." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "AWS", "Cloud strategy", "Disaster recovery", "Enterprise architecture" ], "status": "historical", "title": "Set a phased cloud-migration architecture", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:04:58Z", "asOf": "2026-09-03", "claim": "Modernized a legacy technology stack by introducing PostgreSQL, Python, D3, Node.js, JavaScript, Git, Linux, and cloud services.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-017", "limitations": [ "The claim does not state that every legacy component was replaced or quantify delivery, reliability, cost, or business outcomes.", "The technologies are source-supported examples introduced during the role, not an exhaustive architecture inventory or claim of sole adoption authority." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Cloud services", "Open-source technologies", "Platform engineering", "Technology modernization" ], "status": "historical", "title": "Modernize a legacy technology stack", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:04:58Z", "asOf": "2026-09-03", "claim": "Created customer-focused product roadmaps emphasizing intuitive, polished experiences and supported 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"evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-019", "limitations": [ "No proprietary architecture, security control, test procedure, certification, vulnerability result, or quantified quality outcome is disclosed.", "The claim describes engineering governance and does not imply sole authorship, sole enforcement authority, or a legal or regulatory compliance determination." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Architecture governance", "Engineering standards", "Quality engineering", "Security governance" ], "status": "historical", "title": "Establish platform security and quality standards", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-02T02:18:00Z", "asOf": "2026-09-01", "claim": "Architected and developed the company's first secure microservices API for financial institutions, taking it from initial design through production launch and knowledge transfer.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-020", "limitations": [ "No adoption, transaction-volume, revenue, or performance metric is claimed.", "The claim is supported by candidate-provided resume evidence rather than independent public documentation." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "API design", "Microservices", "Product launch", "Security", "Software architecture" ], "status": "historical", "title": "Architect and launch a partner microservices API", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-02T02:18:00Z", "asOf": "2026-09-01", "claim": "Led the design, development, and launch of the company's first custom web and mobile applications for iOS and Android, including data-visualization experiences.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-021", "limitations": [ "Leadership of delivery does not imply sole design or implementation.", "The claim does not quantify adoption, customer satisfaction, or business impact." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Data visualization", "Mobile applications", "Product delivery", "User experience", "Web applications" ], "status": "historical", "title": "Launch the first custom web and mobile applications", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:04:58Z", "asOf": "2026-09-03", "claim": "Built collaborative relationships with product leaders and stakeholders and introduced shared diagramming, collaboration, and work-management tools to improve communication and requirements gathering.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-022", "limitations": [ "No customer identity, vendor identity, internal requirement, adoption metric, delivery result, or productivity improvement is disclosed.", "The claim describes collaborative 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maintenance, or product priorities." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Capacity management", "Engineering analytics", "Portfolio prioritization", "Resource planning" ], "status": "historical", "title": "Measure engineering capacity allocation", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:04:58Z", "asOf": "2026-09-03", "claim": "Established context-specific guidelines for selecting technology stacks and programming languages based on the work being performed.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-024", "limitations": [ "No proprietary evaluation criteria, architecture decision, vendor identity, cost figure, or quantified engineering outcome is disclosed.", "The guidelines supported technology decisions and do not imply sole approval authority or universal rules for every system and engineering team." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Architecture standards", "Programming-language selection", "Technology evaluation", "Technology strategy" ], "status": "historical", "title": "Establish technology-selection guidelines", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:22:09Z", "asOf": "2026-09-03", "claim": "Set strategic quarterly objectives and connected them to tactical resource planning, product roadmaps, and executive portfolio reporting.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-025", "limitations": [ "No staffing level, project count, budget, roadmap detail, delivery result, or financial outcome is disclosed.", "The claim describes leadership within a collaborative planning process and does not imply sole authority over objectives, resources, roadmaps, or portfolio decisions." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Executive communication", "Objectives and key results", "Portfolio management", "Resource planning" ], "status": "historical", "title": "Translate objectives into resource and portfolio plans", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:22:09Z", "asOf": "2026-09-03", "claim": "Oversaw custom and third-party workforce-management system integrations designed to create a more seamless user experience.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-026", "limitations": [ "No employee data, customer data, provider identity, integration design, adoption metric, or quantified user outcome is disclosed.", "Oversight does not imply sole implementation or ownership of every integrated system, partner relationship, or user-experience decision." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Systems integration", "Technology leadership", "User experience", "Workforce 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core dashboard experiences, using an initial business-intelligence implementation before building a more extensible platform for richer data visualizations.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-028", "limitations": [ "No vendor identity, internal analytics, data source, architecture detail, user identity, adoption metric, or quantified outcome is disclosed.", "The claim describes a staged product and platform strategy rather than sole implementation or ownership of every dashboard and visualization." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Analytics platforms", "Data visualization", "MVP strategy", "Platform strategy" ], "status": "historical", "title": "Evolve analytics dashboards from MVP to platform", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Presented the company's proprietary products to prospective buyers during a company-sale process.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-029", "limitations": [ "No buyer identity, product detail, valuation, transaction term, purchase-price result, or causal deal outcome is disclosed.", "The claim describes product demonstrations and does not imply sole responsibility for the sale process or buyer decisions." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Executive presentation", "M&A support", "Product demonstrations", "Product storytelling" ], "status": "historical", "title": "Support a company-sale process through product demonstrations", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:22:09Z", "asOf": "2026-09-03", "claim": "Fostered innovation by studying industry trends, explaining their relevance, and writing about technology and financial markets to educate team members.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-030", "limitations": [ "No private research, internal writing, investment recommendation, adoption metric, or quantified organizational outcome is disclosed.", "The claim describes internal learning and communication practices and does not assert publication, external recognition, or sole responsibility for team innovation." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Continuous learning", "Industry research", "Technical communication", "Thought leadership" ], "status": "historical", "title": "Promote innovation through industry research and writing", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:22:09Z", "asOf": "2026-09-03", "claim": "Led full-lifecycle software and database projects spanning design, development, testing, deployment, and production support.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-031", "limitations": [ "Lifecycle leadership does not imply sole execution or ownership, and no project count, delivery metric, system detail, or business outcome is claimed.", "The listed activities span projects during the historical role and are not presented as one project's deliverable set." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Database development", "Production support", "Software delivery", "Software-development lifecycle" ], "status": "historical", "title": "Lead full-lifecycle software and database delivery", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T01:46:16Z", "asOf": "2026-09-02", "claim": "Scaled an engineering team from two to eight people and led delivery of a self-directed IRA portal and IRA distribution wizard.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-032", "limitations": [ "No adoption, revenue, or customer-outcome metric is claimed for the two products.", "The team-size figures describe growth during the role and do not assert a single point-in-time organization chart." ], "organizations": [ "LT Trust" ], "period": { "end": "2012", "start": "2009" }, "schemaVersion": 1, "skills": [ "Engineering leadership", "Product delivery", "Retirement technology", "Team scaling" ], "status": "historical", "title": "Scale an engineering team and deliver retirement tools", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T01:46:16Z", "asOf": "2026-09-02", "claim": "Introduced agile practices to improve risk management, responsiveness to change, and delivery predictability, with practices later adopted across the organization.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-033", "limitations": [ "No specific framework, delivery-frequency change, or quantified improvement is claimed.", "Organization-wide adoption does not imply sole implementation by one person." ], "organizations": [ "LT Trust" ], "period": { "end": "2012", "start": "2009" }, "schemaVersion": 1, "skills": [ "Agile transformation", "Change management", "Delivery predictability", "Risk management" ], "status": "historical", "title": "Introduce agile practices across the organization", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T01:46:16Z", "asOf": "2026-09-02", "claim": "Served on the Architecture Team, reviewing system designs, evaluating application frameworks, setting standards, and providing technical guidance.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-034", "limitations": [ "Architecture Team membership does not imply sole decision authority.", "No quantified delivery or reliability outcome is attributed to this governance work." ], "organizations": [ "LT Trust" ], "period": { "end": "2012", "start": "2009" }, "schemaVersion": 1, "skills": [ "Architecture governance", "Design review", "Technical guidance", "Technical standards" ], "status": "historical", "title": "Serve on an enterprise architecture team", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T01:46:16Z", "asOf": "2026-09-02", "claim": "Mentored engineers with sample code, architecture and sequence diagrams, data models, client stubs, and SQL examples, and used production incidents as troubleshooting lessons.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-035", "limitations": [ "No quantified performance or promotion outcome is attributed to the mentoring.", "The examples describe mentoring methods used during the role rather than one discrete program." ], "organizations": [ "LT Trust" ], "period": { "end": "2012", "start": "2009" }, "schemaVersion": 1, "skills": [ "Architecture communication", "Incident learning", "Mentoring", "Technical communication" ], "status": "historical", "title": "Mentor engineers through artifacts and incidents", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:42:50Z", "asOf": "2026-09-03", "claim": "Provided management support for a core-system conversion.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-036", "limitations": [ "The asset measure, valuation date, personal scope, architecture, customer data, conversion result, and quantified outcome are not disclosed or independently verified.", "The claim establishes management support and does not imply sole program authority, technical implementation, or responsibility for every conversion decision." ], "organizations": [ "LT Trust" ], "period": { "end": "2012", "start": "2009" }, "schemaVersion": 1, "skills": [ "Core-system conversions", "Financial systems", "Program support", "Risk management" ], "status": "historical", "title": "Support a core-system conversion", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:42:50Z", "asOf": "2026-09-03", "claim": "Contributed to banking-product redesign for a company spinoff in which deposit-insurance considerations were a stated design objective.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-037", "limitations": [ "No product structure, customer identity or data, coverage amount, achieved coverage, proprietary design detail, or quantified outcome is disclosed.", "The claim describes a product-design objective and does not make a legal conclusion, coverage guarantee, eligibility determination, or representation about regulatory approval." ], "organizations": [ "LT Trust" ], "period": { "end": "2012", "start": "2009" }, "schemaVersion": 1, "skills": [ "Banking products", "Product design", "Regulatory considerations", "Spinoff support" ], "status": "historical", "title": "Redesign banking products for a company spinoff", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:46:16Z", "asOf": "2026-09-02", "claim": "Directed three engineering teams that developed and continuously improved full-stack web applications and production systems.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-038", "limitations": [ "No release, quality, adoption, or business-impact metric is claimed.", "The claim counts teams rather than individual contributors or direct reports." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Engineering leadership", "Full-stack delivery", "Production systems", "Team leadership" ], "status": "historical", "title": "Direct three full-stack engineering teams", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T01:46:16Z", "asOf": "2026-09-02", "claim": "Partnered with business and technology stakeholders to prioritize, scope, coordinate, and plan business initiatives.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-039", "limitations": [ "No portfolio size, delivery volume, or business outcome is claimed.", "The claim describes collaborative planning responsibilities rather than sole prioritization authority." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Initiative planning", "Prioritization", "Stakeholder management", "Technology strategy" ], "status": "historical", "title": "Partner on initiative prioritization and planning", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-02T02:18:00Z", "asOf": "2026-09-01", "claim": "Designed and delivered electronic-payment capabilities that enabled customers to pay fees using credit cards and bank transfers through ACH.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-040", "limitations": [ "No payment volume, adoption, revenue, or processing-cost outcome is claimed.", "The claim does not identify specific gateways, processors, or compliance certifications." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "ACH", "Card payments", "Fintech", "Payment systems", "Product delivery" ], "status": "historical", "title": "Deliver electronic-payment capabilities", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-02T02:18:00Z", "asOf": "2026-09-01", "claim": "Defined technology roadmaps and led delivery of platforms that enabled investors to hold alternative assets, including private-market assets and real estate, within IRAs.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-041", "limitations": [ "The claim describes technology delivery and does not provide legal, tax, or investment advice.", "The claim does not provide asset, account, adoption, or revenue metrics." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Alternative assets", "Platform delivery", "Retirement technology", "Technology roadmaps" ], "status": "historical", "title": "Lead platforms for alternative assets in IRAs", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T01:34:09Z", "asOf": "2026-09-03", "claim": "Provided hands-on project management to define scope, assess schedule and compliance risks, and negotiate mitigations and tradeoffs with business leaders.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-042", "limitations": [ "No project size, risk reduction, compliance determination, delivery result, or financial outcome is claimed.", "The claim describes collaborative project-risk management and does not imply sole authority over scope, schedules, compliance, or business decisions." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Executive communication", "Program management", "Risk management", "Scope management" ], "status": "historical", "title": "Manage project scope, risk, and tradeoffs", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T01:34:09Z", "asOf": "2026-09-03", "claim": "Mentored and motivated software engineers as they pursued professional-development goals and strengthened technical and interpersonal skills.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-043", "limitations": [ "No promotion, retention, performance-rating, team-size, or productivity outcome is claimed.", "The claim describes ongoing engineer development rather than a formal training program or sole responsibility for individual growth." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Coaching", "Engineering leadership", "Mentoring", "Talent development" ], "status": "historical", "title": "Mentor and develop software engineers", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T01:46:16Z", "asOf": "2026-09-02", "claim": "Translated nuanced business requirements for engineers through architecture diagrams, data models, data-flow diagrams, web-service stubs, and detailed specifications.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-044", "limitations": [ "No quantified delivery or quality improvement is attributed to these artifacts.", "The listed artifacts are representative methods used during the role, not one project deliverable set." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Data modeling", "Requirements analysis", "Solution architecture", "Technical communication" ], "status": "historical", "title": "Translate business requirements into technical artifacts", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T01:34:09Z", "asOf": "2026-09-03", "claim": "Facilitated issue resolution among cross-functional teams, business partners, stakeholders, and commercial vendors.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-045", "limitations": [ "Facilitation does not imply sole authority over participating teams, partners, stakeholders, vendors, or final decisions.", "No customer identity, vendor identity, dispute detail, resolution time, or business outcome is disclosed." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Cross-functional collaboration", "Issue resolution", "Stakeholder alignment", "Vendor management" ], "status": "historical", "title": "Facilitate cross-functional and vendor issue resolution", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:42:50Z", "asOf": "2026-09-03", "claim": "Evaluated payment vendors against tokenization requirements, with limiting PCI-DSS scope as an evaluation objective.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-046", "limitations": [ "No vendor identity, payment or customer data, proprietary requirement, control design, selection result, audit finding, or quantified outcome is disclosed.", "The claim describes vendor evaluation criteria and an intended scope objective; it does not establish a compliance determination, validated scope reduction, certification, or elimination of PCI-DSS responsibilities." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Payment security", "PCI-DSS", "Tokenization", "Vendor evaluation" ], "status": "historical", "title": "Evaluate payment tokenization requirements", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Oversaw implementation of a payment gateway and later managed migration to a replacement gateway with an XML-based integration.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-047", "limitations": [ "No provider identity, customer or payment data, proprietary interface detail, compliance conclusion, transaction volume, or financial outcome is disclosed.", "Oversight and management do not imply sole implementation or ownership of all platform and migration decisions." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Payment gateways", "Program delivery", "Systems integration", "XML" ], "status": "historical", "title": "Manage a payment-gateway migration", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T01:34:09Z", "asOf": "2026-09-03", "claim": "Partnered with Sales on strategic proposals by contributing technology and solutioning input.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-048", "limitations": [ "No customer identity, proposal detail, win count, revenue, market-share result, or market-leadership causality is claimed.", "The claim describes partnership and technical contribution rather than sole ownership of proposals, customer decisions, or sales outcomes." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Sales partnership", "Solutioning", "Strategic proposals", "Technical communication" ], "status": "historical", "title": "Partner with Sales on strategic proposals", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T01:34:09Z", "asOf": "2026-09-03", "claim": "Created an automated prioritization list that ranked projects using estimated implementation cost and business value.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-049", "limitations": [ "No project count, budget, realized return, delivery outcome, or financial value is disclosed.", "The ranking was a decision-support mechanism based on estimates and does not imply sole authority over final portfolio choices." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Automation", "Business-value analysis", "Portfolio prioritization", "Technology planning" ], "status": "historical", "title": "Create value-versus-effort portfolio prioritization", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Evaluated and created proof-of-concept identity-provider implementations for single sign-on and access management.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-050", "limitations": [ "No provider identity, security configuration, user data, evaluation result, compliance conclusion, or quantified outcome is disclosed.", "Proof-of-concept work does not imply production deployment, final selection, or sole decision authority." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Identity and access management", "Prototyping", "Security architecture", "Single sign-on" ], "status": "historical", "title": "Prototype identity-provider solutions", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Formalized baseline security requirements for cloud providers, including multifactor authentication and encrypted transport.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-051", "limitations": [ "No provider identity, proprietary evaluation criteria, control configuration, audit result, vulnerability detail, or quantified outcome is disclosed.", "The claim describes baseline requirements and does not imply sole approval authority, implementation ownership, certification, or a compliance determination." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Cloud security", "Multifactor authentication", "Security requirements", "Vendor governance" ], "status": "historical", "title": "Define baseline cloud-provider security requirements", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Managed engineering teams distributed across the United States and internationally.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-052", "limitations": [ "No location, employee identity, staffing figure, productivity result, or business outcome is disclosed.", "The claim establishes geographic distribution without asserting a specific team, employee, contractor, office, or country count." ], "organizations": [ "PENSCO Trust" ], "period": { "end": "2017", "start": "2012" }, "schemaVersion": 1, "skills": [ "Distributed teams", "Engineering leadership", "Global collaboration", "Remote leadership" ], "status": "historical", "title": "Lead geographically distributed engineering teams", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T02:01:23Z", "asOf": "2026-09-02", "claim": "Managed a team of six engineers responsible for delivery and reliability of an advisor-services, wealth-management, and online-trading platform.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-053", "limitations": [ "No clearing-network details, platform scale, availability result, or business-impact metric is claimed.", "The six-person figure describes historical team scope and is not presented as an outcome or current staffing level." ], "organizations": [ "Fiserv ISS" ], "period": { "end": "2009", "start": "2005" }, "schemaVersion": 1, "skills": [ "Engineering leadership", "Platform reliability", "Trading platforms", "Wealth technology" ], "status": "historical", "title": "Lead a six-engineer trading-platform team", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T02:01:23Z", "asOf": "2026-09-02", "claim": "Led integration of two Java systems to create a unified mutual-fund and equity-trading experience.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-054", "limitations": [ "No adoption, transaction-volume, performance, or financial outcome is claimed.", "The claim does not identify proprietary architectures, clearing networks, vendors, or integration protocols." ], "organizations": [ "Fiserv ISS" ], "period": { "end": "2009", "start": "2005" }, "schemaVersion": 1, "skills": [ "Java", "Systems integration", "Trading systems", "User experience" ], "status": "historical", "title": "Integrate Java trading systems", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T02:01:23Z", "asOf": "2026-09-02", "claim": "Led design, development, testing, deployment, production support, and database work across the full software-development lifecycle.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-055", "limitations": [ "Lifecycle leadership does not imply sole execution or ownership of every activity.", "The listed responsibilities span the historical role and are not presented as one project's deliverable set." ], "organizations": [ "Fiserv ISS" ], "period": { "end": "2009", "start": "2005" }, "schemaVersion": 1, "skills": [ "Database development", "Delivery leadership", "Production support", "Software-development lifecycle" ], "status": "historical", "title": "Lead the full software-development lifecycle", "type": "leadership", "visibility": "public" }, { "approvedAt": "2026-09-03T02:01:23Z", "asOf": "2026-09-02", "claim": "Where automation was unavailable, standardized manual testing and deployment checks, including structured code testing and comparisons of deployment file sets.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-056", "limitations": [ "Structured code testing does not assert literal testing of every executable path, and no defect-rate or deployment outcome is claimed.", "The claim applies specifically to workflows where automation was unavailable and does not characterize the entire delivery environment as manual." ], "organizations": [ "Fiserv ISS" ], "period": { "end": "2009", "start": "2005" }, "schemaVersion": 1, "skills": [ "Deployment controls", "Operational controls", "Quality assurance", "Release management" ], "status": "historical", "title": "Standardize manual testing and deployment controls", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:54:45Z", "asOf": "2026-09-02", "claim": "Developed a scalable financial-data processing platform that served as a backbone of Goldman Sachs' institutional trading product, REDIPlus.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-057", "limitations": [ "No transaction-volume, latency, availability, revenue, or sole-authorship claim is made.", "The claim preserves the product's historical name and employer context from the 2001–2005 role." ], "organizations": [ "Goldman Sachs, Execution & Clearing" ], "period": { "end": "2005", "start": "2001" }, "schemaVersion": 1, "skills": [ "Financial data", "Platform engineering", "Scalability", "Trading systems" ], "status": "historical", "title": "Build the REDIPlus financial-data platform", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:54:45Z", "asOf": "2026-09-02", "claim": "Automated release management and production deployments with shell scripts, including source-control branching and tagging.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-058", "limitations": [ "No deployment-frequency, lead-time, failure-rate, or recovery-time improvement is claimed.", "The automation scope is limited to the systems and deployment process described by the historical role." ], "organizations": [ "Goldman Sachs, Execution & Clearing" ], "period": { "end": "2005", "start": "2001" }, "schemaVersion": 1, "skills": [ "DevOps", "Release automation", "Shell scripting", "Source control" ], "status": "historical", "title": "Automate release management and deployments", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:54:45Z", "asOf": "2026-09-02", "claim": "Developed C++ backend services that interfaced with real-time market-data publishers in a high-availability distributed architecture.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-059", "limitations": [ "No latency, throughput, uptime, or reliability improvement is quantified.", "The claim does not identify proprietary system details, market-data vendors, or messaging topology." ], "organizations": [ "Goldman Sachs, Execution & Clearing" ], "period": { "end": "2005", "start": "2001" }, "schemaVersion": 1, "skills": [ "C++", "Distributed systems", "Market data", "Real-time systems" ], "status": "historical", "title": "Develop real-time market-data services", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:54:45Z", "asOf": "2026-09-02", "claim": "Pioneered migration of C++ services from proprietary Unix platforms to open-source Linux.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-060", "limitations": [ "No migration timeline, cost reduction, or performance improvement is claimed.", "The claim does not state that every service or the complete platform estate was migrated." ], "organizations": [ "Goldman Sachs, Execution & Clearing" ], "period": { "end": "2005", "start": "2001" }, "schemaVersion": 1, "skills": [ "C++", "Linux", "Platform migration", "Unix" ], "status": "historical", "title": "Migrate C++ services from Unix to Linux", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:54:45Z", "asOf": "2026-09-02", "claim": "Maintained a custom analytics database supporting a risk-management tool used in options clearing.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-061", "limitations": [ "Maintenance of the analytics database does not imply authorship of its risk models or ownership of clearing decisions.", "No risk reduction, financial outcome, data volume, or availability metric is claimed." ], "organizations": [ "Goldman Sachs, Execution & Clearing" ], "period": { "end": "2005", "start": "2001" }, "schemaVersion": 1, "skills": [ "Database engineering", "Financial systems", "Options clearing", "Risk analytics" ], "status": "historical", "title": "Maintain options-clearing risk analytics", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:54:45Z", "asOf": "2026-09-02", "claim": "Developed a C++ charting-data interface that helped traders evaluate expected transaction cost and time horizon before submitting orders.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-062", "limitations": [ "No adoption, latency, savings, or trading-performance metric is claimed.", "The interface supported pre-trade analysis and did not guarantee lower realized transaction costs or better execution outcomes." ], "organizations": [ "Goldman Sachs, Execution & Clearing" ], "period": { "end": "2005", "start": "2001" }, "schemaVersion": 1, "skills": [ "C++", "Data visualization", "Trading analytics", "Transaction-cost analysis" ], "status": "historical", "title": "Build a pre-trade charting-data interface", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-03T01:54:45Z", "asOf": "2026-09-02", "claim": "Developed a web dashboard that displayed the overall health of a Unix and Linux cluster.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-063", "limitations": [ "No incident-rate, detection-time, availability, or operational-efficiency improvement is claimed.", "The claim describes health visibility rather than a complete observability platform or automated remediation system." ], "organizations": [ "Goldman Sachs, Execution & Clearing" ], "period": { "end": "2005", "start": "2001" }, "schemaVersion": 1, "skills": [ "Observability", "Operations", "Unix and Linux", "Web dashboards" ], "status": "historical", "title": "Build a Unix and Linux cluster-health dashboard", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Developed Java extensions for Apache Xalan that used JDBC to retrieve partner-specific data and transform it into industry-standard formats.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-064", "limitations": [ "No data volume, performance result, adoption measure, or financial outcome is claimed.", "The claim identifies public technologies and a general integration purpose without disclosing a partner identity, data contents, schema, or proprietary transformation logic." ], "organizations": [ "MetalMaker, Inc." ], "period": { "end": "2001", "start": "2000" }, "schemaVersion": 1, "skills": [ "Apache Xalan", "Data transformation", "Java", "JDBC", "XSLT" ], "status": "historical", "title": "Retrieve and transform partner data with Java, XSLT, and JDBC", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Created Java Servlets and JavaBeans running on Unix to provide registration and login functionality.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-066", "limitations": [ "No user data, authentication flow, security control, adoption figure, vulnerability result, or quantified outcome is disclosed.", "The claim describes application functionality and does not assert authorship of the complete authentication architecture or security model." ], "organizations": [ "MetalMaker, Inc." ], "period": { "end": "2001", "start": "2000" }, "schemaVersion": 1, "skills": [ "Authentication features", "Java", "JavaBeans", "Servlets", "Unix" ], "status": "historical", "title": "Build Unix registration and login components", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Built Perl scripts to convert single-threaded C and Fortran code into a multithreaded C++ tier.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-067", "limitations": [ "No proprietary code, conversion scale, performance result, delivery timeline, or business outcome is disclosed.", "The claim describes a code-conversion technique and does not state that every workload or the complete legacy estate was modernized." ], "organizations": [ "XOR, Inc." ], "period": { "end": "2000", "start": "2000" }, "schemaVersion": 1, "skills": [ "C and C++", "Fortran", "Multithreading", "Perl", "Software modernization" ], "status": "historical", "title": "Modernize C and Fortran workloads", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Provided Unix and distributed-object expertise for a multi-platform web application and evaluated COM, CORBA, and EJB approaches for integrating C and Fortran workloads.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-068", "limitations": [ "Evaluation of multiple approaches does not imply that every technology was selected or deployed in production.", "No proprietary architecture, customer identity, selection result, performance metric, or business outcome is disclosed." ], "organizations": [ "XOR, Inc." ], "period": { "end": "2000", "start": "2000" }, "schemaVersion": 1, "skills": [ "COM", "CORBA", "Distributed objects", "EJB", "Legacy integration", "Unix" ], "status": "historical", "title": "Evaluate legacy-system integration architecture", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T01:26:23Z", "asOf": "2026-09-03", "claim": "Improved scalability and fault tolerance in large-scale order-routing systems at the Chicago Board of Trade.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-069", "limitations": [ "No throughput, latency, availability, transaction-volume, or financial outcome is quantified.", "The claim does not attribute organization-level transaction-processing records or system-wide performance solely to one contributor." ], "organizations": [ "CSC / Chicago Board of Trade" ], "period": { "end": "2000", "start": "1997" }, "schemaVersion": 1, "skills": [ "Fault tolerance", "Performance engineering", "Scalability", "Trading systems" ], "status": "historical", "title": "Improve order-routing scalability and fault tolerance", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T01:26:23Z", "asOf": "2026-09-03", "claim": "Identified distributed-system bottlenecks and implemented performance improvements in middleware communication, database access, and load balancing.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-070", "limitations": [ "No latency, throughput, capacity, availability, or cost improvement is quantified.", "The claim identifies improvement areas without disclosing proprietary architecture, configuration, or operating thresholds." ], "organizations": [ "CSC / Chicago Board of Trade" ], "period": { "end": "2000", "start": "1997" }, "schemaVersion": 1, "skills": [ "Database performance", "Distributed systems", "Load balancing", "Middleware", "Performance engineering" ], "status": "historical", "title": "Remove distributed-system bottlenecks", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T01:26:23Z", "asOf": "2026-09-03", "claim": "Developed C++ application services that interfaced with real-time order-routing messages over IBM MQ.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-071", "limitations": [ "No comparison to later messaging technologies or quantified production outcome is claimed.", "The claim identifies the language, messaging product, and functional purpose without describing proprietary message formats or system topology." ], "organizations": [ "CSC / Chicago Board of Trade" ], "period": { "end": "2000", "start": "1997" }, "schemaVersion": 1, "skills": [ "C++", "IBM MQ", "Messaging systems", "Order routing", "Real-time systems" ], "status": "historical", "title": "Build IBM MQ order-routing services", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T01:26:23Z", "asOf": "2026-09-03", "claim": "Developed performance simulators using C and C++, IBM MQ, sockets, and threads, including simulators for handheld trading-floor devices.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-072", "limitations": [ "No simulation scale, production-equivalence guarantee, performance result, or proprietary protocol detail is claimed.", "This claim concerns protocol and device simulation; RB-073 separately describes system-level transaction load testing." ], "organizations": [ "CSC / Chicago Board of Trade" ], "period": { "end": "2000", "start": "1997" }, "schemaVersion": 1, "skills": [ "C and C++", "Concurrency", "IBM MQ", "Performance simulation", "Sockets" ], "status": "historical", "title": "Develop exchange-performance simulators", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T01:26:23Z", "asOf": "2026-09-03", "claim": "Designed and developed a transaction-simulation engine for load testing an electronic trading-floor system and identifying performance bottlenecks before they became critical.", "evidenceIds": [], "evidenceLevel": "resume-sourced", "id": "RB-073", "limitations": [ "The claim does not assert that every production incident was prevented or quantify simulated load, bottleneck reduction, or production performance.", "This claim concerns system-level transaction load testing; RB-072 separately describes protocol and device simulators." ], "organizations": [ "CSC / Chicago Board of Trade" ], "period": { "end": "2000", "start": "1997" }, "schemaVersion": 1, "skills": [ "Load testing", "Performance engineering", "Simulation", "Trading systems" ], "status": "historical", "title": "Build a transaction load-testing engine", "type": "experience", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Presented two public talks about AI and has a third talk scheduled for November 2026.", "evidenceIds": [], "evidenceLevel": "candidate-confirmed", "id": "RB-077", "limitations": [ "The claim is candidate-confirmed; no attendance, audience, recording, reception, or speaking-impact outcome is asserted.", "The November 2026 engagement is scheduled, not completed, and may change." ], "organizations": [], "period": { "end": null, "start": "2026" }, "schemaVersion": 1, "skills": [ "AI education", "Public speaking", "Technical communication", "Thought leadership" ], "status": "scheduled", "title": "Present public talks about AI", "type": "speaking", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Created The Borg, an open-source AI workspace for Claude and ChatGPT featuring an LLM wiki knowledge base, role-specific agents, and scheduled jobs.", "evidenceIds": [], "evidenceLevel": "candidate-confirmed", "id": "RB-078", "limitations": [ "No user count, deployment count, external contribution, productivity result, or commercial outcome is claimed.", "This is a candidate-created open-source project and is not independent verification of its effectiveness or adoption." ], "organizations": [], "period": { "end": null, "start": "2026" }, "schemaVersion": 1, "skills": [ "AI agents", "AI workspaces", "Knowledge management", "Open source", "Workflow automation" ], "status": "completed", "title": "Create The Borg open-source AI workspace", "type": "project", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Is developing a Swift iOS application that uses on-device and cloud AI models with local neural text-to-speech for music and podcasts.", "evidenceIds": [], "evidenceLevel": "candidate-confirmed", "id": "RB-079", "limitations": [ "No user adoption, content partnership, model-performance result, revenue, or quantified outcome is claimed.", "The application is in development and is not presented as publicly launched or available through an app marketplace." ], "organizations": [], "period": { "end": null, "start": "2026" }, "schemaVersion": 1, "skills": [ "Cloud AI", "iOS", "Neural text-to-speech", "On-device AI", "Swift" ], "status": "in-development", "title": "Develop an AI-powered Swift iOS application", "type": "project", "visibility": "public" }, { "approvedAt": "2026-09-04T02:30:46Z", "asOf": "2026-09-03", "claim": "Designed a methodology and directed engineering implementation of scheduled data-quality checks for retirement-recordkeeping data, notifying operations teams of inconsistencies for follow-up.", "evidenceIds": [], "evidenceLevel": "candidate-confirmed", "id": "RB-080", "limitations": [ "No customer or plan data, query logic, database topology, control threshold, automated remediation, or quantified outcome is disclosed.", "The claim describes engineering implementation and support rather than a formal enterprise data-governance program or sole operational ownership." ], "organizations": [ "LT Trust" ], "period": { "end": "2021", "start": "2017" }, "schemaVersion": 1, "skills": [ "Data quality", "Operational notifications", "Production implementation", "Retirement technology" ], "status": "historical", "title": "Implement production data-quality notifications", "type": "leadership", "visibility": "public" } ], "evidence": [], "profile": { "approvedAt": "2026-09-04T19:41:59Z", "headline": "Technology executive and financial-services software leader", "location": "Denver, Colorado, United States", "name": "John DiFini", "schemaVersion": 1, "summary": "Technology executive with nearly three decades of experience in financial-services software. Experience spans hands-on development, engineering leadership, platform modernization, product delivery, data systems, and independent AI projects.", "visibility": "public", "website": "https://agent.johndifini.com" }, "schemaVersion": 1 }