Technical lead for an early-stage AI platform that automates investment research workflows, including expert interview calls, transcription, and research knowledge management.
- Designed financial data pipelines that combine deterministic processing with LLM-assisted extraction, validation, and enrichment.
- Built backend services for automated expert interview workflows, with a focus on reliability, operational visibility, and safe external integrations.
- Separated sensitive customer research data from shared platform services through a dedicated isolation layer and clean API boundary.
- Created a shared tool layer for AI agents so multiple frontends could reuse the same backend capabilities without duplicating logic.
- Built a knowledge management backend where agents can read and write files, answer research queries, and use vector search with LLM inference.
- Reviewed system designs, wrote risk analyses, and called out critical architecture decisions early so teams could avoid costly rework.