Investment Analyst · Tulsa, Oklahoma
Investment Analyst at Argent Trust Oklahoma. I execute rebalancing and trading across $1B+ in client portfolios, and I write the Python, SQL, and automation that makes the research and reporting behind it faster and more accurate.
I joined Argent Trust Oklahoma in 2023 as a Financial Associate and was promoted to Investment Analyst in 2025. I sit on the investment team: rebalancing and trading trust, retirement, and institutional accounts; researching equities, fixed income, funds, and alternatives; and producing the quarterly reviews and presentations clients see.
Along the way I started fixing the parts of the job that were manual. That turned into a second track — I led our migration off a legacy data provider, built a research database and dashboards over our stock-model universe, and automated earnings, concentration, and drift reporting against LSEG and our trust-accounting system.
In 2026 that expanded into AI: I was selected for Argent's AI Task Force, became a principal contributor to our enterprise AI pilot, and started presenting the work to senior leadership and to finance audiences around Tulsa.
University of Oklahoma, BBA in Finance. Series 65 and SIE. Bloomberg Market Concepts. Currently preparing for CFA Level I.
Rebalancing, trading, and research across $1B+ in client portfolios; client-facing reviews and quarterly reporting. Member, Digital Asset Working Group.
Python, SQL, and Excel VBA against LSEG Workspace and trust accounting. Research database, dashboards, earnings pipelines, drift and concentration monitoring.
AI Task Force member. Enterprise AI pilot contributor. Author of AI Wednesday, an internal briefing for finance professionals. Speaker on AI basics for executives.
Three full-stack apps built end to end on React/Next.js, Supabase, and Capacitor iOS — with real users, real tests, and TestFlight builds.
Internal investment tooling, AI programs, and personal apps.
Queryable SQLite store over ~3,900 stock-model workbooks, plus a React dashboard for screening and side-by-side comparison.
A recurring internal AI briefing for finance professionals — five recurring sections, sourced, and generated from a written spec.
Strength-training and nutrition tracker with custom programs, friend leaderboards, HealthKit sync, and a native iOS build on TestFlight.
Argent Trust Oklahoma (formerly AmeriTrust) · Argent Financial Group
Argent Trust Oklahoma
University of Oklahoma · Price College of Business
Open to conversations about portfolio management, wealth management, and the intersection of investing, data, and AI. The fastest way to reach me is LinkedIn or email.