Investment Analyst · Tulsa, Oklahoma
Investment Analyst at Argent Trust Oklahoma. I execute rebalancing and trading across $1B+ in client portfolios, and I build the Python, SQL, and Excel automation the investment team's research, reporting, and daily operations run on.
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. The turning point came in late 2024: something in our market data looked off, I followed up, and learned that the provider our models had run on for more than 20 years was shutting down, with six weeks' notice. I negotiated several more months and led the move to a new platform, rebuilding the provider's discontinued calculations on new data and converting the model workbooks so nothing stopped running. Since then I've automated a large share of the office's recurring work, from daily cash reporting and trade checks to earnings updates and a daily rate the models depend on.
In 2026 that expanded into AI. I was selected for Argent's AI Task Force, I write a weekly internal AI briefing (22 editions so far), and I present 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, VBA, and Power Query on top of LSEG Workspace. Daily pipelines, earnings automation, a research database, and portfolio-analytics prototypes.
AI Task Force member. Author of AI Wednesday, a weekly internal AI briefing. Speaker on AI basics for executives and staff.
Three full-stack apps built end to end on React/Next.js, Supabase, and Capacitor iOS — with real users, real tests, and TestFlight builds.
Two interactive demos you can click through, plus a live personal app.
Live demoSearch a coverage universe, compare names, screen by sector, flag stale models. Rebuilt on synthetic data — click through it yourself.
Live demoConcentration flags, model drift with rebalance signals, and a 38-year allocation study with live sliders. Synthetic book of 48 accounts.
Live demoStrength-training and nutrition tracker — real app, shared demo account with four months of sample lifts. Log a set yourself.
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.