Summary
Staff software engineer with 11 years in Ruby on Rails, nearly four of them on a regulated alternative-investments platform, owning partner integrations end to end: architecture, compliance rules, data pipelines, incident response, and the partner relationship. Former engineering manager for checkout and payments. Builds the boring, correct parts of financial software: idempotent pipelines, advisory locks and database constraints, authenticated webhooks, and test-first pull requests (600+ merged since 2023).
Skills
Languages & frameworks: Ruby, Ruby on Rails, SQL, GraphQL, TypeScript, React, JavaScript, Swift
Data & infrastructure: PostgreSQL, Redis, Sidekiq, AWS, Kubernetes, Argo Workflows, Docker, Sentry
Security & auth: SAML SSO, OAuth 2.0, JWT, HMAC webhook verification, multi-tenant authorization, rate limiting, secrets rotation
Fintech domain: broker-dealer integrations, FINRA licensing rules, AML/KYC onboarding, pre-trade compliance checks, idempotent payment flows, Stripe, Affirm, PayPal
Practices: test-first development (RSpec), architecture decision records, incident response, AI-assisted engineering, mentoring
Experience
Staff Software Engineer, SUBSCRIBEFeb 2023 – Present
Engineer on a regulated platform for private-fund subscriptions, orders, and compliance (Ruby on Rails and React on AWS). Hired as Senior, promoted to Staff.
- Sole engineer and technical owner of the flagship integration with one of the largest US independent broker-dealers, from requirements and API design through launch and support: automated account and team imports, hierarchical advisor teams, and real-time licensing and training checks.
- Owned a second partner integration end to end, from requirements through launch, on a configuration-driven import pipeline built so later partners onboard with minimal custom code.
- Built pre-trade compliance checks that gate order entry on advisor registration and licensing, completed product training, and product concentration limits, covering tens of thousands of advisors across organizations.
- Hardened concurrency handling and data integrity across the integrations with advisory locks, unique background jobs, database unique constraints, idempotent migrations, and retries with backoff; fixed race conditions in account, team, and contact creation.
- Strengthened tenant isolation and organization-scoped authorization across the integrations; delivered HMAC-authenticated webhooks with constant-time verification, support for multiple SAML identity providers, and OAuth token caching.
- Led research, design, and delivery of an advisor training platform (React and Rails) that gates investment-product access on completed training.
- Owned incident response for the integration surface, from alert triage through mitigation, root-cause fixes, and coordination with partner engineers.
- Primary technical contact for partner firms: ran requirements and design sessions with their engineers and managers, and proposed API shapes the broker-dealer adopted.
- Ran zero-downtime data migrations that removed redundant association records and restructured team associations; profiled and optimized the nightly import jobs, cutting query counts by a third to two-thirds per job in profiling against production-shaped data.
- Onboarded and mentored the engineer who now owns the flagship integration, enabling a clean handoff; interviewed engineering candidates.
Senior Software Engineer, HandshakeMay 2022 – Feb 2023
Senior engineer on the messaging team of a student career platform (Rails, GraphQL, React).
- Wrote architecture decision records with product managers and designers before building.
- Replaced the student and employer inbox's REST endpoints with GraphQL mutations.
- Moved expensive inbox operations out of the monolith into a messaging service.
- Introduced command objects in legacy controller actions to reduce feature rollout risk.
Engineering Manager, Tuft & NeedleJan 2019 – Apr 2022
Managed a team of up to five engineers and four contractors that owned checkout, payments (Stripe, Affirm, PayPal), promotions, customer-experience tooling, and the retail point-of-sale system for a direct-to-consumer mattress brand, while staying hands-on in the Rails monolith.
- Prevented double charges by making payment capture transactional with order creation, holding a pessimistic lock until capture, and centralizing idempotency-key generation outside the Stripe gateway.
- Extended fraud screening from Stripe-only orders to Affirm and PayPal and reported confirmed fraud, with customer IP, to a third-party fraud service.
- Launched e-commerce sites for two additional mattress brands on the same monolith, including brand-specific configuration and CI auto-deploy pipelines.
- Built career plans with direct reports and negotiated their promotions and raises; several were promoted to Senior and have since become Staff engineers and engineering managers.
Software Engineer, then Senior Software Engineer, Tuft & NeedleSep 2015 – Dec 2018
Built the checkout API, customer-experience tooling, and fulfillment automation in a Rails monolith; second-highest contributor in the codebase's history with 1,000+ commits.
- Upgraded the monolith from Rails 4.2 to 5.1 and Ruby 2.3 to 2.5, later continuing through Rails 6.0 as engineering manager.
- Designed the fallback that let orders complete during sales-tax provider outages.
- Found a SQL-injection exposure in the operations portal's search code after spotting an anomalous raw-SQL error, and closed it by sanitizing user input in the searcher classes.
- Designed key-based device authentication for retail point-of-sale terminals, with a private key provisioned over USB in place of passwords.
- Added caching and per-IP rate limiting to the public Grape API after a 2017 scraping incident degraded the site.
- Introduced automated performance testing and cut product-table queries on the cart endpoint from 22 per item to 1 per item.
Projects
LedgerLore: iPhone and iPad app that teaches the engineering side of fintech (double-entry ledgers, payment rails, reconciliation, idempotency, webhooks) through 686 spaced-repetition exercises scheduled by FSRS; awaiting App Store review.
Altkata: Native iOS and macOS app on the App Store with 1,728 spaced-repetition exercises on alternative investments, built on recito, my Swift and Ruby framework for exercise-driven learning apps.
ActiveRecall: Co-maintainer of a Ruby gem that adds spaced-repetition scheduling, from Leitner to FSRS, to ActiveRecord models; 42,000+ downloads.
Education
Bachelor of Science, Political Science, Arizona State University2009