Owns architecture and implementation for reporting, visualization, performance, and business-product systems across Quicken's React and React Native applications.

• Built the shared reporting platform now supporting 14 web and mobile product experiences. In September 2026, 44,171 report users generated 191,078 opens; a prior state-reconciliation failure fell from 1,874 occurrences in April to four in September.
• Selected Apache ECharts through a seven-library, production-load evaluation and completed the migration of more than 35 visualizations. First-open time in an equivalent report flow improved from 1,601 to 715 milliseconds, while blocking chart setup fell from about 880 to 12.5 milliseconds.
• Established shared customer, project, invoice-item, tax, and business-preference foundations for Quicken Business. During subsequent invoicing work, 30-day start-to-save completion increased from 70.5% in Q1 2025 to 82.4% in Q4 2025 while monthly starter volume grew 2.6 times.
• Redesigned a core Spending Plan state flow, reducing interaction latency from approximately two seconds to less than 50 milliseconds, then added regression coverage and coordinated cross-team validation for the financial calculations.
• Added reporting and charting capabilities to Quicken Assist and built AI-assisted workflows with Claude Code, Codex, and MCP. Several engineers regularly use the Jira-to-worktree workflow, and open-port scripts let parallel worktrees run without manual server coordination.
• Sets technical direction through written proposals, evaluation reports, migration plans, and test strategies. Mentors interns and new engineers—including one intern who later received a full-time opportunity—and currently supports a junior engineer through recurring one-on-ones.

Expanded Simplifi's planning, forecasting, visualization, and cross-platform product capabilities.

• Expanded Spending Plan beyond the current month by designing projections across income, recurring bills, and discretionary spending, including average-based and custom forecasts, closeout behavior, analytics, and consistent web and mobile states.
• Rebuilt Projected Balances to support larger account selections and datasets, dynamically adding and removing visualization series while improving responsiveness in a previously constrained workflow.
• Coordinated web and mobile delivery of savings-goal achievements using React, React Native, WebSockets, and shared Bit components, then expanded shared investment and account-data packages used across both clients.

Built core planning workflows and reusable cross-platform components for Simplifi web and mobile.

• Implemented Planned Spending and month-end closeout across web and mobile, supporting recurring and one-time targets, transaction matching, pending activity, and reconciliation of prior months alongside bills and income.
• Created reusable React Native amount-field, button, and Redux-dialog primitives and moved shared gamification behavior into Bit packages, standardizing high-frequency interactions across mobile financial workflows.

Developed early Simplifi experiences across spending analysis, dashboards, and forward-looking cash flow.

• Built and stabilized the initial Spending Watchlists experience with React, Redux, Reselect, and amCharts, covering financial aggregation, category, tag, and payee filtering, analytics, and chart interaction.
• Developed aggregate dashboard cards, drag-and-drop dashboard customization, and forward-looking cash-flow tools with scalable lists, remembered date ranges, interactive Projected Balances series, and optimistic updates.

Worked on geometry translation for product-lifecycle and visualization workflows.

• Developed geometry-translation functionality that converted CATIA V5 engineering data into JT visualization assets.

Built an internal collaboration workflow for Cisco's Enterprise Data group.

• Built an Angular and Java Spring application with Webex Teams integration and presented the completed workflow in a customer-success showcase.