Applied AI · Data · Fintech

Turning the data financial firms run on into decisions they can act on.

A career spanning LinkedIn, Amazon, Nuveen, Symphony, and Osyte — translating investment, client, CRM, enterprise, and behavioral data into production AI/ML systems and business decisions leaders can act on.

Asset & Wealth Management Enterprise AI Decision Intelligence LLMs/ML in Production
About Scott

Investment-data leadership shaped by markets, technology, and practical business outcomes.

I build the analytical layer that turns the data financial firms actually run on — market and portfolio data, client and CRM data, sales pipeline activity, and behavioral interaction signals — into decisions the business can act on.

My path started in the Pacific Northwest, where exposure to Russell Investments and the asset-management community sparked an early interest in capital markets and responsible stewardship. At Oregon State, an honors thesis in strategic finance showed me how statistical models could clarify real-world investment decisions. That became the bridge between finance, data science, and machine learning.

Early roles at Threshold Group, Market Street Partners, and Symphony made the opportunity clear: investment organizations were rich in data but often limited by fragmented systems, manual reporting, and heuristic decision-making. I began building the data foundations, analytics tools, forecasting systems, and executive reporting layers that gave leaders better visibility into portfolios, clients, distribution, and risk.

Since then, my work has expanded across a $20B credit platform, a $1.2T asset manager, enterprise technology, and commercial investment-software products. At LinkedIn, I build enterprise decision-intelligence systems on Databricks across large-scale business data; at Amazon, I modernized analytics infrastructure for high-volume hiring; at Osyte, I designed private-markets forecasting capabilities now embedded in a commercial investment-technology product. I am most energized by roles where AI, analytics, and human judgment come together to improve decisions, create efficiency, and deliver better client outcomes.

Outside work, family is central to who I am. I enjoy traveling, skiing, astronomy, running, hiking, and time outdoors with my wife and two sons.

Selected Work

Platforms, models, and analytics systems built for business decisions.

LinkedIn · Enterprise AI

Enterprise Decision Intelligence

Production AI/ML decision-intelligence platform on Databricks, operationalizing 40+ quantitative signals across large-scale enterprise data.

$2M+ in annualized impact across $10B+ in enterprise data.
Osyte · Private Markets

Private-Markets Pacing Engine

Python Takahashi-Alexander forecasting with probabilistic Monte Carlo NAV simulation and automated IRR/frequency inference across 11 strategy profiles.

Cut client decision-cycle time 6+ weeks and manual effort ~85%.
Amazon · Enterprise Tech

Analytics Infrastructure Modernization

Modernized high-volume hiring analytics on a 5+ PB Redshift foundation for 900+ recruiters, improving reliability and query performance.

80%+ query-performance improvement and ~$240K/year cost reduction.
Nuveen · Production ML

Production AI/ML Under Model Risk

Propensity, churn, upsell, and cross-sell ML pipelines under formal Model Risk Management, fusing CRM, client-master, interaction, flow, and position data.

94.4% purchase lift, 75.2% redemption lift, ~$10M safeguarded.
Symphony · Credit Risk

$20B Risk Analytics Ecosystem

Production scenario, exposure, and portfolio-risk platform for CIO and PM teams across long/short credit, high yield, distressed, convertibles, and CLOs.

Helped move flagship fund from 3rd to top quartile.

Results

Measurable impact across investment, client, and enterprise systems.

$2M+

LinkedIn annualized impact from enterprise decision intelligence

85%

Osyte manual effort reduction in private-markets pacing

$240K

Amazon annual compute cost reduction from analytics modernization

$1.2B

Nuveen net new flows supported by ML pipelines

$20B

Symphony credit platform analytics ecosystem

$994M

CEF launch analytics supporting new assets

Insights & Perspectives

Writing, demos, and short-form explainers on AI, investment analytics, and market structure.

The Hype, Hope and Hazards of Generative AI in Investment Management

From Data-Driven to AI-Driven Firms

Generative AI will revolutionize the Client Experience

Using Deep Learning to Uncover Hidden Value

Transfer Learning Reveals Informational Edge in Floating Rate Loan Market

The Efficiency Challenge for Active Managers in Modern Markets

Visualizing Multimodal Models to Balance Risk and Return

How Generative AI can Transform Asset Management at Every Level

Generative AI Fuses Fundamental Security Analysis with Quantitative Insights

Experience

Current enterprise AI leadership, commercial fintech consulting, and buy-side analytics roots.

2024 — Present

LinkedIn · Data & Analytics Manager

Built and lead a production AI/ML decision-intelligence platform on Databricks, operationalizing 40+ quantitative signals across $10B+ in enterprise data.

2024 — 2025

Osyte Investment Technology · Applied AI & Data Science Consultant

Designed and shipped a private-markets pacing and forecasting engine now embedded in Osyte’s commercial product.

2024

Amazon · Business Intelligence Engineer & Analytics Leader

Led AWS high-volume hiring analytics modernization, improving query performance by 80%+ and cutting compute cost ~$240K/year.

2020 — 2023

Nuveen Investments · Vice President, Lead Data Scientist

Founding member of a global data science team at a $1.2T asset manager, building governed ML and AI capabilities across distribution and investment workflows.

2012 — 2020

Symphony Asset Management · Client Portfolio Analytics

Led analytics for a $20B credit platform and built enterprise data, sales, attribution, and portfolio-risk systems used by CIO, PMs, and client teams.

LinkedIn logo Osyte logo Amazon logo Nuveen logo Symphony Asset Management logo Threshold Group logo

Expertise

Technical depth with executive communication and adoption focus.

GenAI strategyMachine learningInvestment analyticsPrivate markets pacingCredit risk analyticsData warehousesPower BI & FabricDatabricksAWS SageMakerPythonSQLModel Risk ManagementCRM and client dataExecutive dashboardsAI governance

Meet Scott

Curious, family-centered, and happiest at the intersection of ideas, people, and hard problems.

Outside work, Scott enjoys traveling, skiing, astronomy, running, hiking, and time outdoors with his family.

Astronomy telescope setup Skiing trip in the mountains Telescope under a blue sky Travel and outdoor adventure

Testimonials

Trusted by leaders, technical partners, and teammates.

“Scott excelled in both oversight of complex model development and representing our team in enterprise-level initiatives. A respected leader among his peers, he combines technical acumen with top-tier leadership qualities.”

Jon Rosenberg · Senior Managing Director, Nuveen Investments

“Scott demonstrated exceptional leadership and architectural expertise during Nuveen’s implementation of AWS SageMaker, effectively communicating value to executives, stakeholders, and fellow data scientists.”

Vivek Gautam · Senior Data Architect, AWS

“Scott is the kind of professional who not only adapts to change but drives it, ensuring that his team and company are always ahead of the curve.”

Chris Harrison · CEO & Partner, EmergeGen AI

“His prioritization of people shines through, creating an environment that welcomes questions and feedback — a truly rare trait.”

Jason Merz · Senior Machine Learning Engineer, Nuveen Investments

Contact

Let’s build the next data-to-decision platform.

Interested in investment technology, fintech, client analytics, AI strategy, or data platforms? Reach out directly.