Consultant

• Dec 2022 - Present

As an application development consultant for RedHat's OpenShift platform, I have: Configured role-based access controls (RBAC) and configured groups and LDAP group synchronization on a cluster Installed and configured OpenShift logging, metrics, and metering Engineered base installation of OpenShift Container Platform Version in one (1) data center for a UAT environment Implemented operational assistance and support for OpenShift Dedicated Designed and implemented functional, Build and Deploy pipelines using OpenShift native CI/CD workflows Implemented CI/CD pipelines like Jenkins and OpenShift Pipelines (Tekton) Installed Red Hat OpenShift Service Mesh on a Red Hat OpenShift cluster Built service resilience with load balancing and failovers Tested service resilience with chaos testing Observed, measured, and traced network traffic with Red Hat OpenShift Service Mesh Developed training materials for SDG for installing OpenShift clusters and provisioning alerts and storage, as well as deploying applications Written and run Ansible playbooks to automate processes, such as installing, provisioning, and monitoring services within an application development environment Show less

Software Engineer

• Feb 2022 - Feb 2023

Animus Crypto is a nascent web app that was initially designed for the purposes of researching and trading cryptocurrencies but has developed to include stocks and options. My primary role in this project has been to design and develop features geared towards advanced user research. This includes: Working in a sprint-based, agile environment to deliver user stories alongside my tech lead, using such tools as VS Code, Bitbucket, Jira, and Sourcetree. Designing user interfaces and building wireframes for project planning and grooming. Using React and CSS to build out those user interfaces for watch lists, performance charts, news feeds, and other financial information. Using Python and Flask to develop multiple APIs that connect to a database and third party APIs for our data-driven UI. Creating SQL schemas to keep track of user-specific data and writing stored procedures in order to interact with them. Using Docker containers for local instances of servers. Show less

Partner and Wealth Advisor

• Jul 2015 - Dec 2022

Engage high net worth personal clients in a comprehensive manner, assisting with tax, insurance, investment, retirement, education, and estate planning. I do not sell insurance products or anything with a commission. I work with clients'​ CPAs, attorneys, and insurance professionals to build a comprehensive financial plan, as well as a long-term investment plan, which I then manage for the duration of our relationship. This includes both accumulation and liquidation strategies to reduce risk and costs.As a member of Veratis'​ Investment Committee, conduct research, analysis, and monitoring of mutual fund investments and assist in developing asset allocations for clients and qualified retirement plans.Assist clients with the asset allocation decision and advise clients and retirement plan participants on investment decisions and behaviors.Maintain ongoing communication with clients with regard to changes in investment environment and performance of the individual investments in their respective portfolios.From our website:Steve is a key contributor to Veratis’ investment process and a member of the firm’s Investment Committee. His direct and continuous involvement both analytically and at a higher level provides him with a more in-depth understanding of asset classes, investment options and portfolio construction than the typical investment advisor. What further distinguishes Steve is his ability to transfer this higher level of fundamental knowledge to clients using an educational approach that increases the prudence of their decisionsPrevious roles in the financial services industry and a degree in Finance provided a foundation for Steve before joining Veratis in 2008. However, the attributes that make him an ideal fit within our culture are his passion for continuous learning and his agreement that the interests of clients must always be prioritized over personal or firm interests that commonly serve as biases for advisors in our industry. Show less

IT Specialist (Secondary Role)

• Feb 2009 - Dec 2022

Manage day-to-day technological issues, including software and hardware, in order to maintain the daily function of the firm.Build and maintain the company website, https://veratisadvisors.comDevelop and maintain databases and workbooks for performing complex data analysis for investment research and portfolio testing, as well as cash flow planning for personal wealth management clients. This primarily involves the use of MS Excel, including employment of automations scripts written in VBA and Javascript when MS updated their automation language.Seek ways to develop efficiencies and improvements within the technological structures built to manage our job functions and perform analyses. Show less

Investment Research Director

• Jul 2008 - Jul 2015

Relationship Banker

• Nov 2005 - Oct 2007

Financial Advisor

• Jun 2005 - Nov 2005

Broker Intern

• Apr 2004 - May 2005

Performed stock research and assisted with valuation, provided stock reports and sat with brokers during trades and option executions for proofing purposes. Performed stock research and assisted with valuation, provided stock reports and sat with brokers during trades and option executions for proofing purposes.