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Hard working entrepreneur based in Pinehurst, NC. Co-Founder and developer of Apex Medical Solutions. Experienced Financial Analyst & Financial Software Developer for Stifel. Creative thinker with a passion for making systems more efficient. Constantly looking to improve on my coding, GAS, SAS, R, JAVA, SQL, VBA, Access. Design & Create Software for Physicians and Ancillary Services. - Custom CRM/EMR systems - Patient Screens - Automated Invoicing - Automated Document Curation - Integration for Apps like GSuite, Box, Paypal, Quickbooks. Reporting -API Connection & Parsing (Hubspot, QuickBooks, Toggl, Plaid, Stripe, Woo Commerce, ect.) -Data Visualizations (Tableau, Google Data Studio, Power BI) -Data-set rendering (Alteryx, SQL, JS) SuiteCRM (Custom CRM's) -Custom Module Development -API integrations -CTI Integration -QuickBooks Integration -Upgrade Safe Development -Upgrading older systems to current versions. Websites -Wordpress -Custom Plugins -Shopify

I’m an Analytics Engineer and Cloud Data professional with 17+ years of experience across healthcare analytics, data engineering, cloud integration, BI, governance, and secure data platforms. My work spans Azure, Microsoft Fabric, ADF, Synapse, Databricks, Snowflake, SQL, Python, HL7, FHIR, IoMT pipelines, HIPAA-aware data systems, and AI-ready analytics workflows. I specialize in building the analytics layer between raw data and business decisions: clean data models, trusted KPIs, governed datasets, secure pipelines, and dashboards that leadership teams can actually rely on. 𝐖𝐡𝐚𝐭 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐰𝐢𝐭𝐡 ✅ 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 & 𝐁𝐈 Clinical, operational, IoMT, device telemetry, EHR, HL7, FHIR, HIPAA-aware dashboards, executive reporting, and healthcare data quality. ✅ 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐢𝐧𝐠 SaaS metrics, eCommerce analytics, customer analytics, marketing analytics, revenue reporting, KPI frameworks, semantic models, and BI-ready datasets. ✅ 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐢𝐧𝐠 Azure Data Factory, Microsoft Fabric, Synapse, Databricks, Snowflake, SQL, Python, API integrations, data ingestion, ETL/ELT pipelines, and cloud data modernization. ✅ 𝐀𝐈-𝐑𝐞𝐚𝐝𝐲 𝐃𝐚𝐭𝐚 & 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 AI-ready datasets, anomaly detection support, ML-ready pipelines, automated reporting workflows, intelligent insights, and structured data foundations for AI use cases. ✅ 𝐃𝐚𝐭𝐚 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞 & 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 HIPAA, HITRUST, NIST, RBAC, data lineage, metadata, auditability, data validation, access controls, and secure-by-design analytics architecture. 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐬 👉 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐝𝐚𝐭𝐚 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐦𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 Designed secure Azure-based pipelines for clinical, operational, IoMT, and medical device data using ADF, Synapse, ADLS, Databricks, API integrations, HL7, and FHIR standards. 👉 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐁𝐈 𝐚𝐧𝐝 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐝𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 Delivered dashboards combining operational, clinical, device, and risk indicators to help leadership teams monitor performance, reliability, and compliance. 👉 𝐂𝐥𝐨𝐮𝐝 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐞𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐢𝐧𝐠 Built governed data layers, SQL models, data mappings, validation workflows, and reporting-ready datasets across Azure, Fabric, Synapse, Databricks, Snowflake, and SQL-based environments. 👉 𝐀𝐈-𝐫𝐞𝐚𝐝𝐲 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐝𝐚𝐭𝐚𝐬𝐞𝐭𝐬 Prepared structured and reliable datasets for anomaly detection, predictive analytics, device monitoring, and advanced healthcare insights. 👉 𝐒𝐞𝐜𝐮𝐫𝐞 𝐝𝐚𝐭𝐚 𝐠𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞 Implemented data quality, lineage, metadata, retention, identity controls, and compliance-aligned processes for sensitive healthcare and enterprise datasets. 𝐌𝐲 𝐠𝐨 𝐭𝐨 𝐓𝐨𝐨𝐥𝐬 𝐚𝐧𝐝 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 Azure Data Factory, Microsoft Fabric, Azure Synapse, Azure SQL, ADLS Gen2, Databricks, Snowflake, SQL, Python, PySpark, dbt, Power BI, Tableau, HL7, FHIR, EPIC, IoMT, APIs, Event Hub, Azure IoT Hub, Delta Lake, RBAC, IAM, HIPAA, HITRUST, NIST, and data governance frameworks. If your team needs cleaner healthcare analytics, better BI models, secure cloud data pipelines, or AI-ready datasets, send me a message and I’ll help map the right analytics architecture for your business.

I have hands-on experience with HubSpot, Power BI, Tableau, Qlik, and Workday, building end-to-end reporting systems, interactive dashboards, and automated data pipelines. My focus is on delivering clear, visually compelling, and business-ready insights that help teams understand performance in real time. My core strengths include CRM implementation and optimization, dashboard design, KPI tracking, data modeling, sales and marketing analytics, and cross-platform data integration. Whether it's improving lead management in HubSpot, building executive dashboards in Power BI, or creating advanced visual analytics in Tableau or Qlik, I ensure solutions are both scalable and easy to use. I work closely with stakeholders to understand business goals and translate them into measurable metrics and insights. My goal is not just to report data—but to help you make better decisions with it. If you're looking for someone who can bridge the gap between CRM systems and business intelligence to drive real business impact, I can help.

Certified Public Accountant (CPA) licensed in Tennessee and Certified Management Accountant (CMA) with over a decade of experience spanning Fortune 100 companies and Public Accounting firms. Recognized as an accounting specialist with advanced expertise in financial modeling, reporting, and QuickBooks Online. Proficient in the preparation and e-filing of all federal and state tax returns using ProConnect Tax, as well as data analysis and manual task automation utilizing Alteryx, Excel, VBA, and Power Query. Focused on serving small to medium sized businesses with full-scale accounting solutions — from month-end close, financial reporting, and variance analysis to tax compliance and strategic advisory.

Virginia-born and raised founder of HomeGrown Solutions (HGS), an innovative and ever-evolving technology solutions company. Founded in 2018, HGS provides start ups, Fortune 100, Fortune 500, and US state and federal agencies with custom software solutions, application support, and staffing solutions. Our scope of work includes full digital modernization including web and mobile application development, business intelligence and machine learning platforms, ERP and CRM solutions, data storage and migration solutions, and network and virtualization services. We love to work with customers directly on UpWork and use all of UpWork's tooling to make sure you have full visibilty to your projects and can manage everything freelancing with us in once place! We are honest, hard working, and caring engineers who want to bring your IT, marketing, HR, and operations projects to life. Looking for a affordable and customizable digital solutions that are built to scale with your business? Let us connect to explore your project needs, get a high level quote, and project timeline.

Your HubSpot is broken. Your team doesn’t trust the data. Your reports are worthless. You know you’re leaving revenue on the table, you just can’t prove how much. I fix this. Expert Vetted (Top 1%) | 100+ HubSpot transformations | 22% average revenue lift in Year 1 I specialize in rescuing underperforming HubSpot instances for B2B companies ($5M-$50M revenue) where new leadership inherits a mess: duplicate records, broken workflows, teams fighting the system instead of using it. What I do differently: I find the 2-3 leverage points in your HubSpot setup that actually drive revenue, not the 47 “best practices” that waste time. Then I rebuild your instance so your sales, marketing, and CS teams can finally see the buying signals that matter. Client results: • Broadcom, Deka Lash, Tovuti, Dineline, Accelerate Tax, CoverTree, and 100+ others • Average 22% revenue increase in first year • Typical engagement: $3K-$20K quick-start projects or $7K-$20K/mo ongoing RevOps retainers with my full team of experts I help with: • HubSpot cleanup and optimization (the foundation everything else depends on) • Revenue pipeline visibility that sales leaders actually trust • Aligning sales, marketing, and CS around real data • Identifying which deals are actually winnable (and why you’re losing the ones you shouldn’t) • Building systems that surface buying signals automatically Based in Virginia. I work with 3-4 mid-market B2B clients at a time to ensure results. If your team is working around HubSpot instead of with it, and you have budget authority to fix it properly, send me the details of what you’re dealing with.​​​​​​​​​​​​​​​​