📚 Learning Journey

💼 Project Pipeline — Skills Progression (Easy → Flagship)

Each project introduces new skills that build on the previous

• ✅ DEPLOYED

  1. 1099 Reconciliation ETL Pipeline

  Production system automating retirement plan distribution reconciliation between enterprise financial systems.

  💰 $15K+ annual savings • ⚡ 95% time reduction • 📊 Zero errors since deployment

  Python • pandas • openpyxl • pytest • GitHub Actions CI

  Foundation: ETL + Testing + CI/CD
• 📅 NEXT

  2. DataVault Analyst — First AI Project

  AI-Powered PII-Safe Data Intelligence: Natural language analytics for retirement plan operations with PII protection and AI guardrails.

  🤖 LLM SDK (provider-agnostic) + PandasAI + Pydantic structured outputs + PII guardrails

  + LLM SDK + Streamlit + Pydantic + PII Handling
• 📅 PLANNED

  3. PolicyPulse — RAG Foundation

  AI-Powered HR Policy Chatbot: RAG chatbot answering policy questions with cited sources. Auto-escalates to HR when uncertain.

  🧠 Embeddings + ChromaDB + Semantic Search + RAG Pipeline + Ticket Escalation

  + Embeddings + ChromaDB + RAG + Semantic Search
• 📅 PLANNED

  4. FormSense — Document Intelligence

  AI-Powered Distribution Form Validator: Multimodal AI reads retirement plan forms (handwritten checkboxes, signatures), validates, and routes.

  👁️ Gemini Vision SDK + Multimodal AI + Business Rule Validation + Email Automation

  + Multimodal AI (Vision LLM) + Document Processing
• 🚧 IN DEVELOPMENT

  5. Operations-Demand-Intelligence — Enterprise Analytics

  AI-Powered Workflow Demand Analysis: 8+ months of OnBase enterprise data enabling data-driven staffing decisions.

  🤖 LLM SDK + PandasAI + Plotly + Real production data + Privacy guardrails

  🎯 8+ months enterprise data • 📊 Distribution vs Loan segmentation • 💬 AI chat interface

  + Enterprise Real Data + Advanced Analytics
• 📅 PLANNED

  6. StreamSmart Optimizer — Consumer AI App

  AI-Powered Streaming Subscription Advisor: Optimizes household streaming spend through AI rotation planning, content search, and savings forecasting.

  📺 Watchmode/TMDB APIs + httpx async + AI Rotation Planner + Cost Analytics

  + External APIs + Consumer UX + Optimization Engine
• 🚀 FLAGSHIP

  7. Attention-Flow Catalyst — 5-Stage Evolution

  AI-Powered Predictive Trigger Analysis: Defensible research system for small-cap stocks with statistical rigor. Evolves through all 5 career stages.

  🔬 SEC Form 4 + Wikipedia + News + DuckDB Lakehouse + Walk-Forward Validation

  📈 5 trigger types • 🎯 Statistical methodology • 🏗️ Complete LLM career demonstration

  + Statistical Methodology + DuckDB + Async + Multi-Source