Products & independent research

Work worth
looking into.

Tools for practice. Models for understanding. A closer look at the questions I’ve worked on and how I approached them.

01 / Interactive product

Sales Lab

A dedicated workspace for practicing buyer conversations, reviewing transcripts, and building a more deliberate training routine.

My contributionProduct design, practice workflows, scorecards, and application development.

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Sales Lab practice workspace

02 / Independent educational model

Executive Deferred Compensation TRS Hedge Model

I built this fictional model around one question: how could a company keep a changing deferred-compensation liability and its hedge aligned?

My contributionModel design, settlement logic, and monthly controls

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Illustrative model output

92%

Target hedge ratio

Plan exposure
$12.48m
Target notional
$11.48m
Plan options
4
Fictional plan data · Educational model

03 / Market research workbook

Market Trend Probability Indicator

I built this workbook to answer one recurring question: when market signals disagree, what does the overall setup actually say?

My contributionIndicator selection, scoring logic, and historical testing

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Research framework

15

Inputs, considered together

Categories
5
Observations
24
Snapshot
Jan–Feb 2025
Historical research · Not a live signal

04 / Portfolio analytics methodology

Relative-Strength Portfolio Research System

This started with a frustration: relative-strength research gets messy when every chart asks a different question.

My contributionComparison logic, research screens, and allocation views

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Research workflow

Compare.

Relative strength in context

01
Pairwise comparisons
02
Trend confirmation
03
Candidate screening
Historical examples · Not current holdings