John Wales

About John Wales

I am a software developer with 15+ years of experience. I am interested in working on full stack machine learning problems, from building data pipelines to delivering final products to end users and the entire process in between. I have many years of experience in finance and financial technology, and bring expert level development and analysis to your project. Python, Django, Pandas, Numpy, SciKit, TensorFlow, SQL, Python APIs, Python Visualization libraries, Plotly.py, time series analysis and prediction, natural language processing, algorithmic trading (trading bot), machine learning, Scikit-Learn, robo advising, blockchain, cryptocurrency, blockchain with Python, Solidity, smart contracts

Experience

1. Artificial Intelligence Developer

   Wales Data Technology

   Jan 2018 — Present · Charlotte, NC, US

   Innovative AI Solutions: Developed multiple AI-powered applications including- Navy SBIR AI Platform: Engineered a one-year RAG project (leading a three-person team) for Dockerized AI agents using Flask and Flutter. The system functioned reliably in disconnected environments, securely processing technical forms and documents- Document & Data Automation Tools: Created a PDF-to-Excel conversion pipeline and a “chat with tables” tool deployed in AWS (using Lambda, S3, DynamoDB, CloudFormation) to streamline data extraction and insights from complex documents- Fake news detection tool: Custom AI models for grading news articles and other online content- Leadership & Operations: Act as fractional CTO—engaging directly with clients to determine product-market fit, oversee technology roadmaps, and manage all company functions including project delivery and subcontractor management- Innovation in Private AI: Extensive expertise in integrating small/local AI models (Ollama, LLaMA, Phi) with tailored workflows, ensuring high performance and privacy for proprietary systems- Data and software development consulting and contracting - Managing all company operations, including accounting, marketing, and management of sub-contractors - Python, Ollama, Flask, Docker

Education

• University of Alabama, Manderson Graduate School of Business

  Master of Arts (M.A.), Banking and Finance

• The University of Alabama in Huntsville

  BSBA, Finance

Skills

• Insurance
• Banking
• Credit Analysis
• Portfolio Management
• Loans
• Credit Risk
• Finance
• Mortgage Lending
• Valuation
• Real Estate
• Credit
• Financial Modeling
• Equities
• Business Analysis
• Investments
• Wealth Management
• Financial Analysis
• Underwriting
• Strategic Planning
• Asset Managment