John Stevens

Led a cross-functional team of six to launch a machine-learning sales platform that slashed application rejections and sales costs by 27% and 13%, respectively.
Drove a 22% revenue surge by introducing add-on products, such as priority support.
Boosted daily active users by 30% using a scalable real-time operational data platform to power event-driven recommendations.

Co-founded the first insurance management platform and led a four-person team that launched the web application 30% ahead of schedule.
Generated $1.4 million in agency pipeline revenue and $6.25 million for advisors by identifying suboptimal assets given interest rate increases.
Cut reporting costs and legacy software by 18% through an event-driven API platform 12 Broker-Dealers'.

Recruited to lead an eight-person team delivering an MVP web app and validating market interest in annuity management. Secured VC funding and was promoted to Managing Director.
Identified $6 billion in misallocated assets using a Merton Jump Diffusion model to identify heterogenous implicit costs on a $20 billion dataset.
Accelerated prototype development by 12% using agile scrum methodologies.

Led a three-person team achieving product-market fit with $100,000 in ARR by developing and executing the go-to-market strategy.
Secured 23 large broker-dealer approvals, national partnerships with the top 20 insurance carriers, numerous innovation awards, and a FINRA non-objection letter.
Bolstered retention by 23% by ideating and designing 3 core planning features used by 91% of users.

Led a three-person team optimizing models and was promoted to Head of Business Development.
Dropped effective tax rates by 20% for high-net-worth individuals by implementing tax-advantaged withdrawal strategies in retirement plans using current tax codes.
Cut model runtime by 85% by refactoring code to closed-form solutions with leadership.