Who I Am
I build the data infrastructure and product systems that enterprise financial platforms depend on. With over a decade at Charles Schwab, I've led dual-role work at the intersection of product ownership and data services — turning complex integrations, compliance requirements, and messy pipelines into reliable, scalable capabilities.
Background
10+ Years at Charles Schwab
10+ Years at Charles Schwab
10+ Years at Charles Schwab
Deep domain expertise in advisor-facing platforms, data services, and enterprise product delivery inside one of the largest RIA custodians.
Dual-Role Scope
10+ Years at Charles Schwab
10+ Years at Charles Schwab
Product Owner for the Topaz PPE scrum team and Data Services Lead for Digital Advisor Solutions simultaneously — full accountability for both strategy and execution.
Financial Services Domain
10+ Years at Charles Schwab
Financial Services Domain
Series 7 & 66 licensed. Fluent in advisor workflows, custody operations, and regulated data pipelines.
Featured Work
ISO-20022 Wire Authorization Pipeline
Jira API / Tax Loss Harvesting Automation
Jira API / Tax Loss Harvesting Automation
An Alteryx-based tool converting 300,000+ wire standing authorizations into ISO-20022 compliant format ahead of Fed mandate deadlines.
- 270,000 representative minutes saved through full automation
- Zero defects in production at compliance cutover
- Delivered without additional headcount
Jira API / Tax Loss Harvesting Automation
Jira API / Tax Loss Harvesting Automation
Jira API / Tax Loss Harvesting Automation
Identified and implemented a Jira API integration to unblock a stalled initiative with no existing manual workaround.
- Unblocked an initiative that had no prior solution
- Eliminated recurring manual report generation entirely
- Enabled advisor teams to act within defined SLA windows
Albridge / Orion Data Integration
Albridge / Orion Data Integration
Albridge / Orion Data Integration
Built a conversion tool from scratch, connecting Albridge and Orion portfolio accounting platforms, then extended the architecture to support additional custodian data inputs.
- Scaled from 100 accounts in mock to thousands in production
- Extended the original Albridge architecture to ingest Orion data without a rebuild
- Delivered advisor-facing reporting capabilities that had been blocked by integration gaps
GCP / Alteryx Platform Migration
Albridge / Orion Data Integration
Albridge / Orion Data Integration
Led full migration of Alteryx workflows from on-prem IDW to Google Cloud Platform with team knowledge transfer and production cutover.
- Zero production interruptions during migration
- Runtime reduced from ~60 minutes to 10 minutes (83% faster)
- Full team transitioned to GCP-native tooling without external support
Tools & Technologies
Core stack across data engineering, product delivery, and financial services.
Alteryx Advanced Practitioner · SQL · Google BigQuery · GCP · Python · Tableau · Splunk · Kafka · Jira · SAFe Agile / PI Planning · Product Roadmapping · Data Pipeline Design · Custodian Feed Management · Series 7 & 66
Copyright © 2026 Thomas Mosley - All Rights Reserved.
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