Workflow Automation Specialist | Quantitative Analyst | OTC Derivatives Valuations Expert
Nice to meet you and welcome to my site! I’m Mark Abelson and I live in Plano, Texas. I have an A.S. in Business Administration from the County College of Morris and a B.A. in Economics from Rutgers University. My academic experiences have greatly enriched my life and I love learning new things every day.
I started my journey at One Call Care Management as a Billing Associate where I formed a solid foundation for my career to come. I then made my way to Wall Street, initially at the Bank of New York Mellon in Manhattan as an Analyst in Data Management and Quantitative Analysis, focusing on OTC derivatives pricing. Later, I joined JPMorgan Chase & Co. in Plano as a Fund Servicing Analyst in their Valuations Control Group. Following this, I worked at State Street where I led a team in derivatives pricing.
Currently, I run a business as a workflow automation specialist. My expertise includes custom tool development, intelligent automation mentorship, and strategic consulting for business growth. For detailed insights into my professional journey and skills, please feel free to view my resume available on this site.
My custom GPT “Quant Deriv Vantage – From Wall Street to Main Street: Financial Derivatives Simplified” is live on OpenAI’s GPT Store! You can access it by clicking here: Quant Deriv Vantage (QDV) This GPT breaks down complex topics in financial derivatives in a friendly and easy way.
If you are interested in my workflow automation solutions, please visit www.diamondbladeanalytics.com for more information.
I have a strong connection to nature so I enjoy being outdoors, particularly kayaking and going on nature walks. I love forests and meadows. I also love learning new things about technology, especially computers and coding. The advancements in artificial intelligence and its potential for the future fascinates me greatly. I like to stay up to date on all the latest AI news and incorporate it into my life whenever I can.
I have a broad range of interests including learning about financial derivatives and their pricing models, understanding the intricacies of mathematics, topics in science, and space exploration. All of these things fuel my ongoing quest for knowledge. I enjoy watching YouTube videos and listening to podcasts. I love all music, everything from European folk and heavy metal to epic instrumental, UK indie rock, and classical pieces with violin and piano, and so much more!
If I was a song this song would be me:
I developed Apollo’s Bow & Arrow Workflow Automation tool to serve as a technical conduit for streamlining an array of business processes. This platform is adept at ingesting a multitude of process-related documents, utilizing Python’s powerful scripting capabilities in conjunction with sophisticated document parsing libraries such as PyMuPDF (Fitz) and python-docx. It is precisely calibrated to extract and analyze the textual content of standard operating procedures, technical manuals, and process notes. The cornerstone of this system is the OpenAI API, which meticulously evaluates the aggregated process data. By leveraging state-of-the-art machine learning algorithms and natural language processing techniques, the API is capable of discerning the most expedient and error-free methods for task execution. It maps out an optimal route for process automation by providing a set of instructions and code suggestions tailored to enhance the workflow’s efficacy. Designed with technical precision, the tool automates processes by generating a comprehensive strategy that delineates each action step and identifies the necessary software tools, scripts, or technologies required. This detailed, executable plan aims to reduce manual intervention and accelerate processing speed, ensuring a seamless operational cadence.
My Options Pricing Process Automation Tool is a tool I created that performs automated tasks in financial data management and quantitative analysis. This tool streamlines tasks that would be labor-intensive if done manually. It automatically handles financial documents received from emails, such as ‘Holdings Files’, ‘Economics Reports’, and ‘Stock Prices’, eradicating the need for manual email monitoring and file management. Its integration with spreadsheet applications automates data entry, formatting, and merging, replacing cumbersome manual operations. Central to its functionality is the automated calculation of option prices using the Black-Scholes-Merton model, a complex task involving advanced calculations (see my full mathematical walkthrough in my BSM Mathematical Model Formula Walkthrough project), and option type identification, which are prone to errors if done manually. It proficiently consolidates data from multiple sources, aligns and enriches it with critical information, and ensures precision by updating and rounding off prices. Finally, it saves the processed data into a new Excel file and prepares an email with this file attached, significantly enhancing workflow efficiency. This tool is a streamlined solution that assures accuracy, consistency, and significant time-saving in options pricing and data handling, setting a new standard in comparison to traditional manual methods. All trade economics and prices are fictitious for demonstration purposes.
The MarketScope tool is a platform in the realm of financial news analysis and company assessment which utilizes artificial intelligence as it’s cornerstone. Designed to automate the time-consuming process of sifting through news articles, it rapidly gathers the latest headlines relevant to any specified company, eliminating the need for manual news aggregation. With just a few clicks, users can input a company name and retrieve up-to-date news, which the tool then seamlessly processes using advanced natural language understanding capabilities. It conducts a sophisticated analysis, breaking down the impact of news into positive and negative sentiments, and further delves into immediate, medium-term, and long-term implications for the company’s stock performance. Leveraging the powerful GPT-4 AI model, MarketScope provides a detailed, multi-tiered financial analysis, offering clear, concise, and logically reasoned investment insights. The result is a comprehensive report that outlines the potential effects of market news on stock valuation, saving investors and analysts countless hours of research. MarketScope is more than just a tool; it’s an innovative solution that revolutionizes the efficiency, depth, and reliability of market analysis, ensuring users stay ahead in the fast-paced world of finance. Results below are from February 2024. This tool will need to be run daily to keep up with the latest information.
The Interest Rate Swap Calculator is a tool designed to streamline the valuation of interest rate swap portfolios. With its intuitive interface, the calculator integrates into workflow automation projects, enhancing efficiency and accuracy in financial analysis and reporting. This robust tool facilitates meticulous pre-valuation checks, automated data importation, and updates valuation dates with precision. It significantly reduces complexity in the valuation process by offering a comprehensive dashboard that provides a bird’s-eye view of the entire portfolio’s status, including files’ import and update statuses, along with a detailed log of actions performed. Its versatile functionality includes seamless preparation of transactions, updating of open positions, and generation of files for FTP upload. Moreover, it adeptly handles pricing file preservation and methodically organizes data for archival purposes. A standout feature of this calculator is its Swap Portfolio page, which meticulously displays each swap’s details, from trade IDs and counterparty information to notional amounts and current prices. The tool ensures that trades are executed with precision, incorporating rigorous validation checks and controls such as tolerance levels and day-over-day price variation analysis. Behind the scenes, the tool’s macros work tirelessly to protect data integrity, manage file importation, prepare deals, and generate reports, all while ensuring user-friendly experiences through customizable alerts and notifications. All trade economics and information are fictitious for demonstration purposes.
The DomainCheck Pro is an advanced tool I created tailored for domain flipping, combining the power of GPT-4 and Whois APIs. It features a user-friendly interface, enabling users to input domain themes and choose from a variety of domain extensions like .com, .org, .net, among others. Users can specify the number of desired results, and the tool then generates a list of potential domain names using GPT-4’s linguistic capabilities. The application also includes a domain verification system utilizing the Whois API, allowing users to upload and check the availability of a list of generated domains. This feature is especially valuable for domain flippers in identifying and securing profitable domain names quickly. The tool’s interface is designed for ease of use, with functionalities such as file browsing for input and output data, customizable result numbers, and multiple domain extensions. The inclusion of a progress bar and multi-threaded processing ensures efficient and simultaneous checks of domain availability. DomainChecker Pro is a key asset for domain flipping professionals, merging creative domain generation with technical verification. Its ability to rapidly generate and validate domain names makes it an indispensable tool in the domain flipping market, aiding in more strategic and successful domain acquisitions.
This is my personal GPT AI API Tool. Showcased below is a state-of-the-art demonstration of the GPT-4 Turbo API’s capabilities, offering users a firsthand experience of its advanced computational power. Designed for both efficiency and sophistication, this platform invites users to engage with the language model, which is capable of constructing complex narratives and providing rapid responses to a variety of prompts. It stands as a testament to the strides made in natural language processing, enabling seamless and interactive storytelling with remarkable speed. This tool exemplifies the fusion of speed and intelligence, allowing for a seamless demonstration of the language model’s prowess in understanding and generating text. It’s an invitation to push the boundaries of AI-assisted communication, providing a glimpse into the potential for creating immersive and detailed experiences through the simple act of entering a prompt.
The DALL-E 3 photo generation feature utilizes artificial intelligence to convert textual prompts into visual images. It incorporates the latest advancements in AI image generation, allowing for the nuanced interpretation and creation of complex visuals based on user input. The interface serves as an interactive medium for users to engage with AI’s capabilities in visual cognition, facilitating the conversion of written language into high-fidelity graphical representations. Functionally, the interface provides a user-friendly environment for exploring the applications of AI in visual arts. It is designed to interpret a wide range of descriptive prompts, translating them into detailed, expressive artworks. The platform also aims to expand the boundaries of AI in the domain of creative expression, providing a space for the generation of detailed artworks from textual descriptions.
GPT-4’s image recognition feature signifies a new era in image comprehension and descriptive insight. As a part of the GPT-4 API – Personal Tool collection, this interface is designed to demonstrate AI’s capacity to analyze and articulate intricate visual scenes. It enables the AI to not only see but also to understand and describe the elements and narratives contained within an image, highlighting the nuanced details with exceptional precision. This interface is more than a mere analytical tool; it is a testament to the synergy between AI and visual understanding, showcasing how advanced algorithms can interpret imagery with a depth that rivals human perception. It invites users to witness the full spectrum of AI’s visual acuity, pushing the boundaries of machine-assisted image interpretation. This system serves as a gateway to experiencing how AI can transform visual data into descriptive language, crafting vivid narratives from the visual world.
The Control Plan Entry Tool is an innovative and integral component of quality management for a manufacturing company. This dynamic interface provides a meticulous and streamlined method for entering and managing critical data needed to construct comprehensive Control Plans. It includes fields for key contact information, part numbers, descriptions, and detailed process characteristics, enabling users to input and oversee every facet of manufacturing and quality assurance with precision. Incorporated within this tool are automated macros that ensure that each entry is accurate and up to date. The panel supports the creation of a detailed Control Plan by facilitating the recording of machine, device, and tool information for manufacturing, as well as the specification of product and process tolerances. This careful structuring of data is pivotal in maintaining the highest standards of quality control, essential for achieving operational excellence in production.
The File Search Automation Tool is designed to streamline the process of locating specific information across multiple file formats within extensive directory structures. Leveraging Python, the tool traverses directories to search within PDF, Word, Excel, and text documents, among others. It identifies and highlights the presence of user-defined keywords, bringing pertinent data to the forefront quickly and accurately. This tool simplifies the complexity of data search and retrieval, offering a straightforward and efficient user experience. It stands as a reliable solution for rapid data access, suitable for a range of tasks that require the pinpointing of information within a diverse set of documents. Through automation, it provides a time-saving approach to file examination, enhancing productivity in data management activities.
My Python Data Comparison Tool is an innovative software solution I developed to automate and streamline the comparison of Excel-based datasets. This tool is integral in eliminating the labor-intensive and error-prone process of manually comparing data across different stages of environments, such as ‘Test’ and ‘Prod’. It seamlessly integrates with spreadsheet applications to facilitate automatic data loading, aligning, and comparison, thus replacing manual data manipulation. Central to its functionality is the robust handling of Excel files, where it identifies and rectifies discrepancies between data sets, ensuring high accuracy in data analysis tasks. It leverages the power of pandas for data management and tkinter for an interactive GUI, allowing users to load files, execute comparisons, and directly interact with the results. The tool adeptly handles discrepancies by aligning them clearly in a new Excel file, which is automatically saved in the user’s directory for immediate access and review. This facilitates a thorough examination and auditing process, enhancing workflow efficiency by reducing the time spent on data verification and validation. The Python Data Comparison Tool sets a new benchmark in data comparison, offering a streamlined solution that assures precision, consistency, and significant time savings, radically transforming traditional data comparison methods. All functionalities are designed with user experience in mind, ensuring that every interaction is intuitive and productive.
My Black-Scholes Calculator is an advanced financial tool designed to streamline the understanding of options pricing using the Black-Scholes-Merton model. Utilizing Python’s robust mathematical capabilities and the scipy.stats library, it offers precision in calculating option prices and the associated “Greeks”: Delta, Gamma, Theta, Vega, and Rho. Its tkinter-based user interface allows for straightforward input of critical variables, including Stock Price, Strike Price, Time to Expiration, Risk-Free Rate, and Volatility. This calculator provides detailed outputs for both call and put options, ensuring that users have a clear and accurate assessment of options pricing. The calculated “Greeks” offer valuable insights into the risk and potential performance of the options, enhancing the understanding of options pricing.
The Import/Export Tool is crafted to enhance productivity by providing a streamlined approach to handling data. It simplifies the import and export process across a variety of file formats, ensuring precise data management. Users can direct the flow of data with ease using simple import and export flags, allowing for a high degree of customization and control over their data workflow. This tool is designed to save time and minimize errors, making it an essential utility for those who demand efficiency and accuracy in their Excel tasks. Whether dealing with large datasets or routine data transfers, this tool ensures that your operations are both swift and reliable. It’s engineered to support professionals who rely on Excel for complex data management tasks, delivering a user-friendly interface that mitigates the risk of manual errors and enhances overall productivity. With this tool, the management of Excel data becomes a more controlled, accurate, and efficient process.
The Web Data Scraper Tool is meticulously designed to enhance operational workflows by automating the extraction and processing of data from web sources. It is adept at navigating to specific web pages, such as financial portals, where it can authenticate access, extract relevant tables, and convert this data into structured spreadsheets. By employing sophisticated web automation techniques, the tool eliminates the need for manual data entry, reducing the time spent on routine data acquisition tasks. Utilizing the tool, users can automatically log in to secure websites, navigate to designated data-rich pages, and capture the necessary information. It leverages the power of Python’s Selenium and Pandas libraries to interact with web elements and parse HTML tables, respectively. The data extracted is then meticulously organized into Excel format, stamped with a timestamp for version control, and saved to a predefined directory, ready for analysis or integration into larger data systems