Matthew Dettman, ChFC, CLU

Analytics for Wealth Management and Compliance

I turn financial data into dashboards, reporting pipelines, and review tools. My background combines broker-dealer supervision with hands-on analytics in Python, R, SQL, and Power BI.

Explore selected work Read my resume

Selected work

Start with these three.

I selected one example for supervisory review, one for wealth analytics, and one for financial software. Each shows a different part of how I work.

Supervisory review

Interactive demo / synthetic data

Supervision and trade surveillance

I built a synthetic alert queue to show the tradeoff between reviewer workload, false positives, and missed findings.

What to look at

Select West, then raise the alert threshold. Compare the backlog with the findings the rule misses.

Try the demo

Wealth analytics

Case study

Wealth analytics and macro research for an RIA

I automated portfolio reporting and converted a spreadsheet-based risk indicator into an R pipeline for a wealth-management firm.

What to look at

Review my contribution, the monthly reporting workflow, and the separate synthetic illustration of a diffusion index.

Read the case study

Financial data and software

Case study

BizAnalyzer

I built a financial analytics product from accounting-data ingestion through statements, ratios, and AI commentary.

What to look at

Read the pipeline and validation decisions, then open the public demo with sample financials.

Read the case study

Explore all projects and labs

What I bring to a team

I connect the business question, the source data, and the checks behind the answer. Follow an area below to see the work.

Working with me

The roles I am looking for and the experience I bring.

What kind of role are you looking for?

I am looking for full-time analytics, data, and BI roles where I can build reporting, improve data quality, and automate recurring work. Wealth management and broker-dealer compliance are areas where I bring direct domain experience. I am based in Clarksburg, West Virginia.

What do you actually build?

Automated reporting pipelines, dashboards, and internal tools, plus LLM integrations and agents where they fit, usually on Firebase, Google Cloud, Python, and R. The projects page has full case studies with the architecture and the trade-offs, not just screenshots.

What is the compliance background about?

About a decade in financial services, most of it in FINRA broker-dealer supervision and controls: branch examinations, then regional supervision, then a firm-level supervisory-controls and data role. I passed the FINRA Series 7, 24, 52, 53, 4, and 66; those registrations are not currently active, though they remain within the re-registration window. I also hold the ChFC and CLU designations, which are current. That background shapes how I think about risk, validation, and edge cases in the software I build.

Are you available for consulting?

Yes, selectively, through Second Difference Solutions, especially where AI, automation, and data meet real business decisions. A short email describing the problem is the fastest way to start.

Hiring for analytics, data, or BI?

Send me the role and the problem your team needs to solve. I can walk through the relevant work.

Discuss a role Read my resume

Analytics for Wealth Management and Compliance

Start with these three.

Supervision and trade surveillance

Wealth analytics and macro research for an RIA

BizAnalyzer

What I bring to a team