Jake Drew, Ph.D.

• Founded institutional-grade SEC filing intelligence platform serving hedge funds and asset managers
• Built production SaaS platform processing 181,000+ SEC filings with advanced ML features including contextual embeddings and GAAP financial comparisons
• Built offline-capable SEC/XBRL ingestion pipeline with deterministic parsing and self-healing content-addressable storage
• Developed proprietary Hash Chain Streams technology covered by a portfolio of patents for content-addressable systems and deterministic indexing

• Led autonomous research initiative reporting directly to CEO/CIO (CFA, former hedge fund co-founder) developing proprietary algorithmic trading systems for institutional investment operations
• Architected production-scale Python systems processing every SEC 10-Q and 10-K filing in near real time, supporting multi-billion-dollar investment decision workflows
• Designed and deployed institutional-grade data lake managing petabyte-scale financial data repository for investment analytics and risk management
• Developed proprietary trading algorithms using advanced ML including XGBoost, Ridge Regression, and neural networks for systematic strategies
• Executed institutional algorithmic trading via Interactive Brokers API with real-time market data integration, order optimization, and risk controls
• Built backtesting infrastructure validating strategies using comprehensive historical market data and performance attribution analysis
• Extracted financial intelligence from XBRL filings including US GAAP taxonomy features with automated QoQ, YoY, and FYTD calculations across disclosed cash flow and balance sheet items
• Filed patents in financial data processing systems including self-healing storage architectures and content-addressable repositories
• Monthly reporting to executive leadership on research progress, system performance, and investment strategy development

• Directed comprehensive data science initiative under executive sponsorship creating institutional-grade educational attainment analytics for North Carolina public education system
• Built enterprise-scale data repository supporting 3,000+ educational institutions with advanced statistical modeling and demographic analysis
• Delivered executive-level research insights through data visualization and reporting infrastructure
• Managed graduate research teams of 50+ students on high-impact analytics projects with measurable policy implications

• Expert assistant, witness, and technical consultant in 24+ matters involving complex software systems and ML algorithms
• Prepare rebuttal reports including claims review, infringement analysis, and technical due diligence for high-stakes litigation
• Provide expert testimony in depositions and courtroom hearings on production system architectures and intellectual property matters
• Conduct forensic analysis of large-scale software repositories, source code comparison, and technical system evaluation

• Designed and delivered ML curriculum covering core algorithms, cross-validation, regression, classification, recommendation systems, and Association Rule Mining to 200+ students annually
• Taught advanced ML implementation using Jupyter Notebook, Scikit-Learn, R, Anaconda, Pandas, NumPy, and SciPy with hands-on coding projects
• Developed specialized coursework in modeling and feature engineering for sparse datasets using CSR, CSC, and COO matrix formats for large-scale processing
• Instructed sklearn architecture including development of custom transformers and estimators using estimator/transformer mixins
• Led industry-focused projects connecting academic ML concepts with production system requirements

• Managed cybersecurity engineering projects for Fortune 500 clients, leading teams of 5–8 engineers and researchers
• Spearheaded development of bio-inspired ML algorithms for enterprise threat detection systems
• Led infrastructure initiatives implementing NIST framework security profiles for enterprise clients

• Architected and delivered Universal Language Classification System for document semantic analysis
• Led engineering team developing C# NLP algorithms including sentence detection and noun phrase extraction
• Managed production deployment of classification processes using MySQL/MariaDB infrastructure

Patent Portfolio

2025 filings reflect 100% IP ownership on recent Hash Chain / SEC/XBRL infrastructure inventions.

2025 Provisional Patent Applications (Hash Chain Augmentation & SEC/XBRL Systems)

• U.S. Provisional No. 63/934,680 (12/09/2025) — “Systems and Methods for Hash-Chain Augmentation: Configuration-Independent Addressing Through Prefix-Stable Streams”
• U.S. Provisional No. 63/908,115 (10/30/2025) — “Systems and Methods for Infinite Entropy Hash Tables and Blockchain State Management via Hash Chain Augmentation”
• U.S. Provisional No. 63/885,876 (09/22/2025) — “Systems and Methods for Modification of Block Chains and Hash Based Data Structures Using Hash Chain Augmentation”
• U.S. Provisional No. 63/882,206 (09/17/2025) — “System and Method for Streaming Infinite Deterministic Hash Chains”
• U.S. Provisional No. 63/879,918 (09/11/2025) — “Systems and Methods for Offline Self-Healing, Deduplicated Processing of SEC XBRL Filings Using Hash-Chain-Backed Content-Addressable Storage”
• U.S. Provisional No. 63/854,878 (07/31/2025) — “System and Method for Self-Healing Indexing in HashChain-Based Content-Addressable Repositories”
• U.S. Provisional No. 63/849,997 (07/24/2025) — “System and Method for Embedding File Metadata in Self-Contained Content-Addressable Files Using Shard-Compatible Compression”
• U.S. Provisional No. 63/847,656 (07/21/2025) — “System and Method for Stateless Content-Addressable File Storage Using Hash Chain Derived Identifiers”
• U.S. Provisional No. 63/845,399 (07/16/2025) — “System and Method for Multi-Seed Deterministic Hash Chains with Shard-Aware Partitioning”

Earlier Filings & Patents (Co-Inventor / Institutional)

• U.S. Provisional No. 62/333,159 — “Document Based Query and Information Retrieval Systems and Methods”
• U.S. Patent Application No. 14/169,689 — “Collaborative Analytics Classification Learning Systems and Methods”
• U.S. Patent Application No. 61/825,486 — “System and Method for Machine Learning and Classifying Data”
• U.S. Patent Application No. 61/647,608 — “Single Pass Hierarchical Agglomerative Clustering Systems and Methods”
• U.S. Patent Application No. 61/647,608 — “Universal Language Classification Devices, Systems, and Methods”