Josh Lowry — Forward Deployed Engineer

5+ Years Production
AI / LLM

95% Doc Processing
Accuracy

5K+ Enterprise Users
Served

40% Infra Cost
Reduction

I build AI systems that do real work inside real enterprises — and I've been doing it inside financial services, where the data is sensitive, the compliance requirements are real, and stakeholders know immediately when something fails.

Clark Capital Management Group · 2023–Present

Experience

Senior Software Engineer

2023 — Present

Clark Capital Management Group · Philadelphia, PA

Architected production AI platform processing 5,000+ brokerage documents annually using multi-model orchestration (Claude + Gemini) — eliminated a full FTE at 95%+ accuracy, turnaround from days to minutes.
Engineered serverless integration stack (Calendly · Microsoft Graph · Salesforce via AWS Lambda) automating scheduling across 60+ business units — 99.9% uptime, sub-second latency.
Led AI provider evaluation and intelligent model routing; reduced infrastructure costs 40% while maintaining accuracy thresholds across document classes.
Drove productization of internal AI tooling into external broker-facing offering — owned technical roadmap and cross-functional stakeholder communication.

Associate Director

2021 — 2023

Chubb Insurance · Philadelphia, PA

Led North America post-bind tooling and actuarial models for small commercial insurance; managed 16-person team (6 FTE + 10 contractors), owned premium audit KPIs.
Achieved 85%+ enterprise adoption across thousands of users — translating complex AI capability into executive-facing business outcomes.
Built strategic initiatives with C-suite; drove alignment across underwriting, actuarial, and engineering teams.

Systems Analyst → Senior Systems Analyst

2016 — 2021

Chubb Insurance · Philadelphia, PA

Architected company-wide underwriting platform for 5,000+ employees — clearance, rating, pricing, and proposals. Cut quote turnaround 60%.
Built actuarial automotive model for S&P 500 casualty businesses; established training program for 20+ early-career associates.

Financial services, end to end. Asset management at CCMG. Commercial insurance at Chubb. A decade in regulated environments where AI either works reliably — or it doesn't ship.

The vertical Anthropic is betting on.
The only one I've worked in.

Stack

AI / LLM

Claude API Gemini API Multi-Model Orch. Prompt Engineering MLflow RAG Agent Dev

Integrations

Salesforce API Microsoft Graph Calendly Webhooks Box API

Cloud & Infra

AWS Lambda S3 · EventBridge SQS / SNS CloudWatch

Data

Databricks PySpark Snowflake Python SQL

Education

B.S. Accounting & Finance

Missouri Southern State University · 2014

Built For

Enterprise AI deployment at the frontier — embedded with customers, building production-grade agentic systems inside their environments.

High-stakes regulated industries where trust and reliability aren't optional.

Roles that don't have a playbook yet.