CV | Eric Martin

Profile

Case Management & Automations Specialist at OCRC, managing client cases from intake through delivery and building the systems and AI-augmented intelligence layer that support tax-efficiency and asset-protection planning. 19 years of experience in systems design, high-stakes stakeholder coordination, and zero-defect execution. Previously founded and scaled a Chicago-based design and IT consultancy serving 1,300+ clients entirely through word-of-mouth referrals.

Experience

Case Management & Automations Specialist June 2024 – Present

OH Corporate Resources Consulting (OCRC) · Circleville, Ohio

Manage client cases from intake through delivery for tax-efficiency and asset-protection planning, coordinating across advisors, attorneys, and clients to keep complex multi-party work on track.
Built and maintain the Google Sheets financial model and Apps Script infrastructure powering OCRC's proprietary WUA™ process—handling depreciation schedules, basis tracking, cash-flow projections, and client-specific scenarios requiring absolute accuracy.
Developed the OCRC Tools menu system to automate repeatable workflows: client file creation, engagement agreements, entity request forms, WUA™ reports, illustration packets, and presentation decks.
Engineered supporting analysis utilities (price-target refresh, capital-gains tab generation, distribution optimizer) that give advisors self-service analytical power without exposing the core model to breakage.
Authored a comprehensive OCRC Tools User Guide documenting system functions, authorization protocols, and output locations for seamless onboarding and knowledge transfer.
Integrate AI-assisted workflows into daily operations—automating first-draft documentation, cross-checking formula logic, and synthesizing complex client data into advisor-ready summaries.

CEO & Design / Development Lead 2005 – 2024

Underground Professional LLC · Chicago, Illinois

Founded and scaled a design-and-systems consultancy serving 1,300+ clients across 19 years, scaling to six-figure annual revenue with $0 ad spend—100% referral-driven growth.
Delivered custom web applications, secure client portals, and workflow automation for verticals spanning nonprofit theater, commercial real estate, talent management, and healthcare.
Key System: Built a HIPAA-grade physician portal for Specialdocs Consultants—login authentication, encrypted data storage, and private Q&A forum.
Key System: Architected a three-division custom CRM for Grossman & Jack Talent, enabling independent pipeline management across TV/film, theater, and commercial operations.
Managed digital systems, signage, and tenant programs for Class A office properties (including 111 S. Wacker Drive), coordinating deliverables across property managers, vendors, and JLL.

Independent Projects

Sovereign AI Infrastructure 2025 – Present

Architected and deployed a persistent autonomous AI assistant on private infrastructure—managing daily operations, server health monitoring, security audits, and long-term memory consolidation.
Designed a tiered intelligence layer: local LLM (Ollama/Llama) for low-cost reflex monitoring and cloud LLM (Claude/Gemini) for complex reasoning, reducing operational inference costs by 97%.
Built automated scheduling, text-to-speech output, and cross-platform messaging integration, enabling real-time AI-assisted communication and task management.

Eric Martin

Profile

Experience

Independent Projects

Capabilities

Education