Unlocking business value from bleeding edge, enterprise software solutions.
- Enterprise Change Agent for Cutting Edge Technology AdoptionList Item
- 12+ years Big 5 consulting
- $40M cost savings enabled
- $31M+ enterprise deals closed
- $5.4M+ annual revenue generated
- Fortune 500 financial services accounts
- AI-driven enterprise modernization expertise
- $55M inefficiencies identified enterprise-wide
Career Highlights
Pragmatic strategist who takes ideas and business requirements into operational reality. A leader that builds diverse teams, adheres to methodology and frameworks, and puts the team players in the right positions to excel. Has ganied AI expertise with certifications in Google AI, and Harvard Agentic AI.
Technology
Software
AI
Core Skills
Initiative Management
Agentic AI
Enterprise Sales
FinTech
Business Automation
Observability
Dev-Ops
Business Continuity
Quality Assurance
Banking
Software
Agile
Kanban
Enterprise Sales
Insurance
Financial Services
Healthcare
Consulting
I was responsible for leading the delivery and rollout
I was responsible for leading the delivery and rollout of these systems, ensuring they were fully functional, stable, and compliant within the mandated timeframe—while coordinating across a highly complex, distributed environment.
Case Study
Enterprise Risk & Compliance System Rollout Under Regulatory Deadline
Top 5 US Bank was under pressure from the OCC
The company was under pressure from the OCC (Office of the Comptroller of the Currency) to meet an aggressive Matter Requiring Attention (MRA) deadline, requiring the rollout of compliant, resilient risk and compliance systems to 20,000 users across 5,000 branches in 40 states. Failure to meet the deadline would result in significant regulatory penalties.
I successfully delivered the rollout on time
Results successfully delivered the rollout on time, enabling this company to meet OCC requirements and avoid approximately $1M in regulatory fines, while ensuring stable system performance for 20,000 end users across a nationwide footprint.
I was responsible for identifying modernization opportunities
My responsibilities included: identifying modernization opportunities and positioning a DevOps transformation strategy that would reduce cost, improve efficiency, and gain executive alignment within a highly complex enterprise environment.
Case Study
Enterprise DevOps Transformation Driving $40M in Operational Efficiency Gains
Top 5 US Bank was operating a $250M annual CI/CD software delivery environment
The company was operating a $250M annual CI/CD software delivery environment that relied heavily on manual processes across multiple internal and vendor systems. This led to frequent errors, rework, and inefficiencies, making software delivery a major cost center and operational bottleneck.
The solution drove a $40M annual reduction in operational waste
The solution drove a $40M annual reduction in operational waste, significantly improving software delivery efficiency and transforming a major cost center. This engagement contributed to $31M in total contract value, while establishing IBM as a strategic partner in company’s modernization journey.
I led cross-functional teams of eight through end-to-end project delivery
I led cross-functional teams of eight through end-to-end project delivery while overseeing a $1.2M budget.
Case Study
Strategic CRM Modernization Driving $1.4M in Consulting Revenue Growth
Managed strategic CRM modernization projects at a Big 5 Management Consulting Firm in New York City
At Consulting Firm in New York City, I managed strategic CRM modernization projects for financial services clients facing significant operational inefficiencies.
By partnering closely with stakeholders, I aligned technology strategies with business goals
By partnering closely with stakeholders, successfully aligned technology strategies with business goals and identified critical gaps in their current environments.
Through consultative selling and relationship management: Expanded these engagements to include additional high-impact services.
Ultimately: Delivered multiple successful projects and generated $1.4M in new consulting revenue while driving measurable operational growth.
To address these inefficiencies and high operational strain
To address these inefficiencies and high operational strain, I spearheaded the development of structured run books and a centralized engineering knowledge base.
Case Study
Operational Resilience Transformation Delivering $1M Annual Savings
While leading a newly formed operations organization under strict OCC regulatory scrutiny
While leading a newly formed operations organization under strict OCC regulatory scrutiny, I faced unstable systems and a high volume of roughly 40 incidents per week.
This system captured historical resolutions and system breakpoints
This system captured historical resolutions and system breakpoints, embedding standardized troubleshooting procedures directly into daily workflows.
These initiatives halved the effort required for incident resolution: Significantly improving team productivity and system stability.
Ultimately: This scalable support model generated an estimated $1M in annual labor cost savings while ensuring the organization remained resilient under ongoing regulatory pressure.
Certifications
Certified in Google Project Management
Certified in Google AI
Harvard Agentic AI certification (In Progress)
Speaking Engagements
IBM Customer Relationship Management Conference, Toronto, 2008
IBM Cloud Conference, Orlando, FL, 2014
Volunteering
I bring the same energy to my time outside of work as I do to my profession—whether I’m on the pickleball court, out on a mountain bike, or throwing a round of disc golf. But what matters most to me is how I show up for others. From helping digitize educational programs in Africa to volunteering locally and rebuilding homes after Hurricane Helene, I try to invest my time where it makes a real difference. It’s that balance of passion, purpose, and community that keeps me grounded.
Volunteered for the Africa Soup to help with digitizaation of educational curricula
Served three years as a regular Saturday volunteer for the Matthews HELP Center
Assisted Hands Across Asheville and SOAR for several weekends repairing homes after the Hurricane Helene disaster
