Transforming how legal professionals work requires more than deploying the right tools. It requires understanding how attorneys think, what earns their trust, and how to design programs that produce genuine behavioral change rather than compliance. That is the work I have spent my career leading across regulated legal and professional services environments, and it is the direct value I bring to the Director of Technology Experience and AI Training role at Arnold & Porter. My experience spans AI enablement program design, enterprise technology adoption, learning infrastructure, collaboration technology, and workforce readiness, all grounded in a practitioner's understanding of what it takes to move skeptical, high-performing professionals from resistance to genuine capability. Industry recognition for this work is reflected in the speaking engagements above.
Overview
20
20
years of professional experience
4
4
Certificates
Work History
Mellon HR Solutions
Earlier roles established the leadership, change management, consulting, and financial services foundation underlying the current work. Key contributions include contributing to a Mellon HR Solutions consulting engagement delivering $2M in short-term realized savings and up to $4.5M annually through departmental restructuring and migration to a unified systems platform; supporting process inventory, capacity planning, staffing model design, operational readiness, and SLA rollout for financial services clients; performing business continuity and contingency planning for global financial services operations including business flow analysis, outage planning, disaster recovery testing, and recovery readiness validation; and delivering technology migration, implementation testing, issue coordination, and operational readiness support across multiple financial services technology initiatives.
Business Process and Technology Program Manager
Freddie Mac
McLean, VA
01.2013 - Current
Technology experience and AI enablement leader for a regulated professional services division of approximately 250 attorneys and business professionals, responsible for enterprise platform lifecycle management, AI adoption and training program design, learning management system administration, presentation and collaboration technology support, reporting governance, and knowledge management in a complex, regulated financial services environment. Core work spans three integrated areas: AI enablement and workforce readiness, enterprise technology platform adoption, and division-wide learning program co-leadership, each requiring distinct stakeholder management, vendor coordination, and adoption strategies in an environment where professional resistance to new tools is both expected and significant.
Built and led a year-long AI enablement program using a blended instructional model combining structured sessions, guided discussion, and hands-on practice calibrated to actual workflow needs, developing practical professional competency with Microsoft 365 Copilot and a company-deployed generative AI platform across document summarization, drafting, redlining, research, and workflow integration; advanced the program with a proof of concept for AI-supported document review demonstrating practical adoption pathways for knowledge worker workflows.
Designed cross-platform prompting frameworks and AI skills training grounded in independent hands-on experience with ChatGPT and Claude alongside the organization-approved tools professionals were trained on; this broader platform perspective informed training design, use-case development, and the prompting methodology co-presented with Harvey at the ACC Legal Ops Conference 2026, while keeping all formal training appropriately scoped to tools the organization had approved for use.
Developed prompt-engineering guidance, practical use-case libraries, and workflow integration recommendations tailored to the needs of legal and business professionals, helping teams identify where AI produces genuine efficiency gains and where human judgment remains essential in sensitive, regulated workflows.
Provided ongoing AI coaching and post-training support to help professionals refine prompts, evaluate AI outputs critically, and apply generative AI tools responsibly, improving workforce readiness and sustaining adoption beyond initial training completion.
Co-delivered a session on generative AI skills and prompt engineering at the ACC Legal Ops Conference 2026 in partnership with Harvey, providing a framework for structuring prompts that transfers across AI tools regardless of which platform an organization has deployed; presented on practical project management for legal operations at ACC Legal Ops 2025 as part of a peer practitioner panel alongside senior legal operations leaders from major financial services organizations; and spoke on technology adoption and change management at the Running Legal Like a Business Conference 2024 in partnership with Mitratech, addressing how organizations build genuine professional buy-in for technology change rather than compliance with it.
Achieved approximately 90% adoption of an enterprise workflow platform across approximately 150 users by working directly with the technology vendor to design and execute a full adoption program including role-based onboarding, champion network development, login and utilization monitoring, and targeted post-implementation support that addressed adoption gaps before they became entrenched habits; generated an estimated $500K in annual capacity savings documented in a formal benefits realization summary.
Replaced fragmented manual workflows, spreadsheet-based tracking, and legacy processes with centralized platform-enabled operations, improving workflow consistency, reporting accuracy, and operational discipline across a regulated legal function.
Designed and governed a reporting infrastructure of 100 or more reporting assets and 60 or more individual reports across workflow status, adoption, aging, vendor management, and executive dashboard categories, translating operational data into decision-ready insights for senior stakeholders including executive leadership.
Coordinated issue logs, enhancement requests, testing cycles, and vendor resolution processes across platform lifecycle activities, maintaining stakeholder alignment and operational continuity through system upgrades, enhancements, and post-go-live optimization.
Modernized third-party professional services partner onboarding and risk-review workflows using enterprise automation tools, improving routing clarity, tracking, follow-up, and status visibility across a cross-functional process involving legal, technology, risk, and procurement teams.
Built and managed a division-wide SharePoint knowledge portal and biweekly communications channel supporting approximately 250 professionals, providing resource awareness and self-service access that measurably reduced ad-hoc support inquiries and improved division-wide engagement with operational resources.
Co-led division-wide learning initiatives alongside enterprise training teams, contributing to curriculum planning, learning needs assessment, completion tracking, and annual training planning for a professional services division of approximately 250 staff; participated in LMS vendor evaluation and RFP processes including Cornerstone and Workday Learning, helping the organization navigate a competitive selection process that resulted in continued platform adoption with enhanced capabilities.
Supported enterprise presentation and collaboration technology for division events ranging from small working sessions to 250-person division-wide presentations, managing Microsoft Teams and Zoom hybrid configurations, audio and video setup including lavalier and room audio systems, recording, editing, and video distribution, and coordinating with enterprise AV teams on configuration planning and real-time troubleshooting to ensure reliable execution for high-visibility leadership events.
Managed vendor relationships and coordinated enhancement planning, testing, issue resolution, and roadmap discussions across enterprise platform and learning technology initiatives, engaging legal, technology, finance, and risk stakeholders in a matrixed environment and briefing senior leaders up to the executive level on platform status, adoption outcomes, and strategic roadmap priorities.
Process Design and Optimization Consultant
Capital One
McLean, VA
01.2012 - 01.2013
Improved executive decision-making efficiency by 30% and customer satisfaction by 15% by redesigning customer credit application and card partnership enrollment processes, delivering findings and future-state recommendations through facilitated stakeholder working sessions that aligned launch readiness for a $5M credit card initiative.
Developed strategic recommendations to expand customer segments within the card partnership channel, aligning process design with business growth objectives and supporting a high-priority product launch through structured stakeholder facilitation and operational readiness planning.
Workflow Strategy and Technology Integration Consultant
Freddie Mac
McLean, VA
01.2010 - 01.2012
Established the platform foundation for a major enterprise workflow migration by expanding a legal technology system from limited use into comprehensive workflow and matter management capability for approximately 250 users, leading current-state analysis, future-state process design, simulation, testing, training, and implementation support.
Developed process standards, policies, and procedures that improved legal workflow consistency, reporting quality, repeatability, and operational discipline, moving teams from inconsistent manual practices to more reliable system-based workflows and establishing the operational foundation later migrated to a successor enterprise platform.
Built working relationships with attorneys, paralegals, litigation management professionals, and technology teams, developing the stakeholder engagement and change facilitation skills that underpin later platform adoption and AI enablement work.
Strategy and Process Redesign Director
Freddie Mac
McLean, VA
01.2006 - 01.2009
Directed a blended team of 8 to 11, including 4 direct staff and additional consultants, delivering process redesign, knowledge management, metrics reporting, business continuity, and technology implementation support for operations executive management across a division of approximately 2,000 employees with an owned staffing and technology budget.
Reduced monthly processing time by 50% by leading implementation and adoption of eGain inquiry tracking, replacing fragmented manual workflows with an application-based system that improved inquiry handling, performance visibility, and operational accountability; designed the training and communications approach that drove sustained adoption across a large, dispersed professional staff.
Led division-wide change management supporting standardization of policies, procedures, and documentation through structured training programs, reinforcement activities, champion engagement, and ongoing adoption support for approximately 2,000 employees across multiple business units.
Facilitated adoption of a centralized knowledge management repository through structured training design, communications planning, and sustained reinforcement, establishing the knowledge management discipline that informed later division-wide portal development.
Led process redesign of corporate cash management workflows, optimizing operations and aligning process execution with strategic financial objectives through current-state analysis, future-state design, and stakeholder facilitation with senior operations and finance leadership.
Supported business continuity and operational resilience planning, coordinating knowledge transfer, procedure documentation, and readiness reviews across impacted business areas to maintain operational continuity through organizational and technology transitions.
Education
MBA - Finance
NYU Stern School of Business
New York, NY
B.S. - Finance
Gies College of Business, University of Illinois Urbana-Champaign
Urbana, IL
Certification
PMI Certified Professional in Managing AI (PMI-CPMAI), Project Management Institute, In Progress
Timeline
Business Process and Technology Program Manager
Freddie Mac
01.2013 - Current
Process Design and Optimization Consultant
Capital One
01.2012 - 01.2013
Workflow Strategy and Technology Integration Consultant
Freddie Mac
01.2010 - 01.2012
Strategy and Process Redesign Director
Freddie Mac
01.2006 - 01.2009
Mellon HR Solutions
MBA - Finance
NYU Stern School of Business
B.S. - Finance
Gies College of Business, University of Illinois Urbana-Champaign
Personal Information
Total Experience: Over 20 years professional experience in financial services operations strategy and redesign. Experienced in managing projects and leading teams to achieve optimal performance and cost savings.
Speaking and Industry Engagements
Prompting for Impact: Gen AI Skills for Legal Ops Professionals, ACC Legal Ops Conference 2026, in partnership with Harvey
Influence and Adoption: Getting Your Team on Board for Technology Innovation, Running Legal Like a Business (RLLB) 2024, panel in partnership with Mitratech
Work Availability
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Executive Education
Applied Generative AI for Digital Transformation, MIT Professional Education, Dec 2025
AI Essentials for Business, Harvard Business School Online, Oct 2024
Management Development Program: Develop Your Managerial Mindset, Wharton School, University of Pennsylvania