
Transformational Agile Leader and Product Strategist with 22 years in financial services and 16 years in fintech, known for unifying vision and execution to deliver enterprise agility, modernization, and measurable results. Expert in scalable Agile frameworks, modernization programs, and executive coaching, with a proven ability to navigate complex interpersonal dynamics through emotional intelligence and guide organizations through high-stakes transformation.
> I blend intuitive, human-centered leadership with disciplined, data-informed execution to create psychological safety, resolve conflict, and build high-performing cultures rooted in trust, clarity, and long-term stability.
> I believe the strongest systems mean nothing without the people who bring them to life. I rebuild teams from the inside out and drive performance through trust, belonging, and resilience.
> I turn chaos into cohesion, and complex business and compliance challenges into scalable, human-centered solutions that deliver efficiency, audit readiness, and sustainable value.
> 22+ years in financial services | 16 years in fintech | Modernization leadership at USAA, Bank of America, Wells Fargo, and RamQuest.
> Founder of Resilience Team Dynamics (RTD™), a framework focused on building resilient, emotionally intelligent, and psychologically safe teams that perform under pressure and grow through change.
📍 Open to DFW and Washington DC remote/hybrid opportunities If you need a people-first leader who brings stability, clarity, and results, let’s connect.
SAFe / Agile Experience
Transformation and Change Management
Emotional Intelligence and Psychological Safety
• Owned end-to-end product strategy and delivery for an enterprise Software Model Inventory Management platform by translating regulatory guidance, internal risk policy, and audit requirements into scalable product capabilities, enabling audit readiness and regulatory compliance across multiple lines of business.
• Designed and implemented role-based access control and entitlement frameworks by partnering with Model Risk, Compliance, Audit, and Technology leaders, reducing access exceptions by approximately 40% while strengthening first- and second-line governance controls.
• Directed two globally distributed Agile teams (33+ engineers across five time zones) by sequencing dependencies, enforcing delivery discipline, and aligning capacity to demand, achieving 97% sprint completion across seven Program Increments.
• Operationalized model lifecycle governance workflows by defining inventory standards, onboarding processes, and control checkpoints, improving transparency and reducing manual reconciliation and audit preparation effort by approximately 30%.
• Automated intake, onboarding, and reporting workflows through Jira, Rally, and Confluence integrations, accelerating model onboarding cycle time by approximately 25% while improving stakeholder visibility.
• Established psychologically safe, metrics-driven delivery practices by integrating flow metrics, capacity planning, and feedback loops, resulting in zero attrition and sustained engagement within a highly regulated delivery environment.
• Stabilized a fragmented subprime lending delivery organization by designing and implementing an enterprise Agile operating model spanning portfolio, program, and team levels, restoring execution discipline and decision clarity.
• Defined and launched the organization’s first enterprise product roadmap, Program Increment cadence, and delivery governance framework, improving PI goal achievement from 35% to 88% within three increments.
• Revitalized Agile adoption across leadership and delivery teams by coaching on SAFe principles, roles, and ceremonies, increasing productivity, collaboration, and time-to-market consistency.
• Facilitated large-scale ART ceremonies including PI Planning, Scrum of Scrums, dependency management, and risk resolution, reducing cross-team blockers by approximately 45%.
• Implemented delivery metrics, flow reporting, and transparency standards to enable executive forecasting and data-driven decision-making, reducing unplanned work by approximately 30%.
• Coached senior leaders and managers on accountability, ownership, and psychological safety, improving engagement and reducing delivery burnout across teams.
• Drove cloud and omnichannel modernization initiatives supporting corporate onboarding, identity, security, and payment processing by aligning platform strategy with regulatory, security, and risk requirements.
• Assessed and modernized on-prem infrastructure by defining migration strategies, architectural guardrails, and sequencing plans, reducing long-term technical risk and improving platform scalability.
• Standardized Agile execution practices including backlog management, ceremonies, and capacity forecasting across teams, improving sprint throughput and delivery predictability by approximately 20%.
• Built and applied capacity and forecasting models to balance demand, velocity, and staffing constraints, enabling leadership to make informed tradeoff decisions.
• Reduced scope creep by approximately 80% through disciplined intake management, roadmap governance, and upfront requirement clarity, accelerating time to market with less rework.
• Modernized mission-critical credit card and payment platforms supporting ACH, balance transfers, and high-volume member transactions by coordinating product, engineering, compliance, and operations stakeholders.
• Championed creation of business rules and requirements matrices to identify functional gaps across partners and channels, aligning MVP and MVE milestones through structured trade-off conversations.
• Directed enterprise Balance Transfer platform migration by prioritizing reusable APIs, integrations, and data mapping strategies, accelerating migration completion by approximately 25%.
• Executed large-scale data migrations from SQL to Couchbase by enforcing zero-defect standards, improving platform scalability and transaction performance.
• Achieved 100% on-time Program Increment objectives through disciplined capacity planning, dependency tracking, and proactive risk escalation.
• Transformed team dynamics from siloed execution to collaborative ownership, increasing velocity while reducing rework by approximately 40%.
• Transformed a legacy desktop title insurance application into a modern AWS-based SaaS platform by defining product vision, phased migration strategy, roadmap sequencing, and release governance.
• Designed and delivered a centralized communication and transaction hub enabling secure document exchange, e-signatures, service requests, and electronic payments, improving customer adoption and operational efficiency.
• Identified and prioritized a robust product backlog by translating roadmap objectives into features and stories through structured stakeholder requirements gathering.
• Served as liaison between business and technical teams by analyzing functional and non-functional requirements, data models, and workflows.
• Executed UAT planning, defect triage, and release validation to ensure delivery timelines and quality standards were met consistently.
• Improved sprint predictability and release reliability through disciplined Agile execution, reducing customer-reported defects and escalations.
• Executed comprehensive test planning and UAT by creating and maintaining test plans, scenarios, and cases aligned to acceptance criteria, reducing post-release defects by approximately 25%.
• Established a centralized defect backlog by defining intake, prioritization, and resolution workflows, improving defect visibility and remediation timelines by approximately 30%.
• Analyzed and reported daily QA metrics by synthesizing qualitative and quantitative results against delivery plans and business expectations, enabling faster release decisions.
• Audited inbound and outbound customer service calls to ensure adherence to protocols and service standards, improving compliance consistency.
• Designed and delivered training curriculum for call center agents on in-house payment systems, reducing onboarding ramp-up time by approximately 20%.
• Conceived and delivered an enterprise foreclosure collateral document governance system in response to Nevada AB 284 regulatory reform, eliminating audit gaps and compliance risk.
• Digitized and cataloged over 150,000 foreclosure documents in 90 days by designing scalable ingestion and indexing workflows.
• Launched enterprise document inventory and imaging platforms adopted across mortgage and foreclosure operations, improving transparency and governance controls.
• Migrated legacy MS-DOS applications to modern Java-based platforms, reducing operational risk and improving system reliability.
• Executed zero-defect data migrations across multiple enterprise applications, ensuring data integrity and regulatory confidence.
• Turned around a non-profitable department of 40 processors by implementing transparency, metrics, and accountability frameworks, restoring profitability within six months.
• Reduced operational defects from 30+ per day to fewer than one per day within 90 days by redesigning workflows and instituting quality controls.
• Designed the division’s first user-driven production tracking database, enabling real-time performance monitoring and workload balancing.
• Reallocated an average of two FTEs per department back into production through staffing optimization, reducing complaints by approximately 98%.
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Across financial services, fintech, and regulated environments, I have led large-scale transformations that modernize legacy systems, strengthen governance, and elevate how teams deliver. My work consistently blends product strategy, compliance alignment, and human-centered leadership to solve complex operational problems and build systems that scale.
I bring a leadership style rooted in people first, aligned execution, and operational discipline. These principles create the clarity and cohesion needed for teams and organizations to grow and perform with confidence. I believe that when you take care of the people, the people will take care of the work. I operate from empathy, not ego, because that is how respect, trust, ownership, and long term performance are built.
My leadership foundation centers on the “HOW”: understanding how people think, operate, and respond in different environments. My first step is to fully understand the environment, the people within it, and the challenges at play before initiating any change. I put myself in each person's shoes and work to see challenges through their lens. This gives me the insight to align individuals with the larger goals and the work at hand, not through pressure, but through clarity, purpose, and support. This is how I drive ownership and accountability. When people feel seen and understood, emotional intelligence rises, psychological safety strengthens, communication opens, and accountability becomes organic. This is how I build high performing, high delivering, autonomous teams.
Throughout my career I have led cross functional groups, stabilized complex environments, built systems that sustain predictable performance, and at times made the seemingly impossible possible. I bring depth in operations, leadership development, team dynamics, and organizational alignment, paired with an instinct for creating structure that empowers people while driving results.
What sets me apart is my ability to connect human behavior with performance outcomes. I can read a room, understand how individuals process information, and anticipate how decisions will be received. This allows me to harmonize teams, resolve friction in a healthy way, and ensure that every person understands how their work contributes to the success of the organization. The result is a culture grounded in trust, clarity, and consistent delivery.
I build environments where people feel safe to contribute, grow, and thrive. When people thrive, organizations succeed.
I meet teams and organizations exactly where they are in their Agile journey. I observe first, understand their culture and motivations, and then tailor an approach that matches their goals. There is no single “right way” to implement Agile, so I adapt frameworks to fit people, not the other way around.
Self-Awareness and Emotional Intelligence
I’m highly self-aware. I recognize my patterns, my strengths, and the areas where I need to adjust. This helps me lead with intention instead of ego. I understand how my presence, communication style, and decisions impact others, and I use that awareness to create stability, trust, and psychological safety. My emotional intelligence is one of the key reasons I can build resilient, high-performing teams.
I’m straightforward with facts, timelines, and expectations. I use data, patterns, and real constraints to forecast accurately and plan responsibly. People trust me because I’m honest about what can be done, what cannot, and what it will take to get there.
I keep moving forward no matter what obstacles appear. When plans shift, I reassess, adjust, and guide the team toward the goal without unnecessary friction or rework. My resilience becomes an anchor for others during uncertainty.
I ensure everyone has a voice. I actively create space for open discussion across teams, departments, and leadership levels. This builds alignment, ownership, and accountability because expectations are set together, not dictated.
I talk to people, not at them. I listen with empathy, patience, and genuine curiosity. People feel safe being honest with me, which allows for better decision-making, faster conflict resolution, and stronger team cohesion.
I don’t treat psychological safety as a buzzword. I treat it as the operating system of a healthy organization. When people feel safe and supported, they deliver better. Everything I build culture, processes, and workflows reinforces that foundation.
Refined WeaknessMy natural pace is fast. I see connections, patterns, and solutions quickly, and I move with urgency when I know the path forward. The challenge is that not everyone processes information or change at the same speed.
To manage this, I intentionally slow down my delivery, validate understanding, and create space for others to contribute and absorb. I’m very conscious of meeting teams at their pace, not forcing them into mine. This balance allows me to maintain momentum without overwhelming people and ensures progress happens in a healthy, sustainable way.