Experienced Product and Technology leader with 18+ years in wealth management, retirement, benefits, and insurance domain. Led data modernization, cloud migrations, and implementation of advisor tools with key integrations (e.g., Fidelity NFS, Envestnet, etc), enhancing efficiency and revenue. Built high-performing teams in analysis, UX, QA, and product management, aligning roadmaps with goals using Agile practices.
Director of Process Engineering
April 2014 – April 2016
Software Quality Assurance Manager
December 2012 – April 2014
Senior Business Analyst
September 2010 – December 2012
Served as principal analyst and UX designer for high-impact systems, delivering innovative solutions that drove revenue and operational efficiency, including:
2006 – 2010
Held progressive roles in software management delivery and business analysis at Tocquigny, IBM (State of Texas Data Center Consolidation), and NFP, building foundational expertise in process optimization and technology delivery.
Details available upon request.