
I leverage AI-native leadership and First Principles thinking to transform operational chaos into competitive advantage. As a systems thinker, I identify root-cause bottlenecks across complex FinTech ecosystems and orchestrate solutions that deliver exponential business impact through strategic influence.
I architected operational frameworks that enabled Upstart's lending marketplace to scale from 3 to 47+ partners in 12 months, securing $200M+ monthly funding allocation. I combine deep AI expertise with enterprise systems mastery to drive transformational initiatives - accelerating enterprise growth 200% while delivering $200K+ recurring cost savings.
I Influence C-Suite through data-driven insights and automated decision frameworks that solve complex cross-functional challenges across Product, Engineering, and Operations.
I represent the next generation of FinTech leadership - combining AI-native productivity, systems thinking, and first principles analysis to drive P&L-impacting results.
Strategic Innovation: Applied systems thinking and AI-enhanced analysis to transform dealer ecosystem operations, architecting scalable solutions across Product, Engineering, Legal, Compliance and Operations.
Technology Leadership:
- Process Automation: Designed intelligent automation frameworks that accelerated dealer onboarding capacity from 20 to 40+ monthly launches (100% improvement)
- Operational Intelligence: Created automated visibility frameworks using Looker and JIRA dashboards, reducing critical bug resolution from 4-6 weeks to 3-5 days
- Enterprise Integration: Architected Intercom and Vitally implementations with custom automation workflows, improving stakeholder adoption and operational efficiency
Business Impact: Delivered $200K+ recurring annual savings through systematic vendor ecosystem redesign and intelligent workflow automation. Influenced VP and Director adoption of process innovations that became enterprise standards.
Strategic Innovation: Architected scalable implementation frameworks that enabled marketplace expansion from 3 to 47+ lending partners, unlocking $200M+ monthly funding allocation.
Framework Development:
Business Impact: Established implementation for Upstart's marketplace strategy, diversifying funding sources and reducing concentration risk across institutional partner network. Led cross-functional initiatives spanning Product, Engineering, Legal, and Operations.
Team Leadership: Managed cross-functional teams of business analysts and engineers delivering digital transformation for Fortune 500 financial services clients.
Strategic Achievements:
Client Impact: Delivered technology solutions addressing complex business challenges across Insurance and Financial Services verticals, establishing long-term partnership value.
Strategic Innovation: Spearheaded next-generation insurance platform implementations, focusing on Small Commercial market transformation through advanced system architecture.
Platform Modernization:
Business Impact: Significantly enhanced product offerings and customer experience capabilities in competitive Small Commercial insurance market.
Legacy System Modernization: Architected comprehensive digital transformation initiative, replacing legacy underwriting and claims management infrastructure with integrated Guidewire applications. Led complex systems integration across multiple enterprise platforms.
Integration Excellence:
Data Architecture Transformation: Led analysis and implementation of next-generation Claims Data Mart (CDM), a multidimensional database designed to replace legacy infrastructure and handle 200+ million claim records with improved performance and analytics capabilities.
Enterprise Data Solutions:
Insurance Platform Optimization: Led comprehensive system analysis of Guidewire Policy, Billing, and Claims platform upgrades while re-engineering core business processes. Established organizational frameworks for quality engineering and systematic improvement.
Process Innovation Leadership:
Executive Leadership
AI-Native Strategic Planning
Cross-Functional Transformation
Matrix Influence & Stakeholder Management
First Principles Problem Solving
AI-Powered Process Optimization
Predictive Analytics & Business Intelligence
Advanced AI Tools (Claude, ChatGPT, Perplexity, Cursor, Gammaai)
Agentic Automation (N8N, Zapier, MAKE, Claude MCP)
System Prompt Engineering & JSON Structures
Enterprise AI Integration Strategy
Marketplace Lending Operations
Risk Management & Compliance Frameworks
Digital Transformation Leadership
Business Intelligence (Looker, Advanced Analytics)
Enterprise Platforms (JIRA, Notion, Vitally, Intercom)
Certified SAFe® 5 Agilist
Certified SAFe® 5 Agilist
Agile Product Owner
Professional Scrum Master (PSM)
TOGAF 9 Certified Enterprise Architect
Certification of Competency in Business Analysis Level 2 (CCBA)