Proven leader in enterprise application development, driving innovation and delivering customer-centric digital solutions that generate multi-million-dollar impacts for global financial institutions.
Expert in strategic technology transformation, aligning cross-functional teams to modernize legacy systems, optimize budgets, and improve operational efficiency in high-stakes environments.
Skilled at bridging business and technology, leveraging data-driven insights and Agile methodologies to design scalable products, streamline processes, and enhance user experience.
Digital Retail leader over various roles including strategy, product leadership, and analytics
Accomplishments
Assumed product leadership of Schwab’s Move Money tools in 2023, driving billions of dollars in transactions for millions of clients monthly without disruption despite significant staff reductions.
Designed and delivered a customer-driven prototype within six weeks using JTBD and ethnographic testing; developed a Swift-based mobile prototype presented to the CEO and Chief Product Officer.
Led an analysis of personal finance data with the data science team, identifying a high-impact opportunity outside project scope. Co-developed small prototype and secured CEO approval for development of product with projected multi-million-dollar annual revenue.
Successfully ran strategy initiatives for Schwab’s Trust, Move Money, and Digital Banking teams establishing and meeting budget and deadline goals
Responsible for the design, development, and delivery of applications that cross the entire tax portfolio at PwC. Technical environment React, .NET Core, Azure, JavaScript, SQL, Mongo, and Azure Cosmos.
Accomplishments
Proposed and led a rewrite of Cross Tax technology tool, doubling its reach while reducing external costs by over $1 million in the first year.
Successfully led a 90-day initiative to improve or retire a challenging product in the Cross Tax portfolio, transforming the team and reporting directly to the CIO.
Established Front-End development standards, enabling reusable components and accelerating development cycles.
Technologist team lead for AI data ingestion initiative. Served as technology generalist and overall lead to two teams of data scientists and software engineers integrating their products on a short timeline reporting to directly to the tax CEO.
Led strategy and partner relationships for Tax applications built within the internal services group.
Deployed a 30-day POC on a critical client service deliverable for a key client utilizing QlikView and SQL.
Managed a team of about 70 people: Technical environment .NET, Xamarin, JavaScript, Angular, Knockout, SQL, and Oracle.
Accomplishments
Delivered a large multi stream project within three months, recruiting over twenty team members in several weeks to meet the deadline.
Initiated Agile discipline across project teams, breaking development responsibilities into geographies and improving velocity, ownership, and overall delivery of products.
Reduced delivery costs by increasing the of number offshore resources and broadening the scope of offshore centers in India, Argentina, and Ukraine.
Managed staff of about 20 people: Technical environment .NET, SAP, Ariba, JavaScript, Angular, Knockout, SQL, and OpenText.
Accomplishments
Turned around a project that had been unable to complete for three-years and delivered a release within the first eight months.
Led the selection process for new SAP platforms and enabling technologies; contributed to contract negotiations and established selection criteria for new finance platforms.
Drove down costs of the Accounts Payable team and increased the level of compliance within the function through a combination of intelligent OCR and an automated approval system.
Technical environment .NET, HP Quality Center, JavaScript, TFS, IBM Rational BuildForge, and Adobe Omniture.
Accomplishments
Created and established a Quality Assurance Automation team in order to reduce costs and time to test large applications.
Ran the first project against our largest internal application within two months, reducing our total time to test the application from several weeks to a few days.
Initiated a project to enhance our internal analytics against our enterprise portal, greatly enhancing our ability to drive investment to meet actual usage patterns and needs.
Managed staff of about 25 people: Technical environment .NET, HP PPM, JavaScript, TFS, and IBM Rational BuildForge.
Accomplishments
Established Software Configuration Management (SCM) based on the success of the initial pilot in previous role.
Annually planned and managed a budget in excess of 1.5 million dollars covering all aspects of team operations.
Significantly reduced costs and increased efficiency by implementing an offshore strategy around fungible aspects of application support and release management reducing onshore staff by 60%.
Managed staff of about 10 people: Technical environment .NET, IIS, SharePoint, TFS, IBM Rational BuildForge, PowerShell, and VB Script.
Accomplishments
Proposed, managed, and delivered an initiative to stabilize and reduce costs of custom code deployment.
Created operations dashboard in SharePoint reflecting service management metrics, build metrics, SLA metrics, and other KPIs creating transparency into team operations.
Led the consistent operations of over 120 applications with primary responsibility for infrastructure support, release management, and application support.
Private college with about 1,500 students and 150 faculty and staff. Technical environment: IIS, Exchange, PowerShell, and VB Script.
Managed the migration from Novell to Microsoft Windows 2003 Active Directory through a planned roll out which included Exchange 2003, driving down costs and consolidating the technology stack.
Designed and led the implementation of a new wireless infrastructure eliminating costly and disruptive annual maintenance.
