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Work Background
Bank of AmericaSVP Platform Consulting Leader
Feb. 2022 - Apr. 2025United States, Washington• Directed a multidisciplinary team of solution consultants, program managers, business analysts, and product managers, driving digital platform enhancements and technology solutions to improve operational efficiency and increase revenue.
• Established and managed strategic partnerships with vendors and internal executive teams to define and achieve transformation goals, develop business cases, and create solution architectures and roadmaps for new technology initiatives.
• Digitized the management of the Consumer and Small Business lending platforms' initiative portfolio, including annual technology funding submissions, project prioritization, and the development of complex funding proposals.
• Pioneered automation initiatives, establishing Centers of Excellence to streamline processes and execute workflow improvements to enhance daily operations.
The Privaé CompanyCEO & Founder
Sep. 2021United States, Las Vegas• Founded Stratique Solutions, offering boutique consulting services to drive digital transformation, enabling businesses to streamline operations through automation, workflow optimization, and process digitization.
• Led product strategy, design, and implementation for diverse business needs, covering end-to-end product management, UX design, go-to-market strategy, and robust business architecture development.
• Designed tailored career development programs and guidance, empowering clients to achieve professional growth and meet organizational objectives.
• Provided leadership and business coaching, strengthening client capabilities in strategic decision-making and team management.
Developed and implemented organizational strategies, aligning business processes with long-term goals to enhance efficiency and competitive advantage.
• Launched an innovative tech co-op and incubator (PDL Studio) dedicated to the ideation, creation, and launch of digital products through collaborative projects.
• Developed a range of drop shipping stores on various platforms, specializing in consumer products, beauty, and personal care, tailored to meet industry demands and drive customer engagement.
• Designed and built an Al-driven travel platform offering comprehensive services, including concierge support, travel booking, content creation, eCommerce integration, and social networking capabilities.
Bank of AmericaSVP Small Business Platforms - Enablement & Strategy Execution Leader
Mar. 2020 - Jan. 2022United States, Washington• Spearheaded the Platform Enablement & Credit Strategy Execution team, overseeing product management, system administration, code development, execution, testing, and platform readiness for small business lending platforms.
• Managed platform and strategy engine operations, including defect resolution and enhancement prioritization, optimizing platform functionality and user experience.
• Collaborated with data, modeling, and credit strategy teams to design and implement decision engine rules, automating workflows and establishing risk mitigation strategies.
Bank of AmericaSVP Strategic Initiatives Consultant, Consumer & Small Business Lending
Aug. 2016 - Mar. 2020United States, New York• Consulted on high-impact small business lending platform initiatives, advising on technology upgrades, software selection, and digital transformation efforts.
• Developed compelling business cases and conducted ROl analysis to secure funding for strategic operational excellence initiatives.
• Led cross-functional target operating model efforts to shape platform strategy, streamline processes, and implement operational changes, achieving significant gains in efficiency and profitability.
AccentureManagement Consulting Manager - Financial Services Industry Solutions and Credit Services
Feb. 2013 - Aug. 2016United States, New York• Worked as a functional lead for several large North American banks' cloud-based (SaaS) wholesale commercial loan origination system implementations, including nCino and Salesforce.
• Handled new product strategy and platform requirements development at a top 4 major credit card issuer as a product manager.
• Worked as a product manager for a large U.S. bank's web-based (AFS Angular) end-to-end commercial loan origination system implementation.
• Worked as a data requirements lead for a Basel Risk Data Aggregation and Reporting project at a top 3 U.S. bank.
ProtivitiSenior Consultant - Financial Services Risk & Compliance
Nov. 2011 - Jan. 2013United States, Chicago• Led business process integration as an implementation manager during a major North American bank merger, ensuring smooth technology adoption.
• Managed economic capital model rollout as a project manager, enhancing regulatory compliance and risk management.
• Developed strategic frameworks as a risk analyst for high-level audit programs, aligning with Basel |I requirements.
PNCSenior Associate
Dec. 2006 - Nov. 2011United States, Pittsburgh• Worked as a project manager and implemented a new trade flow system product, the Omgeo ALERT database, for broker and dealer operations to improve efficiency for receipt of settlement instructions.
• Worked as a senior credit associate to analyze the asset quality of commercial credits and institutional counterparties and manage portfolio reviews designed to assess the credit and market risk management practices around commercial lending portfolios.
• Evaluated PNC's lines of business as a compliance auditor to establish appropriate policies, procedures, and practices. They are functioning effectively in compliance with BSA/AML, the Patriot Act, and Office of Foreign Asset Control (OFAC) regulations.
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