WORK HISTORY
Commonwealth Financial Network
Senior Director of Engineering & Automation
August 2022-Present
Responsible for the Salesforce Development, Administration, Robotic Process Automation Teams and design of new business processes
Citizens Bank
Senior Vice President , Platform Director
April 2022 – May 2023
Oversaw solution design effort for the Know Your Customer (KYC) on-boarding platform (Fenergo) to streamline the KYC Process for new and existing commercial clients, improve the client experience, and improve process usability by reducing manual work effort
Investors Bank
Senior Vice President, Director of Application Development
May 2019 – April 2022
Responsible for Salesforce Financial Cloud, Salesforce Service Cloud, Service Now, Nautilus (OnBase) Content Management System, MuleSoft API / ETL Services, Alteryx, Robotic Process Automation (RPA), and Quality Assurance teams.
Brown Brothers Harriman
Vice President, Manager of Global Digital Marketing Systems
2014-2019
Responsible for three marketing technology related departments with responsibilities including creation of corporate web site and infrastructure, Salesforce deployment, administration, and development, and Alteryx Environment.
Brown Brothers Harriman
Vice President and Manager, Business Process Technologies
2011 – 2014
Created an international workflow department comprised of IBM BPM, Oracle UCM, IBM Blueworks Live, and Lotus Notes/Domino staff with the goal of automating manual procedures to reduce processing time and increase velocity of output.
Brown Brothers Harriman
Vice President, Content Management Strategist/Engineer
2009 – 2011
Introduction of Web Content Management System into the Enterprise to reduce file and retrieval times while making documents accessible instantly across multiple locations.