AI Product & Delivery Lead / Principal Architect at Agentrology (2024-01 – Present)
- Define product strategy, technical roadmaps, and execution plans for cloud-native AI agent platforms from initial business discovery through to final deployment and user enablement.
- Architect and ship production-ready multi-agent systems specializing in ML-powered document-intelligence automation, automated property valuation, and lead generation workflows.
- Lead cross-functional collaboration with client engineering, security, and business stakeholders to deploy AI-enhanced automations that compress manual data-processing cycle times.
- Establish adoption metrics, scalability benchmarks, and operational efficiency KPIs to articulate technical value propositions to both C-level sponsors and engineering teams.
Senior Technical Architect (Product & Delivery) at Salesforce (2018-01 – 2024-12)
- Owned end-to-end strategy, technical specification, and roadmap delivery for enterprise platform programs across 20+ Fortune 500 clients, balancing architectural debt against business priorities.
- Led the build and delivery of the re-engineered Farmer Mac loan system, translating complex commercial lending and credit requirements into sprint-ready work for global engineering teams.
- Designed multi-cloud, microservices-aligned, and event-driven integration strategies (Salesforce, Heroku, Kafka, AWS) utilizing robust OAuth-based authentication, reducing integration timelines by 40%.
- Delivered AI-driven predictive analytics and automation features that improved core system processing performance by 20% and boosted platform capability adoption by 15%.
- Maintained daily alignment with corporate executive sponsors to manage technology risk, security posture, and compliance delivery within highly regulated financial services frameworks.
Product Manager / Scrum Master at ReyesTek (2016-01 – 2018-12)
- Directed product vision and lifecycle execution for a portfolio of enterprise software solutions, accelerating product launch velocity by 25%.
- Managed distributed, cross-functional engineering teams of 12+ across multiple regions (US and International), translating business rules into technical user stories and managing scope trade-offs.
- Advised executive stakeholders on product scoping, resource optimization, and modern platform integration patterns.
Engagement Manager – North America at Zebra Technologies (2015-01 – 2016-12)
- Defined deployment roadmaps, scope baselines, and performance forecasts for enterprise cloud-native software implementations.
- Executed validation cycles and technical proof-of-concepts with client decision-makers, driving a 40% increase in enterprise platform adoption.
Application Development Consultant / Senior Evangelist at Microsoft
- Served as the dedicated platform and architecture advisor to prominent financial ISV including SunGard, Diebold, directing product teams on enterprise stack architecture, cloud migration, and technology roadmaps.
- Led technology adoption and systems modernization roadmapping engagements for premier financial institutions, including Raymond James, SunTrust and Bank of America.
AVP, Product Manager / Applications Development at Citibank, N.A.
- Served as Product Owner for the comprehensive migration of the student loan origination system from legacy mainframe environments to a distributed, web-enabled platform.
- Managed product direction, functional specifications, and delivery sequencing for core internal banking applications across multiple concurrent enterprise projects.
Board Member at Family Trust Federal Credit Union
- Provided governance-level oversight, risk management strategy, and regulatory compliance review for a federally regulated financial institution.
