Kevin

Senior Technical Product Consultant, AI & Data Solutions - Truist Financial Corporation

(2026)

Led enterprise AI and data-governance modernization across multiple business and technology teams over 520 consulting hours, translating ambiguous policy, risk, metadata, privacy, and operational needs into scalable AI-enabled workflows, requirements, traceability artifacts, and delivery recommendations.
Designed AI-enabled governance workflows and reusable assessment patterns that reduced manual documentation review by an estimated 60–80%, improving auditability, consistency, and speed-to-decision for enterprise stakeholders.
Conducted technical and governance reviews of 50+ enterprise AI/data artifacts, identifying and helping remediate 425+ control, metadata, privacy, and documentation gaps and contributing an estimated $1.8M–$4.2M+ in annual productivity value.
Partnered directly with Technology, Privacy, Legal, Compliance, Enterprise Architecture, Information Risk, and business leaders to structure complex problems, evaluate solution tradeoffs, and align implementation decisions with enterprise controls.
Created reusable governance processes, playbooks, prompt patterns, and executive-ready decision support that improved the handoff from policy interpretation to operational execution and responsible AI adoption.

Technical Product Strategy Consultant - Liberty Mutual Insurance

(2025 - 2026)

Led 20+ discovery and stakeholder workshops across 6+ business units to evaluate AI-powered pricing and decision-support opportunities, turning ambiguous needs into problem statements, prototypes, phased roadmaps, and measurable success criteria.
Defined a Discovery → MVP → KPI Validation → Rollout delivery model and designed 8+ executive prototypes/specifications for the next phase of an AI-enabled coaching and decision-support platform supporting 1,100+ representatives.
Designed a risk-based decision-support framework using customer risk profile, experience, and historical performance signals, then aligned recommendations with real-world commercial, capital, and portfolio constraints.
Established 5 North Star metrics, including Quote-to-Bind Ratio and Sales Effectiveness, to evaluate AI-enabled recommendations against business outcomes and unit economics.

Principal Product Manager / AI Solutions Lead - Swipe Credit AI

(2020)

Part-time, concurrent

Own product and analytics strategy for the Capital Readiness Score™, an AI-powered SMB assessment platform delivering funding-readiness evaluations in under 60 seconds across retail, hospitality, healthcare, and construction use cases.
Architected third-party integrations with Plaid, Stripe, and QuickBooks REST APIs into the scoring engine, reducing manual data entry and improving the quality and speed of customer assessments.
Built 15+ executive analytics products using SQL, Python, and Jupyter Notebooks, reducing manual analysis by 10–15 hours per week and shifting reporting from monthly to weekly/on-demand.
Shipped scoring and decision-support capabilities that identified $185K–$750K in revenue opportunities per client engagement and supported $9.2M+ in qualified customer opportunities through experimentation and executive analytics.

Senior Product Manager — Analytics & Data Strategy - Guardian Pharmacy

(2016 - 2018)

Led analytics product enhancements in a healthcare environment, partnering with Engineering, Compliance, Legal, and Operations to improve reporting accuracy, operational workflows, and delivery of decision-support capabilities.
Gathered customer and operational requirements and translated them into technical product specifications, priorities, and release decisions for reporting and data-platform improvements.

Product Manager, Lending Platforms - United Acceptance

(2013 - 2016)

Built predictive underwriting and decisioning models using bureau and behavioral data, reducing loan defaults 22% versus prior-year portfolio performance and strengthening loss forecasting and portfolio risk monitoring.
Automated recurring analytics and reporting processes, cutting manual reporting effort by ~40% and translating findings into operational and pricing improvements with credit, servicing, and executive stakeholders.

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