CURIOSITY.
My career has centered on a simple idea - better solutions are the result of better questions.
I’ve had the opportunity to work across strategy, operations, technology and organizational design - partnering across functions to align systems with the people that they serve. While the industries, challenges, and projects have changed, my approach remains consistent:
Lead with curiosity. Understand the people in the process. Build solutions with lasting impact.
SKILLS
Software: Alteryx • Tableau • PowerBI • Notion • JirA
Programming: SQL • Python • R
Project Management: Agile frameworks, Scrum and Kanban • technical communication
EDUCATION
BA in Economics-Mathematics
Columbia University
Sep 2010 - Jun 2014
MANAGING CONSULTANT
Strategic Advisory - Northwestern Mutual | Jun 2026 - Present
SENIOR CONSULTANT
Strategic Advisory - Northwestern Mutual | Apr 2025 - Jun 2026
Developed a data framework with insights consolidated from multiple business areas that provided visibility into case management capacity and workflow throughput and was used to inform strategic workforce planning and operational improvement recommendations.
Bridged strategy and execution by partnering with business and technology stakeholders to translate case management recommendations into actionable implementation roadmaps.
Partnered with cross-functional stakeholders to develop senior leadership reporting, providing visibility into strategic priorities across finance, technology, and business teams.
SENIOR PRODUCT OPERATIONS ANALYST
Product Operations - Q2 | Dec 2021 - Oct 2024
Synthesized data across enterprise systems including Microsoft SQL Server, Snowflake, SharePoint, Salesforce, Jira, and Excel to deliver actionable reporting for product leadership.
Assessed and restructured legacy reporting logic across 100+ clients and 28K+ users, developing standardized data processes and transition frameworks that improved reporting reliability and enabled automation of critical workflows.
Partnered with data engineering and product teams to validate and optimize data workflows supporting $3T+ in loan data, ensuring regulatory compliance and establishing scalable foundations for automation.
Evaluated third-party software integration opportunities across multiple products, ensuring scalable solutions that aligned with existing workflows and data architecture.
PRODUCT CONSULTANT
Global Banking Digital Strategy - Bank of America | May 2021 - Dec 2021
Designed and implemented data aggregation processes across multiple digital platforms, enabling unified visibility into multi-product transactional data from over 65K global clients.
Collaborated with business and technology stakeholders to translate strategic business priorities into execution roadmaps, leveraging Jira and Scrum frameworks.
RISK ANALYSIS SPECIALIST
Wholesale Credit Pricing Strategy & Analytics - Bank of America | Jun 2017 - May 2021
Developed adoption and engagement metrics that informed targeted training initiatives and increased utilization of key features for a pricing platform with 3K+ users.
Consolidated and standardized data across fragmented systems to produce comparable deal spread analytics delivered through multiple channels, contributing to approx. 7bps lift per deal.
Built portfolio and deal pipeline reporting for $500B in funded balances, surfacing key risk/return characteristics and client manager performance that drove internal resourcing decisioning.
Ensured data integrity from pricing platforms across 300 fields with 40K unique platform engagements, improving downstream reporting quality and reliability for 17K+ deals annually.
QUANTITATIVE MANAGEMENT ASSOCIATE
Multiple Teams - Bank of America | Jun 2015 - Jun 2017
Supported development and validation of forecasting models to estimate expected loss and capital requirements for clearinghouses, improving risk assessment accuracy.
Conducted quantitative market research on commercial borrowing trends, synthesizing data from federal disclosures, anonymized regulatory reports, and internal databases that informed strategic decisions at the senior leadership and C-suite level.
MANAGING CONSULTANT
Strategic Advisory - Northwestern Mutual | Jun 2026 - Present
SENIOR CONSULTANT
Strategic Advisory - Northwestern Mutual | Apr 2025 - Jun 2026
Developed a data framework with insights consolidated from multiple business areas that provided visibility into case management capacity and workflow throughput and was used to inform strategic workforce planning and operational improvement recommendations.
Bridged strategy and execution by partnering with business and technology stakeholders to translate case management recommendations into actionable implementation roadmaps.
Partnered with cross-functional stakeholders to develop senior leadership reporting, providing visibility into strategic priorities across finance, technology, and business teams.
SENIOR PRODUCT OPERATIONS ANALYST
Product Operations - Q2 | Dec 2021 - Oct 2024
Synthesized data across enterprise systems including Microsoft SQL Server, Snowflake, SharePoint, Salesforce, Jira, and Excel to deliver actionable reporting for product leadership.
Assessed and restructured legacy reporting logic across 100+ clients and 28K+ users, developing standardized data processes and transition frameworks that improved reporting reliability and enabled automation of critical workflows.
Partnered with data engineering and product teams to validate and optimize data workflows supporting $3T+ in loan data, ensuring regulatory compliance and establishing scalable foundations for automation.
Evaluated third-party software integration opportunities across multiple products, ensuring scalable solutions that aligned with existing workflows and data architecture.
PRODUCT CONSULTANT
Global Banking Digital Strategy - Bank of America | May 2021 - Dec 2021
Designed and implemented data aggregation processes across multiple digital platforms, enabling unified visibility into multi-product transactional data from over 65K global clients.
Collaborated with business and technology stakeholders to translate strategic business priorities into execution roadmaps, leveraging Jira and Scrum frameworks.
RISK ANALYSIS SPECIALIST
Wholesale Credit Pricing Strategy & Analytics - Bank of America | Jun 2017 - May 2021
Developed adoption and engagement metrics that informed targeted training initiatives and increased utilization of key features for a pricing platform with 3K+ users.
Consolidated and standardized data across fragmented systems to produce comparable deal spread analytics delivered through multiple channels, contributing to approx. 7bps lift per deal.
Built portfolio and deal pipeline reporting for $500B in funded balances, surfacing key risk/return characteristics and client manager performance that drove internal resourcing decisioning.
Ensured data integrity from pricing platforms across 300 fields with 40K unique platform engagements, improving downstream reporting quality and reliability for 17K+ deals annually.
QUANTITATIVE MANAGEMENT ASSOCIATE
Multiple Teams - Bank of America | Jun 2015 - Jun 2017
Supported development and validation of forecasting models to estimate expected loss and capital requirements for clearinghouses, improving risk assessment accuracy.
Conducted quantitative market research on commercial borrowing trends, synthesizing data from federal disclosures, anonymized regulatory reports, and internal databases that informed strategic decisions at the senior leadership and C-suite level.