Functional Skills

Project Management

Software Skills

Microsoft Office


CAPMCertified Associate in Project Management
CSMCertified Scrum Master

Sector Experience

Financial Services
Real Estate

Years of Experience


Member Since


Management Consulting
Independent Contractor - Project manager
03/2019 - Present
• Engaged by KPMG working on a strategy project for a global financial firm, focused on MNPI security and compliance for the investment bank.
• Worked as the project manager for a strategy engagement to roll out a new commercial lending product for a global wealth management firm. This included the future state design of an end to end commercial lending operation and project plan. Contracted by Abelian Partners.

Corporate Strategy & Development
Truist - Project Manager
03/2015 - 03/2019
Project managed the development of a client facing business banking digital platform that consolidated numerous commercial banking products and services including loans, LOC, ACH, merchant, lock box, statements, and other treasure services.
• Project managed commercial payments hub upgrades and rollout of new functionality.
• Effectively lead 3 projects with 6 workstreams for the wholesale bank related to AML.

Corporate Strategy & Development
pwc - Sr Associate
07/2012 - 03/2015
System Implementation:
• Assisted a national bank in developing business requirements for a new commercial loan origination system.
• Assisted a West Coast Bank in evaluating vendor RFI responses for a new loan origination system by developing a vendor scoring model of business and functional requirements.
Current State Assessment and Benchmarking:
• Performed benchmarking analysis of commercial banking operations and performance of 6 large banking institutions.