Experience
Intelliflo
Senior Product Owner - Oct 2021 to Present
Led product delivery across AI-powered advisor capabilities, Outlook Integration, Money Alive Integration, Client Review workflows, CRM, financial planning, reporting, and enterprise integrations.
Broadridge Financial Solutions
Senior Software Engineer - Apr 2020 to Oct 2021
Delivered ACATS account transfer capabilities and secure IBM MQ-based integration patterns for regulated financial applications.
GTKonnect, acquired by EY
Associate Software Developer - Apr 2018 to Apr 2020
Built Global Trade Management capabilities, CBP/ABI integrations, ISF and FTZ processing services, REST APIs, and microservices.
Selected product outcomes
Intelliflo IQ automated 190+ platform fields and reduced advisor administrative effort from hours to minutes. Money Alive supported a 20% increase in active client engagement metrics for pilot advisory firms. Improved story quality and Definition of Done practices supported a 40% reduction in post-release defects and rework loops.