Where Data, Finance, Tax Strategy & Technology Converge.
Connecting technical expertise, financial insight, and business strategy to build smarter solutions and drive measurable outcomes.
Connecting business questions with technical solutions.
I'm a technical and analytics leader with 14 years of experience across data engineering, business intelligence, financial services, and cross-functional initiatives. My work has focused on turning complex information into actionable insights, improving operational efficiency, and supporting better decisions.
With an MBA and an IRS Enrolled Agent (EA) credential in progress, I'm expanding my focus on taxation and financial strategy while pursuing opportunities that connect data, technology, finance, and product innovation.
I'm particularly interested in intelligent financial products, data-driven business strategy, and making complex financial experiences clearer and more useful.
Built on technical depth and cross-functional delivery.
Financial services technology
Nine years at Wells Fargo supporting analytics, data, reporting and cross-functional initiatives across multiple business lines.
Technical & analytics leadership
Experience translating business needs into technical requirements, leading teams, improving processes, and delivering decision-ready insights.
From Complexity to Clarity
Translated complex business needs into actionable technology and analytics solutions across multiple Wells Fargo business lines, connecting stakeholders, technical teams, and leadership to support informed decisions and more effective execution.
Building Analytics Capabilities from the Ground Up
Helped establish a startup’s business intelligence and reporting capabilities, grew the team to 7–9 people, and partnered directly with the CEO and CFO to define performance metrics and support business decisions.
What I'm exploring next.
Financial technology & product
Product strategy, trustworthy financial experiences, data-informed decisions, and cross-functional technology delivery.
Data & analytics strategy
Data products, KPI frameworks, business intelligence, operational effectiveness, and analytics-led transformation.
Tax technology
How tax expertise, intelligent workflows, and technology can simplify complex financial decisions.
Strategic advisory
Exploring ways to connect financial analysis, proactive tax planning, and business strategy for entrepreneurs.
Clari Tax Strategy
I'm developing Clari Tax Strategy, an independent venture focused on proactive tax planning and business advisory. This work complements my broader interests in financial decision-making, technology, and entrepreneurship.
EA credential in progress; not currently represented as an enrolled agent.
Visit Clari Tax Strategy ↗Let's connect.
Open to conversations about technical program leadership, financial technology, analytics strategy, and product-oriented opportunities.