Charlotte, North Carolina, United States
Technology Risk and Agile Delivery professional with experience supporting enterprise technology, governance, and regulatory initiatives within financial services environments. Skilled in analyzing operational processes, strengthening controls, and coordinating cross-functional delivery efforts that improve visibility, accountability, and operational stability. My experience spans technology risk, regulatory reporting, agile delivery support, governance, and production services across organizations including Wells Fargo, Bank of America, and LPL Financial. I’ve supported teams by improving Jira workflow organization, developing governance documentation, analyzing operational data and incident trends, and helping align business and technology stakeholders around shared priorities. I’m particularly passionate about bringing structure and clarity to complex environments by combining analytical thinking, governance awareness, and collaborative problem-solving. Core areas of focus include: • Technology Risk & Controls • Agile Delivery Support • Jira & Confluence Administration • Regulatory Reporting • Governance & Compliance • Operational Process Improvement • Stakeholder Coordination • Data Analysis & Reporting Certified ScrumMaster (CSM) with an MBA and a strong interest in roles that bridge technology, governance, delivery, and operational risk.
● Improved Jira workflow organization by implementing structured tracking, ownership, and due date management across Agile workstreams. ● Analyzed incident trends and operational data to support production stability and risk mitigation efforts. ● Built Jira stories and Confluence documentation to translate governance and operational requirements into actionable work items. ● Coordinated across technology, operations, and risk teams to improve delivery transparency and stakeholder alignment goals.
● Supported enterprise risk programs, regulatory reporting, and governance initiatives. ● Developed audit-ready reporting, executive presentations, and compliance tracking materials. ● Designed SharePoint governance pages and forms to improve policy accessibility and compliance tracking. ● Identified process improvement opportunities to strengthen reporting consistency and control execution.
● Mentor professionals in building residual income through a scalable, home-based travel business ● Guide team members in launching their own network marketing business within the $9 trillion global travel industry ● Help busy moms, educators, and ambitious people create time freedom and financial flexibility ● Promote personal development, wealth-building, and a community of like-minded entrepreneurs ● Leverage a proven business model that allows people to earn passive income without starting from scratch ● Support team members in achieving long-term goals through leadership, collaboration and accountability
● Served as SME for Tableau-based regulatory recertification reporting and audit support activities. ● Performed quality control validation of entitlement and access management processes. ● Utilized Jira to track workflows, deliverables, and reporting activities across teams.
● Reviewed financial transactions across all areas of processing ensuring accuracy, completeness, and risk mitigation. ● Validated data and verifies processing while adhering to corporate guidelines and procedures. Analyzed existing practices to identify process improvements to promote team efficiency and effectiveness. ● Supported internal/external stakeholders and audit/risk mitigation teams using advanced Microsoft Excel skills, Dynamics and Oracle.