Oakley, California, United States
Technology, data, and analytics strategy executive with 30+ years of experience in financial services, specializing in consumer data and analytics platforms, enterprise data strategy, governance, and large‑scale modernization and migration initiatives. I lead enterprise‑scale efforts that translate complex business, regulatory, and risk requirements into authoritative, governed data and analytics platforms that support decision‑making and execution at scale. My experience spans consumer and deposit platforms, remediation and control strengthening, revenue enablement, and the design of operating models and standards that allow analytics to scale beyond individual teams. Throughout my career, I’ve partnered closely with technology, architecture, data management, analytics, risk, compliance, and business leaders to design secure, resilient, and scalable platforms—often across distributed teams, cloud‑aligned environments, and multiple delivery hubs. Areas of focus include: Consumer data and analytics platforms and insights Enterprise and authoritative data foundations Data and analytics strategy, modernization, and migration enablement Governance, controls, resilience, and regulatory alignment Revenue attribution and growth analytics Enterprise analytics operating models and execution standards I’m passionate about building analytics capabilities that strengthen trust, improve control posture, accelerate time‑to‑insight, and convert data into measurable business outcomes. Analytics succeeds when it stops being about dashboards and starts being about decisions.
Lead enterprise data and analytics platform strategy, governing cross‑business initiatives aligned to firmwide technology, data, and analytics priorities. Designed and launched an enterprise data and analytics governance and engagement operating model, enabling disciplined delivery across distributed engineering, data platform, and analytics teams. Translate consumer, financial, and regulatory requirements into actionable roadmaps for architecture, cloud‑aligned data platforms, and analytics platform organizations. Ensure data and analytics platforms meet enterprise standards for security, lineage, availability, resilience, and regulatory compliance. Influence senior business and technology leaders to align investments and accelerate adoption of standardized, scalable data and analytics platforms.
Directing operations for the Enterprise Analytics & Data Science division, I foster alignment across departments and geographies. My advisory role involves providing leadership consultation for operations, product execution, compliance, and culture within EADS leadership teams. Governance, risk management, and control functions are established under my purview, overseeing data science teams globally. Implementation of communication programs, process tools, and strategic initiatives enriches employee engagement and operational excellence. I establish a data-driven leadership culture with metrics, KPIs, and business intelligence reporting, orchestrating internal and external audit response.
Over 18 years, I directed analytical strategies driving growth across diverse lines of business, influencing senior leaders. Tailoring support for Consumer Deposits, Business Deposits, Debit Card, Branch Banking, and Global Remittance Services, I led data scientist teams for pivotal KPIs and insights. Architected data strategies and governance in alignment with risk appetite, technology initiatives enhanced efficiency and quality. Collaboration with cross-functional teams harnessed data insights for impactful outcomes.
As Area Sales Coordinator, I orchestrated innovative marketing campaigns and optimized metrics, fostering collaboration and growth.
In the role of Personal Banker, I showcased innovative financial solutions to enhance the customer experience.
As Floating Teller, I managed transactions and explored cross-selling opportunities, ensuring seamless banking experiences.
As Teller, I managed transactions and promoted banking services, fostering a comprehensive banking journey.