Professional Sabbatical & Independent Advisory
Boston, MA | Oct 2024 - Present
Personal Sabbatical & Strategic Upskilling: Took a planned personal sabbatical following corporate restructuring to focus on advanced technical mastery, completing executive education in organizational analysis at Stanford University and leadership at Harvard Extension School.
Governance Credentialing & Certification Renewal: Maintained rigorous industry alignment by renewing Project Management Professional (PMP) and Certified ScrumMaster (CSM) credentials, earning the Certified Scrum Product Owner (CSPO) certification from the Scrum Alliance, and completing the Generative AI certification path and exams for business leaders, project managers, and data engineers through IBM and PMI.
Pro Bono AI Architecture & Omnichannel Delivery: Applied emerging generative AI frameworks to pro bono engagements, architecting agentic AI workflows and AI-powered interfaces for mid-market clients to drive a 30% increase in digital engagement for Atlasrest.com and Atlaskitchenusa.com.
Manulife Investment - John Hancock Financial | Director/Lead Project Manager
Boston, MA | Feb 2018 - Sep 2024
Connectivity Architecture & Integration Orchestration: Served as the technical bridge between Engineering and Finance, leading the Environment Management Initiative within a $150M+ Global Investment Management General Accounts digital transformation. Acted as the primary escalation point for complex technical bottlenecks, aligning global matrix stakeholders while orchestrating cross-functional efforts across 20+ financial systems to improve data completeness by 68% and reduce reporting cycle time by 40%.
SLA Management & Platform Ownership: Directed end-to-end middleware and Interfaces operations for 200K–600K daily records across multiple scrum teams, achieving a 78% reduction in SLA breaches and a 25% improvement in data reliability. Engineered ALM (Application Lifecycle Management) workflows and automated data archiving to tiered storage, ensuring 7-year retention policy while optimizing database performance and TCO. Led user training and operational readiness for complex system migrations.
Data Governance & Regulatory Compliance: Implemented SOX and P2G controls for 12 new financial applications, building the security framework for access, data protection, and incident management from the ground up to ensure audit readiness.
Infrastructure Transformation & Training: Directed the migration of 20+ financial systems to the cloud and 900+ sites to SharePoint Online. Developed and delivered comprehensive training materials and facilitated sessions for end-users, ensuring successful adoption and operational readiness.
Strategic Financial Impact & Cost Rationalization: Led an enterprise efficiency initiative that secured executive approval to simplify IT architecture, resulting in $250K+ of structural IT database savings from 2021 and onward.
Cognex Machine Vision & Industrial Barcode Solutions | Technical Project Manager |
Natick, MA | Oct 2011 - Mar 2017
Enterprise Data Integration & Lead Generation: Engineered the development and deployment of an Enterprise Data Warehouse (EDW) and complex ETL pipelines, establishing a single source of truth for 100+ global users. This integration initiative directly contributed to a 14% increase in lead generation through improved data accessibility.
System Upgrades & Operational Enablement: Led the PeopleSoft Enterprise upgrade, architecting automated Payment and Remittance Advice workflows through the integration of EDI standards. This initiative reduced manual processing effort by 40% within the first month post-go-live, significantly enhancing operational efficiency.
Resource & Workflow Automation: Optimized financial operations by automating critical reporting and data file creation processes. This transition eliminated manual bottlenecks, effectively reallocating the capacity of two full-time employees (FTEs) toward high-value strategic analysis.