Experience

Intellect Data

• United States
• Software Development

• Director, Client Engagement

  • May 2023 - Present

  Englewood, Colorado, United States Responsible for shaping and leading transformational products and services for Intellect Data’s product lines. Accountable for ensuring that products and deliverables satisfy customers and projects run smoothly and on schedule, delivering superior client value and exceptional quality. Developed and implemented product strategy delivering innovative solutions with an advanced technology advantage. Collaborated with clients, product, technology, and data science teams, delivering… Show more Responsible for shaping and leading transformational products and services for Intellect Data’s product lines. Accountable for ensuring that products and deliverables satisfy customers and projects run smoothly and on schedule, delivering superior client value and exceptional quality. Developed and implemented product strategy delivering innovative solutions with an advanced technology advantage. Collaborated with clients, product, technology, and data science teams, delivering high-impact results to specification in a fast-paced environment. Structured and negotiated client engagements acting as an advocate for the customer. Show less



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Lead Data Steward

  • Sep 2021 - May 2023

  Denver, Colorado, United States Responsible for the assessment, improvement, and governance of data to support business processes and comply with policy and regulatory obligations. Lead cross-functional business and technology teams to drive data quality, data standards, ease-of-use, and data security policies.

• Director, Client Engagement

  • Jan 2019 - Oct 2021

  Englewood, Colorado, United States Responsible for shaping and leading transformational products and services for Intellect Data’s product lines. Accountable for ensuring that products and deliverables satisfy customers and projects run smoothly and on schedule, delivering superior client value and exceptional quality. Developed and implemented product strategy delivering innovative solutions with an advanced technology advantage. Collaborated with clients, product, technology, and data science teams, delivering… Show more Responsible for shaping and leading transformational products and services for Intellect Data’s product lines. Accountable for ensuring that products and deliverables satisfy customers and projects run smoothly and on schedule, delivering superior client value and exceptional quality. Developed and implemented product strategy delivering innovative solutions with an advanced technology advantage. Collaborated with clients, product, technology, and data science teams, delivering high-impact results to specification in a fast-paced environment. Structured and negotiated client engagements acting as an advocate for the customer. Show less



S&P Global Market Intelligence

• Financial Services
• 700 & Above Employee

• Associate Director, Data Management

  • Apr 2016 - Dec 2019

  Responsible for setting policies for the company profiles data set. I served as the subject matter expert regarding data policies, capabilities, methodology, and functionality for company descriptive data. In this role, I owned all projects related to this data set and was responsible for collaborating with technology, product, sales, and data operations to improve our collection tools and add new data to products. We were able to facilitate ingesting third-party feeds through automated… Show more Responsible for setting policies for the company profiles data set. I served as the subject matter expert regarding data policies, capabilities, methodology, and functionality for company descriptive data. In this role, I owned all projects related to this data set and was responsible for collaborating with technology, product, sales, and data operations to improve our collection tools and add new data to products. We were able to facilitate ingesting third-party feeds through automated industry mapping and AI to create new data.

• Senior Manager, Data Operations

  • Jan 2009 - Mar 2016

  Led the Document Sourcing, Business Segment, and Industry Classification teams in the US and India. I created efficient workflow processes enabling seamless communication across diverse locations. Through innovation and LEAN initiatives, I was able to eliminate the collection of executive compensation data and document sourcing in the US. I also trained the staff in India to collect business segment data which enabled the transition to India, eliminated redundant data collection, and created… Show more Led the Document Sourcing, Business Segment, and Industry Classification teams in the US and India. I created efficient workflow processes enabling seamless communication across diverse locations. Through innovation and LEAN initiatives, I was able to eliminate the collection of executive compensation data and document sourcing in the US. I also trained the staff in India to collect business segment data which enabled the transition to India, eliminated redundant data collection, and created significant cost savings.

• Senior Manager, Securities Data & Corporate Actions

  • Sep 2006 - Dec 2009

  Managed analyst responsible for third-party feeds and market data. I created new systems to add data to our existing databases at a large scale through reference data mapping and automated quality checks. The high-quality market data was a significant reason S&P continually won best in class awards for its data. I have also received the highest award within the company for Talent Development recognizing my ability to develop high-producing teams.

• Manager, Business Segments

  • Jun 2004 - Aug 2006

  Led a team of 12 analysts collecting business segment and industry classification data. I was able to eliminate overtime through improved collection procedures while still meeting all targeted goals. With the excess capacity, we were able to increase the industry classification population by 30% adding significant value to our products.

• Manager, Financial Data Research

  • May 2002 - Jun 2004

  Managed day-to-day operations leading a team of 26 analysts collecting financial data. I consolidated production teams creating a more efficient collection system. This created excess resources to develop a new quality assurance team. This quality team reduced collection errors through the creation of validity checks in the collection application, database queries, and enhanced metrics to define potential issues.