Experience

Workato

• United States
• Software Development
• 700 & Above Employee

• Enterprise Architect

  • Aug 2021 - Present



Bank of the West

• United States
• Banking
• 700 & Above Employee

• Digitization Solutions Manager and Architect

  • Dec 2020 - Present

  Platform and delivery owner of RPA, BPM, and Document Processing as a Digitization Solutions team. Driving Digital Transformation through Process Automation and Integration.

• Development Manager, Robotic Process Automation

  • Mar 2019 - Present

  Manage all RPA and intelligent automation development at Bank of the West. Including RPA Developer team management, RPA COE operating model, development life-cycle, standards, and governance for the largest RPA effort within BNP Paribas.

• Architect, Robotic Process Automation Center of Excellence (RPA COE)

  • May 2017 - Mar 2019

  Drives the vision, planning, and roadmap to build the architecture for the RPA Platform from the ground-up; establishes governance, standards, processes, and automation. Leads the development of the Enterprise-wide technology platform to create a robust and stable solution to Business Process Automation which significantly reduced human errors and enhanced traceability across the audit trail. Oversees project scope, performance, goals, and resource utilization for a multi-site technical team of 9 staff. Supports a hybrid Agile approach to the Software Development Lifecycle (SDLC) process model; anticipates roadblocks, mitigates business risk, and manages change across multiple project phases. Show less

• Lead Software Engineer/Architect

  • Oct 2014 - Jun 2017

  Served as Technical Team Lead and Lead Developer for 2 key business systems; established and defined Enterprise processes, workflows, and documentation.▷ Contact Center Consolidated User Interface (UI) (a system supporting 400+ multi-site Contact Center Representatives): Led the project lifecycle management for the development and implementation of a web application and Robotics Process Automation (RPA) which integrates existing applications into a single Customer Care Portal.Overcame vendor resistance and delivered hands-on support to resolve complex technical issues; aligned vision and gained executive team buy-in by understanding business requirements.Shared Calendar (a system supporting 8,500+ customer appointments/week and 2,500+ employees at multiple branches): Took over and redefined project management strategy, resources, schedules, and requirements for a key project; led a team of 3 staff to overcome significant technical challenges. Improved business processes by developing a scalable customer-facing web application which allows customers to schedule their own appointments; managed the end-to-end Enterprise implementation. Show less



streamWrite Connect

• United States
• Software Development
• 1 - 100 Employee

• Application Development Manager / Lead Developer

  • Oct 2009 - Nov 2014

  Directed technical strategy and roadmap with a global team of 6 domestic and 3 offshore resources. Managed operations for the Application Development team which develops self-service and business process automation solutions for the court system using phone/IVR, Web, and Text. Served as representative to 50+ customers in the client-facing role; gained solid understanding of business requirements and defined project schedules, deliverables, KPIs, and Customer Success metrics. ▷ Maximized limited budgets and resources with innovation, creativity, and outside the box thinking. ▷ Headed a business transformation through the transition to building solutions in the cloud; designed and architected a new IVR platform to support an evolving and highly customized product line. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Senior Software Engineer/Technical Lead

  • 1999 - 2009

  Created engaging and common sense user interfaces (UI) to enhance client-facing business functionality. Led complex technical projects with 3+ team members which were implemented across the Enterprise (10k+ users). Consulted with end-users and stakeholders to understand and enhance the user experience (UX). Developed innovative tools and dashboards to improve productivity, performance, and time management. Created engaging and common sense user interfaces (UI) to enhance client-facing business functionality. Led complex technical projects with 3+ team members which were implemented across the Enterprise (10k+ users). Consulted with end-users and stakeholders to understand and enhance the user experience (UX). Developed innovative tools and dashboards to improve productivity, performance, and time management.