Where I’ve worked. What I’ve learned.

Vice President, Complex Solutions & Implementations

I lead complex commercial banking implementations, turning client requirements into the product decisions, technical work, and operational processes needed to deliver them. I work across Product, Technology, Operations, and external partners, and I also own product responsibilities for commercial treasury capabilities.

That includes embedded treasury capabilities through FISPAN and virtual account and escrow solutions through Cashfac. Launching them means lining up what clients need with what the product does, what the technology depends on, and how operations will support it day to day.

I build internal applications, reporting tools, and automated workflows to replace work that lives in spreadsheets, inboxes, and handoffs between teams. I trace a problem back to its process, design a better approach, prototype it, and work through the details of putting it into use. I want people to be able to understand, maintain, and keep improving what I build.

Strategy & AI Transformation

Alongside my primary role, I work on a strategic assignment finding practical uses for AI and automation across banking operations, including initiatives tied to Customers Bank's strategic collaboration with OpenAI. I work with business teams to understand how their processes run, spot where they could improve, and turn those ideas into prototypes with product and technical partners.

The work is deciding what is worth building, when conventional automation is enough, and where AI adds real value. It also means thinking through controls, human review, and what makes a solution reliable in everyday operations. Getting a prototype to work is one thing. Making it work inside a bank is another.

Treasury Operations Specialist

Working directly in commercial treasury operations gave me a detailed understanding of how complex banking products function after they're launched. My work covered onboarding, servicing, and operational workflows, including the handoffs between teams, systems, and processes that determine whether something works smoothly or becomes unnecessarily difficult. It also put me close to the problems I would later begin addressing through product work, process redesign, and automation.

Operations Manager

I manage operational systems and improvements for a family-owned healthcare practice, from practice management software and vendors to scheduling, patient intake, billing, and insurance payments. I've helped move the practice toward more connected systems, reducing the administrative work involved in running a small healthcare business.

I also rebuilt the website and digital patient journey around how people find the practice, evaluate their options, book appointments, and receive care. The work connects the patient-facing experience with the systems behind it, making the website a meaningful acquisition channel while simplifying the work required to support each patient.

Customer Success Manager

I managed relationships across a portfolio of roughly 950 software customers, working with product and technical teams to resolve complex issues and support adoption. At that scale, recurring customer problems often pointed to something larger: a confusing workflow, an unmet product need, or a disconnect between how a system was designed and how people actually used it.

I worked to distinguish individual support problems from broader patterns, translating customer feedback into useful information for the teams responsible for improving the product.

Business Relationship Manager II

I managed business banking relationships across San Francisco and San Diego, working with owners of companies generating up to $20 million in annual revenue. My work covered commercial lending, treasury, payments, cash flow, and broader financial needs, often requiring a detailed understanding of how each business operated before determining which banking solutions made sense.

I worked with credit, treasury, and other specialists to structure solutions around clients' financial and operational needs. I also helped colleagues strengthen their business banking knowledge and work through more complex opportunities. The range of businesses I worked with gave me direct exposure to different operating models, industries, and the decisions owners face as their companies grow.

Small Business Banker

I managed approximately 250 small-business relationships across San Francisco, helping owners navigate financing, cash flow, payments, and growth. The work required understanding their businesses well enough to identify financial needs that weren't always apparent from the initial conversation.

I consistently exceeded performance targets and became a resource for colleagues across multiple branches, mentoring relationship managers and consultants on business banking, client conversations, and more complex financial solutions.

Strategy & Ventures Intern

I worked alongside leadership on early-stage ventures spanning healthcare, transportation, and commercial services. My responsibilities included financial modeling, due diligence, market analysis, and launch planning. The work combined evaluating business opportunities with understanding the capital, resources, and operating requirements needed to bring them to market.

Graphic Designer

As the Intercultural Center's sole graphic designer, I developed visual materials and communications for a wide range of programs and events. The challenge was making different messages clear and engaging while maintaining a consistent visual identity.

Business Administration Tutor

I served as the sole tutor for Business Administration and Finance courses, working one-on-one with students across core business subjects. Each student approached problems differently, so when one explanation didn't land, I had to find another way in.

Teller → Sales & Service Specialist

I started in banking as a teller in San Diego and moved into a sales and service role nine months later. It was direct, practical experience with the everyday problems customers brought into a branch, and with the processes and systems that determined how those problems could be resolved.

Montessori School Staff

Before college, I worked at a Montessori school in Munich, speaking German every day as part of the job. I wasn't fluent when I arrived, but working in the language every day did more for my German than memorizing vocabulary lists ever could.