At BNY, I lead business transformation and reporting initiatives across the Client Service platform, turning operational challenges into requirements and coordinated delivery across business, analytics, and engineering teams.
I led the pilot-to-enterprise rollout of an AI-enabled client health summary in Power BI for 500+ users. I evaluated feedback, partnered with engineering to prioritize improvements, and developed prompts and content rules to refine AI-generated reporting.
I also directed change enablement for the AI capability through launch communications, SharePoint resources, and instructional content. For Wealth Services, I lead a Kaizen dashboard framework that defines metrics, reporting logic, and business requirements.
Previously, at CARBON HEALTH, I translated payer performance insights and stakeholder feedback into prioritized product and workflow improvements. At CVS HEALTH / AETNA, I worked with providers and internal stakeholders to address service, workflow, and compliance gaps.
