At BMO, I modernize KYC, customer due diligence, AML case management, and wealth portfolio reporting workflows. I translate regulatory and product objectives into user stories, functional specifications, process flows, API requirements, and MVP scope.
I've partnered with data architects, BI developers, developers, QA teams, Product Owners, vendors, and compliance stakeholders to deliver centralized case views and Power BI dashboard requirements. I use SQL during UAT to validate portfolio, account, holdings, customer, card, and transaction data against approved business logic.
At Laurentian Bank, I supported wealth-management self-service and digital credit-card onboarding initiatives, mapping processes and data while validating virtual-card provisioning and application-status reporting. I also created training manuals and mentored junior colleagues.
My earlier healthcare work at NextGen Healthcare included EHR workflow configuration, HL7-based integrations, and mobile clinical workflow mapping. Across banking, finance, and healthcare, I bring 8+ years of experience connecting business, technology, compliance, and delivery teams through Agile and Waterfall practices.
