At Deloitte USI, I led an agentic AI initiative at Chase to help wealth advisors acquire and engage clients by generating draft Wealth Plans and surfacing high-intent prospects.
I owned delivery of Chase’s native stock quote screen across iOS and Android, launching it to 1 million self-directed investors and reducing latency by over 30%. I also delivered JPMC’s Premium Deposit Product across web and mobile; it opened over 500 accounts and increased deposits by $74M.
Earlier, I helped launch the Ministry of Corporate Affairs website revamp at LTI (L&T Infotech), and at Infosys Ltd. I shipped loan-document automation that reduced manual effort and achieved annual cost savings of USD 50K. I’m increasingly focused on applying AI and LLM-driven capabilities to advisor productivity, client acquisition, and decision-making in FSI.
