At Evergreen.ai, I turn operations requests into reusable AI workflows, including fee reconciliation, custodian alerts, and daily household briefs. I owned the ACAT Transfer Automation platform across six workflow phases, from requirements through rollout and follow-up fixes.
I built an AI-agent workflow that checks the custodian every 30 minutes, syncs the transfer tracker, and drafts CRM tasks for human approval in Slack. I also ran the 2026 SEC surprise custody exam, which closed with no deficiencies, and am leading the client transition through the firm's closing.
At Rippling, I built and led a 10-person insurance operations team and founded the in-house EDI team for carrier integrations. Earlier, at Zenefits, I worked across carrier, broker, and benefits platform operations, completing 100+ customer enablements with a 4.85/5 customer satisfaction score.
