At Morgan Stanley, I lead the Wealth Management Advisory Legal function and provide Legal Operations leadership across a 120-member Legal organization. I oversee 14 legal functions, three operating verticals and three Director-level leaders.
I lead transformation and automation initiatives, including AI-enabled solutions and agents using Microsoft Copilot, Excel and SharePoint. I also use data and UPT analytics to optimize capacity, resource allocation and delivery.
At Thomson Reuters – Professional Services (eDiscovery) and PANGEA3 (Thomson Reuters Group), I worked on eDiscovery operations and investigations. My work included process documentation, data analysis and quality control, as well as developing workflow processes and project playbooks.

