Leadership & Critical Roles

Architecture and engineering leadership at distinguished financial-services and technology organisations.

15+ years of leadership-track engineering

Vice President, Lead Software Engineer Current

July 2021 – Present

JPMorgan Chase & Co.

Consumer & Community Banking — One Chase Experience (1CXP)

About the organisation Largest U.S. bank by assets and a Global Systemically Important Bank (G-SIB). Reported firmwide technology spend of approximately $18 billion for FY2025 per the firm's Investor Day disclosures.

Distinguished-reputation indicators

Largest U.S. bank by assetsGlobal Systemically Important Bank (G-SIB) — Financial Stability Board≈ $18B FY2025 firmwide technology expense (Investor Day disclosures)Fortune 100 / FT Global 500

Scope of role

  • Architect of record for flagship enterprise CRM, marketing, and event platforms within Consumer & Community Banking
  • Direct team of four engineers (two Vice Presidents and two Associates)
  • Cross-LOB technical governance across CRM, data, and AI platforms
  • Engineering lead on the firm's adoption of agentic AI patterns inside regulated CRM workflows

Impact & outcomes

  • Engineering lead on a multi-cloud customer-engagement platform spanning Salesforce CRM, Marketing Cloud, an event-management SaaS, and AWS data pipelines, integrated with the firm's identity and access management
  • Architectural standards for agentic-AI deployment aligned to model-risk governance and the firm's regulated-systems controls
  • Architectural review and approval authority for cross-LOB programs touching CRM, data, and AI platforms

Technologies

Salesforce (Sales, Service, Experience, Data, Marketing Cloud, Agentforce)AWSEnterprise identity & access managementAgentic AI architectures

Senior Salesforce Technical Lead / Architect

October 2017 – July 2021

New York Life Insurance Company

Sales Central CRM — Financial Professionals platform

About the organisation Oldest mutual life-insurance company in the United States (founded 1845). Fortune 100 ranked; among the largest mutual insurers globally by assets and policyholder count.

Distinguished-reputation indicators

Oldest mutual life insurer in the US — founded 1845Fortune 100 company≈ $700B+ assets under management

Scope of role

  • Architecture and engineering lead for the Sales Central CRM serving NYL Financial Professionals nationwide
  • Reported to Venkata Bandi (Director, Salesforce Architecture)
  • Initiated as Senior Associate, promoted through Senior Lead and Architect tracks

Impact & outcomes

  • Designed and led the Client Merge initiative — consolidation across more than 200 million customer and policy records
  • Re-built Saved Searches and complex CRM-side reporting for advisor productivity
  • Architected the Conga Composer rollout for advisor document generation
  • Earned the system & application architecture credentials prerequisite to Salesforce CTA during this tenure

Technologies

Salesforce (Sales, Service, Communities)Apex · Visualforce · LWCConga ComposerMuleSoft integration patterns

Senior Consultant

November 2015 – September 2017

Capgemini Financial Services USA

Banking & Financial Services practice — North America

About the organisation Global IT services and consulting firm headquartered in Paris. CAC 40 listed; Fortune Global 500; one of the largest IT consultancies worldwide by revenue and headcount.

Distinguished-reputation indicators

CAC 40 listed (Paris stock exchange)Fortune Global 500≈ 360,000+ employees globally

Scope of role

  • Architecture engagements for multinational retail banks and mortgage insurers
  • Lead developer on the firm's flagship CRM initiative for a global retail-banking client
  • Mentor and lead reviewer for the engagement's Salesforce engineering team

Impact & outcomes

  • Architected the Global CRM Retail Banking platform, including a custom Apex sharing engine handling complex multi-region access policies
  • Led delivery of the Origination Automation Foundation for a major mortgage-insurance carrier — AWS SNS, S3, and Guidewire SOAP integration via Microsoft BizTalk
  • Built one of the engagement's first production Lightning App prototypes during the Classic-to-Lightning transition

Technologies

Salesforce Sales & Service CloudApex · custom sharingAWS SNS, S3Guidewire SOAP · Microsoft BizTalkSalesforce Lightning Components (early adopter)

IT Analyst → Technical Lead → Application Architect

January 2011 – October 2015

Tata Consultancy Services

Salesforce Centre of Excellence — Telecom, Manufacturing, and Banking verticals

About the organisation Second-largest IT services firm in the world by market capitalization. India's largest private-sector employer of IT professionals. Tata Group flagship; NSE / BSE listed; Fortune Global 500.

Distinguished-reputation indicators

≈ 600,000 employees globallyTata Group flagship — one of India's most valuable companiesFortune Global 500

Scope of role

  • Career path: IT Analyst (start) → Technical Lead → Application Architect (exit grade)
  • Multi-account engagements spanning telecom networking, industrial pricing, and retail banking
  • On-site to U.S. client locations after the architect-track promotion

Impact & outcomes

  • Salesforce platform engineering for Cisco TSN — network-service inventory and CRM integration
  • Vistaar Pricing — complex enterprise pricing rules engine on the platform
  • Marketing & Campaign Banking suite (B2B Campaign Banking, Offer Enrollment, Marketing Delivery Tool) for a large U.S. retail bank
  • MCW Telecom — service-provider customer experience and provisioning

Technologies

Salesforce Force.com platformApex · Visualforce · SOAP/REST integrationsHeroku Connect (early)Java enterprise stack (Cisco TSN integrations)

Independently corroborated

Multiple signed Leading & Critical Role recommendation letters from senior leadership at JPMorgan Chase and prior employers are on file with the petition. Full letters are filed as exhibits rather than published here; this page summarises the role record they attest to.