Projects
Work highlights, experiments, and things I've shipped.
Client Merge — 200M+ Records
Lead Architect
Architected and led the consolidation of more than 200 million customer and policy records across legacy systems into New York Life's advisor CRM. Designed the matching, survivorship, and rollback strategy; coordinated dry-run validation cycles with business and compliance stakeholders before each production cut-over.
Cross-LOB Marketing Automation Platform
Lead Architect
Marketing Cloud Connect, distributed managed-package architecture, and Journey Builder orchestration across multiple lines of business inside the firm. Designed for shared governance, segregated tenant data, and centralised audit.
Multi-Cloud Customer-Engagement Platform
Engineering Lead
Engineering lead on a multi-cloud event-management platform serving Consumer & Community Banking. Integrates Salesforce CRM, Marketing Cloud, an event-management SaaS, AWS data pipelines, and the firm's identity & access management — all under regulated financial-services controls.
Global CRM Retail Banking Platform
Senior Consultant / Lead Engineer
Architecture and lead engineering for a multinational retail bank's customer-relationship management platform on Salesforce. Designed and shipped a custom Apex sharing engine to handle multi-region data-access policies that the standard sharing model could not express.
Mortgage-Insurance Origination Automation Foundation
Senior Consultant
Engineered the automation foundation for a major mortgage-insurance carrier's origination workflow. Integrated Salesforce, AWS (SNS, S3), and Guidewire via Microsoft BizTalk — including end-to-end SOAP integration with Guidewire's policy administration.
US Provisional Patent — Agentic AI for Enterprise Systems
Inventor
Drafted US provisional patent on agentic AI patterns applied to enterprise customer-relationship platforms. Filing receipt status to be confirmed before the patent is publicly cross-referenced from this site.