Select engagements
Twenty-six years of delivery inside top-tier U.S. financial institutions.
Enterprise regulatory remediation — $200B+ institution
Facilitated remediation of examiner findings across 50+ enterprise applications and 6,000+ users, deploying an identity governance platform (SailPoint IdentityIQ) with AI-based access-anomaly detection and role optimization, plus an exception-governance process and delivering the documentation to close the MRA.
Customer data & AI-model governance — top-5 U.S. bank
Led selection of a customer data platform, narrowing 15+ vendors to a final three, with vendor AI-model governance, including bias detection, risk scoring, and traceability of assumptions, as core criteria, plus ongoing testing of AI-driven targeting against fair-lending and consumer-protection rules. The client onboarded the recommended platform, enabling compliant real-time identity resolution across 70M+ customer relationships.
Marketing-asset governance & audit readiness — $200B+ institution
Reconciled nine content repositories into a central, governed digital asset management platform, migrating 10,000+ assets, with AI auto-tagging governed by documented policies and routine self-testing, enabling audit-response time reduction from weeks to 24 hours, and delivering the plan to close the MRA.
Global privacy & consent program — operations in 10+ countries
Led the consent-management program unifying email and web preferences into a single platform (OneTrust) across properties in the U.S., Canada, Europe, the Middle East, and China — with self-service preference control and audit-ready traceability meeting GDPR, CCPA, and regional requirements.
AI product launch & adoption — major U.S. bank
Built the program and customer-experience strategy, including personas, prototype testing, and change management, that drove adoption of one of the first bank-offered automated-investing platforms.
Sectors: Banking · Wealth management · Insurance · Regulated financial services
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