30+ years of experience strategizing and delivering corporate solutions in a variety of disciplines. Extensive experience in the fintech sector. Proven results in process improvements, revenue growth, cost saving initiatives, and improving the client experience at all levels.
Extensive experience in knowledge management, process analysis and improvement (business and software processes), business analysis and requirements gathering, working with content management systems (Confluence, SharePoint, others), documentation/technical writing, product/project management, business continuity, training, and customer support. Additional experience in AI prompting.
Core competencies: exceptional writing and communication skills, solutioning/problem solving, strategic thinking, communicating and selling ideas, influencing change, positive disruptive thinking, thinking outside the box, deep familiarity with content management systems, familiarity with AI concepts and high level architecture, strong leadership, and a passion for knowledge management and knowledge sharing.
Present and former positions include:
Assistant Vice President in Technology Knowledge Management (LPL Financial)
Vice President in Technology (Merrill Lynch)
Product Manager (Merrill Lynch)
Business Analyst (Merrill Lynch)
Documentation Manager (Bankers Trust)
Technical Writer (numerous companies)
President/Owner of LMA Business Solutions and Tech by LLM
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