How I got here
Background
A career spent untangling complexity.
I started in payments, learned firsthand how complex systems shape the client experience in wealth management, and went to business school to get closer to the decisions behind them. Since then, I’ve kept moving toward the intersection of product, strategy, and execution — following the same question wherever I go: how can this work better?
Miami University 
Northern Trust 
Fiserv Northern Trust 
University of Texas 
American Express The path
A few roles, one throughline
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Master of Business Administration
Texas McCombs
Austin, TX
Where I pulled the threads together — economics, operations, product — and pointed them on purpose at strategy and product work. Less a new field than a name for what I had been circling all along.
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Business Strategy Manager, MBA Intern
American Express
Sunrise, FL
A strategy summer between MBA years, and my step closer to product: I mapped a sprawling servicing operation end to end, then handed senior leadership and the product team a prioritized short list of bets worth making.
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Associate Wealth Advisor — Second Vice President
Northern Trust
Austin, TX
Relocated to Austin to help grow an employer-sponsored wealth advisory program — shaping the offering, the customer journey, and the operating model behind it. My first real taste of building something new instead of running something built.
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Senior Associate, Wealth Strategies — Officer
Northern Trust
Chicago, IL
Two years inside the machinery of a private bank — serving ultra-high-net-worth families and business owners across a dozen teams, on work that rarely looked the same twice. I learned to move through ambiguity and built the playbooks that made the messy parts repeatable.
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Sales Analyst, Payment Solutions
Fiserv
Chicago, IL
My first look inside financial services — and an early lesson in how fast an industry can change. Talking with partners about what they were trying to solve, I learned the best answers start by listening for the problem behind the ask.
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B.S. in Business Economics, Minor in Spanish
Miami University, Farmer School of Business
Oxford, OH
Economics is where I got hooked on why systems behave the way they do — incentives, tradeoffs, and the gap between how a thing should work and how it actually does.
By the numbers
What the work adds up to
A few figures from the work behind the story — the scale, the growth, and the kind of complexity I like to sit with.
$1.2B
Assets onboarded across 26 complex ultra-high-net-worth relationships.
Northern Trust
36K+
Servicing agents in the ecosystem I mapped to inform a cloud transformation.
American Express
12 → 26
Employer partnerships scaled through a financial-wellness program I helped shape.
Northern Trust
3×
Team revenue growth as that program expanded (~$500K → $1.5M).
Northern Trust
6 → 1
Legacy servicing systems assessed toward a single cloud experience.
American Express
How I work
Different roles. Same instincts.
Make the messy visible
I start by mapping what’s actually happening — systems, handoffs, customer journeys, and the dependencies between teams — until the real problem is on the table.
Make it simpler
Then I look for what can be removed, standardized, or automated. Real leverage comes as often from taking things away as from adding them.
Make it work in real life
The best strategy isn’t the cleverest slide. It’s the one customers understand and teams can actually run.
That’s the background.
Here’s what I’ve built with it.
Selected projects across product strategy, AI-enabled tools, and systems I’ve built to make work a little easier.