• Led high impact initiatives across client applications and backend services, spanning frontend, backend, and AI driven systems supporting core Chief Investment Office (CIO) and Advisor workflows.
• Defined and delivered the Opto Mobile UI, enabling CIO and Advisor workflows across desktop and mobile and expanding coverage across all Advisor surfaces.
• Built and productionized an AI driven Talking Points system that generates on demand Fund summaries and allocation communications used by Investment Management and Advisory Services teams.
• Provided technical leadership across architecture, mentoring, and execution standards while improving code quality, testing reliability, and overall engineering efficiency.