● Led cross-functional squad of 4 developers to ship core product features, providing architectural
guidance, stakeholder communication, and technical mentorship
● Built bulk transfer processing system handling thousands of HSA account transfers totaling millions in
assets via Dropbox Sign API, implementing CSV parsing, job queueing, and rate limiting with retry logic
● Overhauled Lively’s KYC/KYB and OFAC monitoring systems for all users, migrating between providers
and ensuring regulatory compliance
● Optimized dashboard performance, reducing load times by up to 68% (8s to 2.5s at 95th percentile),
improving user experience
● Implemented AI-driven claims processing system using OCR through LandingAI and Claude Sonnet,
reducing manual claim entry and increasing operational throughput
● Executed TD Ameritrade to Schwab investment platform migration, coordinating multi-team effort to
transition accounts, improving UX and ensuring system availability and data integrity
● Served on frontend development council and developer lead council, establishing coding standards
and component architecture adopted across engineering organization
Integrated TPA Stream for claims adjudication, streamlining compliance workflows and reducing processing overhead, improving claim filing experience for end users
Served on frontend development council and developer lead council, establishing coding standards and component architecture adopted across engineering organization