Senior Innovation Leader driving enterprise transformation through scalable digital platforms and intelligent automation.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Provide tier-2 escalation support for complex account-related inquiries, leveraging deep technical knowledge of tax, registered plans, estates, and trust structures to deliver service-focused solutions
Identify opportunities to enhance knowledge base resources and operational processes, ensuring the service center operates with maximum efficiency
Actively participate in business policy development, process optimization, and analytics initiatives to drive continuous improvement
Collaborate on ad-hoc projects and strategic initiatives that address evolving business needs while maintaining exceptional service standards for sales teams and financial representatives.
Detailed Description
Designed innovative solutions (VB/Power Automate) enhancing the performance of our 12 agents by 30%.
Achieved Exceptional performance in 2020 and 2021.
