Current Role
- Senior Director, Operations - Client Experience - WellSky
- I manage a portfolio of GenAI projects for WellSky’s Client Experience organization.
- Implementation of Google Contact Center AI
- Adoption of CoPilot for a number of internal use-cases
- Development of Semantic Layer using BigQuery, Salesforce, and other strategic data sources
- I lead multiple teams including Technical Writing, Problem Management, Operational ownership of Google CCAI and related staff, and Data Analytics. I’m responsible for a portfolio of GenAI projects for the Client Experience department at WellSky.
- Website: WellSky
Recent Roles
Founder and CEO - IdeaGrid.ai
- Consultancy specializing in GenAI solutions integrated with client’s most valuable data sets.
- Provided strategic consulting, commercial products, and custom solutions.
Director of Technology - H&R Block
- Lead deployment of GenAI Call Center Solution for all of H&R Block.
- Lead 6 teams, over 70 team members.
- Managed extensive portfolio of technology contracts. largest across all IT Directors. +50 contracts, valued over $3M.
Executive Experience

Software Dev Experience

Career Timeline