Professional Journey

Pegasystems  ·  Jan 2026 — Sep 2026

Owned a $1.16M greenfield public-sector territory, leading sales discovery and solution design for agency modernization programs spanning case management, workflow automation, and agentic AI.

• Authored technical RFI and RFP responses connecting platform capabilities to operational outcomes and security needs
• Built new technical and co-sell relationships across consulting, reseller, and cloud partners
• Led live demonstrations and mentored teams on prototyping and technical storytelling

Pegasystems  ·  Oct 2018 — Jan 2026

Architected and sold a $25M, five-year intelligent automation program that expanded from one use case to more than 10 product areas inside Google.

• Shaped  and drove joint go-to-market integrations between Pega and Google products — Google Cloud, BigQuery, BigTable, Workspace (Gmail, Drive, Docs, Calendar, Chat), and Google Assistant — enabling bi-directional data exchange and embedded enterprise workflow.
• Built rapid prototypes and led design workshops, staffing assessments and SOW scoping globally
• Four-time Medallion Club winner and Chairman Award recipient

Pegasystems  ·  Sep 2016 — Oct 2018

Led enterprise solution architecture, competitive prototypes, and executive demonstrations across communications and media.

• Led a three-month competitive Verizon prototype that helped close an $18M TCV deal
• Delivered Next-Best-Action design and demonstrations for a $9M ACV T-Mobile opportunity
• Built a reusable call-center demonstration library and opened the media practice with a Disney prototype

Vistex  ·  Aug 2013 — Sep 2016

Delivered rights, royalties, participations, and accounting solutions for major media organizations.

• Reduced month-end close effort by approximately 65% through an accounting reconciliation system
• Delivered payment logic and rules configuration for studio participations
• Advanced a low-code business-rules architecture that reduced training and delivery costs

Morgan Stanley Investments  ·  Aug 2007 — Sep 2013

Led configuration of global compliance and risk-analysis systems across three regions, building policy logic and decisioning frameworks at enterprise scale.

• Defined standards and best practices for regional development teams
• Trained specialists to own and maintain their rule sets
• Introduced business-rules platforms to replace manual software code

Portellus  ·  Mar 2004 — Jul 2007

As employee 12 and one of two inaugural business analysts, configured and delivered five client implementations on a no-code business-rules platform.

• Designed the standardized credit-underwriting template used across all deliveries
• Found a processing-speed improvement that released a blocked customer license milestone