Obsidian North, LLC · Columbus, OH
- End-to-End Transformation. Lead transformation initiatives across strategic, managerial, technology, and operational risk domains — delivering structured modernization through operating model design, process optimization, automation, and governance frameworks across medical practices and a supplements startup.
- Healthcare Advisory. Advise private physician practices through full lifecycle transformation (discovery, advisory, implementation) — redesigning workflows and enabling technology to eliminate 18+ hours of resource time per week (approximately $90K annual savings), reduce rework, improve patient experience, and strengthen HIPAA compliance.
- Operational Framework. Developed a structured engagement methodology spanning discovery, advisory, roadmap design, implementation, adoption, governance, and ongoing optimization — converting operational complexity into scalable systems that improve execution, throughput, and long-term control.
- Startup Infrastructure & Scalable Growth. Design and implement foundational IT infrastructure for early-stage startups, leveraging cloud-based platforms and low-code solutions (PowerApps, n8n, AppSheet) to enable scalable collaboration and workflow automation.
- Strategic Business Transformation. Strategized and operationally improved a 7-person startup across technical architecture, business planning, investor materials, and GTM strategy — contributing to a $2.3M valuation.
- Decision-Support Platform. Developed an internal platform enabling leadership to evaluate software solutions through structured comparison of cost, functionality, licensing, and scalability — improving speed, consistency, and quality of technology selection.
- Regulatory & Risk. Conduct regulatory and risk assessments identifying critical PHI exposure and compliance gaps; design and implement remediation strategies spanning data handling, workflows, and access controls.
- AI Digital Workflow Transformation. Transition organizations from manual and email-based processes to structured digital workflows — introducing automation and AI across scheduling, billing visibility, and patient follow-up management.
JPMorgan Chase & Co. (Corporate) · Columbus, OH
- Identity & Access Modernization. Architected and scaled access administration and governance frameworks supporting 18,000 users and millions of entitlements; designed and implemented core strategy creating dynamic provisioning capabilities that generated $15M+ in operational savings and increased productivity.
- Enterprise Operating Model Transformation. Led centralization of technology governance across all Fraud lines of business — consolidating oversight across 18 enterprise applications, 108 citizen-developed tools, 7 governance programs, 20+ technology controls, and 18,000 users under a unified operating model.
- AI, Innovation & Automation Leadership. Directed enterprise AI and automation initiatives — drove generative AI stakeholder adoption from 11% to 46% across 16 lines of business, evaluated 200+ automation opportunities, and delivered operational efficiencies through practical AI implementation.
- Governance & Control Architecture. Established enterprise governance standards spanning 18 applications, 270 RBAC profiles, and 20+ technology controls — strengthening accountability, risk management, resiliency planning, and access oversight.
- Strategic Initiative Ownership. Led multiple large-scale initiatives translating new operating models, automation solutions, and governance frameworks into executable change across business, technology, risk, and operations.
- Organizational Leadership & Talent Development. Built and led multidisciplinary teams of up to 40 employees across six global locations; promoted six employees, created specialized development pathways, and optimized capacity to generate approximately $300K in annual savings.
- Emerging Technology Strategy. Spearheaded adoption and governance of enterprise automation platforms including PowerApps and Power Automate — proactively positioning the organization for Microsoft's transition away from legacy workflow technologies.
JPMorgan Chase & Co. (Corporate) · Columbus, OH
- Data Risk Governance & User Access Transformation. Built enterprise governance and data confidentiality programs from inception, supporting 10,000+ users and resolving a multi-year audit issue through expansion of sensitive-data monitoring from fewer than 500 to more than 1.6M unstructured data files.
- Automation Innovation. Pioneered Alteryx and PowerShell automation to detect, secure, relocate, and remove sensitive customer data; reduced quarterly control execution time by 85% and earned Champion of Chase for Innovation and Automation.
- Access Governance Development. Established centralized role-based access control (RBAC) profile governance supporting 10,000+ users and 250+ role profiles — standardizing entitlement accuracy and reducing access risk across three lines of business.
- Control Design & Risk Mitigation. Designed access recertification controls for shared environments and enterprise applications, introducing business-justification requirements to close access control gaps.
- Application and Citizen Tool Governance. Authored the first formal application ownership governance framework and centralized oversight of 108 citizen-developed tools — defining accountability for risk, resiliency, retention, access, and citizen-developed technology controls.
- Executive Reporting & KPI Development. Built 60+ KPIs across three cross-functional lines of business — translating complex access, data risk, and control activity into leadership-ready performance reporting.
- Change Management & Stakeholder Adoption. Supported adoption of new governance frameworks, automation solutions, and control processes across three lines of business — aligning stakeholders around standardized processes and execution.
Fifth Third Bank · Columbus, OH
- Branch Operations Leadership. Managed full branch operations for a 10-member team; executed transition from transaction-focused to relationship-based engagement model — improving cross-sell effectiveness and long-term customer value.
- Sales Performance. Drove 15% improvement in sales and referral performance through enhanced coaching and accountability routines; optimized staffing to align with demand while sustaining compliance standards and employee engagement.
Fifth Third Bank · Columbus, OH
- High-Volume Operations. Directed operations of the largest Central Ohio branch — processing 10,000+ monthly transactions and 35+ new accounts per month; redesigned account opening process controls, improving execution by approximately 60% and cutting business account opening time by approximately 20%.
- Technology Rollout. Led market rollout of branch imaging software across 10 locations (30–40+ employees) — standardizing document management; partnered with Risk Area Manager on audits, controls, and regulatory adherence.
Fifth Third Bank · Columbus, OH
- Portfolio Management. Managed a portfolio of 750 consumer and small business clients. Awarded Personal Banker Circle of Excellence (2015) and Regional Banker of the Year (2016).
- Mentorship Program. Designed and led a peer mentorship program (5–20 participants) focused on sales effectiveness and customer experience — improving onboarding efficiency and scalable growth.
Genuine Parts Company (NAPA Auto Parts) · Columbus, OH
- Drove operational transformation across 60+ U.S. distribution centers — reducing process steps by up to 40% and identifying 10–15% workforce reduction opportunities through end-to-end process mapping and time-motion analysis.
Ohio State University · Columbus, OH