Thirteen years across the enterprise-software value chain

Director, Financial Services — Insurance & Capital Markets

Co-led the insurance practice and built the capital-markets practice from inception, as a player-coach carrying both pursuit and delivery accountability.

• Co-led the Insurance pod and stood up the Capital Markets pod from inception, anchored on a marquee new logo; originated $6.3M in first-year revenue across go-to-market, co-selling, pursuit leadership, executive discovery and value engineering.
• Carried a $3.4M first-year quota spanning consulting services and an in-house work-management product (scheduling, workforce and task management, reporting), as player-coach to five direct reports — three Solution Architects and two Business Analysts.
• Led Agentforce and Data Cloud solutioning and go-to-market across the insurance and capital-markets portfolio, including the Data Services & MuleSoft offering; co-authored the Agentforce AI Readiness Assessment.
• Originated and delivered, as Forward-Deployed Product Owner, an end-to-end platform for the alternative-investments arm of a U.S. life & retirement carrier — marketing, fundraising & capital formation, and execution across an international real-estate debt and equity portfolio — with zero client escalations.
• Directed the RFP response for the clearing & custody business of a top-tier U.S. asset manager: a seven-person managed-services pod with agentic AI accelerators positioned for year-over-year efficiency gains.
• Embedded at a U.S. life insurance and financial-services carrier as Forward-Deployed Product Owner, leading four client-side product owners on a multi-cloud core insurance programme spanning policy administration, employee benefits, institutional life, contact center and shared services.
• Led investor-lifecycle solution strategy for a U.K. real-estate private-equity firm, shaped the CRM transformation approach for a cross-border FX and institutional brokerage group, and built the commercial-banking solution thesis for a $25B+ U.S. regional bank.

Principal Solutions Engineer — Insurance & Financial Services

Owned the technical win on enterprise insurance and financial-services pursuits, from executive discovery through value engineering and configured proof.

• Influenced and supported $18.7M+ in enterprise software revenue across 200+ opportunities in a representative 14-month window through executive discovery, value engineering and solution-led selling across insurance, banking and financial-services accounts — including £5.9M+ during a London/EMEA rotation leading U.K. and European transformations.
• Led the architecture advisory on a Fortune-100 life & annuities carrier’s policy-servicing workspace; field-level profiling showed only 10 of 81 overview and 14 of 328 detail data points needed real-time retrieval, and the adopted roadmap re-architected retrieval in tiers with progressive rendering and cache warming on call arrival.
• Solution lead on multimillion-dollar pursuits: a quote-to-bind modernization for one of the largest U.S. credit unions; a sales-and-underwriting platform for a top Canadian life insurer’s high-net-worth (Bermuda) operations; and a Bermuda-domiciled specialty insurance and reinsurance carrier.
• Designed ACORD-aligned core insurance platform strategies across policy administration, new business & underwriting, rating & quoting, claims, group benefits and distribution; extended coverage to banks, credit unions and wealth & asset managers on client onboarding, advisor productivity and portfolio servicing.
• Led a comparative-rating software partnership through integration and licensing to a working multi-carrier quoting prototype demonstrated across the insurance customer base; pioneered agentic AI use cases at the orchestration layer.

Lead Solutions Architect

Carrier-side architecture lead for the service and agency platforms across life, annuities, retirement, long-term care and workplace group benefits.

• Led the ground-up Service Cloud build for a 900-user service organization, with Vlocity layered on top, alongside Sales Cloud for an agency sales organization of 14,000+ daily users — extending the platform footprint into the firm’s investment-management and securities affiliates.
• Directed the phased, line-of-business service transformation composing seven core back-end systems — including a mainframe policy administration system — into a unified policy view opened on nearly every inbound call.
• Established and scaled an insurance industry-platform Center of Excellence; designed multi-layer data, security and compliance frameworks orchestrating real-time MuleSoft API integrations across internal and external systems.

Senior Consultant

Business Technology Analyst → Consultant → Senior Consultant. Joined in India in 2013; moved to the New York practice in 2016.

Delivered CRM and enterprise-modernization programmes in regulated industries, and built the practice’s early insurance industry-platform capability.

• Led CRM and enterprise-modernization programmes across financial services, insurance and other regulated industries, shaping solution architectures across on-premise (Siebel) and SaaS CRM platforms with business and IT executives.
• Built Deloitte’s early insurance industry-platform capability from the ground up — delivering early Vlocity (now Salesforce Industries) implementations and establishing developer certification and enablement paths.
• Anchored strategic pursuits as domain and solution specialist — executive workshops, RFP responses and proof-of-concept builds with API integrations; authored modernization accelerators and a Siebel-to-Salesforce migration toolkit that shortened delivery timelines.