Client-Facing Solutions Architect and Implementation Consultant
I help organizations translate complex business and technical requirements into practical implementation plans, scalable workflows, and platform solutions. My experience spans enterprise software, fintech, and data platform environments across discovery, solution design, onboarding, delivery, and post-go-live support
About Me
I work at the intersection of client delivery, solution design, and technical execution. Across Charles River Development and Javelin, I have supported and delivered 5 implementations spanning enterprise workflows, data onboarding, SaaS modernization, and stakeholder coordination from discovery through go-live.
At Charles River Development, I work with institutional and enterprise clients to modernize investment workflows, guide technical discovery, define integration strategies, and support implementation delivery across SaaS, data, and legacy environments.
Earlier in my career, I worked in a startup environment across client delivery, platform execution, and product coordination. That experience continues to shape how I approach ambiguity, workflow design, stakeholder alignment, and implementation in fast-moving teams.
Solution Design
Translate business requirements into workflow designs, implementation plans, and solutions approaches that are practical to deliver.
Client-Facing Delivery
Lead technical discovery, stakeholder alignment, and implementation execution across onboarding, migration, and post-go-live support.
Data and Integration Strategy
Support data onboarding, workflow design, and system integrations across enterprise platforms using APIs, ETL, SQL, and cloud platforms.
What I Bring
Core strengths across solution design, client delivery, data-driven platform execution and cross-functional platform development.
What I Do
Technical Foundations
Technical depth supporting solutioning, integrations, workflow implementation, and data-driven delivery.
Fintech Platforms
Enterprise platform experience supporting investment workflows, reporting, post-trade operations, onboarding, SaaS modernization, and implementation delivery across complex client environments.
Data and Integration Strategy
Experience supporting resilient data flows across enterprise systems using REST APIs, XML messaging, ETL pipelines, data validation, onboarding logic, and workflow support.
Startup Platform Delivery
Experience working in fast-moving platform environments where client delivery, workflow structure, stakeholder alignment, and scalable execution are critical to successful adoption.
Experience
Technical Implementation Consultant
Enterprise Implementation, Workflow Design & Platform Integration
- check_circle Led discovery sessions for 2 client implementations and 3 in-flight programs for global asset managers within the Charles River IMS and State Street Alpha ecosystem.
- check_circle Translate client requirements into scalable configurations and integration designs supporting data import, batch design, trade lifecycle, post-trade processing, settlement, and reporting.
- check_circle Architect and support 1 greenfield implementation and 2 on-premises-to-SaaS migrations, helping clients modernize legacy environments.
- check_circle Serve as a primary technical point of contact across solution design, operational workflows, implementation activities, and post-production support.
- check_circle Supported change-request discussions when evolving requirements affected implementation scope, delivery timelines, or technical design decisions.
Computer and Solutions Engineer
Startup Platform Delivery, Client Implementations & Workflow Design
- check_circle Led delivery and support for 3 implementation projects with large pharmaceutical clients, translating stakeholder needs into scalable workflows and implementation plans.
- check_circle Served as the primary technical liaison for cross-functional stakeholders, simplifying complex platform concepts and improving adoption through training, demos, and onboarding documentation.
- check_circle Designed structured data workflows, onboarding approaches, and implementation plans that improved delivery consistency and accelerated time-to-value.
- check_circle Partnered with leadership, scientists, and engineers to translate evolving business and client needs into practical execution plans and scalable delivery patterns.
Data Analyst Co-OP
Workflow Automation, Analytics & Reporting
- check_circle Developed automated analysis scripts and ETL workflows in Python to improve throughput, reduce manual effort, and support repeatable data processing.
- check_circle Built analyses, visualizations, and reporting outputs that helped stakeholders interpret complex data and support decision-making.
- check_circle Improved data handling and reporting efficiency through structured scripting, workflow optimization, and version-controlled development practices.
Selected Implementation and Delivery Work
Enterprise SaaS Migration and Workflow Design
Led technical discovery, requirements mapping, and workflow design for enterprise platform implementations and migration initiatives, aligning data onboarding, user enablement, and target-state operating workflows.
Client-Facing Platform Delivery and Solution Design
Owned client-facing implementation and delivery for a data-driven platform environment, translating stakeholder needs into onboarding plans, workflow structures, and coordinated execution with leadership and engineering teams.
Data Integration and Workflow Automation
Designed scalable ETL and data workflow patterns using Python, SQL, and cloud-based tools to support structured data environments, downstream analytics, reporting, and validation.
Open to Solutions Architect, Technical Implementation, and Product Platform Delivery roles.
Looking for roles requiring solutions design, client-facing delivery, workflow design, data integration, stakeholder coordination, and end-to-end implementation support.