• Managed the technology merger of two tax entities under the Hightower brand onto a common platform with a streamlined workflow.
• Oversaw billing, onboarding, and compliance for new and existing vendors in the fintech space.
• Reported directly to managing director of Wealth Solutions, supporting $2.2B in inflows and 240 client households.
• Led onboarding and support of tax solutions for the in-house tax offering and EY TaxChat.
• Oversaw building out family office services for ultra-high-net-worth clientele targeting 31% of Hightower AUM.
• Exposed to Vanilla Estate Planning, Wealth.com, Wolters Kluwer CCH Axcess, TaxStatus, Sherpas Wealth, and Aquilance.
• Created roadshow materials for retirement plans solutions.

• Managed 200 series product planning from concept alignment through plan of record, incorporating insights from partners (AMD/Intel), market representatives, and in-person customer interviews in Mexico City, Delhi, Mumbai, Paris, and Milan.
• Led product planning of 1.6M unit and $648M in revenue opportunity for cost-conscious commercial customer base.
• Co-created plan of record (POR) for 140K units and $8.6M GM of a China-only commercial notebook targeted at JD.com.
• Collaborated on 6-week customer development sprint to target 27-million-unit opportunity in managed SMB for a mainstream-priced AI PC.
• Developed software and sensor experience recommendations with software product management team across 5 commercial notebook categories that generate $25B+ in annual revenue.
• Led pen and digital inking experiences workstream to help define pen protocol, vendor selection, and innovative/AI-driven experiences across 4 platforms generating ~1 million units of volume.
• Co-led global International Women’s Week celebration, delivering company collateral, communications, and 8 events that reached thousands of HP employees across the world.
• Contributed to high-visibility design sprint for AI work assistant to foster personal growth, effortless concentration, efficient collaboration, and knowledge management.

• Acted as commodity lead for complexity reduction effort across 3 commodities and 8 business units, enabling the business to cut inventory costs and better forecast demand for PCs across the portfolio.
• Completed component benchmark on main competitors for CPU and panel offerings aligned with 63 HP commercial notebooks. Presented option complexity and component-sharing metrics to leadership to help position HP to deliver the right mix of product offerings
• Created framework for complexity analysis for the business to utilize other commodities and business segments. Developed methodology to analyze financial implications of component complexity based on total margin and total components offered.

Collaborated on the development of the business case for retiring/compressing applications by gathering guiding principles from focused workshops with the client, culminating in a final recommendation deliverable
• Authored use case scenarios as part of the RFI for scheduling and dispatch software vendors to guarantee fair evaluation
• Oversaw the testing of 47 functional reports within the work and asset management software
• Tested GIS spatial configurations to verify business assets were correctly linked across all applications
• Led client teams of 15 testers through the execution of 2500 total test scripts through periodically tracking integration messages and troubleshooting with the technical teams

Pro Bono Strategy Engagement for MOAD (San Francisco) 2018
• Led the benchmarking research on targeted museums and utilized the findings from the benchmarking and the inside-out analysis to create a SWOT analysis that identified revenue strategies and cost optimization techniques

Propel - PwC Associate & Senior Leadership Development (San Francisco) 2018 – 2019
• Helped facilitate the pilot leadership program to slow the attrition rate among Bay Area associates and seniors through targeted workshops with directors and partners

PwC Associate Career Growth Initiative, Corporate Responsibility Representative 2018 – 2019
• Led a successful toiletry drive to benefit the Covenant House of Georgia, accruing over $1200 in donations. Collaborated with other markets on planning a fundraiser to benefit the Wounded Warrior Project

• Generated ~30 design documents and their respective test scripts that enabled the end-to-end testing of work execution processes
• Managed the uploading of test scripts to HP QC testing software to certify all processes were adequately tested
• Managed the loading of master and global data into multiple work and asset management software environments to ensure data quality