Led all technology functions for a settlement planning and wealth management firm, including BI, InfoSec, IT Operations, Software Engineering, and Strategic Applications. • Cut IT spend by 15% in year one while simultaneously growing the strategic applications portfolio — achieved through comprehensive vendor audits, license consolidation, and elimination of redundant tooling. • Built several AI-powered internal tools, including secure middleware for LLM API connections and database-integrated intelligent agents that improved operational decision-making. • Led re-architecture of the company’s data warehouse to improve reporting accuracy and support business intelligence initiatives. • Created budgeting and portfolio library web applications; the budgeting tool was adopted across all business lines for managing the core technology landscape. • Developed a strategic roadmap targeting gaps in team capabilities, budget discipline, documentation, InfoSec posture, and data strategy.

Technology leader for a real estate investment firm with $7.1B in assets under management. • Directed all technology strategy and operations: infrastructure, cybersecurity, critical applications, data warehouse, workplace solutions, and budgeting. • Served as trusted advisor to the firm’s managing partners on technology roadmap strategy and multi-year budget forecasting. • Led a cross-functional team of application specialists, network engineers, and software engineers. • Managed the full enterprise portfolio: Yardi ERP, ARGUS, DealCloud CRM, PowerBI dashboards, M365, Active Directory, Azure Data Factory, and SQL Server. • Oversaw portfolio management, custom development, risk management, and cross-business-line collaboration.

Owned the strategy, management, and evolution of a large technology portfolio enabling workplace transformation for JLL’s largest financial services client. • Drove technology-led real estate cost reductions by consolidating physical and technological footprints while improving employee productivity and collaboration. • Designed and implemented a multi-million-dollar technology incubator workspace that served as a model for corporate workplace transformation, drawing interest from other Fortune 500 JLL clients. • Managed three specialized teams — Platform Compliance, Platform Management, and Incubator Technology — comprising team leads, project managers, business analysts, and support specialists.

Led a team of 10 technology specialists managing 25+ applications across 900 users in APAC, EMEA, and the Americas. • Managed 25+ technology applications across 10 workstreams and 5 service lines, with a focus on client success, service-level reliability, and proactive issue resolution. • Pioneered security and compliance processes to meet the rigorous requirements of JLL’s first major financial institution client. • Created innovative risk-mitigation controls — including a hardened virtual desktop and thin-client program — that strengthened security posture while drastically reducing hardware costs. • Instituted change management programs governing the full application lifecycle from ideation through development and stakeholder signoff.