Résumé

February 2024 - Present

Director, Partner Engineering

Tandems

Lead the technical strategy and execution of partner ecosystem integrations for digital wealth and AI solutions serving major financial institutions.

• Drive end-to-end technical partnership lifecycle from pre-sales solution architecture through production deployment and ongoing optimization
• Led technical implementation of Scotiabank Smart Investor Product, architecting heavily custom integrations with legacy banking systems, helping to migrate and bring 60B+ AUM onto the platform
• Architected and implemented standardized integration services, reducing new partner onboarding time from 9+ months to 6 months
• Contribute to the development and rollout of AI-powered wealth management features to financial institution partners, ensuring seamless integration with existing platforms and compliance with regulatory requirements
• Served as on-call incident commander for most c

July 2018 - February 2024

Senior Engineering Manager

SigFig

Built and led a high-performing team of Partner Technical Leads delivering digital advice platforms to tier-1 financial institutions, including UBS, Citizens Bank and Santander

• Led multiple partner implementations with substantial custom integrations, with institutions such as New York Life and First Republic Bank
• Served as the technical vendor relationship owner with third-party data providers and brokerages, such as Fidelity, Plaid, Auth0 and Docusign
• Provided technical due diligence and solution design support throughout sales cycle, contributing to partnership pipeline growth
• Eliminated SSO integration work for new partner onboarding by designing and implementing a modern standardized OAuth 2.0/SAML-based SSO solution
• Designed and implemented OAuth 2.0/SAML-based SSO solutions modernizing authentication flows across partner network, removing any additional engineering work for a new partner

January 2017 - July 2018

Full-Stack Engineer

SigFig

Working across a diverse stack, building out new features and integrating our robotic investment technology with large financial institutions.

• Worked on the SigFig Discover project with a React front end and Laravel Backend to provide Bankers the ability to source lead with easily digestable digital conversations with Customers.
• Worked on the Citizens Bank Smart Advisor application to migrate our technical stack from AngularJS to React with Redux.
• Worked across the stack between Scala, PHP and Elixir services to implement new features and debug production issues.

January 2016 - September 2016

Full-Stack Engineer

Docent Health

Worked on a Ruby on Rails app with Javascript and React front end. Building systems for health care entities to monitor and manage patient experience and hospitality to improve patient satisfaction.

May 2013 - May 2014

Software Engineer Intern

UBC Rec

Managed Access and MS SQL Databases as well as migrated Access Databases to SQL server. Maintained and developed pages for Web Server with Coldfusion and ASP backend. Developed an Email Confirmation system for Intramural teams using VBA scripting and Coldfusion. Created tunnels using Javascript to dynamically load database information into a CMS without the use of plugins. Secured the site from attacks, focusing mainly on SQL injections.

October 2014 - October 2015

Full-Stack Engineer

better.

Built out a Ruby on Rails application and AngularJS patient traige dashboard. Created a chat algorithm to optimize client inflow and triage, as well as to help clients navigate through their healthcare lifecycle.

May 2012 - May 2013

Software Development Intern

Exigen Insurance Solutions

Developed Java applications to facilitate the handling of project documentation. Created an applet to convert software generated Confluence files into Wiki style pages for user documentation. Additionally created a Java applet to parse Java source code into a Excel spreadsheet with tables containing all class members and attributes.

May 2010 - August 2011

QA Contractor

TuneUp Media

Created and tested user stories and test cases for the product. Reviewed code to identify and fix user reported bugs. Worked closely with the development team to debug releases. Worked with a team to develop an automated test environment for specific case testing. Worked extensively with Mozilla frameworks, JSON, Hudson/Jenkins and Selenium.

June 2008 - July 2008

Cross-Cultural Consultant

Guangdong Sunwah Tech Consulting Group

Created and taught curriculum to educate the employees about Western culture and workplace culture. Taught the employees conversational English.