Lead technical discovery and solution architecture for financial services and insurance platforms, helping clients turn complex requirements into secure, production-ready applications.
- ●Define implementation strategy, API integrations, and workflow architecture with clients, Application Engineers, and delivery teams.
- ●Support public-facing annuity purchase flows tied to $8M+ in annuity investments, including identity checks, beneficiary workflows, funding, summary, and e-signature.
- ●Architect integrations across identity verification, onboarding, and financial platform systems to support secure application and purchase journeys.
- ●Support private-fund investor onboarding across 24 fund workflows facilitating $16M+ in investment activity, including subscription documents, legal review, signing, and final packet generation.
- ●Improve platform readiness through solutions like Save as ZIP and cloud-based upload handling for file-size and timeout constraints.





