A selection of key initiatives I've led or contributed to across financial services, regulatory compliance, and CRM — spanning full-time and consulting engagements.
Led cross-functional execution of regional client engagement and lead generation programs, managing Salesforce Campaigns and Revenue Grid outreach in partnership with Wealth Advisors, Marketing, and Digital Solutions teams.
Managed end-to-end regional client onboarding projects, coordinating compliance reviews, account setup, advisory transitions, and stakeholder communications to ensure seamless client activation.
Led the migration of consent data across platforms to ensure compliance and maintain data integrity, working with cross-functional teams to define migration strategies and execute seamless feature rollouts.
Supported cookie management and consent framework implementation on T. Rowe Price's website, ensuring regulatory compliance with GDPR and CPRA standards using the OneTrust platform.
Led automation initiatives to replace manual cookie scanning processes, collaborating with vendors and internal teams to streamline data processing and enhance operational efficiency.
Led data validation efforts following Comcast's enterprise billing system migration to Salesforce CRM, conducting regression testing and root-cause analysis to ensure post-launch system integrity.