Director
CurrentSpecializes in designing, developing, and implementing customer relationship (CRM) solutions using Salesforce.com for organizations in the financial services industry, including banking, wealth management, asset management, and private equity firms. I have worked with institutions of all types, ranging from an $87 billion national credit union, middle-market banks, and a $60 billion agriculture co-op to drive advantage through technology and automation. That includes implementing nCino loan origination, nCino treasury management onboarding, or CRM solutions for more than 25 banks and credit unions. I am part of the West Monroe nCino Center of Excellence’s leadership team, with a particular focus on developing capabilities for jump-starting and streamlining implementation. I led development of nCino accelerators that have saved more than 1,000 hours of project team effort and are an integral part of our approach for delivering the benefits of nCino solutions faster. I have a Bachelor of Science degree in Informatics from Indiana University and a Master of Science degree in business information technology from DePaul University. I also hold a project management certificate from Northwestern University, as well as multiple certifications from Salesforce and nCino.