Project management professional with 5+ years delivering complex cross-functional initiatives in financial services — from regulatory compliance to CRM implementations — on time, every time.
—Led end-to-end delivery of regional client engagement and lead generation initiatives, partnering with Wealth Advisors, Marketing, and Digital Solutions — increasing campaign reporting accuracy and lead generation by 20%.
—Owned Salesforce data cleanup and process improvement effort, standardizing inputs and improving data quality to enable reliable campaign performance insights.
—Oversaw regional marketing budget tracking and performance analytics, evaluating ROI across events and outreach to optimize resource allocation.
Comcast
Oct 2021 — Dec 2021
Baltimore, MD
Data Analyst
—Led post-migration Salesforce CRM validation, achieving 99.9% record accuracy following an enterprise billing transition.
—Identified data mapping issues to accelerate the resolution of billing discrepancies.
SBP Consulting
Apr 2021 — Sep 2021
Baltimore, MD
Consultant
—Supported enterprise system coverage and government IT projects by documenting technical requirements and coordinating stakeholder inputs for system testing.
—Facilitated User Acceptance Testing (UAT) and created visual dashboards to optimize departmental reporting and system integration.
T. Rowe Price
Feb 2022 — Dec 2023
Owings Mills, MD
Product Analyst
—Led Agile sprint ceremonies as interim Scrum Master across multiple MarTech product teams, driving cross-functional execution for marketing technology and data privacy compliance initiatives.
—Led backlog refinement and authored detailed user stories, acceptance criteria, and BRDs, translating complex business and regulatory requirements into actionable development tasks.
—Delivered end-to-end MarTech solutions (Adobe Campaign, OneTrust), ensuring alignment between marketing operations and GDPR/CPRA consent management frameworks.
—Produced weekly/monthly stakeholder status reports covering progress, risks, dependencies, and milestones; coordinated UAT, test planning, and UX validation prior to deployment.
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Areas of Expertise
Agile & Scrum Delivery
Sprint facilitation, backlog refinement, user story authoring, and cross-functional Agile execution across multiple product teams.
Project Delivery
End-to-end ownership of complex initiatives — from scoping and roadmap creation through execution, UAT, and deployment.
Stakeholder Management
Proven ability to communicate and align from VP-level sponsors down to cross-functional associate teams across business and tech.
CRM & MarTech
Deep hands-on experience with Salesforce CRM and Adobe Campaign — data integrity, campaign operations, and process improvement.
Regulatory Compliance
GDPR and CPRA consent management implementation using OneTrust, aligned across marketing operations and legal requirements.
Budget & ROI Analysis
Marketing budget tracking, performance analytics, and ROI evaluation across events, campaigns, and digital outreach programs.
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Education & Certification
Project Management Professional (PMP)
Project Management Institute
Certification
Bachelor of Science in Information Systems
University of Maryland, Baltimore County
Undergraduate Degree
Master of Science in Business Analytics
University of Maryland
Graduate Degree
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Get in Touch
Open to new opportunities in project management, product operations, and financial services. Let's connect.