Role: Director (full time)

Scale user acquisition and top-line volume in a highly regulated financial sector while establishing strict compliance standard operating procedures (SOPs) approved by regulatory bodies (OSC).

Directed cross-functional marketing and growth operations, restructured customer acquisition funnels around net unit economics, and unified the executive data layer to establish single-source reporting.

Maintained sustainable growth trajectories and regulatory integrity through the company’s successful acquisition by WonderFi.

Role: Systems Architect & Strategic Advisor (fractional)

Disconnected lead data, legacy web architecture, and opaque reporting made it difficult for executive leadership to track true cost-per-acquisition against high-value client retainers.

Modernized server-side tracking infrastructure, engineered server-side data pipelines, and leveraged modern data frameworks to give leadership real-time visibility into pipeline health and unit margins.

Replaced manual reporting and guesswork with an automated, single-source-of-truth decision environment that directly informs capital allocation.

Role: AI Systems Architect & Growth Operations (fractional)

Executive leadership lacked immediate, qualitative insight into sales conversation friction, objection patterns, and deal velocity across large enterprise sales call volumes.

Built automated, self-hosted Python pipelines connecting Gong webhook streams, Snowflake data warehouses, and custom LLM evaluation prompts to synthesize unstructured sales call transcripts in real time.

Delivered immediate executive intelligence on deal health and customer friction points, eliminating hours of manual CRM audits and sync calls.

Outpatient Psychiatric & Behavioral Health Practice (Southern California)

Role: Fractional Growth Lead & Digital Operating Partner

Establish a reliable, direct-to-patient acquisition pipeline and digital footprint for a specialized psychiatric medical practice across Southern California—navigating strict healthcare compliance, clinical intake constraints, and competitive regional search landscapes.

Step in as the digital operating partner to architect the end-to-end patient journey—from local search optimization and high-intent landing architecture to HIPAA-compliant lead routing, schema markup, and streamlined intake coordination.

Built a clean, low-friction patient acquisition system that expands market reach without inflating ad spend or administrative workload.