16+ years designing and delivering Pega solutions across banking, insurance, and healthcare — 13+ of them with Canadian financial institutions. I own solution design, impact analysis, and end-to-end delivery on every engagement, including a full DB2-to-Azure-SQL data migration and two platform version upgrades — handled without drama.
I lead distributed onshore/offshore teams through estimation, design review, guardrail compliance, and production support — and stay hands-on with Constellation, Email Bot, Pega GenAI, and REST/SOAP integrations.
GRS Ops – multi-channel intake (Email, Manual, Kafka, Kofax) routed through a single case lifecycle. Designed the REST integrations with SL Global and the Email Bot channel, alongside the Pega 8.6 → Infinity 24.1 upgrade.
WealthOne – owned the end-to-end DB2 → Azure SQL Managed Instance data migration (schema mapping, reconciliation, performance validation), delivered alongside the PRPC 7.2 → Infinity 23.1 upgrade.
FRM – Fraud Risk Management. Built an Email Bot channel with Office Message Encryption for automated, secure fraud-enquiry triage.
WealthOne – Document Processing & Retrieval. Led the Captiva REST integration and the review/approval case flows.
Choices Wealth – automated the Life & Health Insurance conversion process for customers with changing employment status, across two applications on different frameworks.
WealthOne – Document Processing & Retrieval. Built the Captiva REST integration and downstream approval processes.
FRM – Fraud Risk Management.
WealthOne – Client Update. Implemented business rules for data integrity and delivered updates to client and account details.
GLOS for ANZ Banking Group – global lending origination on the CLMFS framework. Led upgrade-impact analysis and OOTB reconciliation.
PRISM data migration for HealthNet Inc. — migrated legacy PAOS data and delivered search across the full migrated data set.
RBC US Wealth Management – Archiving. Delivered OOTB Archive/Purge to IBM OnDemand and evaluated BIX as an alternative.
RBC Royal Bank – Referral Management System, Business Credit Process Management, and US Wealth Management archiving.
RBC Royal Bank – US Wealth Management Recurring Cheques, and Technology Integration workflow automation.
Canadian software company building multi-tenant SaaS platforms for small and medium businesses. I own architecture, development, and production deployment for every product — applying the same case lifecycle, RBAC, and audit-trail thinking that underpins enterprise Pega delivery on a modern cloud stack.
Core REST API with tenant isolation, Stripe payments, email polling, and Google Sheets sync; a Cloudflare Worker WhatsApp commerce bot for conversational ordering; a Next.js admin dashboard with RBAC and tenant management; and a live customer storefront.
Multi-tenant reservation platform for salons, clinics, restaurants, and sports facilities. Advanced availability engine, reservation state machine with full audit trail, WhatsApp booking, and AI conversational booking via OpenAI function-calling.
Multi-tenant invoice and billing platform with GPT-4o Vision / AWS Textract OCR, four-tier RBAC, approval workflows with full audit trail, financial reporting, and S3-compatible document storage.
Subscription platform for recurring-service businesses — meal delivery, cleaning, laundry. Fixed and configurable plans, Stripe Checkout billing, notification engine, and vendor revenue analytics.
Real-time market data ingestion, RSI / moving-average / volatility feature engineering, XGBoost scoring model, weighted composite BUY/SELL/HOLD signal engine, scheduled background pipeline, and backtesting endpoint.