Fidelity Investments
Apr 2022 – May 2026Two mandates across four years — leading Brokerage's agentic-AI transformation and AIDE, the servicing platform behind a $175M AHT-savings target, after first rescuing and scaling the Consumer Portfolio Capability data platform.
VP, Engineering Leader — Brokerage AI Innovation Lead & AIDE Program · Multi-Squad Chapter Leader
2024 – 2026
Led Brokerage's agentic-AI transformation: operationalizing agentic development across the org while running engineering for AIDE — an AI "single pane of glass" consolidating 14+ servicing tools for 8,900 call-center associates, targeting $175M in average-handle-time savings over five years.
- Built a reusable, skill-based code-generation pipeline that cut delivery for some feature classes from ~3 months to a single two-week sprint — up to a ~6× reduction in cycle time.
- Architected and open-sourced gemba-core, a vendor-agnostic framework for work-tracking and session orchestration across massively parallel agentic coding flows.
- Stood up an enterprise RAG + MCP knowledge layer that vectorized thousands of Confluence pages and Swagger/API contracts, making institutional knowledge consumable by agentic pipelines.
- Established the brokerage's agentic-development standard — Claude Code, Codex, SpecKit, GitNexus code graphs, local MCP servers — plus the cross-squad SDLC governance for integration testing, release management, and AI-assisted review.
- Scaled the AIDE engineering org from 14 to 31 engineers in six months through internal, external, associate, and contingent recruiting, onboarding, and training.
- Shipped AIDE's highest-impact servicing capabilities — Wire/ACH transfer, stock and funds trading, multi-holding liquidation, and call-notes optimization — directly advancing the $175M AHT-savings target.
VP, Full-Stack Engineering — Consumer Portfolio Capability · Chapter Leader
2022 – 2024
Hired to finish and stabilize a stalled enterprise data-aggregation platform — powering Planning & Guidance, real-time financial eventing, and bulk insights — then promoted to Chapter Leader for its long-term ownership.
- Took the platform from 0 to 7M+ users in two years, stabilizing the stalled launch within two months of onboarding.
- Re-architected for scale on AWS (Micronaut Java, Aurora Postgres, SQS event bus): autoscaling, multi-region balancing, DB resizing, and rapid DR-failover tuning.
- Owned roadmap and long-term strategy across business stakeholders, Product, and engineering on a system live in production — expanding from consumer-spend aggregation to student-loan data, real-time credit-card eventing, and external portfolio tracking with live pricing.