Teams at RBFCU Wealth Management

Leads discovery, solution design, and implementation of AI and automation initiatives. Partners with business, technology, analytics, and operations teams to identify opportunities, define requirements, assess feasibility, support testing and go-live, analyze data, and quantify outcomes. Presents recommendations to senior leaders, manages dependencies and risks, and serves as a trusted advisor on process optimization and automation.

Support marketing governance and regulatory review for North America investor communications: manage shareholder reporting, review and approve content for compliance, maintain collateral database, provide production reporting and analysis, attend governance meetings, coordinate with compliance, and identify process improvements to reduce risk and speed time to market.