Experience Case Studies Certifications Testimonials Toolkit

3 roles scaling Salesforce across impact investing, mortgage lending, and audio entertainment — each one bigger than the last.

Architect · Now
CURRENT ROLE CURRENT

Sr. System Administrator

SiriusXM · Oct 2024 – Present
View Impact

SiriusXM is a leading audio entertainment company in North America, providing satellite and streaming radio services with music, sports, news, talk, and comedy content.

Driving Salesforce architecture and platform modernization at one of America's largest audio companies, untangling enterprise-scale systems and building for 3,000+ users post-merger.

Key Contributions
  • Driving Salesforce platform architecture and modernization post-merger
  • Untangling enterprise-scale systems to support 3,000+ users
  • Designing scalable solutions for cross-functional business processes
Salesforce Architecture Enterprise Systems Design
Growth · 2021

Developer & Analyst

Builders Vision · Jul 2021 – Sep 2024
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Builders Vision is a $3B impact investing platform focused on sustainability, food systems, and clean energy — deploying capital to drive measurable environmental and social outcomes.

Built and scaled Salesforce for a $3B impact investing firm — 3,000 users, 100 portfolio companies, 40% adoption lift, and two external portals from scratch.

Key Contributions
  • Scaled Salesforce to support 3,000 users across 100 portfolio companies
  • Built two Experience Cloud portals from scratch for external stakeholders
  • Drove 40% adoption lift through training, UX improvements, and flow automation
  • Led a 15,000+ record data migration with zero downtime
Salesforce Flow Experience Cloud Tableau Agile
Foundation · 2020

App Developer II

UWM · Aug 2020 – Jul 2021
View Impact

United Wholesale Mortgage is the nation's largest wholesale mortgage lender, enabling independent mortgage brokers to deliver competitive home loans at scale.

Led Lightning migration for 1,000-person sales division at a top mortgage lender — implemented omni-channel routing that saved 60,000+ minutes annually.

Key Contributions
  • Led Salesforce Lightning migration for a 1,000-person sales division
  • Implemented omni-channel routing that saved 60,000+ minutes annually
  • Built automation workflows that cut loan processing time by 60%
Salesforce Lightning Omni-Channel Sales Cloud Scrum
Career Timeline

Across my career, I've worked with parent companies and their subsidiaries — here's the full picture.

@ SiriusXM
SiriusXM
P
Pandora
@ Builders Vision
Builders Vision
BAM
Builders Asset Management
BPC
Builders Private Capital
BI
Builders Initiative
S2G
S2G Ventures
Earlier
United Wholesale Mortgage
J.D. Power

Build Reports

In-depth breakdowns of the most challenging projects I've delivered.

Case Study

Salesforce Architecture at Scale

How I designed and implemented a scalable Salesforce architecture supporting enterprise-level operations at SiriusXM, with custom integrations, automated workflows, and real-time data synchronization.

Case Study

Enterprise Data Migration to Salesforce

Leading a comprehensive data migration from legacy systems to Salesforce at Builders Vision, including data cleansing, mapping, validation, and a phased rollout strategy ensuring zero data loss.

Case Study

Automation Suite for Mortgage Pipeline

Building a suite of automated workflows using Flow Builder and Apex triggers at UWM, reducing manual processing time by 60% and improving data accuracy across the mortgage pipeline.


Salesforce Certifications 10

Platform expertise validated across administration, development, and consulting specialties.

10 Salesforce Certifications

AI & Data

Agentforce Specialist Earned December 30, 2024
Data 360 Consultant Earned August 30, 2024

Administration

Platform Administrator II Earned July 10, 2024
Platform Administrator Earned December 9, 2019

Design & Strategy

Platform User Experience Designer Earned November 26, 2023
Business Analyst Earned August 4, 2022

Platform

Platform Foundations Earned October 14, 2023
Platform App Builder Earned June 14, 2020

Working With Me 5

What colleagues and stakeholders have to say about working together.

They redesigned our entire Service Cloud case management workflow in a matter of weeks — what used to take our team three clicks now takes one. The impact on agent handle time was immediate and measurable.

Rachel Torres
VP of Customer Experience, Meridian Health Group
Client engagement at Meridian Health Group

One of the sharpest Salesforce architects I've worked with. They asked the right questions before writing a single line of Apex, and the solution they delivered has scaled without a single major incident in two years.

James Okwu
Director of Sales Operations, Pinnacle Financial Partners
Worked together at Pinnacle Financial Partners

What set them apart was the ability to translate technical constraints into plain business terms. Our exec team finally understood why we needed to restructure our data model, and that buy-in made the whole project possible.

Stephanie Marsh
Chief Revenue Officer, Vertex Solutions
Client engagement at Vertex Solutions

They led our org merge after an acquisition — two Salesforce instances, different processes, tight timeline. They kept every stakeholder aligned and delivered on schedule with zero data loss.

David Huang
Senior IT Program Manager, Crestline Technologies
Worked together at Crestline Technologies

Their knowledge of Sales Cloud is deep, but what really stood out was their instinct for keeping things simple. They pushed back on scope creep and kept us focused on outcomes that actually moved the needle.

Monica Delvecchio
Head of Revenue Operations, Ironbridge Capital
Client engagement at Ironbridge Capital

Builder's Toolkit

The tools, platforms, and technologies I reach for every day.

Notable Favorites Include

Wispr Flowvoice-to-text superpower
iPhone 16 Prodaily driver
Costco Hot Dogsfavourite food
Airport WiFileast favourite tool
Power Napsmy coveted recovery tool

Research & Ideation

ChatGPT 5.4AI research companion
Claudemy thinking partner

Image & Video

Veo3AI-driven video prototyping
MidjourneyAI image generation

Front-End Design

Figmacollaborative interface platform
Makeno-code automation
LovableAI-powered app builder

Building Design

Figmadesign system builder
Framerinteractive prototyping

Programming Craft

Salesforceenterprise platform
Apexserver-side logic
Flow Builderdeclarative automation
LWClightning web components

Deployment Tools

VS Codecode editor of choice
Gitversion control