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Tech by LLM
Knowledge Management, Process Analysis & Improvement, Documentation and more
Summary of Professional Corporate Experience and Skill Sets
Overview: 20+ years of experience strategizing and delivering corporate solutions in a variety of disciplines. Extensive experience in the fintech sector. Proven results in process improvements, revenue growth, cost saving initiatives, and improving the client experience at all levels.
KM, Process, Other: Extensive experience in knowledge management, process analysis and improvement (business process, software processes/workflows), business analysis and requirements gathering, working with content management systems (Confluence, SharePoint, others), content strategy, documentation/technical writing, product/project management, business continuity, training others in software usage and business process, and customer support.
Data Security/Cybersecurity: 20+ years of annual training in data security and cybersecurity process and procedures, including how to recognize red flags, doing due diligence, performing verifications, email header examination, call verification (“don’t call me, I’ll call you”), password standards, malware recognition, phishing/smishing/vishing, redaction, PII, best practices, and backup protocols.
AI Experience: Built knowledge app with Claude, using GitHub for repository hosting and Vercel for deployment. Used Microsoft Copilot for knowledge capture. Prompting in various apps for image generation and research. Training in generative AI concepts, high level architectures, business applications.
Core Competencies: Exceptional writing and communication skills, solutioning/problem solving, strategic thinking, communicating and selling ideas, influencing change, positive disruptive thinking, and thinking outside the box. Deep familiarity with content management systems. Training in AI concepts and experience in AI app building. Strong leadership, and a passion for information management and sharing.
Present and former positions include:
Assistant Vice President in Technology Knowledge Management (LPL Financial)
Vice President in Technology (Merrill Lynch)
Product Manager (Merrill Lynch)
Business Analyst (Merrill Lynch)
Documentation Manager (Bankers Trust)
Technical Writer (numerous companies)
President/Owner of LMA Business Solutions and Tech by LLM
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