I build intelligent systems for financial operations. Currently Case Management & Automations Specialist at OCRC (financial systems & AI automation), building the systems and AI-augmented intelligence layer behind tax efficiency and asset protection planning. I manage client cases from intake through delivery while developing the Google Sheets financial models, Apps Script automation, and AI-assisted workflows that power the firm's proprietary processes.
The objective is to bridge the gap between complex legal strategies and operational execution—ensuring zero data loss, strict compliance, and rapid turnaround for high-volume case management.