About Me
World-renowned HotDocs expert and Lead Solutions Consultant with over 7 years of leadership in architecting enterprise-scale document automation systems. I specialize in executive stakeholder management, translating complex legal and compliance requirements into highly integrated, high ROI automation workflows that consistently deliver over 300% ROI on total compensation.
Download Resume300+
Projects Managed
15+
Years Experience
100+
States & Countries Served
1,000+
Clients Supported
Experiences & Educations
Professional Services - Development Team Lead
HotDocs
Engineered high-complexity document automation solutions, delivering technical leadership and specialized training to a diverse global client base. Resolved complex technical issues, utilizing forensic code analysis to improve the operation of Fortune 500 companies, government agencies, financial institutions, and law firms. Directed the technical integrity of 140+ active repositories of different client coding projects managing millions of lines of code. ...
Business Professor
Eastern Connecticut State University
Taught undergraduate students the use of information technology for ethical problem-solving and decision-making across major organizational functions. Taught Microsoft Excel, database technology, data warehouse, and other related technologies to students with a non-technical background.
Information Systems Analyst
Korde & Associates, P.C.
Generated cumulative annual cost savings exceeding 3x ROI of total compensation by spearheading cross-functional operational efficiency initiatives. Managed a workload of 300 concurrent projects, including database management, technical support, template revisions for legal affidavits, process improvement, and data science. Coordinated across departments and organizational levels, utilizing systems thinking and change management principles to streamline op...
Compliance Analyst
LOGS Network
Communicated legal, regulatory, and process changes from C-suite executives to law firms in over 30 states, managing multiple complex projects simultaneously. Developed reporting and analytics for C-suite executives and legal finance SMEs, ensuring effective communication and compliance. Demonstrated judgment and critical decision-making skills that were scrutinized by legal minds throughout the United States. Developed, reviewed, and improved auditing pra...
Technology Skills
Document Automation (HotDocs, Docassemble)
95%
M365 (Power BI, Excel, MS Word)
92%
Legal Technology & Knowledge Management
82%
SQL
78%
LLMs & Generative AI
72%
Python
70%
PowerShell
68%
Google Suite
67%
Visual Basic
66%
Postman
65%
Docker
64%
Scrum / Jira & Trello
62%
Master of Science in Organizational Management
Eastern Connecticut State University
Cumulative GPA: 3.91
Bachelor of Arts in Music, Concentration in Performance
Eastern Connecticut State University
Summa Cum Laude, Who's Who Among Students in American Colleges & Universities
Services
Microsoft Word Consultation
- Microsoft Certified Expert
- Style Clean-up and Review
- Template design
- Complex formatting and field codes
- Team training, all skill levels
HotDocs - Template Maintenance
- Classic and Advance support
- Troubleshooting and workflow fixes
- Forensic code analysis
- Ongoing IT point of contact
- Team training, all skill levels
HotDocs - Library Migration
- The most sucessful migrations in HotDocs history!
- Quick turnaround time
- Preserves existing functionality
- Outlined project plan and timeline
Client Reviews
Solution Architect
HotDocs Professional Services Customer
