← Back to home02 / Experience

THE WORK
BEHIND IT.

Three decades across software quality, automation, engineering leadership, and the law. Explore the work behind each chapter.

1995 — 2026

CAREER HISTORY

A complete account of my roles in technology and law. Select an entry to read the work in detail.

TECHNOLOGY &
QUALITY ENGINEERING

01 — 20 / Career history
01Wells Fargo (Dexian)Business Execution Consultant 3 - ContingentCharlotte, NC2025–2026
  • Business Execution Consultant 3 - Contingent2025–2026
  • Designed and developed a scalable Playwright/TypeScript automation framework in Visual Studio Code supporting complex financial applications, with reusable components for UI, API, integration, accessibility, and data-validation testing.
  • Applied AI-assisted software engineering throughout the development lifecycle, using GitHub Copilot within VS Code to accelerate code generation, debugging, refactoring, test development, technical documentation, and evaluation of alternative implementation approaches.
  • Utilized Devin, an agentic AI software engineering platform, to plan and accelerate larger coding initiatives, decompose complex engineering problems into executable tasks, analyze existing codebases, and improve development efficiency while maintaining human review and validation of AI-generated output.
  • Configured and used Model Context Protocol (MCP) servers within VS Code, including Playwright, GitHub Copilot, and Atlassian integrations, extending agentic development workflows with controlled access to browser automation, source-code context, and enterprise work-management systems.
  • Integrated Atlassian/Jira through MCP to expose issue, defect, and project context to AI-assisted engineering workflows, improving traceability among requirements, defects, code changes, and automated validation.
  • Engineered automated validation for REST APIs and distributed services using TypeScript, Java, Rest Assured, Postman, and Playwright, verifying API contracts, response accuracy, error handling, data integrity, service interactions, and end-to-end business workflows.
  • Designed integration and regression testing strategies for distributed financial systems, validating communication between application services, APIs, databases, and downstream dependencies while identifying failures that may not surface through isolated functional testing.
  • Evaluated and validated AI-generated code and technical recommendations for functional correctness, maintainability, testability, security implications, and adherence to established engineering standards before incorporating AI-assisted output into automation solutions.
  • Architected reusable TypeScript utilities and scalable coding standards that promote consistency, maintainability, extensibility, and efficient development across automated test suites.
  • Mentored QA engineers in modern software engineering and automation practices, including Playwright, TypeScript, API testing, debugging, code review, test architecture, and effective use of AI-assisted development tools.
  • Developed risk-based testing strategies for SMA/UMA wealth-management systems, validating complex financial workflows, business rules, data integrity, reconciliation processes, and regulation-sensitive functionality.
  • Used existing test suites and self-authored testing documentation to provide Devin AI with the context needed to generate test cases aligned with established test patterns and application requirements; reviewed the resulting cases for accuracy and coverage.
  • Integrated Deque’s axe-core accessibility engine into the playwright automation framework to perform automated WCAG 2.1 compliance scans across financial web applications.
  • Conducted code reviews, root-cause analysis, defect triage, and release-risk assessments, translating complex technical findings into actionable recommendations for engineers, product owners, business stakeholders, and leadership.
02Ally InvestMgr. Software Test / Senior Software EngineerCharlotte, NC2019–2025
  • Mgr. Software Test2022–2025
  • Senior Software Engineer2019–2022
  • Architected and enhanced a Java-based Selenium/TestNG automation framework incorporating Page Object Model, Cucumber, data-driven testing, and Appium for web, iOS, and Android applications; framework improvements increased daily automated test execution by 20% and reduced regression cycles.
  • Designed and implemented CI/CD-driven REST API automation, enabling continuous endpoint validation and earlier detection of integration and application defects.
  • Designed and executed integration testing across microservices and distributed systems, validating service-to-service communication, API behavior, data consistency, error handling, and fault-tolerant workflows.
  • Developed and maintained a Jenkins CI/CD automation environment spanning 15 execution nodes and multiple operating systems, orchestrating large-scale daily regression testing and automated reporting.
  • Performed complex root-cause analysis across application, API, data, and infrastructure layers, providing insights to Site Reliability Engineers to identify systemic failures and contributing to improvements in business operations.
  • Developed reusable Java automation components, utilities, and framework extensions, applying software-engineering principles to improve code maintainability, scalability, testability, and reuse across automated testing initiatives.
  • Developed automated validation for complex investment-platform logic, including portfolio rebalancing, risk-management rules, asset-allocation strategies, and data-driven financial workflows, verifying system behavior across varying market and client scenarios.
  • Conducted performance and scalability testing using Gatling and LoadRunner, analyzing application behavior under varying workloads and supporting identification of performance bottlenecks.
  • Embedded Deque axe plugin within the Java Selenium/TestNG framework to execute automated accessibility audits on client-facing investment platforms.
  • Developed reusable accessibility scanning utilities within the automation suite to identify violations related to ARIA attributes, color contrast, semantic markup, keyboard navigation, and screen-reader compatibility, enabling early detection in CI/CD pipelines.
  • Configured automated accessibility reports in Jenkins builds, reducing manual compliance review effort and supporting ADA-aligned release readiness.
  • Automated testing of AEM storefront components in a staging environment using Selenium and an Excel-driven test framework. Tested combinations of content objects and verified their placement and appearance on rendered pages before release.
  • Mentored engineers in Java automation development, framework architecture, API testing, debugging, code quality, and automation best practices, while conducting code reviews and establishing reusable engineering standards.
03Duke Energy (Signature Consultants)Sr. QA AnalystCharlotte, NC2018
  • Sr. QA Analyst2018
  • Designed, implemented, and maintained Software Quality Assurance (SQA) standards across the Gas Calculations and Grid Solutions IT organizations.
  • Developed standardized test planning templates and QA deliverables to improve consistency and streamline testing activities across multiple projects.
  • Defined business requirements during Joint Application Design (JAD/JADD) sessions and translated them into comprehensive test strategies.
  • Developed testing metrics and executive reporting dashboards to communicate testing progress, quality trends, and project readiness.
  • Managed the defect lifecycle, including defect tracking, triage meetings, prioritization, remediation, and resolution.
  • Performed functional, regression, integration, and system testing to validate enterprise energy applications.
  • Supported end-to-end QA lifecycle activities, including test planning, execution, defect management, and release readiness.
  • Designed and implemented automated testing solutions using Tricentis TOSCA to improve test coverage and reduce manual testing effort.
  • Partnered with cross-functional development and business teams to ensure quality objectives were achieved throughout the SDLC.
04Jack Henry & Associates (TekSystems)Sr. Test Automation EngineerCharlotte, NC2017–2018
  • Sr. Test Automation Engineer2017–2018
  • Provided QA expertise in software architecture, development, and implementation.
  • Designed and developed a Selenium Java-based automation solution aligned with emerging trends.
  • Implemented QA procedures and standards.
  • Performed both functional and automation testing.
  • Reviewed and recommended improvements to QA processes for overall quality assurance enhancement.
  • Authored architectural design documents for QA tools and environments.
  • Developed training programs to mentor junior QA team members.
05Time Warner Cable/SpectrumQA Lead Automation EngineerCharlotte, NC2014–2017
  • QA Lead Automation Engineer2014–2017
  • Customized a Java-based Selenium framework for 16 different TWC applications.
  • Converted and updated existing QTP scripts to Selenium.
  • Set up and maintained a Continuous Integration Jenkins automation lab with 30 machines running various operating systems, managing daily automated test runs.
  • Assisted performance test engineers by providing critical feedback on the setup, creation, and execution of JMeter scripts.
  • Provided leadership and support as the lead for an offshore automation team of eight engineers in India.
  • Developed daily enhancements and support classes for the CAFASIT group’s overall automated test framework.
  • Maintained regular system administration duties across lab machines.
  • Co-architected a new Selenium automation framework, integrating multiple aspects of automation to support Spectrum’s (Legacy Time Warner, Charter, and Bright House) applications.
06AvMed (QualiTest)Test EngineerMiami, FL2013–2014
  • Test Engineer2013–2014
  • Performed UAT testing for a Siebel-based healthcare plan solutions provider.
  • Executed test scripts covering both external users (web) and internal users (Siebel) systems, enabling customers to enroll in various healthcare plans, including Commercial, Individual (under 65), Medicare, and ASO/Self-Funded options.
07Wells Fargo (KForce)Market Risk Quality AnalystCharlotte, NC2010–2011
  • Market Risk Quality Analyst2010–2011
  • Served as the sole Analyst for the Market Risk Analysis team.
  • Implemented quality processes and procedures to enhance team efficiency.
  • Developed a knowledge base documentation repository within Quality Center.
  • Maintained and updated regression test suites to ensure database integrity.
08Premier, Inc.Sr. Informatics QA Analyst / Lead Informatics QA AnalystCharlotte, NC2006–2010
  • Sr. Informatics QA Analyst2008–2010
  • Lead Informatics QA Analyst2006–2008
  • Planned, organized, and directed QA scopes and schedules for the Advisor Exchange project.
  • Led daily defect meetings and managed defect lifecycle including triage, prioritization, reporting, and resolution.
  • Conducted baseline testing, regression testing, functional/integration testing, and post-release production validation and release verification activities.
  • Designed and maintained manual and automated test plans and test cases.
  • Led the Hospital Outpatient Project, supervising a team of three.
  • Developed custom QA tools in Java to generate specialized data for use in QA environments.
  • Collaborated with the Production Engineering team, providing QA support across all Informatics products.
  • Maintained end-to-end requirements traceability between requirements, test cases, and defects.
09TIAA-CREF (TekSystems)Sr. QA LeadCharlotte, NC2006
  • Sr. QA Lead2006
  • Led the QA team for the Financial Planning Advisory Services group on the NaviPlan project.
  • Implemented quality processes to enhance team efficiency.
  • Developed and executed test cases based on business requirements and functional design documents.
  • Facilitated daily defect meetings with the third-party vendor.
10Wachovia Corp (First Place)Test Coordinator/DeveloperCharlotte, NC2004–2006
  • Test Coordinator/Developer2004–2006
  • Performed automation and system integration testing for the Release, Test, and Performance team.
  • Managed offsite load testing for bank merger migration scenarios.
  • Developed mainframe WinRunner scripts.
  • Conducted system integration testing for small app farm and seamless router applications.
11Lendingtree/IACIQA Automation SpecialistCharlotte, NC2003–2004
  • QA Automation Specialist2003–2004
  • Developed a data-driven, keyword automation tool that used WinRunner’s engine and TSL.
  • Collaborated with development and management teams to develop LoadRunner performance test results for the entire suite of products.
12Bank of America (Sapphire Technologies)Performance AnalystCharlotte, NC2003
  • Performance Analyst2003
  • Created and executed Mercury Loadrunner scripts to gather metrics for the comparison of two tools—Actuate 6.0 and Crystal Reports.
  • Compiled a comprehensive report which ultimately was used to persuade top Bank of America executives to invest several millions of dollars in the purchasing and implementation, company-wide, of one of the reporting tools.
  • Created Loadrunner scripts. Briefed Vice Presidents of the Information Access and Tools group on test results. Managed performance tuning servers with the representatives from Actuate and Crystal.
13GE Power (Granite Professional & Technical Services)Performance & Scalability AnalystCharlotte, NC2002–2003
  • Performance & Scalability Analyst2002–2003
  • Developed the Performance & Scalability process, test plans templates, deliverables, and other artifacts for the GEPS E-business QA group.
  • Generated performance reports for internal and external GE web apps. Built on EJB, WebLogic, Oracle 8i and 9i, Windows 2000, and Solaris 8 architectures, in a Six Sigma project environment.
  • Used Mercury Interactive Loadrunner, Rational ClearQuest, and TOAD tools to aid daily testing activities.
14Bigstep.comLead QA AnalystSan Francisco, CA2001–2002
  • Lead QA Analyst2001–2002
  • Started as the lead test engineer on the last engineered Bigstep.com release.
  • Interacted with the development team and the product management team on a daily basis to provide quality improvements for Solaris and NT environments.
  • Designed test cases and specifications and created automated scripts to simplify manual black box testing for their web-based solution.
  • Provided technical expertise for the other QA analysts on the team.
15Blue Martini SoftwareLead Quality EngineerSan Mateo, CA1999–2001
  • Lead Quality Engineer1999–2001
  • Hired as the first QA engineer during the company’s initial start-up phase.
  • Helped grow the team to 25 new engineers in under a span of two years.
  • Assisted technical support and development teams on various customer escalation issues.
  • Provided documentation reviews for the technical writing and training teams.
  • Reproduced consultant field problems in the QA lab for analysis and solution.
  • Provided white box testing on the BM Integration team for the Java, XML and SAP adapters for both UNIX and windows.
  • Created automated tests using WinRunner and LoadRunner for all areas of Blue Martini’s product suite, including B2B, workflow and third-party tools.
  • Recruited candidates at career fairs and created phone screening and interview guidelines for use by other QA engineers.
  • Established the basis for writing test plans and checklists for the organization.
  • Evaluated and gave instruction for third-party tools the teams were responsible for using, including Jprobe, WinRunner and Silktest.
  • Distributed assignments to a team of four core server QA engineers.
  • Coordinated assignments for an offshore remote QA team in India to optimize parallel testing efforts.
16Netscape CommunicationsSystems Test EngineerMountain View, CA1997–1999
  • Systems Test Engineer1997–1999
  • Worked on the Netscape Lightweight Directory Access Protocol Server from versions 1.0 to 4.1.
  • Responsible for project scheduling, task assignments, coordinating builds, and creating master test plans.
  • Created test cases, implemented test suites, performed testing, filed, and verified fixed bugs.
  • Performed test coverage for several areas, including Y2K, Internationalization, security SSL and certificate-based authentication, replication testing, and server migration.
  • UI automation scripts created using Segue Silktest.
  • Implemented test suites using TET, Expect and personal Java code to provide test coverage for the Java LDAP SDK.
17IBM CorporationInternet ProgrammerRTP, NC1996–1997
  • Internet Programmer1996–1997
  • Evaluated existing Java development environments and tools for organizational usage.
  • Authorized the purchase of programming tools.
  • Aided in website maintenance.
  • Instructed co-workers how to develop java applets using third-party tools.
  • Provided Java and JavaScript code for internal and external websites.
18Netscape CommunicationsQuality Assurance EngineerMountain View, CA1996
  • Quality Assurance Engineer1996
  • Provided QA for the 2.0 and 3.0 Netscape web browser and server products in the areas dealing with Java applets.
  • Designed, implemented, documented and executed tests while following project milestones.
  • Created HTML documents for internal test pages.
19SAS InstituteTechnical WriterCary, NC1995–1996
  • Technical Writer1995–1996
  • Developed SAS programs for the Publications/Documentation department.
  • Provided SAS programming examples for future versions of SAS software manuals.
  • Wrote HTML documents for the internal SAS wide web.
20Sun MicrosystemsTechnical Writer/QA EngineerPalo Alto, CA1995
  • Technical Writer/QA Engineer1995
  • Served on the original 30 member Java (OAK) team, in a technical writing role.
  • Updated and revised the Alpha release of the Java Application Programming Interface (API).
  • Updated and maintained core Java code to parse with Javadoc to create the Java Developer’s Kit (JDK1.0) API documents.
  • Tested on the Beta 1.0 release of Sun’s internet browser, HotJava.
  • Developed a core QA test suite of applets which tested features of the API within HotJava.

Some roles and consulting engagements overlap in time. Descriptions are drawn from my work history and will continue to evolve as this site grows.

Areas of practice

WHERE I FOCUS

QUALITY ENGINEERING

Test strategy, automation architecture, performance, and delivery standards.

TECHNOLOGY LEADERSHIP

Building teams, systems, and sustainable engineering practices.

LAW & ANALYSIS

Legal research and writing informed by a technical background.