Teams at RSM US LLP

Lead architecture and vendor selection for RSM's Martech stack: optimize Adobe Customer Journey Analytics, select and implement a CDP, evaluate journey orchestration, define integration patterns, data model, identity resolution, governance, and activation across CRM, analytics, and marketing systems to enable ABM and personalized buyer journeys.

Lead implementation and roadmap for Adobe Customer Journey Analytics B2B, translating business needs into analytics solutions, dashboards, and cross-channel reporting. Partner with stakeholders, engineering, and vendors to ensure data quality, adoption, and measurable marketing value. Drive prioritization, QA/governance, executive storytelling, and continuous optimization of digital measurement and buyer-journey analytics.

The Financial Examiner will conduct risk-focused financial examinations and regulatory consulting for insurance clients, ensuring compliance and solvency while producing detailed reports and recommendations.