I build reliable data & AI operations that scale.
20 years across software development, analytics, and project delivery. I lead cross-functional teams to ship data platforms, govern data quality, and automate processes—so leaders get trusted insights and decisions are made faster. Recent focus: modern lakehouse patterns on Microsoft Fabric and Databricks with embedded governance.
- • Manager, Data Quality & Stewardship — AIMCo (Canada)
- • VP, Chief Data Office — J.P. Morgan Asset Management (HK)
- • Analytics — Hong Kong Jockey Club (HK); Melco-Crown (Macau)
From overview to detail — here’s how I help
Start with a high-level plan, then go deep into execution. Engagements are modular—pick what you need.
Data Project Management
- • Agile delivery, POM & OKRs
- • Roadmaps, backlogs, sprint ops
- • Vendor & stakeholder management
Data Governance Team Building
- • Stand up data stewardship
- • Catalog & quality tooling (Atlan, Soda)
- • SOPs, SOR criteria, controls
Process Automation
- • Alteryx/Xceptor modernization
- • Retire VBA & manual workflows
- • Qlik/SQL/Python accelerators
Microsoft Fabric Solutions
- • Lakehouse & OneLake design
- • Dataflow Gen2 pipelines & orchestration
- • Synapse (Fabric) + Power BI integration
Investment Management & Analytics
A decade in asset-management operations with J.P. Morgan plus analytics roles at the Hong Kong Jockey Club and Melco-Crown. I understand data lineage from market data to fund accounting to client reporting—and the controls, SLAs, and risk mindsets that go with it.
- • Launched inaugural ETFs in Australia; automated 180 daily data points into Oracle.
- • Optimized Fact Sheets, saving 3.5 days/month across 50 SICAV funds.
- • Built regression & segmentation models; delivered 360° MIS dashboards.
Data & AI Advisory
Bridge AI opportunities with practical data foundations. I use MIT-informed AI design frameworks to define behaviors, processes, and data strategies that actually ship.
- • Define metrics & scope, align strategy (best-product vs. full-solution).
- • Prioritize complementary assets: process, consent, compliance, infra.
- • Prototype assistants, quality monitors, and analytics copilots.
Microsoft Fabric: From Concept to Governance
I’ve recently upskilled on Microsoft Fabric to complement my Databricks and governance background—so teams can choose the right platform without bias. I focus on practical adoption: standing up lakehouses and dataflows while embedding governance from day one.
- • OneLake & Lakehouse patterns (Bronze/Silver/Gold equivalents)
- • Dataflow Gen2 for ingestion/transforms; pipeline orchestration
- • Synapse (Fabric) & Power BI end-to-end analytics
Experience
Alberta Investment Management Corporation (AIMCo) — Canada
- • Implemented data governance & stewardship program.
- • Onboarded Atlan (catalog) and Soda (data quality).
- • Lead Data Product squads across analysts, devs, QA, BI, and stewards.
J.P. Morgan Asset Management — Hong Kong
- • Project management & agile delivery as Scrum Master.
- • Product Owner for global funds database (POM).
- • Launched Australia ETFs; automated market-to-reporting data flows.
- • Transformed 40+ VBA tools to enterprise automations (Alteryx/Xceptor).
- • Streamlined proxy voting for 100+ PMs; integrated with firmwide workflow.
Hong Kong Jockey Club — Hong Kong
- • Predictive models with regression & inferential stats (SAS).
- • Built 360° customer MIS; informed campaigns with lift up to 4×.
Melco-Crown Entertainment — HK/Macau
- • Forecasting of events & segmentation; tracking creative KPIs.
Capabilities
Data Management
Tech & Tools
Delivery
Microsoft Fabric
Impact & Highlights
Data Governance
Designed controls, authored SOPs, and set SOR criteria; established metrics and working groups for alignment.
Automation
Retired legacy PC & 40+ VBA tools by migrating to firmwide platforms—reducing risk and cycle time.
Reporting Ops
Fact Sheet optimization eliminated duplicate data and saved 3.5 days each month across 50 funds.
ETF Launch
Coordinated cross-functional team to launch inaugural ETFs; integrated 180 market data points into Oracle.
Analytics
Built models and dashboards that improved campaign performance up to 4× and informed exec decisions.
Change Leadership
Drove agile adoption; created one-pagers and newsletters for crisp decisions and transparency.
Public Speaking, Leadership & Giving Back
Speaking & Leadership
- • Co-Chair, Toastmasters District 96 Annual Conference 2025 (Burnaby Conference Center)
- • Area Director (2024/25), Vancouver Entrepreneurs Toastmasters
- • UBC Computer Science Mentorship — volunteer mentor
Community & Passions
- • Regular blood donor and community volunteer
- • Music & teamwork: Member, JPMorgan HK Orchestra (2017–2023)
- • Multilingual: English, Chinese, Japanese
Let’s build your data & AI operations
Whether you need a fractional data leader to stand up governance, a delivery lead to ship data products, or help modernizing processes—I can help. Based in Vancouver, Canada.