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I am a Data & Cloud Transformation Consultant with experience working across enterprise platforms, data initiatives, and AI-enabled transformation programs. My background spans consulting, business analysis, and large-scale delivery efforts, where I have supported organizations navigating complex change at the intersection of business strategy and technology execution.

Over the past few years, I have been closely involved in AI and digital transformation discussions, helping leaders think through how emerging technologies align with business goals, data readiness, and organizational realities. This experience reinforced my belief that successful and responsible AI adoption depends on strong data foundations, reliable cloud platforms, and disciplined execution.

My core strengths include structured analysis, data and system validation, requirements clarification, and cross-functional collaboration. I work closely with business stakeholders, architects, and engineering teams to translate strategic intent into actionable migration and transformation plans, including data mapping, validation criteria, integration readiness, and cutover preparation.

I am currently focused on Data & Cloud Migration and Transformation roles (contract or full-time), where enterprise experience, analytical rigor, and collaboration are critical to success. I continue to build my capabilities in AI-aware transformation, with a long-term interest in advisory roles that are grounded in real-world data, cloud, and delivery experience.

Naveeta Sehgal

J.P. Morgan

Sr Private Client Banker

JPMorgan Chase & Co.

1. Exceptional Client Service: Providing ongoing outstanding service to clients, both over the phone and in person, is crucial. This involves understanding client needs, offering personalized solutions, and ensuring a high level of satisfaction.

2. Supporting the Preferred Banking Team: Assisting the Preferred Banking team and Relationship Managers in their daily responsibilities, including stepping in during their absence, is key to maintaining the team's efficiency and the continuity of client service.

3. Client Relationship Management and Business Development: Managing existing client relationships, opening new accounts, and recognizing opportunities for additional business from existing clients are essential for growth and client retention.

4. Regulatory Compliance and Risk Management: Adhering to federal and state laws and regulations, including anti-money laundering laws, and identifying and reporting suspicious activities are critical to ensuring the bank's operations are secure and compliant.

5. Product Knowledge and Professional Development: Acquiring knowledge of the bank's products, especially deposit products, and keeping up-to-date with new offerings are important for effectively advising clients and supporting their banking needs.

Preferred Banker

1. Managing Risk, assessing and effectively managing all the risks associated with business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework. 

2. Adherence to all policies and procedures, demonstrating sound judgment within established limits, showing a heightened scrutiny of identify and avoid loss.

3. Participating in branch daily operations, ensuring they are completed in an efficient and accurate manner.

4. Driving proactive sales conversations through internal and outbound interactions with a defined sales process. (Outbound calling, Service to sell, teller interactions, etc.) Elevating client loyalty.

5. Customer focused, knowledgeable of the values and practices that align customers’ needs and satisfaction as primary consideration in all business decisions and able to leverage that information in creating customized customer solutions.

Universal Banker

Wells Fargo

As a Personal Banker, my primary objective was to support customers in achieving their financial goals, fostering both financial stability and customer satisfaction. I played a key role in streamlining banking services, assisting customers in navigating the complex financial landscape. By interacting with business leaders, I secured valuable business partnerships and identified growth opportunities for the organization.

Key accomplishments:

1. Optimized onboarding experience and increased client retention through customer relationship management.

2. Emphasized clients' financial needs and offered tailored solutions by conducting utilizing data-driven insights.

As a Business Advocate, my focus was on fostering strategic alliances with partners and providing comprehensive financial support to meet clients' diverse business needs.

Key successes:

1. Delivered customized financial solutions to customers by understanding business needs and requirements.

2. Optimized financial transactions by assisting clients in adopting standardized methods, including setting online banking, facilitating Zelle transfers, performing phone/online wire transfers, and implementing automatic payment systems.

As a Wells at Work Advocate, I cultivated strong relationships with business clients, serving as their primary point of contact for all banking requirements.

Personal Banker

Preferred Banker JPMorgan Chase & Co | Future Entrepreneur | 10+ Years Banking Experience | Cybersecurity passionate |

Hi It's Edwin! Aka  Alex Diaz

Thanks for visiting my LinkedIn profile!

What sets me apart is my expertise in safeguarding organizations against cyber threats, minimizing risks, and preserving critical data. I possess a solid understanding of security information and event management (SIEM), security operations centers (SOC), as well as cyber-security principles and technologies.

My proficiency lies in gathering and analyzing threat intelligence data to identify potential risks and implement robust security controls.
I am skilled in conducting assessments of network infrastructure, identifying vulnerabilities, and enforcing systematic security measures.
Additionally, I excel in monitoring and analyzing security logs, detecting potential threats, and implementing proactive measures to prevent cyber-attacks.

I am familiar with relevant cybersecurity regulations and standards, such as GDPR, HIPAA, PCI DSS, and the NIST cybersecurity framework.

My core competencies are:
Cybersecurity Analysis | Threat Intelligence & Analysis | Incident Response Management | Threat Monitoring & Modeling | Team Training & Leadership | Risk Management | Data Security & Privacy | Networking Protocols & Security
Connect with me today to find out how I’ll make your mission my mission, to help bring ALL of your business objectives into focus!

taplio

The Battle

Naveeta Sehgal

Alex Diaz

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