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Portrait of Kevin Parsons

Technical Leader & Solutions Architect

Kevin Parsons

Charlotte, NC · Open to remote

Building enterprise solutions that transform financial services. Expert in automation, integration, and leading high-performance development teams.

15+

Fiduciary workflows automated

10

Developers led

70%

Faster implementation

Contact Me Download Resume LinkedIn
kevin@kevinparsons.ai +1 (704) 953-3364
01

Biography

I build enterprise solutions that turn complex, high-stakes financial workflows into reliable, automated systems. As a technical leader and solutions architect, I specialize in fiduciary process automation, API integration, and workflow design — partnering with business stakeholders to modernize operations while leading development teams through delivery.

From architecting money movement flows at Truist to engineering Move Money integrations at LPL Financial, I focus on clarity, quality, and measurable impact. I mentor with intention, communicate with transparency, and build systems that earn trust and make life easier for the teams and customers who depend on them.

02

Experience

Truist Financial

Technical Lead / Product Owner

Charlotte, NC

March 2025 – Present
  • Delivered 15 critical Fiduciary Business Processes within a 1-year timeline, coordinating a team of 10 developers and aligning with business partners on requirements and architecture.
  • Architected 4 Discretionary Action workflows and 4 core Money Movement flows, modernizing legacy infrastructure for high-value fiduciary automation.
  • Engineered end-to-end automation for Wires, SEI Account Transfers, Check Disbursements, ACH Transfers, and Check Receipts with modular reusable components and API integrations.

LPL Financial

Senior Software Engineer

Charlotte, NC

Aug 2024 – Jan 2025
  • Lead Developer for Move Money Product: enhanced check disbursement, ACH transfers, and wire transactions with Thompson Reuters BETA integration.
  • Designed iPipeline workflows with complex business rules, reducing NIGO requests and achieving high advisor satisfaction scores.
  • Engineered DocuSign and Adobe Sign eSignature integrations, with Adobe Sign delivering substantial cost savings for LPL.

Huron Consulting Group

Senior Technical Consultant

Chicago, IL

Jul 2022 – Aug 2024
  • Led implementation, upgrade, and support of Huron Research Suite for academic research centers, integrating with customer systems via JavaScript and APIs.
  • Developed a Conflict-of-Interest API that automated processes and reduced implementation time for key customizations by 70%.
  • Led security policy overhaul with the Chief Compliance Officer and mentored teammates across US and India.

iPipeline

Solutions Engineer

Charlotte, NC

Feb 2020 – Jul 2022
  • Delivered custom software solutions leading a development team, implementing eSignature, custodial API (FIS, Fidelity, Pershing), and ODS integrations (Salesforce, OMNI KYC).
  • Designed BPMN workflows, complex business rules, and custom PDF document mapping; developed SQL stored procedures for client-specific logic.
  • Built API interfaces for new account maintenance including spousal consent regulations and Envestnet suitability score integration.

Cognizant

Data Engineer

Plano, TX

Aug 2019 – Feb 2020
  • Created a data access framework enabling business analysts to design and test optimized promotions.
  • Developed dynamic React interfaces for API-driven data collection and a calendar visualization tool for overlapping promotions.
03

Skills & Expertise

Languages

JavaScript Python SQL C#

Cloud & Infrastructure

AWS Google Cloud Cloud Architecture

Specializations

Integration Automation Platforms Workflow Design API Development Huron Portal iPipeline Classic/Evolve

Domain Expertise

Financial Services Fiduciary Processes Enterprise Architecture Team Leadership
04

Education & Certifications

BS Computer Science & Data Science

University of North Carolina at Charlotte

AI Business Strategies Certificate

UC Berkeley, Haas School of Business

AWS Certified Solutions Architect

Amazon Web Services • October 2019

05

Patent

Moisture Wicking Food Container

US Patent Application US20200039725A1

View on Google Patents →
06

Let's Connect

I'm always interested in discussing new opportunities, innovative projects, and ways to leverage technology for business transformation.

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