Aided private equity firms with due diligence in the financial data and wealth technology markets.
Built a market entry strategy for a financial data provider looking to enter a new subsegment.
Developed a product straegy for a startup outlining where to focus their integration efforts.
Consulted with a growing fintech to streamline product development across engineering, management, and design.

Founded a values-oriented SaaS company to assist advisors in aligning their clients' investment strategies with their personal values.
Built the team, defined the product strategy, and led product development & design for the product through launch.
Designed and built a data analytics platform for financial and ESG data using C# and React Native on MS Azure.

Managed the P&L for Morningstar's $390M software division, adding an incremental $50M in revenue growth while enhancing profit margins and boosting operational efficiency.
Led cross-functional collaboration across strategy, product, technology, design, and marketing for a diverse product portfolio serving 200K+ global investment professionals.
Launched a streamlined financial planning product in the U.S. and led mergers and acquisitions of multiple target companies, enabling rapid market entry in Australia, Canada, and the U.K.
Launched a new retail client investor experience for the Morningstar Office product, combining investment reporting, research, and account aggregation into an elegant, investor-friendly UX.
Managed a 1200-person organization across four continents. Built a high-performing leadership team with key external talent in marketing, design, product, and engineering, combined with internal promotion and development.

Developed and executed a comprehensive strategy for Morningstar's advisor market, emphasizing financial planning and the Morningstar TAMP
Created and managed a solutions-level product roadmap across products and segments.

Responsible for product strategy, design, development, and channel partnerships for a SaaS-based financial wellness product which helped individuals, retail investors, and employees budget and investment for the future.
Built a data science team and created a set of predictive models to identify disruptive life events of users.
Expanded the business into the retirement space leading to partnerships with Vanguard, Aon Hewitt, and Key Bank.
Led HelloWallet's international expansion efforts into the U.K.

Orchestrated a turnaround of the $150M LexisNexis Government business, shifting the product strategy towards analytics-driven products, resulting in a 15%+ CAGR.
Entered and expanded into the Tax & Revenue, Health & Human Services, and Identity Risk Management markets.
Ran the Risk Government business expansion into the U.K., focusing on fraud and improper payment.
As an OpenID Board of Directors member, I focused on developing identity verification and Know-Your-Customer (KYC) procedures within the government and financial services markets.

Held multiple technical and product roles, where I was responsible for system architecture, product design, development, and operations.