Functional Skills
Market Research
Customer Relationship Management
Business Operations
Cost Reduction
Quality Assurance
Risk Management
Business Planning
Agile Software Development
Regulatory Compliance
Operational Efficiency
User Experience Design (UX)
Operations Management
Marketing Analytics
Leadership Development
Sales and Operations Planning (S&OP)
Software Skills
Asana
Jira
Airtable
AWS
Siebel CRM
Salesforce
Datacenters
Certifications
PMPProject Management Professional
Sector Experience
Business Services
Financial Services
Media & Entertainment
Technology
Telecom
Notable Clients
Alliance Data Systems
Credit Suisse
Google
Morgan Stanley
Big 4 Accounting
Top Consulting Firms
Experience
LendingClub
Product Management / Strategy
Director
8/2021 - 10/2024
• Led program management for 20+ digital experience initiatives in collaboration with Engineering, Product & Partner ecosystem building/launching various customer engagement products and services and driving customer engagement up by 78%
• Built/grew partnership engagements across Bank Operations, Infrastructure and Payments (BaaS Partners, FIS, Fiserv, Plaid, Alloy, NerdWallet, Bankrate etc.) achieving higher customer acquisition (+35%), process efficiency (+57%) and business growth (+ ~30% YoY)
• Led program management for payments operational cost reduction program through business process digitization, systems consolidation and partner integration resulting in $3M savings/yr
• Owned long range planning, prioritization, resource allocation, budget, and delivery for $15-20 MM worth strategic growth and operations initiatives annually impacting $7B product portfolio.
• Led the program design and execution for financial crime risk remediation, reported to the compliance committee o
• Built/grew partnership engagements across Bank Operations, Infrastructure and Payments (BaaS Partners, FIS, Fiserv, Plaid, Alloy, NerdWallet, Bankrate etc.) achieving higher customer acquisition (+35%), process efficiency (+57%) and business growth (+ ~30% YoY)
• Led program management for payments operational cost reduction program through business process digitization, systems consolidation and partner integration resulting in $3M savings/yr
• Owned long range planning, prioritization, resource allocation, budget, and delivery for $15-20 MM worth strategic growth and operations initiatives annually impacting $7B product portfolio.
• Led the program design and execution for financial crime risk remediation, reported to the compliance committee o
PricewaterhouseCoopers (PwC)
Management Consulting
Financial Services, Technology
2/2014 - 7/2021
• Solid track record of generating consultative sales revenue and authoring several winning proposals/SoW/extensions to support ongoing client needs ~$2.5++M/year
• Led process redesign & implementation of a complaints laden billing process for high volume B2B agency customers for a top digital advertising company, driving customer satisfaction up by 76%, complaints down by 40%
• Assisted a global financial services company with the design/rollout of target operating model for Fraud and Tax Operations, driving down 20% people cost, 30% meeting time
• Led multi year implementation of a global regulatory change program impacting business operations (client onboarding, tax withholding and reporting) in 40 countries across 80+ products, 130+ systems.
• Assisted a notable regional bank with the design and delivery of end to end product risk management and governance framework in support of an MRA remediation
• Led cost savings of over $2M for a large global EU bak by implementing new s
• Led process redesign & implementation of a complaints laden billing process for high volume B2B agency customers for a top digital advertising company, driving customer satisfaction up by 76%, complaints down by 40%
• Assisted a global financial services company with the design/rollout of target operating model for Fraud and Tax Operations, driving down 20% people cost, 30% meeting time
• Led multi year implementation of a global regulatory change program impacting business operations (client onboarding, tax withholding and reporting) in 40 countries across 80+ products, 130+ systems.
• Assisted a notable regional bank with the design and delivery of end to end product risk management and governance framework in support of an MRA remediation
• Led cost savings of over $2M for a large global EU bak by implementing new s
Citibank North America
Product Management / Strategy
Contractor, Product Manager
9/2011 - 4/2012
• Led and managed the quality assurance program for a US corporate bank's global payment processing engine used across multiple geographies
• Delivered several new features/capabilities to enhance user experience for payment processing/exception handling reducing turnaround times by 70% within 1 mos. of launch
• Delivered several new features/capabilities to enhance user experience for payment processing/exception handling reducing turnaround times by 70% within 1 mos. of launch
Accenture
Product Management / Strategy
Manager, Accenture
8/2008 - 9/2011
• Managed offshore delivery for J2EE pension management software at EU government agency, achieving an avg CSAT score of 98% throughout 15 mos. of development
• Led 15-member cross-functional team to successful implementation and rollout of Siebel CRM across B2C and B2B segments of major EU telecom client in record time of 18 months.
• Led 15-member cross-functional team to successful implementation and rollout of Siebel CRM across B2C and B2B segments of major EU telecom client in record time of 18 months.