Functional Skills
Digital Transformation
Business Continuity
Accounting
Agile Software Development
Wealth Management
Project Management
Vendor Management
Data Modeling
Regulatory Compliance
User Experience Design (UX)
Operations Management
Product Design
Innovation Management
SQL Analysis
Collateral Development
Software Skills
Java
AWS
SQL
GitHub
Jira
Jenkins
Python
Storage Area Network (SAN)
React Native
Linux
Kubernetes
Microsoft Office
Salesforce
WordPress
Sisense
Certifications
AWS Certified Cloud Practitioner
Sector Experience
Business Services
Consumer Goods
Financial Services
Retail
Technology
Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
Aramark
Product Management / Strategy
Contractor - Data Services Program Management
4/2024 - 10/2024
Managed and delivered critical data projects, including Snowflake and Power BI solutions, ensuring they were completed on time and met Aramark’s high standards. Collaborated with cross-functional teams and third-party vendors to streamline data processes, optimize performance, and provide actionable insights through robust data visualizations and reporting. Leveraged expertise in data management and analytics to enhance decision-making capabilities and drive data-driven strategies within the Data Enablement and Cognitive Data Services organization.
•Oversaw and course-corrected a critical pricing recommendation engine agile project workstream, focusing on the SQL Server to Snowflake conversion.
•Produced training materials and reporting collateral for senior leadership and external clients.
•Developed a name-matching algorithm that doubled the manual match speed of analysts, significantly improving the manual validation process
•Oversaw and course-corrected a critical pricing recommendation engine agile project workstream, focusing on the SQL Server to Snowflake conversion.
•Produced training materials and reporting collateral for senior leadership and external clients.
•Developed a name-matching algorithm that doubled the manual match speed of analysts, significantly improving the manual validation process
Wealth Access
Product Management / Strategy
Head of Strategy and Product
1/2024 - 3/2024
Directed strategy and product at a fast-growing Wealth-Tech start-up specializing in enterprise customer data unification across wealth, trust, and custodial platforms. Led a comprehensive agile transformation within the first two weeks, significantly boosting development velocity and product quality.
• Developed and executed a strategic partner and go-to-market API strategy, extending third-party integrations across platforms to accelerate adoption and engagement across RIAs, retail advisors, custodians, and clients.
• Built and launched a public-facing developer portal in just three weeks, providing a comprehensive integration knowledgebase for partners and their implementation teams, significantly reducing onboarding and implementation timelines
• Developed and executed a strategic partner and go-to-market API strategy, extending third-party integrations across platforms to accelerate adoption and engagement across RIAs, retail advisors, custodians, and clients.
• Built and launched a public-facing developer portal in just three weeks, providing a comprehensive integration knowledgebase for partners and their implementation teams, significantly reducing onboarding and implementation timelines
KMD Partners (Bank Holding Company)
Information Technology
Chief Information Officer
5/2021 - 11/2022
Steered a major digital transformation, completely overhauling the tech stack and product portfolio for a 66-year-old commercial bank. Devised and implemented a modular, cloud-native banking platform strategy, enhancing product development agility, reducing time to market, and fostering continuous innovation in preparation for scaling new products across retail banking, wealth, and commercial segments. Developed and optimized network architecture and infrastructure for all banking platforms, boosting regulatory compliance, performance, and resilience.
• Successfully negotiated multi-million dollar core banking, digital platform, and payment processing contract providing robust, secure, and market leading retail, wealth, and commercial banking capabilities.
• Refined and restructured banking processes to align with SOC 2 and FFIEC guidelines, strengthening cybersecurity, vendor management, business continuity, and change management standards.
• Successfully negotiated multi-million dollar core banking, digital platform, and payment processing contract providing robust, secure, and market leading retail, wealth, and commercial banking capabilities.
• Refined and restructured banking processes to align with SOC 2 and FFIEC guidelines, strengthening cybersecurity, vendor management, business continuity, and change management standards.
emBorrow
Information Technology
Chief Technology Officer and Head of Product
4/2019 - 5/2021
Launched fintech start-up dedicated to helping women and couples finance fertility treatments. Scaled a 28-member technology and product organization from the ground up, defining and executing the strategic direction with a focus on security, redundancy, and scalability. Established technology best practices, including coding standards, tools, and processes, to accelerate feature development and ensure seamless, continuous code deployment. Embedded “voice of the customer” feedback throughout the product development lifecycle, ensuring that customer insights informed every stage of development. This approach was pivotal in driving product validation, aligning with evolving user needs and expectations, and reducing launch timeline.
• Architected and led the launch of fully containerized, cloud native customer-facing web applications from start to finish within 9 months.
• Designed modular high performance application architecture for analytics engine enabling instant credit decisions.
• Architected and led the launch of fully containerized, cloud native customer-facing web applications from start to finish within 9 months.
• Designed modular high performance application architecture for analytics engine enabling instant credit decisions.
US Bancorp
Product Management / Strategy
Head of Money Movement Journey
9/2016 - 4/2019
Orchestrated successful delivery of product and feature enhancements to online banking and mobile platforms. Promoted from Channel Optimization Leader in 2018 to oversee money movement features within mobile app. Built and led a 40-employee cross-functional Agile team, managing and mentoring product managers, UI designers, UX architects, and application developers. Served as subject matter expert for Zelle payments, mobile check deposit, BillPay operations, card payments, and money transfers.
• Advocated data-driven culture, improving Agile team velocity by 30% by instituting periodic KPI and team performance tracking process.
• Cultivated employee satisfaction, earning 92% rating on yearly management review survey due to strong emphasis on mentoring, career development, and training.
• As Channel Leader, managed cross-functional teams of product, project, release, and backlog managers, ensuring successful delivery of enhancements to online banking, wealth, and mobile platforms.
• Advocated data-driven culture, improving Agile team velocity by 30% by instituting periodic KPI and team performance tracking process.
• Cultivated employee satisfaction, earning 92% rating on yearly management review survey due to strong emphasis on mentoring, career development, and training.
• As Channel Leader, managed cross-functional teams of product, project, release, and backlog managers, ensuring successful delivery of enhancements to online banking, wealth, and mobile platforms.
Citigroup
Product Management / Strategy
Vice President, Mobile Product Management
5/2015 - 9/2016
Oversaw all feature development and enhancements to customer-facing Citi Mobile Android app as primary business owner, facilitating research, monitoring customer satisfaction, and reviewing industry trends to optimize features roadmap and improve net promoter score (NPS).
• Led team of UI/UX, tech, and legal experts to deliver completely redesigned Android login experience that boosted NPS score by 7 and app store ratings from 2.8 to 4.0.
• Launched pilot program (Beacon technology) across retail bank branches, personalizing customer experience and increasing number of monthly active users by 10%.
• Orchestrated successful launch of autopay, mobile check deposit, and credit check features in Citi Mobile app, boosting app store ratings from 4.0 to 4.8.
• Led team of UI/UX, tech, and legal experts to deliver completely redesigned Android login experience that boosted NPS score by 7 and app store ratings from 2.8 to 4.0.
• Launched pilot program (Beacon technology) across retail bank branches, personalizing customer experience and increasing number of monthly active users by 10%.
• Orchestrated successful launch of autopay, mobile check deposit, and credit check features in Citi Mobile app, boosting app store ratings from 4.0 to 4.8.
Ernst & Young (EY)
Management Consulting
Senior Consultant, Financial Services Practice - Digital Transformation
8/2013 - 5/2015
Drove digital strategy and transformation initiatives for Fortune 100 banks and wealth management firms focusing on growth, innovation, and digital strategy execution.
• Handpicked by senior EY leadership to architect and implement a high-profile technical framework for one of the world’s largest wealth management firms specializing in ultra-high net worth clients.
• Conducted a comprehensive competitive analysis of mobile and web technologies for an esteemed wealth management client, uncovering key insights that secured a project extension and influenced the firm's digital strategy.
• Developed and executed a transformative digital strategy for a large insurance client, spanning over 300 global products, which included a redesign of the customer login experience, significantly boosting user engagement.
• Handpicked by senior EY leadership to architect and implement a high-profile technical framework for one of the world’s largest wealth management firms specializing in ultra-high net worth clients.
• Conducted a comprehensive competitive analysis of mobile and web technologies for an esteemed wealth management client, uncovering key insights that secured a project extension and influenced the firm's digital strategy.
• Developed and executed a transformative digital strategy for a large insurance client, spanning over 300 global products, which included a redesign of the customer login experience, significantly boosting user engagement.
Enova Financial
Product Management / Strategy
Senior Product Manager
6/2010 - 8/2013
Managed entire mobile development life cycle, from initial specs through implementation for highly complex multi-platform customer facing mobile applications.
•Closely collaborated with a team of in-house and offshore developers, creative designers, database architects, network engineers and business owners to successfully launch two native iOS and Android mobile apps, under budget.
•Managed feature development lifecycle for web-based consumer lending product in a fully agile environment.
•Launched one of the most successful consumer lending products in the United Kingdom
• Wrote critical product transactional logic, system checks, conducted multivariate testing, and interfaced with creative, business, analytics, technology and finance teams to drive new product initiatives.
•Performed continuous product improvement and identified functional gaps through heavy reliance on raw SQL and analytics tools such as Google Analytics, Click Tale, and MicroStrategy.
•Closely collaborated with a team of in-house and offshore developers, creative designers, database architects, network engineers and business owners to successfully launch two native iOS and Android mobile apps, under budget.
•Managed feature development lifecycle for web-based consumer lending product in a fully agile environment.
•Launched one of the most successful consumer lending products in the United Kingdom
• Wrote critical product transactional logic, system checks, conducted multivariate testing, and interfaced with creative, business, analytics, technology and finance teams to drive new product initiatives.
•Performed continuous product improvement and identified functional gaps through heavy reliance on raw SQL and analytics tools such as Google Analytics, Click Tale, and MicroStrategy.
Enova Financial
Information Technology
Business Systems Analyst
4/2009 - 6/2010
Served as internal consultant for product management, accounting, and business on system optimization, reporting, and automation.
•Led automation efforts of manual system checks that reduced daily checks by 30%.
•Wrote fully automated bank reconciliation script that reduced nightly cash reconciliation by 1 hour and decreased error incidence rate by 80%.
•Managed/initiated complicated large-scale debit card reconciliation automation project that eliminated 40 hours of monthly workload team wide.
•Led/Initiated blast dialer automation project that reduced daily manual process by 40 minutes.
•Led automation efforts of manual system checks that reduced daily checks by 30%.
•Wrote fully automated bank reconciliation script that reduced nightly cash reconciliation by 1 hour and decreased error incidence rate by 80%.
•Managed/initiated complicated large-scale debit card reconciliation automation project that eliminated 40 hours of monthly workload team wide.
•Led/Initiated blast dialer automation project that reduced daily manual process by 40 minutes.