A little bit about me...
Following the completion of my Finance degree, I started my career within the banking sector, initially working as a Credit Analyst and progressing to a Portfolio Manager. My enthusiasm for evaluating borrowers' creditworthiness led me to become a expert user of the loan origination system, and I quickly became the unofficial trainer within the organization. Eventually, I obtained a role with the software's creator, marking my entry into the exciting world of Financial Technology.
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Throughout my career, I have held many different product management positions, demonstrating proficiency across various roles ranging from Product Analyst and Product Owner to Product Manager, Product Lead, and Director of Product. This comprehensive experience has provided me with a detailed understanding of the intricacies and demands of the Product Management discipline.
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FinTech blends my professional aspirations with my propensity for analytical thinking and curiosity about technological advancements. This convergence between Finance and Technology not only fuels my professional growth, but also allows me to seamlessly integrate my passion for innovative solutions with the demands of the financial landscape.
Experience:
2023-Present
Director of Product Management
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Director of SoLo’s banking team responsible for defining the strategy, creating the roadmap, and owning the execution of product initiatives for the platform’s payments infrastructure and money movement verticals.
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Generated $1,500,000 of revenue YTD while reducing operating expenses $500,000 by creating a new UX which includes multiple ways for users to withdraw funds from their SoLo Wallet.
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Reduced the production time of the Software Development Life Cycle (SDLC) from 90 days to 30 days by implementing new processes to streamline how quickly SoLo can move from planning to implementation.
2021 - 2023
Interim Director of Product Management
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Interim Director of Aspiration’s Sustainability Services team (ESG) with a focus on carbon calculations, measurement, and mitigations. These services were delivered through D2C channels and B2B partnerships, with the goal of creating a Sustainability-as-a-Service line of business for Aspiration. Partners included Lyft, Sonos, Fareportal, Lime, and others.
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Partnered with C-Suite executives to create the strategy for how Aspiration differentiates itself from competitors while leading the discovery, design, and development of multiple 0-1 products including Aspiration’s proprietary greenhouse gas emissions API calculator and consumer carbon offset marketplace.
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Directly responsible for products and services that generated over $1,000,000 of ARR through the onboarding of new B2B partnerships which leveraged Aspiration’s greenhouse gas emissions API and tree planting services.
Director of Product Management
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Director and subject matter expert for Green Dot’s BaaS partners including Intuit TurboTax, Kabbage, American Express, Uber, Amazon, Apple, Google, and Walmart.
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Managed a suite of APIs allowing partners to leverage digital banking and payment programs at scale.
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Created Green Dot’s 2021 roadmap and strategy on how to attract new Small Business partners. Defined baseline platform functionality with standard features in addition to new and innovative differentiators.
2020 - 2021
2017-2020
Product Innovation Lead
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Defined the strategy, owned the roadmap, and set KPIs and OKRs for how Umpqua acquires and retains customers via Umpqua’s proprietary chat app, Umpqua Go-To. Additionally, owned Umpqua’s online account origination and authentications services.
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Increased Umpqua Go-To users by over 780% during 2019 by implementing a new enrollment flow.
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Grew MAUs ~24% by spearheading the migration of the existing authentication provider to Okta, which allowed Umpqua to combine a user’s existing Umpqua Bank login with their Umpqua Go-To login, reducing friction.
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Facilitated the deal between Umpqua Bank and Kony, Inc. for the purchase of Umpqua Go-To (Pivotus Engage), a first of its kind transaction between a traditional financial institution and a FinTech company.
2015 - 2017
Product Owner
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Increased CreditQuest’s NPS score 10 points by replacing Telerik editor with Microsoft Word, improving the overall UX.
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Hand-chosen by the Chief Product Officer as member number 3 for a newly created innovation team focused on creating multiple 0-1 products. Helped hire and grow to the team to 30+.
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Led two remote Scrum teams, one internationally based in India and one in Wisconsin, totaling 20 cross-functional team members from engineering, QA, design, and product management.
2007 - 2015
Senior Analyst
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Provided financial and credit expertise to Small Business, Commercial and Corporate Banking clients during on-site consultations.
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Managed $150,000,000+ Commercial Banking portfolio.
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Project leader tasked with streamlining small business credit applications to maximize revenue by reducing processing time.
Portfolio:
Throughout my career, I've led various diverse and impactful projects, including customer-facing initiatives and back-end connectivity solutions. My approach revolves around pragmatic methodologies, blending insights from users and internal stakeholders to drive success.
Click on the images below to dive deeper into the projects I've spearheaded. Each project embodies key product management principles, incorporating user-centricity, stakeholder collaboration, and strategic alignment to deliver tangible and measurable outcomes.
Finastra:
SMB Loan Platform
Umpqua:
Go-To Chat App
Aspiration:
Carbon Calculator
Solo:
Wallet
Commendations:
Bachelor of Business Administration: Finance
University of Portland
Pragmatic Marketing
Certified - Level III (PMC-III)
Executive Leadership Development
One of 20 candidates chosen from 5,000 employees for an executive development program for future leaders
Financial Beginnings Oregon
Nonprofit volunteer teaching students how to play an active role in their financial well-being
Partner
Co-founding partner of the Oregon Enterprise Blockchain Venture Studio focused on leveraging blockchain technology to solve targeted business objectives for organizations located in Oregon
Coach
Manager of various sports teams including University of Portland club soccer, co-ed Ping Pong, and adult kickball.
Companies I have Worked For:
Expertise:
Product Management
Expert in all aspects of product management, from product strategy and roadmap to product discovery and delivery.
UX Design
Skilled in user-centered design principles and practices, and experienced in designing intuitive and delightful interfaces.
Agile Development
Experienced in leading agile development teams and implementing agile methodologies, including Scrum and Kanban.
Data Analysis
Proficient in all facets of data analysis, spanning from data collection and cleaning to analysis, visualization, and interpretation.
Risk Assessment
Accomplished in the identification, analysis, and mitigation of potential risks across various business units.
Leadership
Expert in guiding teams and stakeholders toward success through visionary direction, strategic decision-making, and fostering a culture of growth and collaboration.
Skills:
Agile Development
Data Analysis
Software Development Lifecycle
Microsoft Office & Google Docs
Confluence & Notion
Figma, InVision & Photoshop
Kanban
Design Thinking
Risk Assessment
Amplitude, Looker & PowerBI
Slack & Microsoft Teams
Lucid Chart & Visio