Product Manager, Investment Associate, Digital Transformation, and Various Projects
Feb 2018 - Present
Associated with Gaingels
Work with the Gaingels, a LGBTQ+ early-stage startup community to mentor startups on product features and business introductions.
Jan 2018 - Apr 2023
Work with the Wells Fargo Startup Accelerator portfolio to mentor startups on product features, line of business processes, POC engagement, business updates, fundraising, and supply chain issues.
Jan 2018 - Apr 2023
Served as portfolio manager for $20M AUM and relationship manager to 29 companies and supporting 8 revenue-generating exits for $15M ROI, 21 investments, 12 fundraising rounds, 6 Convertible Notes, and 10 SAFEs
Mar 2018 - Apr 2023
Associated with Wells Fargo Startup Accelerator, LLC
- Oversaw and hand's on with the comprehensive data conversion process during a key M&A transaction, ensuring seamless integration of critical business data and systems.
-Collaborated with venture capital stakeholders to understand investment priorities, ensuring data alignment with strategic growth objectives post-merger.
- Conducted rigorous data validation and cleansing, ensuring the integrity and accuracy of financial and operational datasets crucial for venture capital evaluations.
- Facilitated cross-functional workshops to align teams on data migration protocols, ensuring minimal disruption to ongoing venture capital operations and evaluations.
- Engaged with external M&A consultants and data specialists, leveraging their expertise to optimize the data conversion process for venture capital considerations.
- Developed post-merger data analytics frameworks to monitor and report on investment performance, providing venture capital stakeholders with actionable insights for future M&A opportunities.
Jan 2017 - Apr 2023
Expertise in defining, tracking, and analyzing Salesforce performance metric reports, leading to data-driven decisions with over 200 enhancements that improved product automation and functionality based on user needs and strategic planning
Jan 2017 - Apr 2023
Directed strategic meetings and developed presentations for the Investment Committee presenting investment thesis to participate and facilitate collaboration between the Investment Committee, Accounting, and Corporate Finance teams
Jan 2017 - Dec 2017
- Spearheaded a custom Salesforce implementation, transitioning from concept to full-fledged support.
- Demonstrated leadership in guiding cross-functional teams of over 200 members. Successfully spearheaded the end-to-end deployment of Salesforce, achieving a 50% surge in applications and diminishing manual entry efforts by 20 hours monthly
-As the Product Manager, I oversaw continuous feature enhancements and bug resolutions, ensuring the project was delivered on time and under budget. Key achievements and responsibilities included:
- Conducting comprehensive requirement gathering and instituting process improvements.
- Launching a Salesforce Sites website for seamless Accelerator application submissions.
- Utilizing Salesforce Lightning tools, including process builder, flows, validation rules, and automation.
- Incorporating integrations, chatter, VisualForce, and Apex for a holistic solution.
- Crafting intuitive page layouts and automating emails, alerts, dashboards, reports, and tasks for streamlined operations.
- Configuring and rolling out mobile app functionalities and integrating Outlook with Einstein Activity Capture for enhanced user experience.
Aug 2017 - Dec 2017
- Leveraged in-depth understanding of emerging social media trends and innovations to design a comprehensive strategy, enhancing brand visibility and engagement across multiple platforms.
- Championed the integration of social media applications with the company's digital assets, ensuring a cohesive and interactive user experience.
- Pioneered developing and implementing an e-commerce platform, optimizing it for search engines to drive organic traffic and increase sales conversions.
- Collaborated with Marketing teams to ensure SEO best practices were integrated throughout the website and content strategy, improving search rankings and increasing online visibility.
Jan 2017 - May 2017
Kasisto's integration with Facebook would involve deploying their KAI Banking platform on Facebook's Messenger service, allowing users to interact with their bank directly from the Messenger app. Users can ask the chatbot various questions related to their bank accounts, make transactions, set up payments, check balances, and more, all within a conversational interface. The chatbot is designed to understand complex queries, provide insightful responses, and even offer financial advice or product recommendations based on the user's banking history and preferences. Acted as Product Manager for gathering requirements using UX activities and chatbot implementation.
Jan 2016 - Aug 2016
Associated with Renew Financial
• Successfully spearheaded expansion plans into the Florida market, ensuring timely execution and alignment with business objectives.
• Conducted comprehensive requirements gathering sessions, capturing essential details to shape the project's direction.
• Led UX activities to enhance user experience, including:
• Mapping out detailed user journeys to understand and optimize touchpoints.
• Developing user personas to cater to diverse user needs and preferences.
• Creating interactive prototypes to visualize and test product functionalities.
• Defining technical logic to ensure seamless integration and functionality.
• Adopted a hands-on approach, actively participating in design, development, and testing phases.
• Developed a robust application focused on client onboarding, streamlining the acquisition process and enhancing customer experience.
• Launched an e-commerce platform dedicated to PACE energy-efficient products, catering to the growing demand in the Florida market.
Mar 2014 - Jun 2015
Associated with Capital One
- Spearheaded agile methodologies to drive strategy and digital transformations, ensuring timely and efficient project delivery.
- Demonstrated leadership in managing 2 cross-functional teams, each comprising 10 members, fostering collaboration and productivity.
Orchestrated strategic planning sessions, aligning team efforts with overarching business objectives.
- Led enhancements for mobile website applications, optimizing user experience and functionality.
Implemented customer chat channels and document upload capabilities, streamlining customer interactions and support.
- Collaborated closely with Legal, Compliance, and Risk departments to address and mitigate potential challenges.
- Successfully executed the Home Equity conversion project, ensuring seamless integration and user adoption.
- Championed GRC (Governance, Risk, and Compliance) initiatives and drove significant process improvements.
- Navigated KBYO regulations and ensured alignment with CFPB 2.0 guidelines.
- Defined and executed a comprehensive product strategy and roadmap, setting clear directions and milestones for the team
Mar 2014 - Jun 2015
Associated with Capital One
- Conceptualized and rolled out a suite of digital consumer products, encompassing a mobile app, online banking portal, customer chat interface, enhanced payment processes, a robust Data Warehouse, BI tools, a Loss Mitigation Document portal, Home Equity Advances, and compliance tools including Risk Management, Optional Insurance, and the "Know Before You Owe" (KBYO) – CFPB 2.0 guidelines.
- Led the design and execution of a strategic process for boarding home equity loans, emphasizing mortgage origination configuration. Achieved seamless integration with the servicing system through the cutting-edge BKFS ELI (Electronic Loan Interface).
- Pioneered the introduction of novel digital offerings tailored for the Home Equity sector, underpinned by thorough research and analysis to align with contemporary customer needs.
- Detected and addressed 400 discrepancies in the loan boarding interface, spanning data integrity, regulatory mandates, and third-party vendor concerns. This proactive approach culminated in a remarkable 60% reduction in manual boarding, optimizing operational workflows.
Aug 2012 - Aug 2013
Associated with Various Companies
Clients Included: ViaSat, NASA/JPL
- Directed client engagement strategies, ensuring timely delivery of OBIEE data-warehouse solutions, custom report generation, and hands-on configuration training.
- Orchestrated comprehensive testing processes, formulating detailed test scripts and leading troubleshooting and resolution initiatives.
- Advised clients on bespoke solutions, optimizing data warehouse structures, ETL mappings, OBIEE Answers, Dashboards, and BI Publisher functionalities.
- Conducted rigorous business analyses, deriving specifications to enhance the OBIEE Auditing Subject Area for improved business intelligence.
- Strategized and implemented KPIs, scorecards, and dashboards, while also spearheading BI training programs to elevate the skills of end-users and developers.
Dec 2011 - Jul 2012
Associated with Various Companies
- Spearheaded the global deployment project planning and 5 team management to implement Oracle-On-Demand / Oracle Cloud for Financials, HRMS, Advanced Benefits, Payroll, Employee/Manager Self-Service, and OBIEE (Business Intelligence)
• Defined employee Self-Service workflow business process and business rules and customer
experience for Onboarding, Transfers, Compensation Changes, Benefits, and Terminations.
• Managed 3rd party infrastructure hosting vendor, Oracle-On-Demand (OOD) disusing user issues,
defects, and enhancements for HR & Payroll. Coordinating testing and roll-out of enhancements.
• Served as the liaison for Oracle Financial module system integration, communicating detailed
technical requirements and specifications with the technical team, management, and SMEs.
• Gathered OBIEE reporting requirements for financial modules (GL, AP, AR, FA, PO, Projects) and
provided application enhancements and form development/modifications.
Oct 2011 - Dec 2011
Associated with Various Companies
- Collaborated with cross-functional teams to implement SAP SuccessFactors, ensuring alignment with organizational goals and objectives.
- Led requirement gathering sessions, mapped business processes, and provided recommendations for system configurations.
- Managed stakeholder communications, ensuring timely updates and addressing concerns to facilitate smooth implementation.
- Conducted user training sessions, empowering teams with the knowledge to utilize the platform effectively.
- Monitored post-implementation, addressing any issues and ensuring optimal system performance.
Nov 2010 - Nov 2011
Associated with Various Companies
- Designed a streamlined Risk and Compliance journey process for Asset Management & Private Bank, with savings of ~$20M annually through optimized business processes and enhanced fiduciary responsibility.
- Spearheaded the integration of a strategic Business Process Management (BPM) and Business Rules Engine, enhancing trading system integrations and standardization across platforms. This initiative streamlined client trade requests, bolstered metrics/reporting, and fortified compliance and risk measures within the Asset Management and Private Bank divisions.
- Championed process redesign strategies, utilizing storyboarding techniques to amplify end-user comprehension and underscore the necessity for procedural shifts, thereby reducing operational risks.
- Crafted an optimal end-to-end BPM solution for the Asset Management and Private Bank divisions, ensuring stringent adherence to fiduciary responsibilities and client investment compliance across Europe & the US.
- Supervised the budget, timeline, and quality of outputs from external consultants and the technical team, ensuring top-tier results.
- Advocated for operational process revisions, technology assessments, investment compliance evaluations, and risk appraisals to boost efficiency, scalability and mitigate various risks.
- Ensured the project's scope remained in sync with JPMorgan's strategic objectives, managed the strategic roadmap for risk management, and employed Agile methodologies alongside Pegasystems PRPC throughout the project lifecycle. Collaborated closely with both internal and external consultants from project inception to culmination.
- Established a unified digital workspace to foster communication and collaboration among stakeholders. This platform housed essential project materials, including dashboard reports, design requirements, interactive prototypes, scheduled tests, technology evaluations, and risk assessments.
May 2009 - Nov 2010
Associated with Various Companies
Associated with Various Companies
Manager for Oracle ERP HRMS and 3rd party HR tools, including CBS&YOU employee portal, Kenexa applicant tracking system (ATS), CBS Travel, and SuccessFactors performance management.
Feb 2007 - May 2007
Associated with Various Companies
- Launched the CBS Digital Transformation Retransmission project, deploying a website with CSS, HTML3, JavaScript, and MySql integration to capture the carrier's customer base to determine retransmission fees - generating $1B+ in annual revenues since 2016 and $2B+ yearly since 2020.
Jun 2006 - Dec 2006
Associated with Various Companies
- Pioneered the automation of previously manual tasks within the Market Risk reporting process, streamlining data file scheduling which significantly boosted the speed and precision of all risk reports.
- Assumed a leadership role in the Equities Enhancement initiative, ensuring rigorous testing, obtaining necessary sign-offs, and guaranteeing compliance for processes and data utilized in Summary Market Risk Reports and Financial Statements.
- Diligently monitored and communicated the firm's risk exposure, delivering comprehensive reports to Investment Bank Senior Management & Executives, focusing on Institutional Equities and Emerging Markets risk.
Jan 2005 - Jan 2006
Associated with Various Companies
- Managed 10 enterprise projects through the PMO; ensured all IT enhancement and system implementation projects were Sarbanes-Oxley compliant; and introduced, maintained, and updated SOX change management procedures.
- Created SOX SharePoint site to review and store all required project documentation.
- Introduced sign-off automation for users with SharePoint & Exchange, creating a user-friendly interface and reducing manual effort.
Jan 2005 - Dec 2005
- Led a dedicated team in strategically converting a $2 billion Mortgage Servicing portfolio.
- Collaborated closely with stakeholders and technical teams to ensure a seamless transition to the Dovenmuehle (DMI) subservicing platform.
- Oversaw the end-to-end migration process, ensuring data integrity, system compatibility, and minimal disruption to ongoing operations.
- Conducted comprehensive training sessions, equipping the team with the knowledge and tools to utilize the DMI platform effectively.
- Successfully achieved project milestones and timelines, reinforcing the company's commitment to optimizing mortgage servicing processes.
Jan 2005 - Jun 2005
Associated with Various Companies
- Spearheaded the integration of SBO2000, an innovative solution tailored for the efficient management of mortgage loans serviced by third parties.
- Collaborated with cross-functional teams to ensure seamless data migration, system compatibility, and user adoption.
- Conducted comprehensive training sessions, empowering internal teams with the knowledge and tools to utilize SBO2000 for mortgage loan management effectively.
- Established monitoring and reporting mechanisms to track loan performance, ensuring transparency and timely interventions when necessary.
- Engaged with external loan servicing entities, fostering strong partnerships and ensuring alignment with SBO2000's operational guidelines.
Aug 2004 - Dec 2004
Associated with Various Companies
- Spearheaded a critical review of the Java interface between origination and servicing systems, identifying discrepancies that led to financial misallocations.
- Successfully identified and rectified system issues, drastically reducing manual errors in the data transfer process.
- Through systematic corrections and process enhancements, accurately reallocated $2M in servicing fees back to the Mortgage Servicing division.
- Achieved significant cost savings by optimizing system functionalities, resulting in a direct saving of $2M in servicing fees for the company.
- Collaborated with cross-functional teams to ensure the implemented changes were sustainable, minimizing the risk of future financial discrepancies.