Work History, Skills, & Accomplishments
SUMMARY
Senior Product Manager with a strong background in the financial services industry, startup ecosystem, strategy, customer mobile banking, Salesforce, app development, and SaaS platforms. Proven expertise in cross-functional team leadership, executing product strategy while utilizing tools to manage complex projects for product development.
PAST RESULTS INCLUDE
– Launched the CBS Digital Transformation Retransmission project, deploying digital products to capture carrier’s customer base to determine retransmission fees – instantly generating annual revenue, $1B+ since 2016 and $2B+ since 2020.
– Designed and deployed custom Salesforce CRM application tracking tool and integrated application website, resulting in a 50% increase in applications YoY, a 40% increase in user satisfaction, and a reduction in manual entry by 20 hours per month.
– Designed a streamlined Risk and Compliance journey process for Asset Management & Private Bank, savings of ~$20M annually through optimized business processes and enhanced fiduciary responsibility.
STRENGTHS
Executive Director
– Program Manager for Strategic Sales projects in Merchant Services, managed projects to increase revenue over $1B.
Investment Management
– Served as portfolio manager for $20M AUM and relationship manager to 29 companies supporting 8 exits, 6 revenue-generating M&A exits for $15M ROI, 9 investments, 17 fundraising rounds, 6 Convertible Notes, 10 SAFEs, and 1 Equity deal.
Stakeholders Relationship Management
– Led cross-functional teams of over 200 members. Successfully spearheaded the end-to-end deployment of custom Salesforce CRM and application, achieving a 50% surge in applications and eliminating manual entry efforts by 20 hours monthly.
Defining and Analyzing Metrics
– Possess strong analytical skills, performing detailed analysis and defined performance metrics. Proven leadership in product implementation based on a data-driven approach, resulting in over 300 enhancements, which significantly improved product automation and functionality, aligning with user needs and strategic planning.
Agile Development Strategy
Possess a robust foundation in Agile methodologies, lean, and Kanban, fostering seamless collaboration across stakeholders, engineering, QA, and design teams. This strategic approach expedited product delivery, resulting in a 25% efficiency boost in velocity.
TECHNICAL SKILLS
Bloomberg ~ CB Insights ~ Cloud ~ Dealroom ~ Figma ~ Java ~ Jira ~ JSON ~ Oracle ERP ~ Pitchbook ~ Python ~ SaaS ~ Salesforce ~ SQL ~ Tableau ~ VBA ~ Visualforce ~ XML
AREAS OF EXPERTISE
Adaptable ~ Agile ~ AI ~ Analytical Skills ~ Attention to Detail ~ B2B ~ Change Management ~ Collaboration ~ Compliance ~ Corporate Development ~ Cost Reduction ~ Digital ~ Digital Transformation ~ Due Diligence ~ Emerging Tech ~ Fast Paced ~ Financial Modeling ~ Financial Services ~ FinTech ~ Flexible ~ Fundraising ~ Go-To-Market (GTM) ~ Investment Banking ~ Leadership ~ M&A ~ Management ~ ML ~ Problem-Solving Skills ~ Process Improvements ~ Product Management ~ Product Strategy ~ Project Management ~Qualitative Skills ~ Quantitative Analysis ~ Relationship Management ~ Risk Management ~ Scrum ~ Software Development Lifecycle (SDLC) ~ Strategic Partnerships ~ Strategy ~ Startup Accelerator ~ Strong Organizational Skills ~ Strategic Thinker ~ Technical Acumen ~ User Experience (UX) ~ Venture Capital ~ Verbal & Written Communication Skills ~ Work Independently
Gaingels is a leading venture investment syndicate in support of diversity and representation. It champions and invests in companies founded by or led by LGBTQ+ individuals.
- Identifies high-potential investment opportunities
- Drives growth through collective strength
- Provides strategic guidance and mentorship
- Offers access to an expansive network
- Committed to fostering inclusivity and representation in the entrepreneurial ecosystem
Wells Fargo Startup Accelerator
- Researched and sourced startup opportunities through in-depth market analysis, trend identification, and exploration of emerging technologies.
- Evaluated innovative solutions from 3000+ early-stage startups, presenting findings to senior management and Line of Business partners within the Fintech and Enterprise Tech sectors. Areas of focus encompassed Blockchain (DeFi, NFT, Web3), ESG, Climate, Financial Health, Advisors, Cloud, Treasury Management, SMB, B2B, SaaS, AI, ML, Finance, Risk, Mortgage, and Payments.
- Oversaw the complete investment process, managing due diligence and transactional activities with legal counsel.
- Managed program administration and product manager for over 15 projects with Audit, Risk, Control, Regulatory, Policy, and Compliance.
- Prepared investment memos for the Investment Committee and delivered presentations on potential deals to senior management.
- Cultivated partnerships to drive deal flow from venture capital firms, accelerators, and entrepreneurial networks.
- Represented the company at 10 conferences and 25 networking events to build strategic partnerships.
- Created a strategic product roadmap in alignment with team goals and business development, aiming to enhance efficiency, compliance, and user experiences.
- Devised and implemented a custom Salesforce CRM application tracking and application website, resulting in a 40% increase in Accelerator applications.
- Applied data-driven methodologies, A/B testing, analytics, and key performance indicators to refine product strategy and optimize user experiences.
- Served as the Product Owner, meticulously capturing comprehensive requirements and user stories.
- Supervised numerous Proof of Concept (POC) and pilot projects for portfolio companies. These projects included the implementation of an AI Chatbot, a Robotic Process Automation (RPA) AI / ML solution, and a litigation platform.
- Led strategic endeavors to discover revenue loss within Big Tech and FinTech.
Wells Fargo Startup Accelerator, LLC., a division of Wells Fargo Bank
Jan 2018 - Mar 2023 | 5 years 3 months
Wells Fargo Startup Accelerator Investment Legal Entity
- Promoted to Board of Directors demonstrating influential leadership
- Facilitated end-to-end investment process for 18 new investments, including LOB engagement, due diligence, financial modeling, valuations, and ongoing transactions, while partnering with Accounting, Legal, and Regulatory, reducing the process from 6 months to 3 months
- Directed strategic meetings and developed presentations for the Investment Committee, prepared investment memo, utilizing market research, financial statement analysis, competitive landscape evaluations, operational assessments, and financial models, presenting investment thesis to participate and facilitate collaboration between the Investment Committee, Accounting, and Corporate Finance teams
- Completed 33 deal closures, conducting thorough due diligence reviews of deal documents while utilizing negotiation skills to secure advantageous terms for equity, convertible notes, and SAFE agreements
- Managed a $20M AUM portfolio, fostering relationships with 29 companies and previously aiding 8 firms to achieve revenue-generating exits totaling $15M ROI. Monitored customer interviews and feedback on the POC engagement, optimizing investment strategies to enhance portfolio performance
- Served as a board observer, mentoring 15 CEOs and gaining insights into fundraising and business updates, enabling compliance adherence to monitor and report on portfolio investment to maximize performance
Jun 2015 - Jan 2016 | 8 mos
· Served as a technical liaison between executive leaders, business project team, and engineering teams.
· Successfully led the Boks implementation project for Consumer Banking, Small Business, and Digital teams.
· Developed and managed project plan to perform data conversion and integration plans for encryption project.
· Provided user testing to troubleshoot issues and communicate issues to design, technology & engineering teams.
· Superior professional communications to advance the exchange of ideas, priorities, and business requirements.
· Proactive problem solver identifying potential risks and communicate issues to relevant teams for resolution.
· Created scorecards to monitor metrics for team and stakeholders, determine resolutions for risks and challenges.
Various Companies