Requests
89
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
🔥100%
Startup Founder
💸100%
Marketing
✨100%
Business Owner
Geos
🇸🇰100%
Slovakia
Work Background
Reiley ConsultingFractional Product Owner / Strategy Consultant
Sep. 2023Portland, Oregon Metropolitan AreaFractional.product owner responsible for defining the product vision, managing the product backlog, prioritizing tasks, and ensuring the development team delivers value to stakeholders.
PayitoffChief Product Officer
May. 2021 - Jun. 2023Portland, Oregon, United StatesResponsible for oversight of Product and Design, product strategy, and strategic alliances at a $50MM+ fintech startup focused on financial wellness and providing next best steps to get out of consumer debt.
Simple FinanceProduct Principal
Nov. 2018 - Apr. 2021Portland, Oregon, United StatesResponsible for product strategy and identifying strategic alliances. $30MM budget annually.
Umpqua BankVice President, Digital Innovation
Apr. 2018 - Nov. 2018Portland, Oregon AreaResponsible for launch of GoTo virtual banker application and management of middleware vendors.
Charles SchwabManaging Director - Onboarding & Enrollment Applications, Digital Services
Jan. 2017 - Apr. 2018Phoenix, Arizona AreaLed the team of product owners responsible for Schwab online onboarding, enrollment, client verification (KYC), risk-scoring, and anti-money laudering (AML) applications. Ownership included: • Branch Digital Enablement (including Chromebook and kiosk platforms & Branch Digital Champions mentorship program) • Schwab.com and mobile web onboarding & enrollment applications • Retail & SIP/IIP native app account open • Schwab Intelligent Portfolios/Institutional Intelligent Portfolios enrollment applications • Schwab Virtual Advisor client enrollment • Schwab Charitable enrollment • Schwab Retail International enrollment • Stock Plan Services enrollment (domestic & international) • Designated Brokerage enrollment • Managed Account Opening/Conversion applications • Digital Services analytic platform (Splunk/Tableau) • Vendor management for Client Identity Verification and AML providers ~$6MM-$10MM budget
Charles SchwabSenior Product Manager, Account Open & Enrollment - Platform Services
Feb. 2013 - Dec. 2016Phoenix, Arizona AreaRecruited, developed, and managed the team of product owners (and ten tracks of development) focused on onboarding and enrollment applications. Served as principal business contact in addressing an accessibility lawsuit. Ownership included: • Schwab.com onboarding & enrollment applications • Branch Chromebook and kiosk platforms • Schwab Intelligent advisory enrollment • Schwab Intelligent Portfolios/Institutional Intelligent Portfolios enrollment applications • Stock Plan Services enrollment (domestic & international) • Designated Brokerage enrollment • Managed Account Opening/Conversion applications • Digital Services analytic platform • Vendor management for Client Identity Verification providers Projects Included: • Schwab.com Web/Mobile Accessibility Program • Schwab.com Self-Service applications • Securities Lending Fully Paid Program • Client Center Challenger Brand update ~$3MM budget annually
Charles SchwabSenior Manager - Client Data Quality / Data Governance Program
Nov. 2009 - Feb. 2013Phoenix, Arizona Area • Served as owner of Client Data Integration initiatives including: Schwab's Corporate Customer Database, Householding, and Match-Merge processes at Schwab. • Served as product manager for several large-scale, cross-enterprise projects including: - Automation of National Change of Address program - OptionsXpress data integration -ThomasPartners data integration - Corporate Data Governance Initiative • Managed department analytics focused on corporate Data Governance goals.
• Managed vendor engagement with I/Lytics.
• Presented Schwab's Master Data Management program at the national Data Governance & Information Quality Conference. $1-$3MM budget annually
FiservPrincipal Consultant - Revenue Enhancement
May. 2008 - Oct. 2009• Served as principal contact and project manager for several multi-million dollar Fiserv Revenue Enhancement engagements.
• Managed a team of junior analysts and consultants.
• Developed numerous business cases/presentations to be presented to a wide range of levels of banking management in an effort to sign new Fiserv engagements.
• Oversaw collection of detailed business requirements for Fiserv Relationship Advance product implementations and integration to the field.
• Developed client segmentation strategy to be used in predicting uptake rates for new Fiserv products.
• Developed Fiserv valuation models to be used in forecasting revenue for new product launches.
• Conducted multiple regression analyses to identify key drivers of Fiserv client behavior and enhance the SmarterPay product decisioning logic for risk management and retention.
PetSmartSenior Analyst, Competitive Intelligence Team
Nov. 2003 - Nov. 2004• Led analytics program to extract learnings from CRM system.
• Managed team of junior competitive intelligence and pricing analysts and summer interns.
• Coordinated decks for PETsMART’s Board of Directors quarterly meetings.
• Oversaw development and maintenance of PETsMART’s competitor real estate/revenue impact database.
• Compiled monthly PETsMART reports on customer retention and brand loyalty.
• Conducted numerous PETsMART customer marketing analyses using corporate CRM system and survey data.
Intel CorporationReporting Lead, Digital Marketing Initiatives
Jan. 2003 - Nov. 2003• Developed business requirements and oversaw implementation of web-based reports focused on web traffic and marketing results for Intel.
• Built data models, queries and reports through Hummingbird BI and Impromptu to enable Intel management to be able to run their own ad hoc reports and queries.
Charles SchwabProject Manager III - Client Loyalty
Aug. 1996 - Oct. 2002• Coordinated 2001 Schwab redesign for all online Client Satisfaction real-time digital reporting.
• Served as technical project manager of several large-scale Schwab intranet design projects. Responsibilities included web page mockups, prototype designs, integrating content, organizing usability testing, QA testing, and implementation.
• Managed team of direct reports
• Managed $2 million dollar (annual) relationship with phone survey vendor.
• Oversaw award-winning pilot project to collect and track customer and employee suggestions to improve Schwab's digital offerings..
Intch is a Professional Networking App for the Future of WorkSee more people like Steph on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
500665 people
17
Executive Creative Director / Art Director / Founder @ Those Guys Are Great, Inc
18
Technologist, Project/Program Manager
21
Education Consultant
122226 people
18
Technologist, Project/Program Manager
15
Human Resources @ UB Greensfelder
15
Data Analyst