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Work Background
Western UnionHead of Pricing Product and Innovation
Jan. 2023Denver, Colorado, United States• Transformed the product, analytics, and data engineering functions within the Pricing ecosystem, driving strategic alignment and growth.
• Expanded role within 6 months to lead data science and data engineering efforts, expanding operational impact and innovation.
• Developed and launched a new decision products that streamlined GTM operations, resulting in a 5% revenue lift from the MVP release.
• Managed and mentored a global team of product managers, engineers, and data scientists, fostering a culture of innovation and collaboration.
• Reporting directly to executive leadership, providing strategic insights and influencing executive-level decisions in pricing and data initiatives.
Clout by TifinChief Product Officer
Jan. 2022 - Jan. 2023Boulder, Colorado, United StatesBuilt a AI engagement solution for Financial Service firms. • Defined and executed the product strategy and vision, leading the end-to-end development of a scalable platform that achieved nine-figure ARR growth within the first year.
• Led cross-functional global teams in Agile development, implementing OKRs that drove measurable results and ensured timely delivery.
• Established strategic partnerships with RIA and financial services firms, significantly enhancing the company's market position and ecosystem reach.
• Pioneered predictive models that increased conversion rates by 40% by analyzing and optimizing content engagement strategies.
Hustle FundAngel Squad Member
Jan. 2021
Clout by TifinCo-Founder | Chief Product Officer
Jan. 2021 - Jan. 2022Chicago, Illinois, United StatesStartup building a intelligent digital engagement platform for RIAs and Financial Services firms. Creating automated personalized experiences. Acqui-hired in 2022 by Clout.
Morgan StanleyExecutive Director, Digital Product Management (E*TRADE)
Jan. 2014 - Jan. 2021Greater Chicago AreaResponsible for product strategy and development of 7 product channels within the E*TRADE ecosystem. Member of the senior leadership team that defined the digital product roadmap and strategy. • Directed product strategy and development for seven key product channels, contributing to 50% of the company’s Daily Active Revenue Trades (DARTs) and 30% of Daily Active Users (DAUs).
• Grew user engagement and product activity by 50% over three years, driving significant business growth through strategic product enhancements.
• Led the development of a profitable new API portal, enabling B2B and B2B2C partnerships and fostering the adoption of emerging technologies, including AI, ML, and cryptocurrency.
• Played a key role in the Trust Company of America acquisition, driving a 50% increase in advisor adoption of the platform over two years.
• Managed a cross-functional team of 25 product managers, designers, and UX researchers, consistently achieving above-average employee satisfaction and retention.
• Acquired by Morgan Stanley ($13B exit).
OptionsHouse (a General Atlantic company) acquired by E*TRADEHead of Product
Jan. 2014 - Jan. 2016Chicago, Illinois, United StatesResponsible as leader of product management, strategy/competitive analysis, and innovation methods within the organization, reported to the CMO. • Employee 40 and responsible for entire Product SDLC.
• Achieved exponential account growth over 2-year period. From 100k users/$300M in assets to 3m users/$4B in assets at time of acquisition.
• Built an iOS/Android application (Mobile/Tablet) that expanded our capabilities from the web. Reaching 25% of logins and trades within the first year.
• Recruited, managed, mentored, and developed cross-functional product teams. Scaled from one to eight product managers over a 2-year period. • Acquired by E*TRADE Financial ($725M exit)
ScottradeSenior Product Manager
Jan. 2007 - Jan. 2014St Louis, Missouri, United States• Built out multiple phases of the new business and was responsible for product and strategy for a new business line.
• Successfully launched the product and surpassed 1st year business goals by 50%.
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