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Work Background
Fifth Lane Capital, LPCOO/CCO
Mar. 2021 - Dec. 2024United States, AustinChallenge:
Scaling operations and building compliance infrastructure for a startup hedge fund deploying high-velocity trading strategies while managing and mentoring 10+ person cross-functional teams across technology, legal, compliance, operations, and HR functions. Discovering, testing, and implementing AI tools and services to streamline all functions of the business.
Solution:
Leveraged unique legal and technical background to build comprehensive operational frameworks. Established dual compliance programs (ERA to RIA), implemented company-wide OKR system, conducted weekly 1:1s driving team performance and growth, and built technology infrastructure from scratch to drive data-driven decision making via custom data pipeline with API and web applications for tracking index trading model performance. Leveraged budding AI technologies to assist with daily report generation, tri-party reconciliation, software development, and contract drafting/review.
Results:
• Fund consistently delivered 30%+ returns.
• Established SEC registration as RIA.
• Recovered $14M stuck in an overseas investment using legal skills.
• Used AI to maintain headcount while increasing output and efficiency.
TradeLanesVP Product
Jul. 2019 - Feb. 2021United States, San FranciscoChallenge:
Building product organization from zero while transforming a point solution (export document creation) into a comprehensive end-to-end logistics platform, all while actively supporting sales and customer success.
Solution:
Architected product vision to evolve from single-feature tool to full logistics workflow platform. Built entire product organization (product, design, engineering) including hiring strategy and team structure while simultaneously wearing multiple hats - leading sales demos, assisting with customer onboarding, managing 3 product teams, hands-on product work, and maintaining hands-on involvement with customers.
Results:
• Scaled product org from 0 to 30 people across 3 autonomous product teams
• Developed platform strategy expanding from document creation to end-to-end logistics
• Personally led enterprise sales demos resulting in key customer wins
• Established product development processes while maintaining customer-facing responsibilities
Product Vision: We help all shippers create profitable, on-time deliveries from point A to point B, whether that is across town or across the globe.
SunrunProduct Manager → Sr PM → Staff PM
Dec. 2015 - Jun. 2019United States, San FranciscoChallenge:
Leading product development from inception to rollout of enterprise sales platform for the largest residential solar company in the US, serving diverse sales channels across 25 states.
Solution:
Unifying disparate tools into an end-to-end sales workflow product, including mobile point-of-sale apps and web-based quoting tools. Designed platform architecture to support multiple sales models (in-home, retail, door-to-door, telesales) and platforms (mobile, desktop, tablet) while maintaining a consistent customer-facing experience and compliance with multi-jurisdiction sales processes and regulations.
Results:
• Built a platform used by 5,000+ sales consultants daily
• Drove adoption from rollout to 90%+
• Enabled high-value, high-efficiency sales across 25 states
Jiff, Inc.Product Manager
May. 2013 - Feb. 2015United States, Palo AltoChallenge:
Taking an unproven wellness engagement concept from inception to a revenue-generating enterprise product in the health & wellness industry.
Solution:
Led product development of Jiff Challenges from concept through enterprise launch. Built multi-platform experience (iOS, Android, web) while navigating compliance and enterprise security requirements. Established feedback loops with early customers to rapidly iterate.
Results:
• Generated $2M revenue in under 2 years from scratch
• Closed 12 enterprise customers including Fortune 500 companies
• Achieved 70% employee participation rates at client companies
The Product:
• Participate in a variety of health and wellness challenges (activity, steps, sleep, weight, stress, nutrition) organized by your employer. Challenges include individual or team competitions, group adventures, and personal accomplishments.
• Mobile (iOS and Android) and web platform. Integrated with 3rd party apps, devices, and services.
CloudOnLead iOS Engineer
Jul. 2012 - May. 2013United States, Palo AltoChallenges:
Leading a distributed iOS team across 3 countries while transforming an existing mobile productivity iPad app into a universal iOS application and improving code quality at scale.
Solution:
Architected transition from iPad-only to universal app, reducing codebase by 30% while adding iPhone support. Implemented code review process, style guides, and branching strategies. Mentored remote team members across US, Israel, and Romania.
Results:
• App grew from 3M to 8M downloads during tenure
• Improved crash-free rate from 89% to 99.5%
• Reduced development cycle time through process improvements
• Co-invented patent for cloud-based mobile interaction systems
Copeland Law FirmCorporate Attorney
Nov. 2007 - Dec. 2010United States, AustinChallenges:
Building a sustainable and profitable law firm from scratch during the 2008 financial crisis, competing with established firms while learning business development and operations.
Solution:
Focused on the underserved startup and SMB market needing pragmatic legal counsel at a good value. Built reputation through startup community involvement and practical, business-minded approach. Developed expertise across corporate, M&A, and securities law through hands-on deals. Iterated through many practice areas, including criminal defense, civil litigation, and real estate.
Results:
• Achieved 65% YoY revenue growth and 41% CAGR over 4 years
• Counseled 80+ startup and corporate clients
• Handled over $15M in M&A transactions
• Successfully defended client in multi-million dollar federal trademark case
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