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Work Background
CalPrivate BankSenior Vice President Product Management, Origination Technology
Feb. 2024Portland, Oregon Metropolitan AreaResponsible for deposit origination technology products and strategy across the enterprise. Enabling accelerated growth and exemplary service through thoughtful and flexible solutions.
CalPrivate BankConsultant, Product and Innovation Strategy
Sep. 2023 - Feb. 2024
The Inspired Product Leader Executive NetworkExecutive Member
Mar. 2023
First Republic BankSenior Product Manager - Digital Sales
Feb. 2022 - Jun. 2023San Francisco, California, United StatesStakeholder Engagement - 30% | Strategy/Vision - 30% | Planning - 15 % | Research - 15% | Mentoring - 10% Developed, refined and socialized digital deposit account opening product vision and strategy with senior leadership and critical stakeholder groups across marketing, deposits, lending, wealth, compliance and risk. Provided oversight to PMs executing against the strategy and vision for the digital account onboarding product, leading to improved outcomes for clients and the bank. Designed experiments with UX and Data Analytics to validate onboarding product enhancements, driving critical department and enterprise objectives. Facilitated quarterly team workshops to improve our agile process based on sprint learnings
Defined product OKRs to drive product roadmap priorities Provided critical guidance to 12 product squads across the bank in support of an enterprise-wide SAFe agile transformation resulting in streamlined delivery of higher quality software and services. Provided executive guidance in the translation of roadmap priorities and dependencies into achievable plans in quarterly SAFe PI planning, and guiding the team to delivery against their quarterly commitments. Created, socialized and led the implementation of a holistic product communications strategy to drive adoption and engagement across internal user segments.
First Republic BankProduct Manager - Digital Sales
Sep. 2018 - Feb. 2022San Francisco, California, United StatesStakeholder Engagement - 30% | Requirements - 25% | Vision - 20% | Planning - 15% | Mentoring - 10% Built department's first entirely in-house agile software development team, successfully launching a first for the bank deposit account digital onboarding experience with an 80% conversion rate. Developed deep relationships with key leaders and stakeholders to create sustainable adoption growth of 12% YoY for our digital onboarding tool. Created feedback loops using analytics, user research, and market research to drive team priorities and product enhancements including automated new account funding payments, funding transaction risk modeling, and ID capture. Directed acceptance testing with key stakeholders and users to ensure solution quality for an average of 24 releases annually.
First Republic BankProduct Manager - Digital Banking
Feb. 2017 - Sep. 2018San Francisco, California, United StatesRequirements - 40% | Stakeholder Engagement - 25% | Planning - 25% | Testing - 10% Led entire software development lifecycle (SDLC) and business objectives across several products, including statements, alerts, agreements and disclaimers, admin console, and digital contact team Engaged stakeholders at every stage, from discovery and vision, through development, product launch, BAU to sunset. Managed seamless digital document vendor transition for 500,000 users, covering millions of digital documents annually. Socialized requirements with multiple vendor and internal design, engineering and quality teams, minimizing defects.
First Republic BankAssociate Product Manager
May. 2015 - Feb. 2017San Francisco, California, United StatesRequirements - 50 % | Backlog - 20 % | Project Management - 20% |Testing - 10 % Managed requirements for multiple products as part of a digital banking transition for 350,000 customer users, from admin console, alerts, statements, user disclosures, to knowledge base. Responsible for multiple concurrent product backlogs, prioritizing multiple efforts for a single development team by business need and impact across a variety of device types, from mobile to desktop. Leveraged business analysis skills to identify, refine and document requirements for 35+ feature workflows with multiple stakeholder teams, minimizing scope creep. Coordinated acceptance testing in close collaboration with QA teams, including tracking and prioritizing defects. Supplied critical user analysis and planning of digital banking transition waves over 18 months, minimizing negative user impact.
First Republic BankDigital Banking Associate
Nov. 2013 - May. 2015San Francisco Bay AreaClient Training - 60% | Sales Support - 15% | Client Support - 15% | Product Feedback - 10% Executed one-on-one client education and direct customer support for all of First Republic's digital banking products: Banking Online, Corporate Online, Remote Deposit systems, and our mobile apps. Connected with over 800 customers, 40 bankers and 25 relationship managers - providing expert support and gathering product feedback to share with the product team. Facilitated over $15MM in consumer and business sales conversions by providing expert demonstrations of our online product portfolio to prospects. Maintained a 4-hour SLA to return all direct client communications.
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