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Work Background
Product Strategist
FreelanceProduct Strategist
Apr. 2023New York, United States · RemoteMy current work is a full-time product consulting role with a leading social sports betting startup. My responsibilities and work have included: * Conducting GPT4/python-based daily analysis of site usage data to inform pricing and design strategies * Regular meetings with founder to conduct feature prioritization, backlog grooming, and UX/UI design guidance * Daily engagement with users to gather feedback, facilitate Discord user group discussions, and increase user-friendly site activity * Market research to stay up-to-date on latest trends and competitors in rapidly growing, nascent industry My work has played a significant role in growing the company's subscription-based revenue model from initial launch to a greater than 40% MAU conversion to paid subscribers.
VP, Product Management
Credit SuisseVP, Product Management
Apr. 2022 - Mar. 2023New York City Metropolitan AreaAs a VP of product management in the Credit-Suisse Design Thinking & Product Delivery team, led UX/UI designers in creating design prototypes for applications used within the bank. • Led development of application design prototypes via user-centric design thinking processes, including user interviewing, user journey mapping, persona creation, sketching, and frequent usability testing. • Drove the creation of a mobile application for senior bankers to prioritize client coverage and an application to automate enabling new trading clients.
Senior Product Manager
Credit SuisseSenior Product Manager
Apr. 2021 - Apr. 2022New York City Metropolitan Area
Product Manager
BLEND360Product Manager
Aug. 2020 - Apr. 2021New York City Metropolitan Area* Created BRD and project roadmap, led daily working meetings for team of data scientists and Tableau designers implementing system of predictive analytics dashboards for senior managers within Fortune 1000 retail company * Coordinated cross-functional teams of data scientists and data engineers building a data-driven internal pricing engine for a clean energy provider to electric utility companies. Gathered initial stakeholder requirements to build a project plan and product roadmap. Coordinated daily working group meetings to ensure product enhancements met acceptance criteria and deadline dates.
Director of Product
CanoeDirector of Product
Jan. 2020 - Apr. 2020Greater New York City Area · On-siteOversaw the creation of strategic plans to ensure sales and profitability of the new product, analyzing product requirements, preparing initial design sketches, and leading prototype development for the document data extract feature. • Conducted gap analysis, identifying product performance weaknesses and defining/prioritizing required fixes for developers that resulted in verifiable quantitative and qualitative improvements to product performance. • Implemented and trained internal teams on new web analytics platforms, roadmap development, and product development management tools and processes.
Product Manager
SumZero, Inc.Product Manager
Sep. 2018 - Jan. 2020Greater New York City AreaI was the lead product manager for SumZero, the world's leading online community of investment professionals. My many responsibilities included user interviews, product roadmapping, usage data analysis, and go-to-market planning driving SumZero's user-centric product development.
Assistant Director, Product Manager
Moody’s AnalyticsAssistant Director, Product Manager
Jul. 2013 - Dec. 2017Greater New York City AreaI worked as a product manager responsible for product strategies related to development, design, pricing, and packaging for Moody’s Analytics online research and data products. I conducted extensive market research and customer interviews to advise senior managers on product strategies and development. Working with cross-functional teams in development, IT, sales, and marketing I created product roadmaps and comprehensive go-to-market plans for new product launches and major enhancements to existing products.
Strategy Consultant
SunTx Capital PartnersStrategy Consultant
Sep. 2011 - Jul. 2013Dallas, TexasI created strategic growth plans for companies across multiple industries including media, consumer goods packaging, and specialty insurance. I advised senior management teams on strategy and operational changes based on extensive market research and interviews with customers and industry experts.
Institutional Equity Sales, VP
Kaufman Bros.Institutional Equity Sales, VP
Mar. 2005 - Feb. 2009Greater New York City AreaI established a book of institutional equity fund clients generating $600K annually at a technology-focused boutique investment bank. My work generated over 30 revenue-producing relationships with equity funds managing over $50 billion dollars.
Institutional Equity Sales
Lehman BrothersInstitutional Equity Sales
Jun. 2001 - Mar. 2005Greater New York City Area · On-siteI partnered in a 2-person team that doubled revenues from institutional equity fund clients over 4 years.

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Offer Overview: Specialized Product Management Services
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