Biz2X is a fast-growing Series B ($52M) FinTech company with more than 700 employees globally. We are the leading online source for small business loans, having arranged more than +$7 billion in funding for US small businesses. More than 250,000 small businesses use our online services and financing to grow their companies. Biz2Credit has been named to Crain's New York Fast 50 and has been ranked among the top 200 fast-growing companies on Deloitte's Technology Fast 500 three years in a row and was just ranked a Great Place to Work.As CPO, I lead Product and UX globally for both of the company's business units: small business funding (Biz2Credit) and enterprise banking software (Biz2X).

As Chief Product Officer at Biz2X, I led the team in defining the vision and strategy for the platform, transforming how financial institutions approach small business lending through SaaS. I oversaw the design and architecture, ensuring the platform addressed real-world lending challenges with scalable, AI-driven solutions. By working closely with clients, I delivered features that enhanced credit decisioning, improved customer experiences, and expanded access to capital for underserved markets across India, Australia, Canada, and the Middle East. My leadership was instrumental in positioning the platform as a leader in the 2023-2024 IDC MarketScape for Small Business Lending Platforms, solidifying Biz2X as a trusted global innovator in fintech.Additionally, I led product for Rivio.com, a document management system in partnership with CPA.com.

Led multiple product teams consisting of Product Managers, Designers and Engineers that drove efficiency, addressed regulation, and improved client experience by digitizing Sales, Research, and Trading workflows.• Created and defined platform vision, strategy and roadmaps based on qualitative and quantitative data • Led a global team of Product Managers delivering cloud-based solutions on mobile and web• Created an AI/ML system to identify opportunities based on client trading behaviors • Grew average daily users by ~100% and average monthly users by ~50% in less than 12 months• Improved data quality ~10x by implementing automation, self-service, and communications

Managed a team of Product Designers focused on improving the user experience and revenue outcomes across JP Morgan’s Institutional Sales, Research and Fintech Organizations.• Led team that designed Bank’s CRM, telephony, revenue analytics platforms across mobile and desktop• Measurably improved the user experience by introducing a product design process and toolkit• Transformed how 4000+ Sales, Research and Traders connect to more than 30k clients

Created an award winning startup to simplify HR and insurance for small businesses. As Cofounder and Chief Product Officer I was responsible for all aspects of the business, but focused on great product design and customer engagement. The company participated in the Proving Ground Incubator where we won first prize for its cohort.

Head of User Experience for the Firm's Risk Management organization. Delivered numerous impactful products to address business and regulatory needs/opportunities.

Transitioned the University to a modern web infrastructure and brand experience. Worked with Marketing, IT and Academics to develop the institution’s web standards.

Led user experience and Internet marketing functions across the Firm. Responsibility for day-to-day management, platform strategy, Internet marketing programs and product development.

Established and led the Customer Experience Team while functioning as Creative Director for IT related initiatives.

Managed design, development and eCommerce for a 9/11 charity startup that helped countless numbers of New Yorkers cope with the impact of 9/11. We raised and donated significant funds to The Children’s Aid Society and provided an archive to The New York Historical Society, the Smithsonian Institution and 9/11 Memorial where they can be seen today.

Founded a startup company to address the need for controls to manage privacy and security issues associated with Internet transactions.

Co-founded the Interactive team that established Wechsler as an integrated marketing and communications company for financial institutions across both print and the Internet. Clients include New York Life, Ariel Mutual Funds, Standard and Poor’s, Morningstar, TravelEX and more.

Senior Web Developer and Information Architect helping Fortune 500 companies establish their brands on the web. Clients included: IBM, First Union, Kodak, Morningstar, Fidelity, The Travel Channel and more.- Programmed user interfaces with HTML, JavaScript, ASP, et al.- Lead technical aspects of projects.- Contributed to brand development, visual design, information architecture and business strategy.- First Union: Technical lead for the strategic redesign of First Union’s web presence. - Kodak: Development team leader for the prototype of the Kodak PictureCD. Managed the UI and technology development effort while partnering with Kodak’s imaging team. - IBM: Worked on various aspects of IBM’s web presence including three redesigns of IBM.com and the e-business brand. - Other Projects: Morningstar, MetaCreations, Fidelity, @home, and The Travel Channel.