• Led product development and launch of the Credit Builder plan, which acquired over 350k new active users in 8 months, generated $15MM in savings for customers, and enabled a strategic partnership with Credit Karma• Own product roadmap and strategy for borrower experience across all loan and credit plans, including upsell strategy for maximizing LTV of existing borrowers• Own product roadmap for internal operations tools across all products (used by 100+ agents to service ~500k loans)• Set and analyze success metrics for LTV, engagement, and servicing costs using SQL and BI tools to prioritize new features• Managed 2 Product Managers and 12 front-end, back-end, and mobile software engineers across 2 product teams

• Identified and outlined feature requirements of new products to align with product-market fit of new strategic verticals• Performed analysis and research to implement a SaaS pricing structure for B2B photo and e-commerce software products• Assisted the CEO on Series A fundraising efforts, created pitch decks for VCs, and managed the investor data room

• Developed and proposed 3 new loan and banking products along with go-to-market strategies to Executives, managed product rollout, and built KPI monitoring, growing loan origination volume 100% annually• Designed a new pricing strategy and collaborated with the Product team to implement within one sprint, which increased total funnel conversion by 20% and improved loan unit economics an average of 10%• Spearheaded the development of a Paycheck Protection Program application process in two weeks to provide existing and new customers a faster path to receive government funding during the pandemic, serving over 300k SMBs and $8B+ in loans• Partnered with Revenue Team leadership to identify areas to improve operational processes, built team reporting with SQL, Tableau, and Salesforce, managed the compensation process, and forecasted revenue projections and staffing needs• Built the monthly partner commission process and infrastructure with Python, SQL, and Salesforce to automate over 50 manual BD reporting hours per month, eventually transitioning the code to product and engineering once operational

• Bootstrapped an angel-funded mobile app startup in a foreign country by testing a minimum viable product for market fit, scaling operations with limited resources, and shortening product cycles to meet user needs• Led marketing strategy, implementation, and A/B testing of online campaigns across WeChat and other platforms to promote a new multi-lingual restaurant app in China, achieving an average of 83% month-over-month user growth• Created analytics dashboards in Mixpanel that tracked over 500,000 app interaction data points to understand user behavior and optimize product development for higher interaction and retention• Consolidated and calculated marketing campaign metrics with Microsoft Excel to track A/B testing results, scale profitable marketing channels, and define target user profiles• Utilized growth marketing strategies and strategic partnerships with F&B companies, entrepreneurs, and media outlets in China to promote our application through free and low-cost marketing solutions, gaining over 50,000 users

• Audited Equities desks’ financial and operational risk systems by testing controls and data for accuracy, and documenting findings in official internal audit reports• Collaborated directly with senior business managers to install corrective action plans to remedy ineffective business processes• Led the interdisciplinary “Risk and Control Self-Assessment Working Group” in the role of subject-matter expert, focusing on implementation of department-wide and evaluating the firm’s new self-assessment process

• Reviewed hundreds of audited financial statements for LIHTC investments to ensure compliance withtax credit requirements and analyze the benefits and risk levels of each investment• Developed benefit and value analysis, assessed the financial position of the General Partner, andaided in the disposition of three investments at the end of their compliance periods• Created and prepared a 25-page internal advertising booklet highlighting recent NMTC investmentsfor use by the Senior Vice President of the group in a presentation to the Investment Committee