Product, Implementations, Customer Success, and anything else. Building the portfolio monitoring and analytics platform for private credit.

Leading the VC Product organization. Building the infrastructure for the innovators in VC.-Ideated and oversaw years of infrastructure development to enable delivering fastest financials in the industry (day 1)- Deal team participant in M&A transaction (Vauban). Helped evaluate other deals.

Fund Administration product group. Focused on Delight, Scaling, and Growth of the business.

Leading a team of product managers turning fund administration into a software business and fund administrators into CFOs. -Launched Carta's first crypto initiative: Crypto Fund Admin.

Building tools that create leverage for Carta's Fund Administration business.-Built features enabling a 57% increase in ARR/FTE-Launched MVP to enable International GTM with Fund Admin product-Drove adoption for Carta's proprietary general ledger, moving over >$20B in AUA in <6mo-Enabled >90% of funds to automate financial reporting

Hired, mentored, and managed a team of 18 product managers and UX designers across 3strategies/segments. Indirectly managed over 90 offshore developers including direction of technicalstrategy, new technology evaluation, and org structure.-Conceived strategy and business plan for attacking a neglected segment. Secured over $2M in additionalfunding to build out 2 new product teams, procure new datasets, and bolster research and marketing toexecute on the new initiative. Grew bookings $3M annually and improved renewal rate 4%.-Reoriented a product area strategy, roadmap, and KPIs yielding growth in 1. active desktop users by 60% 2.profiles discovered by 12% and 3. renewal rates by 5%, in targeted customer segments.- Provided executive leadership in board meetings for PitchBook's parent company Morningstar (MORN) https://shareholders.morningstar.com/investor-relations/governance/board-of-directors/default.aspx

Tapped to replace a departing VP of product. Assumed responsibility for all roadmaps, personnel, goals, and process for the Platform PM team. Managed/hired a team of 5 product managers, a product trainer and a product analyst.-During a team restructuring, also managed a team of 4 UX designers for 6 months. Improved retention and PM/UX processes. -Introduced product level health metrics to measure overall user behavior, major feature usage, and impact of recent releases.-Increased release velocity of team to an average of +35 per quarter.

Building products to research and analyze companies, deals, funds, investors and service providers across the entire private investment lifecycle.Managed a team of product managers and product analysts to deliver features across several areas of the PitchBook Platform including search, security, miniCRM, API/Datafeed, PB mobile, smart news, conference as well as internal tools for product analytics.As an Individual contributor, I led a complete redesign of the PitchBook platform that would enable our product, UX and engineering teams to move faster as we continued to scale. Changes included the adoption of a revamped UX style guide, a new architecture featuring a move to React and a microservices approach to backend systems.

Drive strategy, development and design for news aggregation/personalization, PB mobile (iOS, Android & Windows), internal BI data, and Direct Data Access (API & Datafeed).-Speced and released the first customer facing API, developed a go to market plan together with our datafeed offering (Direct Data Access). Assisted sales by consulting clients in implementation to achieve several 5 and 6 figure deals.-Ideated, speced and launched PitchBook news agg service. First PitchBook service to deliver data to customer in real time. Developed rule based recommendation system based on usage data. Became the 2nd most used dashboard widget.-Identified the need to move away from javascript mobile web framework to iOS and android native to take advantage of OS level features. Drove app revamp and residesigns including a move to material design, creation of iOS style guide and adoption of OS features like spotlight search for PitchBook profiles.

Early PM hire

Social27 is a powerful cloud based solution that offers different verticals to simplify and improve eLearning and Digital Events.-Managed customer experience from prospecting to proposal and solution installation working cross-functionally with sales & PM’s-Developed understanding of SaaS and mobile products to create marketing materials including email templates for prospecting, product info decks, value prop, sales word tracks and powerful product narratives-Conducted competitive analyses to better define target client as well as stay ahead of competitor solutions-Used ad-hoc usability studies to draw insights on refining DIY course creation tool and propose changes to product backlog

Worked in a single agent’s office with 3 salespeople where I focused on finding opportunities for new leads and methods for optimizing existing lead channels/conversions. Also assisted with account service, claims, and payment issues. -Analyzed conversion rates on upsells to different insurance lines. Identified a high converting segment with low volume. Developed a direct marketing program and streamlined a specialized sales process to increase number of upsells in the segment by ~20%. -Stood up SF bank marketing and sales playbook for the office.

-Drove improvement of KPIs for portfolio of 30 chapters in the US Southeast including recruiting, dollars and hours donated, and academics. -Built new chapter from 0 in 6 weeks. Recruited members from universities top organizations (student government, athletic teams, academic clubs) to join PIKE.

-AR/AP work -Assist with various tasks for Pension Funds/ERISA compliance