Experienced financial services technology and product strategy executive with a proven record of taking innovative products to market, specialized in setting technology platform strategy, researching industry dynamics, and managing products and data strategy within the open finance, personal trust/wealth, advisory, and banking markets. Accomplished in building client relationships, researching products and industries, leading complex IT implementation projects, overseeing data governance initiatives, managing and developing 3rd party partnerships, and positioning products in the market for long-term revenue growth.Specialties: Product strategy and research, technology partner management, business development planning, data analytics and business insights, building client relationships, wealth management technology, program/project management of large, complex initiatives, document management and client reporting, trust accounting software, wealth management platforms.
Listed skills include Product Management, Management, Go To Market Strategy, Product Marketing, and 24 others.